MR8 vs. MR9 functions list

A new version of MetaRecords software for managing records retrieval and process serving is coming later this year. In this sneak peek, check which functions in the current version will be in MR9 and what new functions will be added.

Like MR8, functions in MR9 are organized into groups of related functions called modules. Modules in MR9 include:

• Orders
• Production
• Billing
• Inquiry
• Receivables
• Payables
• Reports
• Tools
• Entities
• Setup
• Connect
• Help
• Personal

Click a module to go to its functions list below.

In this version = O | Not in this version = X

Orders

Module/Function	MR8	MR9
Orders (Case Manager in MR8)	O	O
Tracking (Task Manager in MR8)	O	O
Notify Runners	O	O
Print Forms	O	O
Receive Records	O	O
Daily Orders Audit	O	O
Orders in Progress	O	O
Processed Orders	O	O
Orders Turnaround	O	O
Orders Analysis	O	O
Daily Tracking Summary (Daily Task Summary in MR8)	O	O
Print Certified Mail Cards	O	X

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Production

Module/Function	MR8	MR9
Turn In	O	O
Production Sheets	O	O
Envelopes and Labels	O	O
Shipping (part of Turn In in MR8)	O	O
Repository	O	O
Log Analysis	O	X
Tracking Productivity Analysis (Productivity Analysis in MR8)	O	O
Daily Tracking Summary (Daily Task Summary in MR8)	O	O

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Billing

Module/Function	MR8	MR9
Post Invoices (Billing in MR8)	O	O
COD Invoices	O	O
Send Invoices (Reprint Posted Invoices in MR8)	O	O
Transfer Invoice	O	O
Export Invoices	O	O
Print Billing Forms	O	O
Reprint Posted Invoices (in Send Invoices in MR9)	O	O

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Inquiry

Module/Function	MR8	MR9
Invoice Inquiry	O	O
Client Activity	O	O
Client Analysis	O	O
Receivable Transaction Inquiry (Payment Inquiry in MR8)	O	O
Anniversary Inquiry	O	O
Marketing Inquiry	O	O

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Receivables

Module/Function	MR8	MR9
Receive Payments (Transactions > Payments in MR8)	O	O
Enter Other Transactions (Transactions > Other Transactions in MR8)	O	O
Send Payment Receipts	X	O
Daily Register	O	O
Daily Balance Log	O	O
Finance Charges	O	O
Monthly Journals	O	O
Aged A/R	O	O
Send Statements (Monthly Reports > Statements in MR8)	O	O
Client Account Activity	O	O
Paid Invoices	O	O
Voided Invoices	O	O
Collections Letters (Collection Manager in MR8)	O	O
Collections Followup	O	O
Collections Forecast	O	O
Summary Invoice (plug-in)	O	O

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Payables

Module/Function	MR8	MR9
Request Checks	O	O
Print Checks	O	O
Fee Checks	O	O
Sales Commission Report	O	O
Override Sales Commission	O	O
Sales Tax	O	O
Reward Points Summary (MR8 plugin)	O	O
Reward Points History (MR8 plugin)	O	O
Reward Points Analysis (MR8 plugin)	O	O
Check Reconciliation	O	O
Bank Reconciliation	O	O

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Reports

Module/Function	MR8	MR9
Business Analysis	O	O
Misc. Sales	O	O
Client Rating Report	O	O
Insurance Billing	O	O
Processor Production	O	O
Tracking Productivity Analysis (Tracking in MR8)	O	O
Invoices	O	X

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Tools

Module/Function	MR8	MR9
Bulk Import	X	O
Bulk Update	X	O
Tag Manager	O	O
Forms Templates (Form Manager in MR8)	O	O
Label Templates	X	O
Notes Finder	O	O
Repository Download Log (Repository Access Log in MR8)	O	O
Download Backup File	X	O
Email Log	X	O
Merge History	X	O
Query Maker	O	O
QuickBooks Integrator	O	O
Database Manager (not needed in MR9)	O	X

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Entities

Module/Function	MR8	MR9
Firms	O	O
Contacts	O	O
Locations	O	O
Business Units	O	O

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Setup

Module/Function	MR8	MR9
Lists (Code Manager in MR8)	O	O
Users and Groups	O	O
Chart of Accounts	O	O
Service Item Subgroups	O	O
Service Item Master	O	O
Billing Rate Groups	O	O
Billing Rates	O	O
Billing Sets	O	O
Invoice Headers	O	O
Invoice Messages	O	O
Scopes	O	O
Repository Descriptions	O	O
States	X	O
Tracking Steps	O	O
Form Types and Groups	O	O
Form Data List Templates (Form Data Source Templates in MR8)	O	O
Form Packages	O	O
System Preferences	O	O

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Connect

Module/Function	MR8	MR9
Send Invitations	X	O
Import Online Orders (Import Web Requests in MR8)	O	O
Publish COD Invoices	O	O
Fulfill Points Redemption Orders	X	O
Support Tickets	X	O
Activity Log (Web Activity Log)	O	O
Connect Preferences (Site Configurations in MR8)	O	O

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Help

Module/Function	MR8	MR9
User Guide	X	O
Online Training	X	O
Update History	X	O
FAQ/KnowledgeBase	X	O
Online Support > Team Viewer	X	O
Live Chat	X	O
Report Issues	X	O
Suggest Ideas	X	O
About	O	O

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Personal

Module/Function	MR8	MR9
Notifications and Messages	O	O
Change Password	O	O
Locked Data	X	O
User Preferences	O	O
Close All Tabs	X	O
Log Out	O	O

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Questions about the new MR9?

Contact OMTI Sales and Support for answers to your questions about MR9. As the release date comes closer we will have information on our website about this new version of MetaRecords including new and improved functionality, pricing, and plug-ins.