Sure you have a lot on your plate, but leave room for your salad.

A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.

November 2020 RB9 update

RB 9.16, released Nov. 27, 2020, includes a few improvements for your RB9 day-to-day work flow:

  • Schedule same job multiple times on the same day
    When adding new jobs to your calendar, you can add the same date multiple times to New Job > Set Multiple Job Dates > Fixed Dates.
  • More information in results grids
    • In Send Job Confirmations/Cancellations, added Job Location, Job Location City, and Job Location State columns to the grid.
    • In Send Assignment Notifications/Cancellations, added Acknowledged Date, Job Location, Job Location City, and Job Location State columns to the grid.
  • Export paychecks to QuickBooks directly from Payables
    New export option, QuickBooks IIF, means checks can be imported to QuickBookswithout using Tools > QuickBooks Integrator.
  • More search filters in Reports
    Added Billing Rate Group to search criteria in Client Rating Report and Insurance Billing reports.
  • Add overpayments to QuickBooks
    Changed to be able to add overpayment when adding data to QuickBooks using QuickBooks Integrator’s Receive Payment.
  • Resources can see task remarks on RB Connect/RB Connect Mobile
    Added Remarks to View Job > Task section.

You can find the full list of update changes with video explanations of some new features on the RB9 latest update page.

Print Friendly, PDF & Email

by . Posted in RB Connect, RB Connect Mobile, RB9, Update.

Tagged with , , ,