Tag Archives: Reward Points History

Lesson #77

Payables – Reward Points History function

If you reward your best customers with points based on the business generated by their calls to you, use this function to see at a glance what points-related activities have been done by which contacts.

Reward Points History defaults to all activities (earned, transferred, redeemed, and adjustments) in all stages of completion that occurred today. It lists activities alphabetically by:

• Firm
• Contacts at the firm
• Date
• Type of activity
• Current activity status
• Points earned or used by the activity
• Number of the invoice that earned points
• Method of redemption
• Any related remarks

It includes a points grand total at the bottom of the grid.

You can change the date range, display history for a single firm or contact, view points related to one or more specific activities, and/or restrict the results to one or more activity statuses.

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).

Reward Points History is an overview only and uneditable. You can export the list of activities as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

NOTE: Contact point history is also available in each enrolled contact’s RB9 listing and in the Reward Points Summary.

Point history in contact listings is all of the contact’s activity in chronological order, most recent first.

Point history in Reward Points Summary is searchable (it is the Reward Points History function defaulting to today’s activities by the contact selected in Reward Points Summary).

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

TL;DR: Get an overview of clients’ reward points activity.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services. If you have RB Connect, you can allow contacts to request point redemptions online. (Also referred to as reward points.)

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.

Lesson #63

Manage & monitor accounts payables+

Use the Payables module to not only cut checks for resources, but to also manage and monitor payroll, sales tax obligations, and reward points for clients. In this module, you can:

• Perform payroll tasks.
• Audit pay statements.
• Adjust resource pay on an invoice or generally on payroll (such as a bonus or re-curring repayment of an advance).
• Adjust sales commissions on individual invoices.
• Close payroll and send resources pay statements via email or regular mail.
• Cut payroll checks, direct deposit paychecks, or export payroll to QuickBooks. 
• Review gross pay amounts and adjust as needed before printing 1099s from RB9.
• Generate forms and reports pertaining to payroll, including for sales commissions, miscellaneous pay not charged to invoices, and outstanding payables.
• Generate sales tax reports.
• Reward your best customers with points like airlines and credit cards do, based on the business generated by their calls to you. Monitor, adjust, transfer, and redeem points.

Payables functions by name

• Override Resource Pay
• Pay Adjustments
• Pay Resources
• Send Resources Pay Statements
• Print Checks – RB9-only function
• 1099 Pay Detail – RB9-only function
• Print 1099 Forms – RB9-only function
• Sales Commission Report – RB9-only function
• Override Sales Commission – RB9-only function
• Additional Resource Production Report – RB9-only function
• Total Payable Report
• Sales Tax – RB9-only function
• Liability Balance Log – RB9-only function
• Reward Points Summary – RB9-only function
• Reward Points History – RB9-only function
• Reward Points Analysis – RB9-only function

TL;DR: Perform payroll and other pay-related tasks.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

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