Tag Archives: email second round

Lesson #85

Reports – Misc. Sales function

Beyond originals, copies, exhibits, rush charges, mileage, and attendance are a whole host of other charges you bill to your clients called miscellaneous service items. The Misc. Sales report summarizes billed miscellaneous charges by client for a specific date range.

When you set up RB9, you organized your miscellaneous service items into groups of related items called Service Item Subgroups. For example under the Service Item Subgroup “Delivery” you included all of the delivery options you offer, e.g., FedEx, UPS, USPS, courier, DHL, shipping & handling. The Misc. Sales report covers one Service Item Subgroup at a time.

Today’s miscellaneous sales

The default Misc. Sales report shows all miscellaneous charges that are part of your first Service Item Subgroup that were included on any invoices posted today. Service item charges are broken down by firm billed — and the firm totals are further broken down to each contact at the firm that was billed for the relevant service items. Each firm’s listing includes their address and phone number to help you identify them correctly.

Each contact line on the report lists:

• Contact’s name
• Number of times they were billed for the service item
• Total amount they were billed
• Average amount they were billed

A firm totals line appears after each firm’s contact listings. At the end of the report grand totals for the 3 amounts (number of times billed, total amount billed, and average amount billed) are listed.

Other miscellaneous sales reports

You can generate reports for:

• Different date ranges
• Different Service Item Subgroups
• A single service item or several from the same subgroup
• Service items posted for all firms under a single Parent Firm
• Service items posted under one or more of your company’s business units

One way to use this report is to find out which clients are buying services you introduced recently.

You can have the results listed in alphabetical order of the billed firm’s name or in ascending order of the total amount billed. And you can have the report compile results from all contacts in each firm into single firm-wide entries in the list.

The report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, and service items. If you generate a report for a single service item or several from the same subgroup, the service items searched will appear at the top of each page of the report. If you select two or more items in the Business Units list, the report will display that as “(multiple values selected)” in the footer.

You can search for a word or phrase in the onscreen 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 in a variety of formats to save, share, and/or edit in another application, or print it.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View miscellaneous sales charges totals & averages by contact and firm.

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.

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Parent Firm: Headquarters of a multi-branch corporation.

Service items: Regular charges that you bill to your clients.

Service Item Subgroups: Groups of related service items that make billing faster, because instead of scrolling through a long undifferentiated list of all of your miscellaneous service items, you can locate individual items quickly in their small subgroups.

Lesson #71

Payables – Print 1099 Forms function

If you provide your independent contractors with 1099s, use this function to generate PDF federal 1099-NEC forms to print.

When entering resources into RB — or at anytime before issuing 1099s — you can designate if they should be eligible to receive 1099s from you in their resource listings. Not all resources require 1099 forms — for example your conference rooms — so you select which resources should be included in the potential pool of 1099 recipients. If you didn’t designate which resources should be issued 1099s when setting up resources, you can use RB’s Bulk Update tool to designate all potential 1099 recipients at once.

Default settings might be all you need

The Print 1099 Forms function defaults to all potential 1099 recipients for last year who earned more than $600 from any of your company’s business units (BUs). You can :

• Change the date range.
• Restrict the resources to a specific pay group or groups.
• Raise or lower the cutoff earned amount to be included.
• Choose to view resources paid for specific BUs’ jobs.
• View the results for a single resource.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

Before printing 1099s you can click on any resource listed to view/update their RB listing.

In the list of eligible 1099 recipients you select which resources should receive 1099s, then which BU will be issuing the 1099s. RB9 creates a PDF file of the 1099 information to print on preprinted laser-compatible IRS forms. If you use Chrome as your browser for RB9 printing, you can print directly from the browser. Otherwise the PDF automatically downloads, then you print it from Adobe Acrobat.

If the information doesn’t print correctly on the IRS forms, you can make adjustments in RB9 to the margins to align the RB9 output with the 1099-NEC form’s fields.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: View summaries of your independent contractors’ taxable pay. Then print out their miscellaneous income information on preprinted laser-compatible IRS 1099-NEC forms.

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 — such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Lesson #65

Payables – Pay Adjustments function

Before closing payroll adjust resource earnings in the current payroll for amounts not tied to specific invoices — such as a bonus or repayment of an advance. You can also apply recurring deductions to the current payroll, make pay adjustments to other open payrolls, and look up pay adjustments made in closed payrolls.

The default Pay Adjustments results show all resources with outstanding pay adjustments. Important information about each adjustment is displayed in the main grid.

