Category Archives: Lesson
Set up billable services
Customize lists of your billable services so staff, resources, and clients all have the same options when billing/turning in jobs/requesting services …
Organize billable services into logical groups
Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …
Set up your general ledger
Use RB’s default accounts as is, or customize the Chart of Accounts to fit your business …
Categorize staff for function access & communication
Store information about company personnel, give them access to specific RB functions, and communicate with groups of personnel at once …
Business Units are discrete parts of your business
The only thing you need to start using RB is a single business unit for processing receivables; but you can set up as many BUs as you like …
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 …
