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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

RB9 Lesson for week of May 19, 2026 05/19/2026

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

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...

RB9 Lesson for week of May 12, 2026 05/12/2026

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

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.

RB9 Lesson for week of May 5, 2026 05/05/2026

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

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

04/15/2026

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

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