Searching pay adjustments

You can choose to view open or closed pay dates (if you want to check previous payrolls for overlooked pay adjustments). If looking at open pay adjustments you can choose to see all open adjustments or only those for a specific pay date. If checking previous payrolls you can search a date range. You can also view pay adjustments for a single resource. (Pay Groups and cutoff dates are designated when setting up pay dates.)

Listings in the results grid display:

• Pay Date
• Pay Group
• Resource
• Amount paid/deducted
• Any remarks/notes

The cutoff date (last date for invoices to be included) for the pay date appears in the search criteria but is uneditable.

You can sort your results in the grid by one or more columns in ascending or descending order (but 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, print, share, or use in other applications.

Adding pay adjustments

To add one-off adjustments you select the resource then enter the amount and any notes you want. To include recurring deductions set them up first in the resource’s RB listing by entering the recurring amount and the start and end dates for the repayments. Then Pay Adjustments will list all resources with pay adjustments eligible for the selected payroll so you can easily select one, some, or all of them and apply the deductions to the current payroll automatically.

If you add a pay adjustment without a defined pay date the adjustment is automatically set to the next payroll. However if the open pay adjustment is a negative amount, it is set to the next payroll only if the amount can be deducted. Otherwise it remains an open pay adjustment. And if you reset payroll the pay date is automatically cleared for open pay adjustments which will be set again to the next payroll.

Pay adjustments vs. pay overrides

Use Pay Adjustments when you want to increase or decrease a resource’s payroll amount for a reason not related to a specific job or invoice — such as a bonus or a repayment of an advance on outstanding invoices. This includes recurring amounts — such as if a resource is paying back an advance in installments.

Use Override Resource Pay when you want to increase or decrease the amount a resource is paid for a billable service item tied to a specific job/invoice, add new service items to invoices to pay resources for but not bill clients for, or change which resources to pay.

TL;DR: Before closing payroll, adjust resource earnings for the current payroll including applying recurring deductions.

RB concepts in this lesson

Pay Groups: Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Lesson #64

Payables – Override Resource Pay function

If you forgot to include resource pay when calculating an invoice or you used the wrong pay rate so the pay amount is wrong, you can manually change resource pay amounts on posted invoices as long as you haven’t paid the resource yet. (If you have paid the resource but want to adjust pay tied to a posted invoice you will have to reset payroll.)

Use this function to correct pay amounts for specific service items on posted invoices. You can also:

• Add pay for miscellaneous charges you are not billing to the client but want tied to the invoice, such as mileage or parking at the deposition.
• Add pay for other resources for miscellaneous charges you are not billing to the client.
• Change the resource for specific service items.

Overriding resource pay does not change the invoice for the client because the invoice has already been posted. This function only affects the amount paid by your office and/or the payee for work related to the invoice.

Correct the pay side of invoices

Look up the invoice that needs resource pay corrected by either its invoice number or job number. RB displays the invoice broken down by resource with the associated witness(es) listed beneath each resource. You can export the list as an Excel spreadsheet to save, print, share, or use in other applications.

Billed services are listed for each witness. If the resource has not been paid yet the services are editable.

If you made a mistake on a resource’s pay for a service item listed you can correct the pay rate, the pay rate type (either flat rate or percentage), and the minimum pay for the service item.

If you want to pay resources for miscellaneous services not charged on posted invoices or add additional resources to pay for miscellaneous charges you are not billing to the client, you select:

• The current resource or one from your RB database. You can also look up resources by task assignments.
• A miscellaneous service item and how many units to bill.
• A pay rate table to generate pay automatically or manually enter the rate to multiply the number of units of the service item. If the resource you are paying has a pay rate assigned to them that pay rate will appear as the default but you can use a different pay rate if desired.

If the wrong resource is listed for payment on an invoice you can delete the resource and select a new one if you have not posted the invoice yet.

Any new additional pay entered appears as a line item on the invoice in RB. You can export the updated invoice to use in other applications, print, and/or archive.

Pay overrides vs. pay adjustments

Use Override Resource Pay when you want to:

• Increase or decrease the amount a resource is paid for a billable service item tied to a specific job/invoice.
• Add new service items to invoices to pay resources for but not bill clients for.
• Change which resources to pay.

Use Pay Adjustments when you want to:

• Increase or decrease a resource’s payroll amount for a reason not related to a specific job or invoice, such as a bonus or a repayment of an advance on outstanding invoices.
• This includes recurring amounts, such as if a resource is paying back an advance in installments.

