Tag Archives: RB9 vs RB8
Did you know you can create your own job statuses?
In RB9, you can create additional job statuses to accommodate specific calendar needs. …
RB9 compared to RB8
Now that the next generation of ReporterBase business management software, RB9, is available, how is it different from RB8, the industry standard for the past 10 years? If you know RB8, this section is for you: It highlights the changes in RB9 from RB8 in all areas of the software. …
RB9 Setup highlights
A big change in the Setup module could be called housecleaning. Functions for setting up contacts, firms, resources, locations, and business units have been moved to their own module, Entities. And set-up functions that were under Tools before have been moved to their proper place here. …
RB9 Tools highlights
The Tools module has been cleaned up in RB9 with functions that are a better fit elsewhere in the system moved to more appropriate modules. Other functions have been redesigned to work better and provide better results. …
RB9 Named User Licenses
RB9 users sign in through their browser using their own user ID and password. Each user must have their own user license to have their own unique user ID and password. …
What’s inside RB9
RB9 has the same modules as RB8. If you use RB8, there will be a lot of familiar features and functions. However, every module and function has been rethought and restructured to work better, incorporating new technology and more flexible, streamlined workflows. …
RB9 Security
Security is always important when dealing with sensitive and critical information, such as much of the information court reporting and other legal support businesses handle. This article includes a few RB9 security points to know. …
RB9 Reports highlights
RB9 Reports module is very similar to RB8. Most of the changes are more search filters to help you craft reports that suit your needs better. …
RB9 Receivables highlights
How is accounts receivable different in RB9 from RB8? If you know RB8, this article highlights the changes in RB9 from RB8 in the Receivables module. …
RB Connect highlights
RB Connect is an optional plug-in for RB9. It includes all the modules currently in RB Web, except that like RB9, it has been re-thought from the ground up, so there have been some notable changes. …