Category Archives: Modules
View clients’ reward points history
Get an overview of clients’ point activity …
Manage clients’ reward points
Manage your company’s reward points program …
Keep track of resources payable balances
View snapshots of resources payable …
Generate sales tax reports
View all invoices having sales tax charges generated for a specific period …
View outstanding payables
See how much you owe, broken down by resource …
Override default sales commissions
Override the calculated commissionable amount on a single invoice without changing your commission rates …
View sales commissions as a report
View all invoices that include a commission, grouped and subtotaled by resource or sales rep (account executive) …
Print 1099-NEC forms from RB9
Review and print your independent contractors’ taxable pay on preprinted laser-compatible IRS forms …
Print, export, or direct deposit paychecks
Generate resource paychecks in the way(s) that work best for you and your resources …
Send resources their pay statements
Create pay statement reports for both your office and resources
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