Category Archives: Setup
Set up rush rate tables to save time
Reduce the number of billing and pay rate tables you need, plus save time when creating them by setting up a list of expedite/rush charges first …
Set up billable services
Customize lists of your billable services so staff, resources, and clients all have the same options when billing/turning in jobs/requesting services …
Organize billable services into logical groups
Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …
Set up your general ledger
Use RB’s default accounts as is, or customize the Chart of Accounts to fit your business …
Categorize staff for function access & communication
Store information about company personnel, give them access to specific RB functions, and communicate with groups of personnel at once …
