RB9 & RB Connect 2020 updates
In February 2020, we began including videos demo-ing new features. This page covers features added in 2020 prior to the latest release.
Release date: May 13, 2020
This release description includes videos of OMTI’s Director of Client Services Jason Yee demo-ing new features.
- Search firms by contact improved
When you use the Search By Contact Name option in firm searches, the results returned are listed by contact and firm name instead of firm name only, so you can more quickly located the correct firm.
Also, when creating a new job, if you search by Contact Name, when you click the hyperlinked contact name in the search results, the New Job window automatically defaults to the contact's name in the Scheduling Contact and Ordering Contact fields, eliminating the need to choose the contact again.
- Keep a paper trail of your RB9 emails
You now have the option to always send yourself a blind carbon copy of emails you send through RB9. Set in User Preferences.
- Resize multi-line input boxes to see entire entry
Multi-line input boxes in Edit windows are resizable. Drag the bottom-right handle of a multi-line box to grow the box so you can view the contents without scrolling. (Not available in Internet Explorer or Edge browsers.)
- Search and edit linked jobs
If you use linked jobs instead of tasks for the video portion of a depo job or for other separate tasks of one job, those linked jobs now appear in job searches in the Calendar, so you can easily look up and edit those jobs separately from the main job they are linked to.
Also, the Linked Job field in a job is now editable so you can link a job to an existing job, or delete a link between jobs.
- Improved Job Printout layout
Information about each job on the Job Printout has been rearranged to be easier to read:
- Essential job information, such as date, time, job type, and ordering client are in the header of each job, which also makes it easier to distinguish between jobs on the page.
- If a job entry doesn’t fit at the end of a page, the entire job entry is moved to the next page so there are no entries split between pages.
- Faster to add multiple witnesses
Save & New option added to New Witness screen makes it faster to add multiple witnesses to a job during turn-in by keeping you in the New Witness screen.
- Print addresses on envelopes
In addition to DYMO labels for correspondence and packaging, you can now generate a PDF file of addresses positioned to print on standard envelope sizes or create your own custom layout.
- Use popular queries to make custom reports
Instead of writing your own queries from scratch in Query Maker, download queries written by RB9 staff and other users to generate reports that are most commonly requested but are not in RB9 yet.
- Mass update a firm’s contact notification emails
You can designate one contact’s email address to receive a specific type of notification email (Job, Invoice, Repository) for multiple contacts at a firm at once. You can also delete notification emails to some or all contacts at a firm at once.
This is handy when someone leaves the firm who has been responsible for all the contacts’ accounting emails, for example. You can globally delete that email from the contacts’ list, then add the new email address. All in one function.
- More merge options
You can now merge more list entries, retaining historical data but reducing the number of entries in a list and removing entries you don’t need. For a complete list of the new merge-able lists, see the update notice for ReporterBase 9.11 in the Knowledgebase.
- Set different margins for condensed transcripts, word lists, and word indexes
When setting up PDF transcript templates, you can set different page margins for the full-size transcript, the condensed transcript, the word list, and the word index. You can also change them on the fly when creating RB-PDF transcripts.
- Set longer time-out intervals
For security reasons, RB9 automatically logs users out after a certain period of inactivity unless they indicate they want to stay connected. Now you can change the session timeout interval from the default 20 minutes to up to 60 minutes.
- Canceled jobs easy to see in RB Connect
To make them stand out, canceled jobs appear in red in List view, and in red and crossed-out in Calendar view in both Contact and Resource sides of RB Connect.
On Contact side:
On Resource side:
More update features
- Faster log-in
Log-in processing speed is up to 30% faster in this release.
- Record of job confirmations & cancellations includes address
When you send job confirmations or cancellations via email, RB9 makes a Job Confirmation/Cancellation entry that includes the receiver’s email address in the Notes Log of the jobs.
- Record of sent invoices & statements includes address
When you send invoices or statements via email, RB9 makes a “sent” entry that includes the receiver’s email address in the Notes Log of the invoices/statements.
- View invoice details in Receivable Transaction Inquiry
Numbers that appear in the Invoice No. column of search results in the Receivable Transaction Inquiry function are hyperlinked to the related invoice for all transaction types except Payment.
- Grand total appears on Resource Billings Report
The Resource Billings Report now includes a grand total on the last page adding together all the resources’ earnings in the report.
- Job numbers included on statements
Invoices listed on statements now include their job number along with the invoice number, invoice date, job date, witness name, and balance.
- See active entities in Tag Manager results
The Tag Manager now includes an Active column in the search results so you can see at a glance which entities are still active (such as clients who are still scheduling jobs), so you can send emails, letters, etc. to only active clients.
- See warnings about locations at a glance
Location warnings are now included in the results grid of the Locations module, so you can see if there is a warning about a location without having to click into the location’s details.
