RB User Guide > Entities > Business Units

Updating business units

When adding a business unit to your RB database or at any time later, you can add to or edit the business unit information.

1. Find the business unit

   1. Entities > Business Units, click . If desired, narrow the search by entering part of a city name in City before clicking .
   2. BUs that fit your search criteria appear in the results pane. Click the hyperlinked BU ID of the business unit you want to update.

2. Update information

   1. In the View BU window, click Edit.
   2. In the Edit BU window:

      • 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 production and billing preferences, see Entering BU preferences.

      • Task Due Days

        To enter scheduling preferences, see Entering default task deadlines.

      • Accounts

        To update the accounts used 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.

   3. Click Save.

TIP: No longer need a BU?

You can delete it or merge it into another BU. See Removing entities.

Reference

• Best Practices: Business Unit ID

Step-by-step instructions

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