Any billable services that you include on invoices must be set up as Service Items in MR9. You could have over a hundred service items to cover all the types of billable services you provide. To make it easier to add billable services to invoices, they are broken down into 9 basic service groups: Original, Copy w\/ Original, Copy, Additional Copy, Rush, Exhibit, Mileage, Attendance, and Misc. Charge.<\/p>\n
However since you can still have potentially a hundred or more miscellaneous charges to bill, MR9 breaks down service groups further into Service Item Subgroups. This way you can locate individual service items quickly when billing based on their subgroup instead of searching through a long uncategorized list of service items.<\/strong><\/p>\n MR9 includes some default subgroups and you can add\/edit\/delete subgroups in the Misc. Charge group to better fit your company. Since the idea with subgroups is to make billing easier by limiting the amount of time it takes to find an individual service item, take some time upfront to consider what would be logical groupings of your billable services and make Service Item Subgroups for each of those categories.<\/p>\n An example of a Service Item Subgroup would be Exhibits. You have multiple items for exhibit billing: Color Copies, B&W Exhibits, Bates Stamping, etc., that could all be categorized as Exhibits.<\/p>\n You can update your subgroups at any time but you cannot delete any subgroups containing service items that you have already used on invoices.<\/p>\n The default view in Service Item Subgroups is to list all subgroups, but you can narrow the view to the Misc. Charge Service Group to make it easier to see if you need to add a subgroup or update one in this group by editing its name to better fit your needs. (You can view but you cannot add subgroups to or edit the other Service Groups.)<\/p>\n You can sort the list by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). It might be helpful when setting up subgroups to export the list of existing subgroups to share with others, work with in other applications, or print out.<\/p>\n Creating new subgroups is easy. All you do is click New, give the subgroup a name, and save. Your new subgroup will automatically be added to the Misc. Charge Service Group for you to use in other functions. Some common subgroups are Production, Exhibits, Delivery, Video, and Video Conference.<\/p>\n After setting up a subgroup you can then enter its related service items using the Service Item Master<\/a>.<\/p>\n Service Item Subgroups come into play when adding a client\u2019s requested services to either their entity listing, as a party to an order, or when adding service items to an invoice during Turn In<\/a>. You can also use them to narrow the results of reports such as the\u00a0Misc. Sales<\/a> report and to see subtotal breakdowns in interactive reports such as Client Analysis<\/a>.<\/p>\n TL;DR: To make finding a particular service item quicker set up Service Item Subgroups, then arrange your company\u2019s billable services into these subgroups.<\/strong><\/p>\n Service Groups:<\/strong> The most\u00a0commonly used billable items for court reporters such as Original or Copy. These main categories are preset by the system and cannot be\u00a0modified by the user. The catch-all Misc. Charge Service Group is where you enter billable service items that are not a separate Service Group.<\/p>\n Service items:\u00a0<\/strong>Regular charges that you bill to your clients.<\/p>\n","protected":false},"excerpt":{"rendered":" Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,31],"tags":[3,120,32],"class_list":["post-242","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-setup","tag-mr9","tag-service-item-subgroups","tag-setup"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/242","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=242"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/242\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=242"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=242"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=242"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Create your own subgroups<\/h2>\n
Using subgroups<\/h2>\n
MR9 concepts in this lesson<\/h4>\n