RB User Guide > Inquiry > Resource Activity

Viewing resource activity

Search for invoices that include a specific resource’s billable services. Use filters to focus your search. For example, you can find the next pay amount or the total payable for any resource within seconds. See basic information about the invoices, such as invoice and pay amounts, or view complete details of individual invoices.

1. Identify the resource

   1. Inquiry > Resource Activity
   2. In the Search By pane, click next to *Resource field (required). See Looking up resources.

2. Restrict results

   With the resource selected, use the additional search filters to narrow the results returned, if desired:

   • Account Status

     • ALL – Default. Includes paid invoices as well as payables attributed to the selected resource.
     • Next Pay – Invoices that will be included in the resource’s next paycheck.
     • Payable – All outstanding invoices that include payments to the selected resource.

   • Date Type

     • Invoice Date – Default. Date job was billed.
     • Job Date – Date job occurred.
     • Post Date – Date invoice was posted in RB9.

   • Date From/Date To

     Works with Date Type. To view activity within a specific date range, enter date(s) in the field(s) or click each field’s  to select date(s) in Date Navigator.

   • Party Type

     • Sold To – Default. The party that ordered the job.
     • Bill To – The party that is paying for the job.

   • Firm

     Leave blank unless you want to view the resource’s activity for a particular firm. To select a firm, see Looking up firms.

   • Contact

     Leave blank unless you want to view the resource’s activity for a particular contact. See Looking up contacts.

   • Case

     Leave blank unless you want to view the resource’s activity for a particular case. To select a case, see Looking up cases.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. View invoices

   Click . All invoices that fit the search criteria appear in the results pane. To view an individual invoice’s details, click its hyperlinked Invoice No.

   NOTE: Save the results

   To export and save the results, click and select an export file type. See Exporting & printing results.

Reference

• Resource
• Date Navigator
• Sold To vs. Bill To
• Lookup panel
• Business Units

Step-by-step instructions

• Looking up resources
• Looking up firms
• Looking up contacts
• Looking up cases
• Searching in RB
• Exporting & printing results