Tag Archives: Resource Activity

Look up a resource’s payables

View a resource’s upcoming pay, total payables, or both paid and outstanding amounts

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 original or copies, 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 the invoice number, date, amount, and balance, payment date, if the invoice was for an original transcript, pay amount and when paid, the related business unit, job number and date, case name, Sold To and Bill To clients, and 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.

Sold To Contact/Firm: Contact/Firm responsible for a job with your company.

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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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