Setup

Setup contains functions for customizing RB9 to your business. You can run your business using the setup defaults that RB9 includes. Or edit them, delete any you don’t need, and add your own options to tailor RB9 to your work processes. You can update any Setup function at any time.

Lists
Users and Groups
Chart of Accounts
Service Item Subgroups
Service Item Master
Rush Type Master
Billing Rates
Pay Rates
Billing Sets
Pay Dates
Invoice Headers
Invoice Messages
Tracking Steps (RB9 only)
PDF Transcript Preferences (RB9 only)
PDF Transcript Stamps (RB9 only)
Link Exhibits Patterns (RB9 only)
Exhibit Stamps (RB9 only)
System Preferences

NOTE: Set up BUs first

Before you can use RB9, you must have at least one business unit (BU) set up for processing receivables. See Business Units.

Reference

Business Units
Complete RB9 setup workflow
Accounts receivable