Tag Archives: RB9

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.

Lesson #49

Receivables – Enter Other Transactions function

Financial transactions do not always entail client payments for invoices. Use this function to deal with bounced checks, incorrect invoice charges, misapplied payments, duplicate payments, refunds, miscellaneous income, and uncollectible bad debts.

Enter these types of non-cash transactions into RB to keep your RB ledger accurate. Balance the transactions and post them.

‘Other Transactions’ in RB include:

• Credit Memos
• Debit Memos
• Duplicate Payments
• Refunds
• Miscellaneous Receipts
• Voids
• Write-offs

Credit Memos

Use a credit memo to reduce the balance of an invoice — for example when a client returns a product or was charged for a service they didn’t ask for. A credit memo can be for the full amount or part of the amount of an invoice. If a commission was earned on the sale you can choose to decrease the sale rep’s/Client Of resource’s commission or honor it.

Debit Memos

If a client bounces a check or you applied a payment to the wrong invoice, use a debit memo to increase the invoice balance. You can use the entire balance — including late charges and finance charges — in a debit memo. You can also credit any commissions back to the related sale rep/Client Of resource. After posting the debit memo you can enter the payment again with the correct invoice.

Duplicate Payments

If you receive a check for an invoice that has been paid already and you want to deposit the check (rather than return it) enter it as a duplicate payment in RB to record the payment.

Miscellaneous Receipts

If you receive a check from a client or resource that does not reference an invoice — such as the check for a retainer (upfront deposit) — you can record it as a miscellaneous receipt for tracking purposes.

Refunds

If a client sent you an overpayment or a duplicate payment for an invoice reimburse them through your accounting system such as QuickBooks, then enter the refund in RB so that the Payment Transactions log is complete.

Voids

Posted invoices cannot be canceled or deleted. So if a client returns a product, its invoice must be voided. Or if a job was billed incorrectly the invoice(s) should be voided before the job is billed again. By default, pay and commissions are voided when an invoice is voided and if the resource/sales rep has already been paid you must adjust (reduce) their pay (in Payables) to deduct the amount paid from the next payroll. Or you can choose on a case by case basis to pay the resource’s fee and/or commission in spite of the voided invoice.

Write-offs

If an invoice becomes uncollectible, write it off as a bad debt. When you write off an invoice the resource’s regular pay is not affected and any commissions related to the invoice are not voided by default. However you can choose to void commission(s) on any write-off.

Entering ‘Other Transactions’

When you open this function any unposted transactions are listed with their basic information:

• Transaction type, date, and amount
• Amount of any late charge or finance charge to be debited
• Applicable internal account number (from the Chart of Accounts)
• Invoice number
• Who created the transaction and when

You can view, edit, or delete any individual transaction in the list. Depending on the transaction you can view information about the invoice and its related client and update the client’s information, if desired. You can post transactions here singly or in batches. And you can enter new transactions by type.

Enter relevant information about the transaction including the date, amount, and account you want the transaction recorded in. Also enter any remarks about the reason for the transaction or other relevant information. Depending on the transaction you can also enter information such as the relevant check number and date, and how to handle commissions related to the transaction.

If you have multiple transactions of the same type, you can continuously add them in the same window to save time when processing transactions. When finished all transactions appear in a list along with any other unposted transactions. 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, print, or use in other applications.

Don’t forget to post transactions

Finally you post the transactions to close them. You can post them singly, a select few, or all at once. When you run the daily registers, these transactions will appear on the Cash Receipts Register – Other Transactions page of the report. You can also use the Voided Invoices function to quickly review all invoices voided today or for any time period.

TL;DR: Keep your RB ledger accurate by including all types of transactions beyond payments — including credit memos to deal with returns or incorrect service item billing, debit memos for bounced checks or payments applied to the wrong invoices, duplicate payments, refunds, miscellaneous receipts such as retainers, voided invoices, and write-offs for bad debts.

RB concepts in this lesson

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

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

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

Lesson #48

Receivables – Receive Payments function

Enter a payment and apply it to outstanding invoices in this function — whether the payment is for a single invoice or multiple invoices. RB can handle an unlimited number of invoices paid by one check or other type of payment — such as credit card, electronic payment, or retainer.

Adjustments

You can make adjustments if needed when applying payments to invoices — such as when a client sends you a check that is slightly less than the current balance of an invoice and you don’t want to try to collect the difference. You can discount the difference on the posted invoice. Or if a client sends you a check for more than is owed, enter the excess as an overpayment. (RB tracks all overpayments so they can be refunded in the future.)

