Category Archives: Lesson
Shorten billing time with stored billing rates
Set up multiple billing rate tables so you can automatically charge different amounts to different clients for the same service items based on prices you negotiate with clients …
Set up rush rate tables to save time
Reduce the number of billing and pay rate tables you need, plus save time when creating them by setting up a list of expedite/rush charges first …
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 RB9 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 RB9 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 …
