Category Archives: RB9
California sales tax will apply to OMTI subscriptions in 2027
California has changed its Sales & Use Tax regulations for 2027 to include digital products that are accessed remotely. This change will affect you whether your business is located in California or not …
Gross profit tracking in RB9
The Gross Profit Report in ReporterBase 9 (RB9) gives owners, managers, and accounting staff an instant, clear view of net margin across every billed job by comparing total invoice amounts directly against resource payouts …
RB 9.70 update
Released June, 2026 the RB 9.70 update features a revamped sign-in experience, the ability to select different custom templates for automatic emails, and more. …
We are improving RB9 SQL Servers
We wanted to let you know that we have some critical upgrading to do to RB9 and alert you to how it might affect you. Upgrading to the latest SQL Server software It’s time to upgrade the database management system…
Answers to 2025’s top RB9 questions
In this article, we answer your 2 most-asked support questions from 2025 and provide some How-To’s
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Are you using the new functions in RB 9.60?
Check out the new functions in the latest RB9 update and use them to make your work processes easier …
RB 9.60 update
Released October 21, 2025, this update features smarter search results — including a new function that makes it easier to search merged entities in RB9. …
Resource Blast:
Include resources who are certified in a state but don’t live there
Send Resource Blasts to all resources certified in a state — not just the resources who live in the state …
Collection timesavers
Get better results from your overdue clients by using all of the collections tools in RB9 — and using them in ways to maximize the return on your time investment …
Use RB Notation to “tag” jobs
Organize jobs with your own custom searchable “tags” …