TL;DR: Add or change resource pay amounts for individual service items on posted invoices. Add pay for service items not charged to the client such as parking. Change the resource to pay.

RB concepts in this lesson

Additional pay: Payment to resources for miscellaneous services not charged on posted invoices. For example, you pay a resource for parking at a deposition without billing the client but you want the payment tied to the job’s invoice.

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Lesson #62

Receivables – Collection Forecast function

When a client promises to make a payment at a future date on an outstanding invoice, record it in their RB9 records. Then you can project increases in your cash flow based on the promised payment dates and amounts of outstanding invoices.

The Collection Forecast lists all of the clients with payment-promised dates and amounts for a specified period so you can forecast cash inflow to your business.

Customize your forecast

The promised date defaults to today but you can select any date range to view. You can also narrow results to clients tied to a single collector in charge of collecting their overdue payments — for example if you want to see only those accounts that are your responsibility. Based on the amounts and dates promised by clients for outstanding invoices, you can forecast cash inflow to your business.

Listings in the results display the firm name, the promised date and amount, and the collector. A total amount of all the listed amounts is included at the bottom.  You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

View & update individual collection activity

You can also monitor your collection progress with clients, document new attempts, and view graphs of clients’ account activity by clicking a hyperlinked firm in the Collection Forecast results to view the firm’s collection history and account overview.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Project changes in your cash flow based on the promised payment dates and amounts of outstanding invoices listed in this function.

RB concepts in this lesson

Firm: Business you provide services to, usually law firms.

Lesson #56

Receivables – Send Statements function

RB can generate monthly statements that summarize clients’ overdue invoices. Send these monthly statements and/or open (overdue) invoices to clients either by email or regular mail.

Attorneys receive separate statements unless their firm is flagged to consolidate statements in which case the consolidated statements would be sent to “Accounts Payable” at the firm’s billing address.

Statements list overdue invoices including the date, number, balance due, related job number and date, witness, and case for each invoice. Overdue invoice listings are color coded on statements to make older invoices stand out.

Statements can include copies of the invoices that show any payments, credits, finance charges, and the invoice’s current balance. Invoices can be stamped PAST DUE in red to enforce your message. If you or your clients prefer, you can send only the current invoices instead of the statement.

You can include insurance claim numbers on statements. And you can customize your company’s statements including color coding, graphics, text, and payment options. If you send statements by email you can customize the subject line and message of the email that accompanies the PDF statement. You can edit individual emails before sending them and attach additional files if desired.

Generate list of overdue clients

Enter a client’s preferred method of receiving statements — email, print, or don’t send — in their RB firm listing. Then when generating statements in Send Statements you can search for only those clients whose sending method matches the method you are using to send statements. You can choose to search for only email, print, or don’t send clients, or any combination of the three options.

You can search for all open invoices over 30 days old or pick a different date range to include. You can search for all clients with open invoices, search for parent companies to send statements to, or narrow the results to a single firm or parent company.

You can restrict results to specific firm classes (if you rank or rate law firms), firms tied to a single case, and/or firms tied to one or more of your company’s business units.

The results returned list all of the firms that meet the specified search condition(s) along with their outstanding amounts. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the results list of clients with overdue invoices as an Excel or CSV file to archive, share, print, or use elsewhere.

Send statements

From the results returned you can select one, some, or all of the firms to send statements to. Then select the send method such as email statement, statement and invoices, or open invoices only. You have the same options for printing to send via regular mail. For “don’t send statement” clients you can use the print options to generate reports you can export or print for your records or to use otherwise.

If you email statements RB records the emails sent in the Email Log function in Tools (RB9 only function), so you can refer back to them later. RB also makes an entry in the client’s Notes Log that includes the receiver’s email address.

TL;DR: Monthly statements summarize each client’s overdue invoices. Email or print customized statements with or without invoices, or email/print the open invoices without a statement.

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.

Firm: Business you provide services to, usually law firms.

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred. More >

Parent Firm: Headquarters of a multi-branch corporation.

Lesson #32

Billing – Post Invoices function

Instead of posting invoices one at a time in Turn In, you can save time by posting in batches in Post Invoices. You can also archive the invoices to your repository as you post them.

Finding & reviewing invoices

You can view all unposted invoices or restrict your list to invoices in a specific date range and/or for selected business units. You can include COD invoices in your search. You can also look up individual invoices by job or invoice number.