Fees & other charges

You can also enter late charges, finance charges, and credit card/PayPal processing fees. (If you receive a payment prior to when late charges would accrue, the Late Charges and Finance Charges fields in Receive Payments are grayed out and uneditable so you won’t accidentally penalize a client.)

Credit card payments

When processing credit card payments, you can break out the usage fees associated with them. Set up credit card payment processing fee accounts in your business units. Then when processing fees are applied to invoices in Receive Payments, they are included in the corresponding accounts for your company. You have 2 options for handling credit card fees in RB: If you pay the processing fee, you use the Processing Fee option; if your client will pay the fee in addition to the balance of the invoice, you use the Surcharge option.

Retainers

If you are holding a retainer from a client, it will automatically appear when applying payments by that client so you don’t overlook it. If any money is left over, it remains in the client’s retainer account until you issue a refund check to the client.

Other payment info

Beyond payment types and adjustments, you can maintain a wealth of information about a payment from the check number and date to third-party payer to transaction date (when you entered the payment) and debited account.

Online payments

If clients pay online through RB Connect, you do not have to enter payment information manually. RB9 automatically enters the payment — including the processing fee if you have set up processing fees in RB9. You can review and edit the payment if needed, then post it like any other payment.

One Check One Invoice vs. Multiple Invoices

If a client is paying for a single invoice, you can use the streamlined One Check One Invoice sub-function to quickly enter the payment. If a client is paying for multiple invoices with one check or you don’t know what invoice they are paying, use the One Check Multiple Invoices sub-function which displays a client’s entire list of open invoices which you can search by job number, invoice number, or amount range. You can export the list as an Excel spreadsheet to save, print, or use in other applications.

Posting payments

After entering a payment and applying it to outstanding invoices, you can continue to add payments to other invoices or finish the payment process by posting the payment. If you have a lot of transactions to record — instead of posting payments as you go — enter them all first then select a batch to post all at once.

All daily transactions are temporary until they are posted (i.e., closed out). And once posted they cannot be modified nor deleted. Some RB reports — such as monthly journals — use the post date (not the transaction date) to select and group transactions on the report.

When you post a payment it must match the total amount of the invoice(s) you applied it to. If the payment is more than the invoice balance(s), RB will not allow you to post it until you balance it with credits (such as the overpayment credit). One exception: RB does not require payment of late fees or finance charges to post. So if a client sent a check for the original amount of the invoice only even though there have since been late fees and/or finance charges applied, you can post the invoice and RB will zero out the fees and remove the invoice from your outstanding receivables.

Audit trail

Unposted payments remain in Receive Payments until they are balanced. RB tracks who entered a payment and when, so you have an audit trail of who is responsible for crediting payments to invoices. You can use this feature to filter unposted payments to see only those you entered to get a total amount and reconcile.

Information on who entered payments and when appears in the results when you search for unposted payments in Receive Payments so you can see it at a glance. Listings also display the payment type, transaction date, payer and if it was a third party (for example if an insurance company paid for a bill their lawyer incurred for them), invoice amount, and its outstanding balance. Grand total and total outstanding balance amounts also appear in the results.

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 to save, print, share, or use in other applications.

You can pull up any unposted payment’s details from the results — either as a drop-down to quickly see all the invoices paid with one transaction, along with their fees breakdown and bill to/sold to information — or in a separate transaction screen.

TL;DR: Enter payments and apply them to one or more invoices — making adjustments as needed for overpayments, late charges, finance charges, and credit card processing fees. Maintain an audit trail of who entered which payments and when.

RB concepts in this lesson

Bill To Contact: The person responsible for paying the invoice for a job.

Bill To Firm: The company 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.

Processing Fee: If you pay the credit card processing fee when a client pays an invoice by credit card, you record it as a processing fee in RB.

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

Sold To Contact: Person who ordered the services on the invoice.

Sold To Firm: Company that ordered the services on the invoice.

Surcharge: If you pass along the credit card processing fee when a client pays an invoice by credit card to the client, you record it as a surcharge in RB.

