Tag Archives: video tip

How to make a one-time pay adjustment

Add or subtract a specific amount from a resource’s current paycheck. …

Posted on by OMTI Communications Director.

How to generate recurring payroll deduction amounts

Learn how to deduct a specific amount of money from a resource’s paycheck every time you run payroll in RB8 for a defined date range. …

Posted on by OMTI Communications Director.

How to assign new resources to existing jobs

How do you assign a newly entered resource to jobs that are already in your RB8 Calendar? …

Posted on by OMTI Communications Director.

How to add 3rd party billing information prior to billing

Input the 3rd party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the Sold To client when creating an invoice. …

Posted on by OMTI Communications Director.

How to merge cases when you have duplicates in the Case Manager

If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. …

Posted on by OMTI Communications Director.

How to enter a case party & tie it to all existing jobs in Calendar Manager

If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. …

Posted on by OMTI Communications Director.