Category Archives: Function
Locations are places where jobs occur
Locations are places where depositions and other jobs occur, however not all job locations should be entered in the Location database …
Resources provide services
Maintain a deep database of your independent contractors and other resources …
Contacts work at your client firms
Maintain a deep database of your contacts in RB …
Firms are your clients
Maintain a deep database of client companies in RB …
Import RB9 data directly into QuickBooks
Import RB9 entities, invoices, paychecks, and payment transactions into this popular accounting software …
DIY reports: Create your own RB9 reports
Perform custom searches of your RB9 database, and create your own reports from the results …
View emails sent from within RB9
While RB9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail …
Keep your own copy of RB9 files
Back up your RB9 database to your desktop …
Keep a record of repository downloads
Monitor repository usage by in-house staff as well as by clients and resources as required by general security rules for business applications …
Locate notes made anywhere in RB9
Search notes globally in RB9 …