Lesson #47

Manage accounts receivable

Receivables is another large module in RB with functions for accepting and crediting payments, assessing additional charges, correct invoices, monitor accounts receivable, and perform collections. In this module, you can:

• Credit and track client payments. Apply a payment to multiple invoices at once. Apply retainers and payments via checks, PayPal or credit cards.
• Keep track of retainers. If a client has a retainer, it automatically appears when crediting payments from that client so you can apply it.
• Enter credits, discounts, overpayments, and other adjustments.
• Balance transactions and post payments.
• Enter non-cash transactions, such as credit and debit memos, duplicate payments, refunds, miscellaneous income, voids, and write-offs.
• Acknowledge client payments with emailed receipts.
• Provide resources with billing reports instead of invoices to see what they can expect to be paid for work they have done.
• Assess finance charges.
• Include PayPal and credit card processing fees.
• Run daily register reports.
• Print or email monthly journal reports to your accountant. Get an instant snapshot of accounts receivable for any date.
• Send clients monthly statements via email or regular mail.
• View monthly client activity reports. View all paid or voided invoices for a set time period.
• Find overdue invoices.
• Send clients detailed collection letters.
• Monitor collection efforts using reports, follow-up alerts, collections notes log, and copies of disputed or unpaid bills you can pull up from the central repository and email to clients from within RB.

Receivables functions by name

• Receive Payments
• Enter Other Transactions
• Send Payment Receipts – RB9-only function
• Resource Billings Report – RB9-only function
• Daily Register
• Daily Balance Log – RB9-only function
• Finance Charges
• Monthly Journals
• Aged A/R
• Send Statements
• Client Account Activity – RB9-only function
• Paid Invoices – RB9-only function
• Voided Invoices – RB9-only function
• Collection Letters – RB9-only function
• Collection Follow-up – RB9-only function
• Collection Forecast – RB9-only function

TL;DR: Apply payments and perform other accounts receivable tasks, including collections.

RB concepts in this lesson

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.

Lesson #46

Inquiry – Marketing Inquiry function

Know where your business is coming from and which resources are your most valuable assets. Discover problems — such as inactive clients — to deal with proactively — such as sending them reminder cards.

Client-focused inquiries

Evaluate clients on a firm or contact level in terms of jobs scheduled and revenue generated. Review new client entries and check for duplicate entries. View individual clients’ details. Then use this information for more targeted marketing efforts.

Review new clients

When you start using RB9 review new firm and contact entries for errors or actions to take. Then periodically review new clients within a range of dates to acquaint yourself with them. You can also use these reviews as a form of quality control — especially if you allow resources to enter new firms and contacts when they turn in jobs through RB Connect to check that they’re not a duplicate entry.

As clients schedule jobs and you invoice them, you can use other filters in Marketing Inquiry to find out more about your clients and tailor your marketing efforts.

Find your best clients

Find your best clients by firm or contact in terms of most jobs scheduled or most revenue generated within a date range. You can include or exclude copy sales in revenue generated. Including copy sales gives you an overall view of your real top revenue-generating firms and contacts because it’s not only including their invoices, but any other invoices posted for the jobs they schedule with you. You can also search by ordering client — usually lawyers — or scheduling contact — usually secretaries and paralegals.

Find clients to reconnect with

Find inactive clients by searching for which firms or contacts have not scheduled any jobs during a range of dates as compared to the year prior. Seeing who fell off the calendar gives you a list of clients to contact and see if there are any services you can provide for them.

You can also search to see which clients generated no revenue with you within the date range searched as compared to the exact same time period in the prior year. If a client appears in the results, it means they had at least one invoice posted between the dates searched for the previous year.

When searching for clients to market to you can exclude any firms or contacts that have requested that you do not market to them.

If you searched for firms the listings in the results includes firm name and address. If you searched for contacts the listings in the results includes contact name, firm they work at, address, phone numbers, fax number, email, and the email’s category in the contact’s listing. 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).

Use the email category for further targeting your marketing. For example if you want to offer a limited time discount for paying invoices early, you can generate your list for Accounting email notifications only then select the contacts in the list with an accounting email address.

Export the results as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use to create reports in other applications. If you see any incorrect or missing information in the listings, you can update entities directly from their listings.

Print envelopes and labels from Marketing Inquiry results for your targeted marketing efforts. For example generate labels for holiday gifts to your best clients.

Resource-focused inquiries

Find new hires, top producing resources, non-performing resources, and top commission-earning resources. Queries run in this section will give you an idea of which resources are assigned to the most jobs and earning the most money. You’ll also be able to run queries on the opposite end of the spectrum as well, comparing those resources that are not assigned to jobs and not earning money.

