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What’s been added or updated in RB9 & RB Connect

Find new feature descriptions here and their release dates. 

Registered users of RB can sign in to our customer portal and check our KnowledgeBase for complete lists of updates including bug fixes. Not a registered user? Contact OMTI for your log-in credentials.

Latest update

ReporterBase 9.03.070
Release date: September 18, 2019

More user-friendly Accessible Contacts grid

When sending clients notices that transcripts and other files have been uploaded to RB Connect, you have more information in the Accessible Contacts list so you can more easily select the correct contacts to send alerts too.

An Access Level column has been added to the grid so you can see each contact’s relationship to the ordering party. In addition, Sold To contacts are selected by default, while Grant Access contacts are indented.

New email option for sending collection letters

In Collection Letters, added email option to “One collection letter per invoice” option. However, we recommend using this option for sending single invoices only. Sending multiple invoices with this option will embed multiple collection letters in one email body.

Previous 2019 updates

ReporterBase 9.03.046
Release date: August 26, 2019

Grand total & total outstanding balance amounts appear in Receive Payments grid

In Receive Payments, added grand total amount and outstanding balance amount to the grid footer.

New email option for sending collection letters

In Collection Letters, added email option to “One collection letter per invoice” option. However, we recommend using this option for sending single invoices only. Sending multiple invoices with this option will embed multiple collection letters in one email body.

ReporterBase 9.03
Release date: July 29, 2019

Download & view attachments in Mail Composer

When using RB9’s Mail Composer, you can now check the documents attached to the email before sending them out.

View file descriptions in individual repositories

When viewing an individual job, case, witness, invoice, or entity, you can see the description of any uploaded files in the repository panel without having to click into each file’s details.

Look up firms by contact

You can find a firm in RB9 by entering the name of someone who works there in your search criteria.

Results grids are now zebra-striped

Lists of results appear with alternative grid-row coloring for better viewing of separate line data.

More search criteria in Tasks

When monitoring task assignments, you can now search by Priority Level and Resource Type.

Hide/view invoice details in Turn In

Expand or collapse invoice listings in a job’s Turn In window.

Digital signatures no longer cover transcript content

Digital signature backgrounds are now transparent so they no longer obscure transcripts when applied.

Receivables & Payables improvements

  • If you receive payment prior to when late charges would accrue, the Late Charges and Finance Charges fields in Receive Payments are grayed out and uneditable.
  • You can update the Payer field to an invoice’s Bill To firm when applying payments to invoices.
  • You can send invoices directly from the Aged A/R window.
  • You can include a Resource Grand Total page at the end of your Pay Statement report on both the Print Office/Resource Copy – Summary and Print Office Copy – Detail versions.

Rearrange columns in different results grids

You can set system preferences for different column layouts for some RB9 functions, such as the calendar in list view, repository file listings, or entity listings.

ReporterBase 9.02.010
Release date: June 10, 2019

View completed tasks in Tasks in Progress

Previously, you could only view outstanding tasks in Tasks in Progress lists. Now, you have the option to see completed tasks along with their completion date in search results for jobs that have not been invoiced yet.

ReporterBase 9.02
Release date: June 3, 2019

RB Connect Mobile now available

Mobile-optimized version of RB Connect, RB Connect Mobile, is released. With this release, new options in Connect Branding Preferences were added for users who have the RB Connect Mobile plug-in.

Easier to understand ‘Access’ label

“Grant Access From” label in Contact entries changed to “Have Access To” to avoid confusion. Contacts who are seniors to other contacts, can be granted access to the other contacts’ activities in RB Connect.

 

ReporterBase 9.01.116
Release date: May 20, 2019

Can use 3rd-party email sender service for RB9 emails

Previous versions of RB9 only allowed users to enter email address and password for SMTP authentication. And the email account had to be the same as the sender’s email address. So if an RB9 user wanted to use an email sender service, such as Mailgun or Postmark, they couldn’t enter the API key. 

This version changed System Preferences and User Preferences to separate sender's email address and authentication. Now you can type an account name that is not the sender’s email address. Plus passwords can be up to 80 characters.

