RB User Guide > Tools > Bulk Update

Updating multiple resources at once

If you have a number of resources that need the same information changed, such as a group of resources whose pay group has changed, save time by changing all of the affected resources at once.

1. Tools > Bulk Update
2. In the Bulk Update window, select Resources in the Entity drop-down.
3. Select the field you want to update in the Choose field to update drop-down:

   • Commission Rate (When Covering)

     For resources with their own clients (Client Of), the percentage for extra commission pay for their clients’s jobs they cover.

     For sales reps (account executives), the percentage for sales commissions.

   • Commission Rate (When Not Covering)

     For resources with their own clients, the percentage for extra commission pay for their clients’s jobs someone else covered.

     For sales reps (account executives), the percentage for sales commissions.

   • Copy Term

     Number of days from the invoice date before this resource is paid on copies.

   • Do not pay this resource

     Resources, such as an owner or conference room, that are excluded from the pay process.

   • Original Term

     Number of days from the invoice date before this resource is paid on originals.

   • Pay Group

     Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand. Pay groups are set up in Lists > Resources.

   • Print 1099 Form

     If you provide the resources with their federal 1099-NEC forms.

   • Priority Level

     Order of preference or availability. Priority levels, including the default, are defined in Lists > Resources.

   • Resource Type

     Profession(s) and/or other type of resource(s). Resource types and the default are defined in Lists > Resources.

   • Salutation

     To change the terms of address used in letters or messages for resources, e.g., Mr. or Ms. Terms of address and default are set up in Lists > Resources.

   • Self Scope

     Resources do their own scoping.

4. Selections in Set value to vary depending on the field you chose to update above. If you selected:

   • Commission Rate (When Covering)

     Enter the percentage (e.g., “5.000”) you want to change to for extra commission pay on covered jobs.

   • Commission Rate (When Not Covering)

     Enter the percentage (e.g., “3.000”) you want to change to for extra commission pay on jobs covered by other resources.

   • Copy Term

     Select a value in the drop-down or enter one in the field to set the number of days before the resources are paid for copies.

   • Do not pay this resource

     Default is No. Click to select Yes if you want to exclude the resources from the pay process.

   • Original Term

     Select a value in the drop-down or enter one in the field to set the number of days before the resources are paid for originals.

   • Pay Group

     Select the resources’ new pay group in the drop-down.

   • Print 1099 Form

     Default is No. Click to select Yes if you want to print 1099-NEC forms for the resources.

   • Priority Level

     Select the resources’ new order of preference or availability in the drop-down.

   • Resource Type

     Select the resources’ new profession or other type of resource in the drop-down.

   • Salutation

     Select new terms of address for the resources in the drop-down.

   • Self Scope

     Default is No. Click to select Yes if you want to indicate that the resources do their own scoping.

5. Click Next.
6. In the Update To panel, choose one:

   • All resources

     To change every listing in Resources.

   • All active resources

     To change only those listings for resources that are still doing business with you.

   • Specific resources

     Default. To select a custom set of resources to update.

     1. Select a filter in the Search By drop-down:

        • City

          Default. To search for resources in one city, enter part of the city name in Search Criteria.

        • State

          To search for resources in one state or multiple states, click . Then select states in the Lookup State panel. See Lookup panel.

     2. Click . RB9 displays all the resources that fit the search criteria.
     3. Check the box in the Results header to select all resources in the grid, or check only the boxes of specific resources to update.
7. Click Update. Then click OK in the popup that appears.

Reference

• Resources
• Pay Group
• Client Of
• Sales Rep
• Lists > Resources
• Lookup panel

Step-by-step instructions

• Entering general resource information
• Entering pay information
• Entering general location information
• Entering general job information
• Entering additional job information