Category Archives: RB instructions

Updated step-by-step tutorials available online

The RB Help Center has a wealth of training materials for you and your staff to get up to speed on RB9 and RB Lite. And since RB9 has gone through multiple updates since its release in 2018, we have

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Where to find RB news & information

Depending on what you are looking for, you can find information about RB on our websites, on social media, in webinars, or in our monthly ads in the NCRA’s Journal of Court Reporting (JCR)

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How to manage conference rooms to avoid double-booking

Think of conference rooms as resources, not locations

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Troubleshooting sales commissions in RB8

Are you having problems with sales commissions on RB8 invoices?

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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

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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.

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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.

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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.

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How to make a one-time pay adjustment

Add or subtract a specific amount from a resource’s current paycheck.

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