All RB9 Lessons
- What is Reporter
Base 101? - What is RB9?
- Calendar
- What is a Job?
- RB is case-based system
- View your calendar as a list
- View your schedule as a monthly calendar
- Send job confirmations or cancellations
- Manage job tasks in a comprehensive list view
- What is a Task?
- What is a Notes Log?
- Give resources time off or extra hours
- Drag and drop to assign work quickly
- Send urgent requests for help
- Notify resources of assignments & cancellations in batches
- Review how busy your agency is
- Help clients stay on top of their calendars
- View your job calendar as a report
- What is an Entity?
- Know where your business is coming from
- Analyze resources’ workloads
- Notify resources their work is overdue
- Analyze job assignments by resource
- Production
- Turning in transcripts & preparing invoices
- What is Prefill?
- Monitor items in your production flow & beyond
- Your production To-Do list
- Print envelopes & labels from your RB database
- Print FedEx/UPS labels & track shipments
- Automate letter writing to contacts, witnesses, & others
- Keep track of original transcripts
- Archive and manage files electronically
- Create PDF transcripts in RB9
- What is ReporterBase Digital Signature Proxy?
- Compile multiple word lists into one master list
- Hyperlink exhibits in transcripts automatically
- 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
- Look up a resource’s payables
- Monitor a resource’s payables
- Look up witnesses
- Search payment histories
- Celebrate your clients’ important events
- Know your market & your resources
- Receivables
- Apply payments to outstanding invoices
- Handle non-cash transactions
- Provide resources with billing reports
- 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
- View all voided invoices for a set time period
- Send clients detailed collection letters
- Monitor collection efforts
- Forecast future income from collections
- Payables
- Change pay amounts on posted invoices
- Adjust resources’ current pay
- Closing payroll
- Send resources their pay statements
- Print, export, or direct deposit paychecks
- Review & adjust total pay amounts
- Print 1099-NEC forms from RB9
- View sales commissions as a report
- Override default sales commissions
- Track resources’ additional pay
- View outstanding payables
- Generate sales tax reports
- Keep track of resources payable balances
- Manage clients’ reward points
- View clients’ reward points history
- Analyze clients’ reward point activity
- Reports
- Analyze your business’s profitability
- View gross profit by client
- See which miscellaneous services your clients are buying
- Rate clients based on order history
- Show insurance companies their invoices by law firm
- View resource production via invoices
- Pay incentives based on original page production
- Analyze resources’ turn-around time
- Document your daily progress
- See how well your company is hitting productivity goals
- Tools
- Import your address book into RB9
- Globally update settings for jobs & entities
- Target your marketing for better results
- Customize & create your own forms
- Create & manage label templates
- Locate notes made anywhere in RB9
- Keep a record of repository downloads
- Keep your own copy of RB9 files
- View emails sent from within RB9
- DIY reports: Create your own RB9 reports
- Import RB9 data directly into QuickBooks
- Entities
- Firms are your clients
- Contacts work at your client firms
- Resources provide services
- Locations are places where jobs occur
- Business Units are discrete parts of your business
- Setup
- Customize your list selections
- Categorize staff for function access & communication
- Set up your general ledger
- Organize billable services into logical groups
- Set up billable services
- Set up rush rate tables to save time
- Shorten billing time with stored billing rates
- Pay different resources different amounts for same services
- Group service items for faster billing
- Designate your company’s pay dates for the year
- Override standard invoice headers with your own custom headers
- Provide more information on invoices with custom messages
- Define steps in your production workflow
- Create profiles to generate PDF transcripts that meet different requirements
- Create custom stamps for PDF transcripts
- Automate hyperlinking exhibits in transcripts with patterns
- Create auto-numbering exhibit stamps with RB9 data included
- Set global options for all users
- Set preferences that cover more than one module
- Set calendar module preferences
- Set preferences for shipping labels & other production functions
- Set preferences for invoices, LEDES billing, & rewards
- Set preferences for receipts & statements
- Set preferences for paying resources
- Set preferences for contacts, firms & resources
- Set preferences for logging emails & using QuickBooks Integrator
- Data Reader
- Connect
- RB Connect
- RB Connect Mobile
- Full-Text Search
- Handle back order fulfillment
- Get paid before COD clients download transcripts
- Fulfill online award point requests
- Create transcripts that work better on browsers & mobile devices
- What is a Transcript Package?
- Index files so clients can text-search their repositories
- Approve or deny resources’ online time-off requests
- See who is using your RB Connect
- Set basic preferences that cover both sides of RB Connect
- Support RB Connect users via tickets
- Set preferences for your RB Connect sites
- Set preferences that cover Contact side of RB Connect
- Set preferences that cover Resource side of RB Connect
- View your calendar a week at a time
- Help
- Personal
- Send and receive notifications/messages within RB
- Change your password anytime
- Override data locks when needed
- Set up your RB the way you want
- Clear out your screen immediately
- Save work before logging out
- What is RB Lite?
- Add boilerplate text to notes without typing
- Monitor tasks in a calendar format
- Email clients automatic payment receipts
- Send clients & reporters invitations to your RB Connect
- Audit resource pay overrides
- Manage billing sheets