- Exclude automatic file attachments for designated tasks
If you have set up Assignment Notifications to have repository files automatically attached to them, you can designate specific tasks you do not want to include these files with their notifications.
- Include client’s phone number on invoices & statements
Default option prints the Bill To client’s number below their address.
- Always print details on a firm’s invoices & statements
You can set as a default to have services listed on all new firms’ invoices. You can turn off the option on individual firm’s listings.
Release date: February 1, 2020
This release description includes videos of OMTI’s Director of Client Services Jason Yee demo-ing new features.
- More secure with 2FA log-in
This update includes the option to use two-factor authentication (2FA) for logging in to RB9 and RB Connect. 2FA is a way to more securely confirm a user’s identity by adding a second factor to signing in with a user name and password.
Set up 2FA in RB9:
Set up 2FA in RB Connect:
In RB9 and RB Connect, 2FA uses a verification code that is sent to the user’s email address or mobile device, which the user then enters during sign-in to confirm their identity. Verification is per device, so users can set their device to require 2FA each time they log in (for example, on a public computer) or only the first time (e.g., on their dedicated work computer). Device verification is good for 2 years.
Verify 2FA in RB9:
Verify 2FA in RB Connect:
- Easier to change billing contact when Bill To firm is same as Sold To firm
Previously, if the Sold To firm on a job, case, or invoice was the same as the Bill To firm, but the firm’s billing contact was different than the ordering contact, you had to reselect the firm in the Bill To section of the job party to select the correct contact. Now when you designate the Sold To firm as the Bill To firm, you can change the default Bill To contact by unchecking Same As Sold To,then using the Bill To Contact drop-down without losing the Bill To firm information.
In Case Manager:
In Jobs List View:
In Turn In > New Invoice:
- Aged A/R report for earlier time periods & more
The interactive Aged A/R report is even more useful with these 3 latest changes. You can now:
Generate Aged A/R reports for prior time periods.
See how many days old an invoice is in its Aged A/R detail screen.
See the Total Amount line in Excel spreadsheets exported using the Export with invoices button.
- Daily Balance Log adjusted to work with new Aged A/R
Previously, the Aged A/R report was limited to aging accounts from today only. So if you wanted an A/R summary aged from a previous date, you used the Daily Balance Log. With the ability now to choose a different date to age receivables from in Aged A/R reports, discrepancies could occur between the 2 reports because Daily Balance Log used the date when receivables were posted but Aged A/R reports use the date when receivables are entered.
If you have ever entered a receivables transaction without posting it the same day, you can see how that could be a problem when checking the Daily Balance Log posted amounts against an Aged A/R report for a prior time period because Aged A/R tracks invoices’ balances when receivable transactions are added to RB9, not when the receivables are posted. Daily Balance Log now uses the Entered Date instead of the Post Date to match the Aged A/R process.
- More transcript options
PDF/A options have been added to RB-PDF Transcripts. PDF/A file formats are specialized versions of PDF files designed for archiving/preserving electronic documents. They differ from PDF by prohibiting features unsuitable for long-term archiving, such as attachments. This option is available for PDF transcripts created in RB9 and by clients exporting PDF transcripts from Transcript Packages in RB Connect and RB Connect Mobile.
PDF/A options for full-size transcripts:
Two pages per sheet condensed transcripts option. You now can set up condensed transcripts with 2 ASCII pages per sheet, in addition to the original 4 pages per sheet. This option is available for PDF transcripts created in RB9 and by clients exporting PDF transcripts from Transcript Packages in RB Connect and RB Connect Mobile.
Multiple highlight colors in Transcript Packages. Contacts can set up multiple highlight selections in Transcript Packages in RB Connect and RB Connect Mobile defined by color and label. They can export all their highlights combined into one file or export them individually by highlight color.
Set up & apply highlight colors:
Export highlighted content by category:
- Remove inactive contacts from notification threads automatically
When you move a contact to inactive status, you can choose to have their email addresses automatically deleted from notification email lists so they will no longer receive those emails.
- Track resource certification expirations
You can add expiration dates to resources’ certifications, plus set a reminder date for your staff to send resources a notice to renew their certifications before they expire.
- More flexible time-off requests
Resources can easily ask for time off by day, hour, or a longer time period. Longer time periods can be full days (like vacations), or specific periods in the days (like when taking a class).
- More update improvements
- Send assignment notifications to resources by email and SMS simultaneously. (Calendar)
- Job printouts can include scheduling notes. (Calendar)
Post and archive invoices at the same time.
In Turn In:
In Post Invoices:
- Firm and Contact Results grids include Warning column. (Entities)
Multi-page statements include current page number of total page numbers to easily identify the page. (Receivables)
Users and Groups has mobile vendor option added for mobile phones. (Setup)
Assignment notifications can now have files attached from Firm repository. (System Preferences)
- Can set End Time default for new jobs. (System Preferences)