Review new resources

Find resources added during a particular time period. Review each new resource’s details to check for errors. Print envelopes or labels for sending welcome cards or new employee packages.

Find your best resources

Find your best resources by searching for who had the most assignments or earned the most income during a particular time period.

Find resources that received the highest commissions from their own clients/assigned cases (AKA Client Of resources) or sales representatives that earned the highest commissions during a particular time period. You can include or exclude copy sales in commissions generated. Including copy sales gives you an overall view of your real top commissions-generating resources because it’s not only including their clients’ invoices, but any other invoices posted for their clients’ jobs scheduled with you.

Find underperforming resources

Find resources that had no assignments during a particular time period but were assigned to jobs for the same time period in the previous year. Find resources that did not get paid by closing payroll in RB9 in a particular time period but did get paid during the same time period in the previous year.

The listings in the results includes resource name, address, type of resource, email, and the email’s category in the resource’s listing. 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).

In all resource queries you can view and update details of any individual resource listed. Print envelopes and labels from inquiry results. Export the results as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use to create reports in other applications.

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

TL;DR: Lists clients or resources in a range of categories, so you can see who your best clients and resources are, review new client and resource entries, find your highest commissioned resources, see which clients are inactive and need marketing to, and which resources are underperforming, so you can address any issues. Print envelopes and labels from inquiry results. 

RB concepts in this lesson

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

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

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

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

Resource: Person or thing that provides your business with a service — such as a reporter.

Lesson #45

Inquiry – Anniversary Inquiry function

Never miss a chance to congratulate your clients on their personal milestones with RB9’s automatic reminders and Anniversary Inquiry’s ability to print envelopes and labels. RB9 will remind you of upcoming events so you can use Anniversary Inquiry to pull up a list of those events and print envelopes for cards and/or labels for gifts to send.

You set up the kinds of events you want to remember for contacts such as birthdays and wedding anniversaries, then enter dates for these events in individual contact’s RB9 records and when you want to be alerted about these upcoming events.

Print envelopes & labels

When RB9 sends you a reminder about a client’s upcoming event through its internal email system you can use Anniversary Inquiry to print an envelope and/or a label with the contact’s business address or home address.

Or if you prefer you can use Anniversary Inquiry to periodically generate a list of clients with upcoming milestones you want to acknowledge. You can restrict your list to only clients you have designated as active, and select specific anniversary types that you want to celebrate this time that occur on a specific date or in a date range. You can also generate lists of contacts at a single firm or contacts that are clients of a specific resource or sales rep.

Contact listings in the search results include the person’s name, firm name, address, anniversary type, and date. You can sort your lists 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 view or edit any contact’s details in the list before printing envelopes and labels. And you can export the list to save, share, use in other applications, or print as a report.

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

TL;DR: Generate lists of clients celebrating upcoming birthdays and other anniversaries, then print envelopes and labels for sending cards and gifts to them.

RB concepts in this lesson

Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.

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

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

Lesson #44

Inquiry – Receivable Transaction Inquiry function

Look up the payment details for a single check or search payment histories by transaction type and/or other options. Searchable options include:

• Check number
• Check date
• Invoice number
• Transaction date
• Posted date
• Payment details
• Firm billed
• Payer

Searching by check date will return only check payments. You can also search for any posted receivable transaction. Transaction types include:

• Payment
• Duplicate payment
• Credit
• Debit
• Miscellaneous receipt
• Write-off
• Void
• Refund

Any transactions that meet your search criteria will appear as a report. The search results in the report include all of the search categories (except the billed firm) plus:

• Payment type
• Payment amount
• Who entered the payment into RB
• When it was entered

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). You can export the report to save, share, use in other applications, or print.

View individual transactions

From your search results you can view detailed information about individual payments and other transactions. If you look at a payment’s details, it will include a list of the invoices paid by the payment and a breakdown of how the payment was applied to each invoice in the list. For other transactions, you can find information about the client and/or remarks about the transaction depending on the type of transaction.

You can also view invoice details directly for all transaction types except payments and miscellaneous receipts.

Use with Aged A/R

In addition to using Receivable Transaction Inquiry to look up payments or search payment histories, you can also use it when you are managing collections and accounts receivable with the Aged A/R function. In the interactive Aged A/R report you can open the Receivable Transaction Inquiry directly for any client and it will automatically list that client’s payment activity for the past 90 days.

