Rates setup workflow

Set up basic categories (Subgroups) of miscellaneous billable services (service items), such as Exhibit and Video. In the next step, enter your service items into these categories (such as Copies and Bates Stamping into Exhibit). Then, when billing, you can locate individual items quickly in their small subgroups, instead of scrolling through a long, undifferentiated list of all of your miscellaneous service items. (in Setup menu)

RB9 organizes service items into a set of categories, called the Service Item Master, where you can add/delete service items, and set default billing and pay information for individual service items. (in Setup menu)

Enter your company’s expedited (rush) delivery services along with their default billing and pay information into the Rush Type Master. Instead of setting up billing rate tables for rush charge choices, use the Rush Type Master to set increases of your base rates for different expedited deliveries. This drastically reduces the number of billing rate tables you will need to set up. (in Setup menu)

Set up Billing Rate Groups, basic categories of billing rates, such as Standard, Preferred, and specific cases. Billing Rate Groups are similar to Service Subgroups. (in Setup > Lists > Accounting menu)

Once you have Billing Rate Groups set up, you can attach contacts, firms, and parties.

For each billing rate group, create as many billing rate tables as you need. (in Setup menu)

Set up basic categories of pay rates, such as experience levels and affiliate agencies. Pay Rate Groups are similar to Billing Rate Groups. A resource must be connected to a pay rate group. (in Setup > Lists > Accounting menu)

For each pay rate group, create as many pay rate tables as you need. (in Setup menu)

Billing Sets contain service items that are usually billed together. They will speed up your billing process because instead of selecting items one at a time, you choose one of your preset groups of items. (in Setup menu)

If resources have different pay dates and cutoff dates, group them according to their pay period (frequency). These Pay Groups are unrelated to Pay Rate Groups, which classify resources according to their pay tier. (in Setup > Lists > Resources menu)

After setting up Pay Groups and at the beginning of each year, set up pay dates for each pay group. (in Setup menu)

RB9 automatically generates a standard invoice header for each witness based upon your input. Create your own custom headers for specific circumstances, and organize them into groups to save you time locating one when billing. (in Setup menu)

You can create and group invoice messages in a similar way to invoice headers (above), which can then be selected and modified on individual invoices. (in Setup menu)