Sold To Contact\/Firm:<\/strong>\u00a0Contact\/Firm\u00a0responsible for a job with your company.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
If a reporter has questions about their pay \u2014 such as whether they got paid for a particular job, what their next paycheck will include, or what\u2019s the total amount you owe them \u2014 use Resource Activity to search for invoices that include a specific resource\u2019s billable services.<\/strong><\/p>\n You can view a resource\u2019s 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 \u2014 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<\/a>, and update invoice information.<\/p>\n In addition to viewing a resource\u2019s next pay or total payables, you can also view all invoices related to the resource \u2014 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.<\/p>\n You can search for a resource\u2019s 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.<\/p>\n The invoices listed in the search results display:<\/p>\n The results include grand totals at the bottom for invoice amounts, invoice balance amounts, and resource pay.<\/p>\n 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<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n TL;DR: View a resource\u2019s next pay amount or their total payables \u2014 along with basic information about the invoices, such as invoice and pay amounts. Drill down to view complete details of individual invoices.<\/strong><\/p>\n Bill To Contact\/Firm: <\/strong>Contact\/Firm responsible for paying the invoice for a job.<\/p>\n Business Unit (BU):<\/strong>\u00a0One of your company\u2019s revenue centers or any\u00a0entity in your business that you want to track separately.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n Sold To Contact\/Firm:<\/strong>\u00a0Contact\/Firm\u00a0responsible for a job with your company.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"View pay history<\/h2>\n
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RB concepts in this lesson<\/h4>\n
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