TL;DR: Use Receivable Transaction Inquiry to look up a single check or search payment histories and view detailed information about individual payments and other transactions such as refunds and write-offs.

RB concepts in this lesson

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

Lesson #43

Inquiry – Witness Inquiry function

Instead of going through Turn In to find information about a witness, use this function to find information about witnesses quickly. Find individual deponents by name — or bring up a list of all deponents for a particular case, job, and/or range of job dates. You can also find witnesses tied to one or more business units in your company.

See at a glance in the results returned the witness name, job number and date, case, resource on the job, your company’s business unit responsible, and transcript information like number of pages, last exhibit marked, and when the transcript was sent, signed, and received, or is expected back.

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.

Download files & update information

Click a witness name in the results to get complete witness details including original transcript location, production notes, etc. Download witness files — such as exhibits — and read the witness Notes Log. You can also enter new information about deponents and upload new files to the witness repository.

TL;DR: Lists a single deponent or all deponents for a particular case, job, range of job dates, and/or business unit. View and update witness details.

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.

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

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs.

Repository: RB has 9 repositories where you store files for safekeeping and quick retrieval, including one for witness-related files like exhibits.

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

Lesson #42

Inquiry – Resource Analysis function

This interactive report summarizes a resource’s billing and payroll amounts in different time period by service item, so you can see what services are being provided by a resource and the amounts you are paying them for these services. Compare totals by period to monitor your most productive resources.

In addition to viewing all the payable services a resource has been responsible for, you can also view only the ones in the resource’s next pay or total outstanding payables. When viewing all services or only the outstanding payables, you can restrict the results listed to a date or date range of the related invoices, jobs, or when the invoices were posted in RB9.

You can search for a resource’s payable services:

• That involve a specific firm or a single contact only.
• Related to a single case.
• For all, some, or a single business unit of your company.

You have the option to include voided invoices in your search, so if you do not void resource pay when voiding invoices, you can choose to see a resource’s true total pay amount.

Interactive snapshot of billed services

Like Client Analysis, Resource Analysis displays a snapshot of billed services that meet the specified search condition(s), with each category broken down into:

• Number of units sold
• Payable rush charges
• Total pay amounts year-to-date
• All-time total pay amounts

It includes sales and court taxes as separate line items so amounts match Client Analysis reports.

Like Client Analysis, the results returned in Resource Analysis are interactive, so you can drill down in the information by clicking on dates or service line items. You can see monthly and quarterly amounts for the main service categories, for subgroups within the main categories, and for individual service items.

Category totals and subtotals appear on gray backgrounds with bold headers to differentiate them from individual line items. You can even see the details of all of the results at once with a click.

You can export the 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: This interactive report summarizes a resource’s billed and payable activity, broken down by service. Compare totals by period to monitor your most productive resources.

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.

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.

Lesson #41

Inquiry – Resource Activity function

If a reporter has questions about their pay — such as whether they got paid for a particular job, what their next paycheck will include, or what’s the total amount you owe them — use Resource Activity to search for invoices that include a specific resource’s billable services.

You can view a resource’s full pay history or use filters to focus your search. For example you can find the next pay amount or the total payable for any resource within seconds. View basic information about the invoices at a glance — such as invoice amount and pay amount, whether the resource was paid or not, if they were paid for the original or copies, the job number and date, and basic client information. You can drill down to view complete details of individual invoices the same as in Client Activity, and update invoice information.

View pay history

In addition to viewing a resource’s next pay or total payables, you can also view all invoices related to the resource — including paid invoices so you can review if the resource was paid correctly for any invoice they are challenging. You can restrict the results listed to a date or date range of the related invoices, jobs, or when the invoices were posted in RB.

You can search for a resource’s invoices for a specific firm or a single contact only. You can also search for invoices related to a single case. And you can find invoices for all, some, or a single business unit.

The invoices listed in the search results display:

• Invoice number
• Invoice date
• Invoice amount
• Invoice balance
• Invoice payment date
• If the invoice was for an original transcript
• Resource pay amount and when paid
• Related business unit
• Job number
• Job date
• Case name
• Sold To and Bill To clients
• Date voided

The results include grand totals at the bottom for invoice amounts, invoice balance amounts, and resource pay.

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.

TL;DR: View a resource’s next pay amount or their total payables — along with basic information about the invoices, such as invoice and pay amounts. Drill down to view complete details of individual invoices.

RB concepts in this lesson

Bill To Contact/Firm: 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.

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

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

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.