Category Archives: Entities
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 …
