Category Archives: Video demos
New and updated training videos in RB Help Center
In last month’s newsletter we included a list of updated step-by-step tutorials in the RB Help Center. This month we have added new and updated training videos for RB9 and RB Lite. We have also added subtitles to the training videos…
Troubleshooting sales commissions in RB8
Are you having problems with sales commissions on RB8 invoices? …
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 …
Updating your MR8 Server
How to update all of your server components for your MetaRecords products. …
Litigation support industry basics
If you are interested in the business fields OMTI software and services support, we’ve assembled some background information about the U.S. court system, court reporting, and other industries that use our software to manage and market their businesses …
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. …