Category Archives: Function
Organize billable services into logical groups
Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …
Set up your general ledger
Use MR’s default accounts as is, or customize the Chart of Accounts to fit your business …
Categorize staff for function access & communication
Store information about company personnel, give them access to specific MR9 functions, and communicate with groups of personnel at once …
Business Units are discrete parts of your business
The only thing you need to start using MR is a single business unit for processing receivables; but you can set up as many BUs as you like …
Locations are places where records are stored
Locations are places where records are stored or subpoenas are served …
Contacts work at your client firms
Maintain a deep database of your contacts in MR9 …
Firms are your clients
Maintain a deep database of client companies in MR9 …
Import MR9 data directly into QuickBooks
Import MR9 entities, invoices, checks, and payment transactions into this popular accounting software …
DIY reports: Create your own MR9 reports
Perform custom searches of your MR9 database, and create your own reports from the results …
