Category Archives: Lesson
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
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Look up witnesses
Find a single deponent or all deponents for a particular case, job, range of job dates, and/or business unit …
Monitor a resource’s payables
Summarize a resource’s billed and payable activity …
Look up a resource’s payables
View a resource’s upcoming pay, total payables, or both paid and outstanding amounts …
See what services a client is using
Summarize a client’s billing activity by the service items they purchased instead of by invoices …
Focus on a single client’s invoices
Look up invoices by client, using search filters to narrow the results …
Find any posted invoice in the system
Even if you don’t know an invoice’s number, you can quickly find it in RB using the wide variety of search criteria in Invoice Inquiry. Then get detailed information about the invoices including payment history. …
Export invoices in LEDES 1998B format
Export invoices in LEDES 98B format for clients who require electronic billing that complies with LEDES standards …
Transfer posted invoices to other clients
Correct a misaddressed invoice by transferring it to the correct client, instead of voiding the invoice and re-billing …
