ReporterBase

06/23/2026

https://mailchi.mp/a994eb1a51ea/rb9-lesson-for-week-of-june-23-2026
RB9 Lesson for week of June 23, 2026
Setup – Service Item Subgroups function
hashtag hashtag

06/16/2026

https://mailchi.mp/69e12fc7c30c/rb9-lesson-for-week-of-june-16-2026
RB9 Lesson for week of June 16, 2026
Entities – Business Units function

06/09/2026

https://mailchi.mp/eba561991948/rb9-lesson-for-week-of-june-9-2026
RB9 Lesson for week of June 9, 2026
Tools – QuickBooks Integrator function

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