Category Archives: Setup
Automate hyperlinking exhibits in transcripts with patterns
Customize automatic exhibit linking in RB-PDF Transcripts …
Create custom stamps for PDF transcripts
Apply stamps like “original” or “certified copy” to PDF Transcripts & exhibits without leaving RB9 …
Create profiles to generate PDF transcripts that meet different requirements
Set up different transcript profiles that include specific preferences to meet your clients’ needs. …
Define steps in your production workflow
Customize the Tracking function by delineating the steps involved in processing service items …
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Designate your company’s pay dates for the year
Set the year’s pay dates and their corresponding cutoff dates for each pay period …
Group service items for faster billing
Configuring Billing Sets is an essential step in accurately and efficiently billing your clients when turning in jobs …
Pay different resources different amounts for same services
Pay rate tables make complicated pay structures easy to apply and accurate …
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 …
