When you want to set up your RB9 system, follow these workflows to make sure nothing is overlooked. Or set up individual aspects of your RB9 system as needed.
While you can start using RB9 after designating a single business unit and using the pre-set defaults, you can also start customizing RB9 to your company by following this workflow.
After setting up basics, or at any time, set up entities: your client firms, contacts at these firms, resources, and locations by following this workflow.
After setting up basics and entities, set up billing and pay rates, and related information by following this workflow.
RB9 has a default set of accounts, called Chart of Accounts, for tracking financial transactions. You can use the set as is, or customize to match your business and for using with QuickBooks.
If you want to use the Tracking module (RB9 only) to monitor the status of ordered service items as they move through your production workflow, customize the module to fit into your production process.