Lesson #50
Receivables – Resource Billings Report function
If your firm currently provides resources copies of their invoices, you can provide this report instead. Resources can check that they are getting paid for their work that was billed without seeing all the details on the invoice to the client.
When an invoice is generated in RB9, resources’ earnings are created simultaneously. You can have an unlimited number of earnings per invoice. The Resource Billings Report lists each earning (i.e., a service item and its pay amount), grouped and subtotaled by resource, one resource per page. The report includes a grand total on the last page adding together all the resources’ earnings in the report.
The default report lists today’s earnings for all of your resources. You can generate these earnings reports for other time periods, for a single resource or all resources, and/or for one or more business units of your company. The report’s footer will display which search criteria you used to generate the report with the exception of blank search fields, ALL list selections, or if you are generating a report for a single resource.
You can search for a word or phrase in the report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur.
Export the report as PDF (or one of the other 5 file formats) or print it to give each resource a copy of their own earnings.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Provide resources with their own reports of what work they completed has been posted and what amounts they can expect from that work. The report lists each service item and its pay amount, grouped and subtotaled by resource, one resource per page.
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.
Resource: Person or thing that provides your business with a service.
Service items: Regular charges that you bill to your clients.
