Category Archives: Lesson
Focus on a single client’s invoices
Look up invoices by client using search filters to narrow the results …
Find any posted invoice in the system
Even if you don’t know an invoice’s number, you can quickly find it in RB using the wide variety of search criteria in Invoice Inquiry. Then get detailed information about the invoices including payment history. …
Export invoices in LEDES 1998B format
Export invoices in LEDES 98B format for clients who require electronic billing that complies with LEDES standards …
Transfer posted invoices to other clients
Correct a misaddressed invoice by transferring it to the correct client, instead of voiding the invoice and re-billing …
Send & archive invoices
Send clients copies of their invoices and archive the invoices in the central repository …
Stay on top of COD sales
Because COD invoices are not treated as sales until paid use this function to manage and send COD invoices …
Batch post & archive invoices
Instead of posting invoices as you create them in Turn In, save time by posting them in batches …
Hyperlink exhibits in transcripts automatically
Automatically add hyperlinks in RB-PDF Transcripts to related exhibits so your clients can view exhibits in context by clicking the links in the transcript …
