What’s inside RB9
RB9 has the same modules as RB8. If you used RB8, there will be a lot of familiar features and functions. However, every module and function has been rethought and restructured to work better, incorporating new technology and more flexible, streamlined workflows.
Flexible, interactive reports
In RB9, you will find that some reports have been transformed from static reports into customizable information grids that you can export to use in other programs.
Some simple, static reports remain
In previous versions of RB, a report was a report. After entering parameters, you can view the report onscreen, print it out, save it, and/or email it.
This works fine for some reports, such as the Gross Profit Report, that you review or submit to others to review but don’t need to do anything else with the information. In RB9, simple informational reports like that remain static reports.
Other reports are interactive
But other information is open for use in RB9, Excel, and other programs. For example, the Sales Tax Report doesn’t need to be printed out — that just wastes paper, and you can’t work with it. So in RB9, you can export it as an Excel spreadsheet, which is more useful.
Another report that has been repurposed in RB9 is the Voided Invoices report. Instead of a static report, all of the listed voided invoices are hyperlinked so you can easily view any invoice information without leaving the function.
Maybe the biggest example of a transformed report is the Aged A/R Report, which has been changed so much, it’s almost like another RB9 module.
Tabs are history
A new RB meant the chance to update anything and everything. Everything has been simplified, both visually and functionally, so you will be able to work faster and easier.
Everything in a function is on same screen in RB9. Instead of clicking tabs or opening windows, you scroll to see more information. This layout is especially good with large monitors: You will be able to see more information all at once.
When you click a button for more information, a detail window opens as a panel to the right of the main window instead of opening a new window that blocks the view of the existing window. You can easily scroll to see any information that doesn’t fit into your screen.
No tabs in RB9! Tabs are a solution to the old technology problem of a fixed window size, but when you click a tab, you lose info on other tabs. In RB9, you simply scroll down through information panes.
You can also jump to a pane directly instead of scrolling. And if you don’t want to scroll down at all, RB9’s offers a Collapse All function to hide all information panes at once, making it easy to find, then click to view the one pane you are looking for.
Email form letters
RB9 has an extensive set of form letters that you can email or print out to deliver via other methods.
RB9: 100% email-able form letters
You have 3 options when emailing forms, such as job confirmations, job cancellation notices, and resource worksheets:
- As an attachment to an email.
- Embedded in the email.
- Both embedded and attached to the email.
Email or snail mail: your choice
If you want to print forms and hand them out or mail them traditionally, you can continue to work the way you prefer.
Fewer plug-ins, more features
In previous version of RB, plug-ins offered flexibility and customization, but at an added cost. Due to RB9’s radically different technology, some features that were optional plug-ins could be included in RB9 fairly easily, so we did!
Plug-ins included in RB9:
If you reward loyal clients with points or would like to, the RB Reward Points system (similar to frequent flyer programs) is included in RB9.
Tracking is also included, so you will be able to set up a system within RB9 for tracking physical products you produce/are entrusted with, such as videos and exhibits.
RB Connect: the new RB Web
If you are familiar with RB’s online offices, RB Web, it is still an optional plug-in, but with a new name, RB Connect, and with included plug-ins of its own. RB Web plug-ins included for no additional charge in RB Connect:
- Client Of/Sales Rep
- Media Streaming
- My Reward Points