Invoices in the results are color coded by job status plus you can see at a glance if you didn’t calculate an invoice in Turn In in the unposted invoices list, then calculate it here with the click of a button before posting. You can preview invoices from the list. Other information in the results grid includes:

• Invoice number
• Invoice date
• Invoice and pay amounts
• If the invoice is for originals
• If the invoice is COD
• If the invoice needs calculation
• Date sent
• Job number
• Job date
• Job status
• Business unit
• Case
• Sold To firm and contact
• Bill To firm and contact

You can sort your results in the grid by one or more columns in ascending or descending order (but 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, print, share, or use in other applications.

Posting invoices

Post any or all invoices at the same time — and archive them in your repository in the same process if desired. When posting you have the option to send invoices to the clients at the same time. RB will automatically open the Send Invoices function with the posted invoices selected. You can choose to email the original or current invoices — or print them for sending via other methods.

To reduce errors you can turn on an RB option in System Preferences that will alert you when an invoice does not have a pay rate applied to it — or the total pay amount is 0 — and you attempt to post it.

Before posting, you can:

• Preview invoices. If you styled the text in invoice messages and third-party direct billing notes (such as bolding text or adding color), your styling will appear on the invoices.
• View any invoice’s details.
• Edit some invoice information, such as the date, message, and insurance/e-billing information.
• Upload/download/manage files in the invoice’s repository.
• Monitor repository activity. See which clients can access a file in the repository, who has downloaded it, and when.
• Look up and make notes in the invoice’s Notes Log.

After posting an invoice, it will appear in Receivables and RB financial reports. Once posted, an invoice cannot be deleted.

TL;DR: Save time by posting invoices in batches. You can archive and send them at the same time.

RB concepts in this lesson

Bill To Contact/Firm: The contact/firm responsible for paying the invoice for a job.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred such as a case, job, invoice, or entity.

Sold To Contact/Firm: Contact/Firm that ordered the services on the invoice.

Lesson #30

Production – Link Exhibits function

Instead of delivering a PDF transcript and its related exhibits as separate files, provide your client with a single PDF document with hyperlinked exhibits embedded inside the transcript. RB9 can automatically add hyperlinks in RB-PDF Transcripts to related exhibits so your clients can view exhibits in context by clicking the links in the transcript.

You can link exhibits to RB-PDF Transcripts as you create the transcripts or add them later in the separate Link Exhibits function. Link Exhibits also includes the ability to apply reporter and agency digital signatures (using the free ReporterBase Digital Signature Proxy) to finish the transcript.

When your clients open the PDF they can view/download any exhibit image by clicking a hyperlinked reference to it in the PDF. They do not have to maintain any additional files or file structure to access the exhibits.

Hyperlinks in RB-PDF Transcripts are called aliases and can be either words or phrases used to reference the exhibits. You set which words/phrases identify which exhibits and RB9 automatically inserts the hyperlinks into the transcript when it encounters those words/phrases.

Use naming conventions to speed the process

If you name exhibit files and transcript references according to a pattern — for example you name files EX01, EX02, etc., and transcript references Exhibit 1, Exhibit 2, etc. — you can save production time by setting up those patterns before producing hyperlinked transcripts so RB9 can link all exhibits at once to a transcript.

Link Exhibits includes a default list of commonly used exhibit file names with their transcript aliases which you can edit, delete, and add to, and you can have as many alias patterns as you want to cover all the ways you label exhibits and how they are referenced in transcripts. Exhibit file names and transcript references are case-sensitive so you should take that into account too when setting up alias patterns.

If a transcript has a unique alias pattern you can set it up in the transcript as a one-time thing on the fly when creating the PDF transcript following the same conventions as in Link Exhibits. You don’t have to learn another way or add links manually in another application. The pattern won’t be saved after the one use though.

Finding, linking, & monitoring transcripts

In the separate Link Exhibits function, you can search for RB-PDF Transcripts to automatically link exhibits in by job number, witness name, upload date/date range, and/or business unit.

The results list any RB-PDF Transcripts that match your search criteria. Each listing includes its information from the search categories (except business units) plus the job date, file name, file type, last exhibit marked, and case.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function RB9 will revert back to the default order). You can export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, share, print, or use in other applications.

While the results list all relevant RB-PDF Transcripts you can only link exhibits to transcripts that don’t already have linked exhibits. The already linked RB-PDF Transcripts are listed so you can monitor what has already been done plus you can download any file listed and view who else has downloaded the file and when.

