Category Archives: Setup
Set preferences for logging emails & using QuickBooks Integrator
Set parameters for your Email Log and enter required information for importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate …
Set preferences for contacts & firms
Set default invoice options for new clients …
Set preferences for receipts & statements
Customize the subject line of payment receipts and set up templates for your company’s statements and the accompanying emails …
Set preferences for invoices, LEDES billing, & rewards
Customize invoices, set up electronic billing, and start a booking reward system — like a frequent flyer program — to inspire client loyalty …
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set Orders module preferences
Set preferences for records retrieval orders functions and options …
Set preferences that cover more than one module
Set preferences for aspects of MR9 that impact multiple modules or the entire system …
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 …
