ReporterBase

06/02/2026

https://mailchi.mp/a5f5a47ea0b0/rb9-lesson-for-week-of-june-2-2026
RB9 Lesson for week of June 2, 2026
Payables – Total Payable Report function

05/31/2026

https://mailchi.mp/a7f3442940fa/rb9-lesson-for-week-of-may-26-2026
This week’s lesson covers RB9 Receivables’ Voided Invoices function

05/19/2026

https://mailchi.mp/a619d9645739/rb9-lesson-for-week-of-may-19-2026

This interactive report summarizes a resource’s billing and payroll amounts in different time period by service item so you can see what services are being provided by a resource and the amounts you are paying them for these services. Compare totals by period to monitor your most productive reso...

05/12/2026

https://mailchi.mp/72766ac448e8/rb9-lesson-for-week-of-may-12-2026

Transfer invoices between clients when there has been a mistake in addressing the invoice to a client, instead of voiding and re-billing.

05/05/2026

https://mailchi.mp/b6a73b550e01/rb9-lesson-for-week-of-may-5-2026

A word list shows the words appearing in a transcript and the number of times they appear. A Master Word List compiles word lists from multiple transcripts belonging to a case into a single word list.

04/28/2026

RB9 Lesson for week of April 28, 2026
Calendar – Resource Blast function

https://mailchi.mp/b2e51d8b1595/rb9-lesson-for-april-28-2026

04/21/2026

RB9 Lesson for week of April 21, 2026
Setup – Pay Rates function

https://lnkd.in/g927P4WE

04/15/2026

RB9 Lesson for week of April 14, 2026
Setup – PDF Transcript Stamps function

https://mailchi.mp/c2782b8e9701/rb9-lesson-for-week-of-april-14-2026

04/09/2026

Ever feel like your to-do list is actually a marathon?

The court reporting and legal support industry moves fast. One minute you're entering a new job in the calendar, and the next you're juggling 1099s, transcripts, and client repositories.

If you’ve ever asked yourself, "How am I going to accomplish all of this today?"

With RB9 you don’t just manage your workflow, you master it. Whether it's:
✅ Scheduling and rescheduling jobs with a click.
✅ Financial heavy lifting like invoicing and QuickBooks integration.
✅ Streamlining client delivery with interactive transcripts.
✅ Managing repositories, pay records and so much more.

Take control of your workday and simplify your process.

04/07/2026

https://mailchi.mp/de34345e80c7/rb9-lesson-for-week-of-april-7-2026

In addition to the descriptive header that appears automatically on invoices, you can add more information to your invoices — such as detailed payment information, company info, and holiday greetings — with custom messages. While you can write messages on invoices as you generate them you can al...