Tag Archives: Override Resource Pay Inquiry

Audit resource pay overrides

Search historical data about Override Resource Pay payments separately from the resource pay total …

Lesson #164
Inquiry – Override Resource Pay Inquiry function

Audit payments made using the Override Resource Pay function separately from the resource pay total for a specific time period, a single resource, a single job, and/or a single invoice.

With this Inquiry function you can search historical data about Override Resource Pay payments separately from the resource pay total by:

  • Date the override was entered in RB9
  • Invoice date
  • Job date
  • Pay date

In addition to the date type, you can use one or more of these filters to search for invoices that include pay overrides:

  • Date range
  • Resource
  • Invoice number
  • Job number

The results returned display:

  • Resource
  • Pay date
  • Service item
  • Units
  • Pay amount
  • Date the overpayment was entered
  • Who on your staff entered the overpayment
  • Related invoice number
  • Invoice date
  • Witness

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, share, use in other applications, or print as a report.

Find invoice/job details & files

Click an invoice number in the results to view or update invoice details and upload/download invoice related files. Click the job number in the invoice to view or update the associated job’s details and upload/download job files. Not all details are editable in either the invoice or job.

TL;DR: Search historical data about Override Resource Pay payments separately from the resource pay total.

RB concepts in this lesson

Resource: Person or thing that provides your business with a service, such as reporters.

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

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Inquiry

If you need to look up an invoice or other specific information, find it directly in this module …

Lesson #37
Find targeted information fast

Need to find an invoice quickly? Want to know how much you billed a client last month? These questions and more can be answered in the Inquiry module. What you can do in this module includes:

  • Instantly locate information about jobs, invoices, clients, resources, witnesses, payments and transcripts. 
  • Generate a settlement amount for a particular case in seconds, no matter how long the case has been going on. Send a client a PDF of their invoices. 
  • Analyze aspects of your business, such as clients’ billing activity and resources’ billing and pay amounts. Run monthly, yearly, and year-to-date total reports. 
  • Audit resource pay overrides.
  • Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.
  • Find who your best clients and resources are, and which clients are new or inactive.

Inquiry functions by name

TL;DR: Use Inquiry functions to quickly look up information about invoices, clients, resources, witnesses, and transactions.

RB concepts in this lesson

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

Resource: Person or thing that provides your business with a service.

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