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.