Category Archives: Lesson
Set global options for all users
Customize MR9 to match your company with options that appear systemwide …
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Group service items for faster billing
Configuring Billing Sets is an essential step in accurately and efficiently billing your clients when turning in jobs …
Shorten billing time with stored billing rates
Set up multiple billing rate tables so you can automatically charge different amounts to different clients for the same service items based on prices you negotiate with clients …
Set up billable services
Customize lists of your billable services so staff and clients all have the same options when billing/turning in jobs/requesting services …
Set up your general ledger
Use MR’s default accounts as is, or customize the Chart of Accounts to fit your business …
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 …
