Category Archives: Inquiry
Audit resource pay overrides
Search historical data about Override Resource Pay payments separately from the resource pay total …
Know your market & your resources
Find who your best clients and resources are, which clients are new or inactive, and which resources are underperforming …
Celebrate your clients’ important events
Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
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Look up witnesses
Find a single deponent or all deponents for a particular case, job, or range of job dates …
Monitor a resource’s payables
Summarize a resource’s billed and payable activity …
Look up a resource’s payables
View a resource’s upcoming pay, total payables, or both paid and outstanding amounts …
See what services a client is using
Summarize a client’s billing activity by the service items they purchased instead of by invoices …
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, including payment history, about the invoices. …
