Category Archives: Function
Run 3 daily register reports at once
Monitor your posted transactions daily with these reports — or check on unposted transactions and other time periods …
Provide resources with billing reports
Provide resources with billing reports instead of invoices to see what they can expect to be paid for work they have done …
Handle non-cash transactions
Keep your RB ledger accurate by including all types of transactions beyond payments — such as bounced checks, refunds, and miscellaneous receipts …
Apply payments to outstanding invoices
Whether a client is paying for one invoice or multiple invoices with one check, apply the payment correctly — including making adjustments for overpayments and fees …
Know your market & your resources
Find who your best clients and resources are, which clients are new or inactive, and which resources are underperforming …
Celebrate your clients’ important events
Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
…
Look up witnesses
Find a single deponent or all deponents for a particular case, job, range of job dates, and/or business unit …
Monitor a resource’s payables
Summarize a resource’s billed and payable activity …
Look up a resource’s payables
View a resource’s upcoming pay, total payables, or both paid and outstanding amounts …
