ReporterBase
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
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
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
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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