Category Archives: Lesson
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 …
View emails sent from within MR9
While MR9 does not include a full email program, it does log most automatic emails sent through the system so you have a paper trail …
