{"id":87,"date":"2020-10-04T15:59:49","date_gmt":"2020-10-04T22:59:49","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=87"},"modified":"2026-04-14T09:08:17","modified_gmt":"2026-04-14T16:08:17","slug":"inquiry","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/","title":{"rendered":"Inquiry"},"content":{"rendered":"<h6>Lesson #37<\/h6>\n<h5>Find targeted information fast<\/h5>\n<p>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:<\/p>\n<ul>\n<li>Instantly locate information about jobs, invoices, clients, resources, witnesses, payments and transcripts.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>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.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Analyze aspects of your business, such as clients\u2019 billing activity and resources\u2019 billing and pay amounts. Run monthly, yearly, and year-to-date total reports.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Audit resource pay overrides.<\/li>\n<li>Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.<\/li>\n<li>Find who your best clients and resources are, and which clients are new or\u00a0inactive.<\/li>\n<\/ul>\n<h2>Inquiry functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/find-any-posted-invoice-in-the-system\/\">Invoice Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/focus-on-a-single-clients-invoices\/\">Client Activity<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/see-what-services-a-client-is-using\/\">Client Analysis<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/look-up-a-resources-upcoming-pay-amount\/\">Resource Activity<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/resource-analysis\/\">Resource Analysis<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/witness-inquiry\/\">Witness Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/search-payment-histories\/\">Receivable Transaction Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/override-resource-pay-inquiry\/\">Override Resource Pay Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/celebrate-your-clients-important-events\/\">Anniversary Inquiry<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<li><a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/knowing-your-market\/\">Marketing Inquiry<\/a> \u2013 <em>RB9 Standard-only function<\/em><\/li>\n<\/ul>\n<p><strong>TL;DR:\u00a0Use Inquiry functions to quickly look up information about invoices, clients, resources, witnesses, and transactions.<\/strong><\/p>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Job:<\/strong> Usually the reporting of a deposition \u2014 but can also be any kind of service you provide with your reporters or other resources. <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/\">More &gt;<\/a><\/p>\n<p><strong>Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you need to look up an invoice or other specific information, find it directly in this module <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/inquiry\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,226,217,4],"tags":[175,169,170,20,168,176,248,236,3,174,171,172,173],"class_list":["post-87","post","type-post","status-publish","format-standard","hentry","category-inquiry","category-lesson","category-module","category-modules","tag-anniversary-inquiry","tag-client-activity","tag-client-analysis","tag-inquiry","tag-invoice-inquiry","tag-marketing-inquiry","tag-override-resource-pay-inquiry","tag-rb9-lite","tag-rb9-standard","tag-receivable-transaction-inquiry","tag-resource-activity","tag-resource-analysis","tag-witness-inquiry"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/87","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=87"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/87\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=87"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=87"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=87"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}