Category Archives: Setup
Customize dropdown lists of states
Shorten the list of states that appears in dropdowns in RB to better match your work and make selecting a state faster …
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 RB9 that impact multiple modules or the entire system …
Set global options for all users
Customize RB9 to match your company with options that appear systemwide …
