Category Archives: Setup
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing RB9 data directly into QuickBooks. Check that RB9 and QuickBooks can communicate …
Set preferences for contacts, firms & resources
Set default invoice options for new clients, and default payment terms for new resources …
Set preferences for paying resources
From 1099 printing adjustments to direct deposit paycheck setup and more, you can customize RB9 payroll options …
Set preferences for receipts & statements
Customize the subject line of payment receipts, and set up templates for your company’s statements and the accompanying emails …
Set preferences for invoices, LEDES billing, & rewards
Customize invoices, set up electronic billing, and start a booking reward system like a frequent flyer program, to inspire client loyalty …
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set calendar module preferences
Set preferences for job calendar functions and options …
Set preferences that cover more than one module
Set preferences for aspects of RB that impact multiple modules or the entire system …
Set global options for all users
Customize RB to match your company with options that appear systemwide …
Create auto-numbering exhibit stamps with RB9 data included
Automatically stamp exhibits with your custom serially-numbered stamps …
