RB provides a wide variety of preset reports designed to give you quick and easy access to your company’s information. The tables in this section group the preset RB reports into business-related areas.
| Report | Location | Description |
|---|---|---|
| Send Statements | Receivables |
Summarizes each client’s overdue invoices. Can include copies of the invoices, showing payments, credits, finance charges and current balance. Each attorney receives a separate statement unless the firm has been set up to consolidate. |
| Aged A/R | Receivables | Summarizes each client’s unpaid invoices, grouped by when the invoice was due (aging period). This report can be sorted either by name or amount. |
| Collection Forecast | Receivables (RB9 only) | Projects changes in your cash flow based on the promised payment dates (and amounts) of outstanding invoices. |
| Report | Location | Description |
|---|---|---|
| Monthly Journals | Receivables | A summary recap of daily registers. Your accountant uses this report to prepare your company’s financials. |
| Paid Invoices | Receivables (RB9 only) | Lists all invoices paid within the specified period, grouped and sorted by the payment date. |
Voided Invoices |
Receivables (RB9 only) | Lists all invoices voided within the specified period, grouped and sorted by the void date. |
| Gross Profit | Reports (RB9 only) | Lists gross profit amounts for each job or invoice. Gross profit is the difference between the invoice amount and resource cost. |
| Insurance Billing | Reports (RB9 only) | Lists all invoices billed directly to an insurance company (or other third party), grouped and subtotaled by client and insurance company. |
Misc. Sales |
Reports (RB9 only) | Summarizes each invoice (containing the specified service items), grouped and subtotaled by client. |
| Business Analysis | Reports (RB9 only) | Provides an instant snapshot of your business, with the sales amount and gross profit shown for different periods for comparison. |
| Report | Location | Description |
|---|---|---|
| Client Account Activity | Receivables (RB9 only) | Lists all activities for the month plus all unpaid invoices for each client. Activities include invoices, payments, duplicate payments, refunds, credit memos, debit memos, voids and write-offs. |
| Client Rating | Reports (RB9 only) | Shows all invoices (starting with O&1), grouped and subtotaled by client. Sorting this report by amount can generate a holiday gift list. |
| Report | Location | Description |
|---|---|---|
Sales Commission |
Payables (RB9 only) | Lists all invoices that include a commission, grouped and subtotaled by resource or sales rep (account executive). Commissions are automatically generated from invoices on jobs initiated by a resource’s or sales rep’s client. |
| Total Payable | Payables | Lists all invoices still due to resources, grouped and subtotaled by resource. |
| Additional Resource Production | Payables (RB9 only) | Lists all invoices that include additional pay, grouped and subtotaled by resource. |
| Resource Production | Reports (RB9 only) | Lists all invoices (including the page count) generated for the specified period, grouped and subtotaled by resource. |
| Original Page Production | Reports (RB9 only) | Lists all jobs (including the page count) generated for the specified period, grouped and subtotaled by resource. |
| Task Turnaround Analysis | Reports (RB9 only) | Summarizes by resource how quickly they turn around jobs on average for the specified period. |
| Report | Location | Description |
|---|---|---|
| Sales Tax | Payables (RB9 only) | Lists all invoices that include a sales tax amount, generated for the specified period. |