When you select which alias pattern(s) you want to apply to a transcript RB9 will tell you if there are no matches in either file names or aliases in the text so you can make corrections as needed.

(The Link Exhibits function only works for RB-PDF Transcripts. Exhibits can also be hyperlinked to Transcript Packages in the Connect module following the same conventions.)

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Automatically add hyperlinks in RB-PDF Transcripts to related exhibits so your clients can view exhibits in context by clicking the links in the transcript.

RB concepts in this lesson

RB Connect: Online repository, calendar, and access to your office for clients and resources. More >

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More >

RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features. More >

ReporterBase Digital Signature Proxy (RB-DSP): Apply reporters’ and your agency’s free digital signatures to RB-PDF Transcripts through the normal production process. More >

Transcript Package: Interactive transcript that includes related files, including video and PDF transcripts, and can be used by your clients through RB Connect on their computers or through RB Connect Mobile on their mobile devices. Users can highlight text, make notes, view hyperlinked exhibits and other files, and export the transcript in a variety of formats, including condensed or word list only. More >

Lesson #26

Production – Send Originals Out function

Track the location of original transcripts, affidavits, and errata sheets, plus keep detailed notes about where and when you sent them and when they were returned.

This information is available in Turn In for each witness, but Send Originals Out gives you the ability to enter and track this information in a dedicated function so you can see at a glance witness transcript information — plus enter transcript location and other witness related information faster.

The main grid shows all jobs that meet your search criteria with the witness name, transcript’s page number info, resource, when the transcript was sent, when it was returned or expected to be returned, related case name, and business unit involved. If you need more information or are updating a witness’s info, you can access it here with a single click.

You can sort your results in the main grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the grid as an Excel spreadsheet or a CSV(comma-separated values) file to save, share, print, or use in other applications.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use Send Originals Out to quickly see the location status of a transcript, plus update related witness information.

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 — such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More >

Lesson #18

Calendar – Assignment Analysis function

Do you have resources who are complaining about not getting enough good assignments? If you have a big case with many daily copies, how do you evenly distribute the lucrative work among your reporters? Use the Assignment Analysis report to see how often each resource has been assigned.

View assignment info in 2 different formats

Static reports

You can generate static Assignment Analysis reports that display the total amounts of assigned, canceled, and net jobs by resource for a defined time period. You can generate similar static reports that further break down each resource’s assignments by case.

Static reports can be sorted alphabetically by resource or in descending order of net assignments. You can use search criteria to narrow your results.

You can search for a word or phrase in the static report and RB9 will highlight all instances of your searched word/phrase in the report plus list them in a scroll box along with the page number where they occur.

Interactive reports

Generate an interactive report that displays the same information overall by resource but which you can drill down into by month-, quarter- and year-to-date totals.

Refine your report

The default static report lists assignments ordered in the past month sorted in order from the most assigned resource to the least. You can sort the list by resource name instead, group each resource’s assignments by case, switch to the interactive report,  and/or use different search criteria to view assignments:

• Job Date or Order Date range — Order Date includes assignments for write-ups ordered for previously billed non-transcribed jobs.
• All, some, or one Job Type
• A single resource
• A single case
• All, some, or one Business Unit

The static Assignment Analysis report’s footer will display which search criteria you used to generate the particular report with the exception of blank search fields, ALL list selections, or a selected resource. If you select two or more items in a list the report will display that as “(multiple values selected).”

The default interactive report uses the same search criteria and displays the same information broken down by year which you can drill down into to see each year’s monthly totals. You can choose to also include quarterly totals if you are viewing a long date range to make it easier to analyze your data.

Using the report

To figure out how to distribute job assignments more evenly on a case that your resources are asking for, run the Assignment Analysis report to see who has been given jobs on that case and how many times they’ve been assigned to it over a specific period. You will be able to see at a glance how evenly the workload is distributed between your resources and be able to make any adjustments necessary in future assignments.

You can export the static report in a variety of formats or print it from RB9. You can export the interactive report in Excel format to save, share, use in other applications, or print.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Use the Assignment Analysis report to see how often each resource has been assigned and balance out the workload in future assignments.

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 — such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More >

Job Type: Categories of jobs requested by clients such as Deposition or Real-Time.

Order Date: Instead of a job’s scheduled date, this category also includes assignments for write-ups ordered for previously billed non-transcribed jobs.

Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.