Category Archives: Modules
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 …
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 …
Keep your own copy of MR9 files
Back up your MR9 database to your desktop …
Keep a record of repository downloads
Monitor repository usage by in-house staff as well as by clients as required by general security rules for business applications …
