What’s in the RB 9.71 update

Released November 8, 2026, the ReporterBase 9.71 update features expanded credit card processing options, more efficient task management, interface updates, and more.

Highlights

Assign default tasks to different job types

Designate one or more default tasks for any Job Type. Then when you create a new job, the Tasks pane will prefill with the default task(s) you set for the job’s type, saving you time when when assigning resources to job tasks.

Bulk assign/remove resources from case jobs

You can assign or remove one or more resources from jobs tied to a case within the case.

• You don’t have to go through individual jobs or tasks to manage resources in a case — all of the case-related tasks are listed in a single screen.
• Save time when assigning a single resource to multiple tasks in a case because you simply select the tasks in one screen then assign them to a resource.
• Removing resources from case jobs is even easier: Select the tasks in the same screen, then click Unassign.

Give specific clients access to different Connect functions

In addition to the existing Access Group in which you determine which RB Connect functions clients can use by default, you can now create multiple Access Groups with different accessibility configurations. By assigning specific contacts to those groups, you give or deny them access to different RB Connect functions than contacts in the default Access Group.

Process credit card payments within RB9

If a law firm or other client gives you their credit card information instead of using RB Connect to pay an invoice, you can now handle the payment in Receive Payments — instead of switching to your merchant credit card processing vendor to process the charge.

Partial payments now allowed in RB Connect

Previously when paying online your clients had to pay the invoice amount in full. Now they can elect to pay a portion of their bill at a time.

Drag & drop tabs + custom tab closing

You can now rearrange the order of open tabs along the top of the RB9 window. And Close All Tabs has been changed to a Close Tab popup where you can close multiple or all tabs at once.

Save multiple selections to a clipboard to reuse later

Use the new clipboard function to copy and paste names of firms, contacts, resources, cases, and users in search and function fields within the application. It operates just like the Windows clipboard and saves your info for reuse until you override it or log out.

Duplicate file uploads don’t interrrupt bulk file uploads

When uploading files to the repository, the upload continues for the other files even if duplicate files are encountered. The duplicates are flagged and not uploaded so you can resolve the issue after the other files have finished uploading.

More results grids are customizable

This update adds the ability to save and reuse modified grid layouts to these functions:

• Calendar > Send Job Confirmations/Cancellations
• Calendar > Quick Assignments
• Calendar > Resource Blast
• Calendar > Send Assignment Notifications/Cancellations
• Calendar > Daily Calendar Audit
• Production > Shipping
• Production > Send Originals Out
• Production > PDF Transcripts
• Production > Create Master Word List
• Billing > Post Invoices
• Billing > COD Invoices
• Billing > Send Invoices
• Billing > Transfer Invoices
• Billing > Export Invoices
• Inquiry > Client Activity
• Inquiry > Resource Activity
• Inquiry > Witness Inquiry
• Inquiry > Receivable Transaction Inquiry
• Inquiry > Override Resource Pay Inquiry
• Inquiry > Anniversary Inquiry
• Receivables > Enter Other Transactions
• Receivables > Finance Charges
• Receivables > Paid Invoices
• Receivables > Void Invoices
• Payables > Print Checks
• Payables > Override Sales Commission
• Tools > Send Invitations for Signature Proxy
• Entities > Locations
• Setup > Service Item Master
• Connect > Transcript Ordered
• Connect > Publish COD Invoices
• Connect > Create Full-Text Search
• Connect > Approve Time-Off
• Connect > Billing Sheets

Customization options in the results grids let you:

• Re-arrange the columns so the most important information is most prominent.
• Stick up to 10 columns to the left side of the grid so they do not scroll when you have a results grid wider than your screen.
• Stretch/shrink columns to fit the results.
• Hide columns you don’t need to see.
• Choose which column(s) to sort results by.
• If you select more than one column, choose in what column order to sort the list.
• Choose whether to sort info by ascending or descending order in each selected column.

Save your custom grid as your default. Your customizations do not affect other users — and you can restore the original RB9 grid layout anytime.

More RB9 improvements

• The order of functions in all Save dropdowns is now the same to make choosing Save options easier.
• Job Location State filter added to Quick Assignments’ search criteria.
• When sending Assignment Notifications/Cancellations, the Notes Log entry about the notification now includes the email address or mobile number used to contact the recipient.
• In Turn In, a Billing Rate column has been added to the grid in the Calculate Invoices panel, and only invoices that have a Bill To client and a billing rate table attached are selected.
• In Envelopes and Labels, firm searches find only active contacts at the searched firm.
• When using the Letters function to email contacts, witnesses, or others, you can now attach repository files associated with related jobs and cases.
• With the new “Save & View Invoice” option in the Transfer Invoice function you can print or email the revised invoice after changing the Sold To/Bill To client.
• Use the new Check Amount filter in Receivable Transaction Inquiry’s search criteria to search for payments that match the check total.
• Updated the Print 1099 Forms function to comply with the December 2026 revision of the 1099-NEC.
• Now RB9 will prevent the removal of the last user belonging to the Administrators group from that group in Users and Groups.
• System Preference and Connect Preference detail screens now include View or Edit in the title bar to reflect whether the current node screen is a View or an Edit — just like detail screens in other functions.

RB Connect & Connect Mobile improvements

• Stripe has added the ability to manage transaction fees separately, so RB9 has been updated to record transaction fees as Processing Fees for payments processed through Stripe.