RB User Guide > Entities > Business Units

Setting up business units

Add your company’s revenue centers to RB as different business units (BUs), so you can track and report their activities separately. After setting up one BU with your company information, save time and reduce errors by creating additional BUs from the first one.

1. Start a new business unit

   • From scratch

     Entities > Business Units, click New.

   • From existing BU

     If you have previously created BUs, you can copy one with all of its details, then update the information to quickly create a new BU.

     1. Entities > Business Units, click .
     2. Existing BUs appear in the results pane. Click the hyperlinked BU ID of the business unit you want to copy from.
     3. In the View BU window, click Edit.
     4. In the Edit BU window, click More > Copy & New. All of the BU’s details are copied into the New BU window, except company logos.

2. Enter required info

   In New BU window, enter:

   1. *BU Name

      Required. Name for the business unit. BU names do not have to be unique.

   2. *BU ID

      Required. An up-to-10-character business unit ID. Use a unique abbreviation that is concise and meaningful. See Best Practices: Business Unit ID.

3. Enter optional info

   Other BU information is optional and can be entered before saving or later.

   • General

     To enter basic BU information, including location and contact information, see Entering general BU information.

   • Additional

     To enter miscellaneous information about the BU, see Entering additional BU information.

   • Preferences

     To enter scheduling, production and billing preferences, see Entering BU preferences.

   • Accounts

     To select accounts for different types of financial transactions involving the business unit, see Selecting BU financial accounts.

   • Invoice/Statement Logo

     To include your logo on financial correspondence, see Adding your company logo to invoices.

   • PDF Transcript Logo

     To include your logo on RB-PDF Transcripts, see Adding your company logo to transcripts.

4. Save business unit

   1. Click Save.
   2. In the New BU popup that appears, select:

      Yes: To let active users access this BU.

      No: To restrict access to this BU. For example, if you want a BU that is only used for new jobs coming from client requests through RB Connect. See Contact – Calendar preferences.

   3. RB saves the business unit, the New BU window changes to Edit BU window and adds the Task Due Days pane to the Edit BU window.
      • To enter scheduling preferences, see Entering default task deadlines.
      • To add or edit BU information, see Updating business units.

TIP: How many BUs to set up

While you can have hundreds of business units in RB, we recommend setting up as few as possible so that when designating a business unit, you don’t have to scroll through a long list of BUs to find one.

Reference

• Best Practices: Business Unit ID
• Chart of Accounts
• QuickBooks Integrator
• Lists > Accounting
• RB Connect
• Contact – Calendar preferences

Step-by-step instructions

• Entering general BU information
• Entering additional BU information
• Entering BU preferences
• Selecting BU financial accounts
• Adding your company logo to invoices
• Adding your company logo to transcripts
• Entering default task deadlines
• Updating business units
• Removing entities