Tag Archives: Rush Type Master

Lesson #117

Setup – Rush Type Master function

If you charge clients rush fees for expedited services, and/or pay resources more for expedited work, set up your rush fees in RB’s Rush Type Master. Do this before setting up billing rate tables and instead of setting up billing rate tables for rush charge choices. All of the rush types you create will automatically be inherited by the billing and pay rates you create, reducing the total number of rate tables you need to create.

Use the Rush Type Master to set increases of your base rates for different turnaround times. Store all of your expedite (rush) delivery types and set their default billing and pay information in the Rush Type Master. Rush types increase your base billing and pay rates by a flat fee or a percentage. Rush types and amounts for billing clients can be different from those for paying resources in the same rush table.

Rate tables inherit default rush rates

When creating billing and pay rate tables later, all of your rush rates will automatically fill in the tables. You can override your rush defaults in individual rate tables to accommodate any special pricing or pay arrangements that should be included in that particular table.

RB comes with a default list of rush charge types that you can edit, delete, merge, de-activate, and add new. The default view of the Rush Type Master lists all of your active rush types and displays all of their information, such as if they are by percentage or flat rate, the amount, and how they appear on invoices, so you do not have to drill down to see any details.

You can narrow down the list to a single rush type or group of types that are similarly named. You can also view all rush rates, including those you have de-activated but not deleted or merged. (Deactivated rush rates do not appear as a choice when billing or in the default view of the list here.)

You can sort the list 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.

Information included in rush rates

There are 3 required fields in the Rush Type Master:

• Rush Type is the name your biller will see when they are choosing which expedite they want to use for an invoice.
• Bill Rush Name is the description your clients will see on their invoices when an expedite is billed.
• Pay Rush Name is the description your resources will see on their detailed pay statements when payroll is run.

All of these names can be the same or different, but it’s recommended to keep them the same for consistency and ease of use purposes.

For each rush type, you also designate flat rate or percentage for how you calculate rush charges on invoices and pay statements. You can have mixed calculation methods in the same rush type.

Along with the calculation method is the default amount the rush adds to the base billing/pay rate of the transcript (which can be zero if it varies for each billing/pay rate). For example, if you bill using a flat rate, do not include the total cost of the transcript + rush per page in the rush type, just include the expedite portion. When billing, RB calculates the rush charge amount by adding the expedite amount to the O&1 base rate.

You can also set preferences for how the rush charge will appear on invoices.

TL;DR: Reduce the number of billing and pay rate tables you need, plus save time when creating them by setting up a list of expedite/rush charges first. Rush charges can be by % or flat rate and include other default information that can be overridden in individual rate tables.

RB concepts in this lesson

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

Lesson #110

Customize your RB setup

You can run your business using the setup defaults that RB includes. Or use this module to edit them, delete any you don’t need, and add your own options to tailor RB to your work processes. You can update any Setup function at any time. In this module, you can:

• Customize lists by adding, editing, merging, and deleting list entries. Set the default entry that appears in any field tied to a list.
• Set up users, store work-related and personal information about them, and give them user names and passwords to access RB. Group them according to their access levels and job functions, so they can perform their jobs and receive internal messages. 
• Customize the default Chart of Accounts to match your general ledger or accounting software.
• Set up service items and group related service items so you can locate them quickly in their subgroups when billing, instead of scrolling through a long, undifferentiated list of all miscellaneous service items.
• Enter billing, pay, and rush rates for services, including e-billing information.
• Set up billing rate groups for different categories of clients so you don’t have to scroll through all of your billing rate tables each time you invoice a client. Set up pay rate groups for resources too.
• Group service items into billing sets to speed up billable services selection because you only have to choose the set, not each of the items individually.
• Set the year’s pay dates and their corresponding cutoff dates for each pay period. 
• Create your own invoice headers and messages for different circumstances.
• Set up tracking items to match your production workflow, then define the steps each item goes through in your process.
• Define preferences for how your RB-PDF transcripts will appear and what options they will include. Create multiple transcript preference profiles to cover different transcript requirements.
• Create stamps like “Original” or ”Certified Copy” to apply to transcripts.
• If exhibit file names and exhibit references in transcripts follow a pattern, for example they are numbered consecutively, save production time by setting up those patterns before producing hyperlinked transcripts.
• Set up exhibit stamp templates that will automatically include RB job information and number PDF exhibits sequentially.
• Set global preferences for difference features in RB.

Setup functions by name

• Lists
• Users and Groups
• Chart of Accounts
• Service Item Subgroups
• Service Item Master
• Rush Type Master
• Billing Rates
• Pay Rates
• Billing Sets
• Pay Dates
• Invoice Headers
• Invoice Messages
• Tracking Steps – RB9-only function
• PDF Transcript Preferences – RB9-only function
• PDF Transcript Stamps – RB9-only function
• Link Exhibits Patterns – RB9-only function
• Exhibit Stamps – RB9-only function
• System Preferences

TL;DR: Customize RB to match your business better.

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 >

RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features like hyperlinked exhibits, word lists/indexes, errata sheets, and enhanced headers/footers containing case and depo information.

Service items: Regular charges that you bill to your clients are called service items in RB.