Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
First RB9 update of 2024 requires new UPS shipping credentials
In this first update of 2024 (release date: March 6) the authentication method for UPS accounts has changed because the current method will stop working soon. To keep using UPS shipping labels in RB9 you must set up new accounts…
When is a location a Location?
When scheduling a job you have several Location Type options. With a new location, how do you decide which option to choose? …
Did you know you can send eFaxes from RB9?
Learn how to send faxes from RB9/RB Lite …
2023: Year in review
The big news in 2023 was 2 major RB9 updates that added 5 new functions and a plethora of improvements …
RB9 & QuickBooks animation
With RB9 you don’t have to reenter your financials into QuickBooks manually
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Update forms for separate task times
The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule tasks at different times from their jobs. …
Update forms for hybrid job locations
The November 6, 2023 RB9 update included a couple of new features that require some setup on your part if you are going to use them. This article details our recommendations for updating forms that are affected by the new ability to schedule both in-person and Zoom meetings for the same job. …
New functions & other improvements in 2023 Q4 RB9 update
You will start seeing improvements in the latest RB9 update even before you sign in: The Login screen now automatically displays the last Login Name used eliminating the need to enter your user name every time. The latest RB9 update,…