next to module names.All RB functions are organized into menus at the top of the RB web page, grouped by module. Functions are accessible by clicking next to module names.
Manage cases, jobs, and tasks.
Turn in jobs, send out letters and originals. Generate PDF transcripts, track jobs, print labels, ship orders. Store files.
Invoice jobs and perform other billing tasks, such as exporting invoices for e-billing and transferring invoices.
Find information in your RB database using preset searches.
Credit and track receivables in RB; plus assess finance charges, print monthly reports, and monitor collection efforts.
Handle payroll tasks and generate forms and reports, such as 1099s for resources. Cut paychecks or delegate pay to direct deposit.
Generate reports to analyze your business’s productivity, profitability and other relevant data.
Import your address book; bulk update database entries; use tags; create and customize templates; find notes; monitor file downloads; backup database; use custom database queries; and integrate financials with QuickBooks.
Manage clients, resources, locations, and your business’s profit centers.
Customize RB9 to fit your business.
Manage your RB Connect plug-in that gives clients, third parties, and resources access to your office through the internet and on mobile devices.
Access contextual help on every screen.
Customize RB9 for your personal work environment, handle messages, access locked data, update your password, and log out.