All MR9 Lessons
- What is Meta
Records 101? - What is MR9?
- What is a Notes Log?
- What is an Entity?
- Production
- Print envelopes & labels from your MR9 database
- Print FedEx/UPS labels & track shipments
- Archive and manage files electronically
- Billing
- Batch post & archive invoices
- Stay on top of COD sales
- Send & archive invoices
- Transfer posted invoices to other clients
- Export invoices in LEDES 1998B format
- Inquiry
- Find any posted invoice in the system
- Focus on a single client’s invoices
- See what services a client is using
- Search payment histories
- Celebrate your clients’ important events
- Know your market
- Receivables
- Apply payments to outstanding invoices
- Handle non-cash transactions
- Run 3 daily register reports at once
- Keep track of A/R balances
- Assess finance charges
- Prepare monthly journals for your accountant
- Find overdue invoices & act on them easily
- Remind clients of overdue invoices
- View monthly client activity reports
- View all paid invoices for a set time period
- Send clients detailed collection letters
- Monitor collection efforts
- Forecast future income from collections
- Override default sales commissions
- Generate sales tax reports
- Manage clients’ reward points
- View clients’ reward points history
- Analyze clients’ reward point activity
- See which miscellaneous services your clients are buying
- Rate clients based on order history
- Tools
- Import your address book into MR9
- Globally update settings for clients & locations
- Target your marketing for better results
- Create & manage label templates
- Locate notes made anywhere in MR9
- Keep a record of repository downloads
- Keep your own copy of MR9 files
- DIY reports: Create your own MR9 reports
- Import MR9 data directly into QuickBooks
- Entities
- Firms are your clients
- Contacts work at your client firms
- Locations are places where records are stored
- Set up your general ledger
- Set up billable services
- Shorten billing time with stored billing rates
- Group service items for faster billing
- Override standard invoice headers with your own custom headers
- Provide more information on invoices with custom messages
- Set global options for all users
- Set preferences that cover more than one module
- Set preferences for shipping labels & other production functions
- Set preferences for invoices, LEDES billing, & rewards
- Set preferences for receipts & statements
- Set preferences for contacts & firms
- Set preferences for logging emails & using QuickBooks Integrator
- Data Reader
- Connect
- MR Connect
- Get paid before COD clients download transcripts
- Fulfill online award point requests
- See who is using your MR Connect
- Support MR Connect users via tickets
- Set preferences for your MR Connect sites
- Help
- Personal
- Send and receive notifications/messages within MR9
- Change your password anytime
- Override data locks when needed
- Clear out your screen immediately
- Save work before logging out
- Email clients automatic payment receipts
- Send clients invitations to your MR Connect
- Find answers to your MR9 questions
- Use support tickets to resolve issues
- Suggest & vote on ideas to make MR9 better
- Review historical data on merged cases & entities
