Category Archives: Training
How to change job deadlines
If some clients expect a different turn-around on jobs, you can change your default “Job Due In” length of time for specific clients. …
How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. …
RB8 free online training
Find relevant RB8 training videos based on what you use RB8 for. …
How to make a one-time pay adjustment
Add or subtract a specific amount from a resource’s current paycheck. …
How to generate recurring payroll deduction amounts
Learn how to deduct a specific amount of money from a resource’s paycheck every time you run payroll in RB8 for a defined date range. …
How to assign new resources to existing jobs
How do you assign a newly entered resource to jobs that are already in your RB8 Calendar? …
RB Training Live: RB Trancript Packages
Learn about RB Transcript Packages and Mobil-Elite Transcripts—how to create & use them, and why they are better than PDF transcripts—from this presentation given by Jason Yee, OMTI Client Support Manager, and Ted Yoo, OMTI Technical Support Manager, August 1, 2014. …
RB8 Client installation
Download, install and set up RB8 client software on your computer, and connect it to your RB8 database. …
Obtaining your digital signature
For reporters using RB Digital Signature Proxy service on reporterbase.com
Learn how to purchase a digital signature (or digital ID) from Symantec, then export it from Internet Explorer, and register it with reporterbase.com. …
Send Resource Payroll Reports via email
Would you like to automatically email your reporters and other resources their RB8 Resource Payroll Reports when you generate them? …