Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
RB9 Winter 2020 update features security & convenience
The first RB9 update of 2020 incorporates client requests from the Idea Collaborator and best business practices for security and accounting. …
Did you know about RB9’s Client Activity emails?
Like the RB8 version, RB9’s Inquiry > Client Activity gives you the ability to find a specific client’s invoices or a subset of their invoices using different search parameters. …
Does the new consumer privacy act apply to you?
A new state law, the California Consumer Privacy Act (CCPA), went into effect this month, and even if you are not a California business, it might affect you. …
Did you know about RB9’s Account Overview?
With this feature, you can view month-by-month comparisons of financial and job activity for a single entity as line graphs. …
What’s new in RB v9.0xx, November 2019
ReporterBase 9.04, released October 28, 2019, has improvements in almost all areas of RB9 from Calendar and Production to Billing, Receivables, Tools, Entities, Setup, and RB Connect. …
Run gross profit reports by ordering client
Did you know RB9 lets you run gross profit reports by ordering client? …
