Lesson #165
Connect – Billing Sheets function
Search for billing sheets that resources turned in using RB Connect. Then view details and download the billing sheets.
The default search is for all tasks turned in today. You can change your results using the Billing Sheet search filters:
- Task Turn-In date range
- Job number
- One or more task categories
- Resource
- One or more business units
The results returned display the:
- Job number
- Job date
- Resource
- Task
- Turned-in date
- If it’s a rush job
- Ordering client
- Case
- Business unit
Find rush jobs fast
Rush jobs are highlighted in red. Sort the results grid by rush to see which are your time-critical jobs. You can also sort the results by one or more of the other columns in ascending or descending order. (When you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
Click a hyperlinked job number to view details about the billing sheet and download it. Billing sheets include both the Ordering Client and Scheduled By Contact so you know who should receive copies of the invoice and transcript.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: If you have resources turn in jobs via RB Connect, view details about their billing sheets and download the billing sheets.
RB concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Ordering Client: Client that is responsible for a job with your company.
RB Connect: Online repository, calendar, and access to your office for clients and resources including online turn-in, one-touch job acknowledgements, and downloadable pay statements for resources. RB Connect is an optional plug-in to RB9.
Resource: Person or thing that provides your business with a service, such as reporters.
Scheduled By: Contact who initiates a jobs with your company. This scheduling contact can be different from the Ordering Contact.
Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish.
