How to manage conference rooms to avoid double-booking
Think of conference rooms as resources, not locations Continue reading
Idea Salad
Sure you have a lot on your plate, but leave room for your salad.
A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.
Information about ReporterBase & MetaRecords, business management software for legal support businesses
Troubleshooting sales commissions in RB8
Are you having problems with sales commissions on RB8 invoices? Continue reading
Setting up sales rep commissions in RB8
For RB8 to properly calculate commissions for your sales representatives, you must first set up 3 items for each sales rep Continue reading
Turning off CALs remotely to use them elsewhere
A feature that is exclusive to RB8 Cloud, allows users to log off an RB8 Cloud license remotely, freeing up that license for another user. Continue reading
How to solve RB8 invoice problems caused by recent Microsoft update
A work-around for a Microsoft problem Continue reading
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. Continue reading
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. Continue reading
How to make a one-time pay adjustment
Add or subtract a specific amount from a resource’s current paycheck. Continue reading
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. Continue reading
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? Continue reading
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