Turn In’s Service panel cleaned up

“Show rush text on invoice” and “Show rush amount on invoice” options no longer appear in New/View/Edit Service panel in Turn In when the service’s Service Group is Original, Copy w/Original, Copy, or Additional Copy.

More info for production staff

Job’s Production/Billing Notes added to View/Edit Invoice Panel in Turn In and on Production Sheets.

Added User Guides to RB Connect

Both contacts and resources can access contextural help from any screen with a Help button, or access the user guide from the main menu under Help.

ReporterBase 9.01.070
Release date: April 3, 2019

Include more information on Job Printouts

Added options to include job confirmation and assignment notification notes to Job Printout reports.

ReporterBase 9.01.066
Release date: April 2, 2019

Changing a task prompts you to confirm its due date

In a job detail window, if you change an existing task to a new type of task that has a different turn-around time, a popup will appear asking if you want to change the due date of the task if the new task’s Due Date would be different than the original task’s Due Date.

ReporterBase 9.01.061
Release date: March 28, 2019

Hide/show a job’s previous resources and related files in RB Connect Resource site

If you do not want your resources to see who also worked on a case, you can hide the Previous Resources pane in job detail windows in your RB Connect-Resource site. You can also hide the Related Files pane if you do not want to give resources access to files other than the current job’s transcripts and exhibits. This option applies globally to your company’s RB Connect-Resource site.

ReporterBase 9.01.052
Release date: March 25, 2019

Turn in jobs from job calendars

If you handle both job scheduling and job turn in, you can now turn in a job from its job detail window in Calendar functions using the More > Turn In option in any job detail window.

Directions merge fields in forms and emails

You can automatically include directions to job locations in Assignment Notification and Job Confirmation forms and emails with the new JobLocation > Directions merge field.

More information in Tasks grid

You can now view a task’s start time and any notations entered in the task’s job, such as “V” (for video) in the Tasks grid so you don’t have to open the task to see this information.

ReporterBase 9.01
Release date: March 18, 2019

Restrict each contact’s online access to specific files

If you don’t want to give a contact access to a specific file in the Witness-level repository in Turn In, you can remove their access. For example, if Witness A has a PDF transcript, video, and exhibits in the repository, you can designate that Contact 1 can access only the PDF transcript and exhibits, while Contact 2 can access only the PDF transcript and video file. This eliminates the need to create duplicates of the same witness (e.g., Witness A-1 and Witness A-2) to upload different combinations of the same files to.

Multiple FedEx and UPS accounts

You can set up multiple FedEx and UPS accounts in RB9 to select from when printing labels.

Multiple company and personal email accounts

You can have more than the default email account for your company, plus more than one personal email account.

View assigned resources in job calendars

Job calendars now list resources assigned to tasks in the jobs displayed. In Jobs (List View) a column was added to the grid. In Jobs (Monthly View), a column was added to every day’s footer that includes scheduled jobs. If no resources are assigned, column displays N/A.

Job location info added to Tasks grid

Job Location, plus Job Location City and State appear in the main Tasks grid.

Tasks in Progress grouped by resource

If you search Tasks in Progress for all resources’ outstanding work product, all tasks are grouped by resource, with each resource’s tasks’ Average Days Old and Total Estimated Pages listed in the footer of their task grouping.

Prefilling services is streamlined

When adding services to invoices in Turn In, Prefill Service from Billing Set and Prefill Service from Preferred Services have been combined into a single option, Prefill Service, which includes both types of prefills in one screen.

Shortcuts added to Aged A/R function

Directly access 90-day payment history, client activity, and collection letters function from each firm in Aged A/R search results.

QuickBooks connection troubleshooting

To use QuickBooks with RB9, a port must be opened from your router/firewall. To check that it is open, a button has been added to QuickBooks system preferences.

Search Transcript Packages by content

If you use the Full-Text Search plug-in, your clients can now search Transcript Packages by words: All of the words entered, any of the words entered, or the exact phrase.

ReporterBase 9.00.083
Release date: February 11, 2019

Clients can search case repositories by job date

In RB Connect, “Job Date From” and “Job Date To” fields have been added to Contacts’ Repository search criteria, so users can look for files by the date or date range of a scheduled job.

ReporterBase 9.00.076
Release date: February 7, 2019

Limit which tasks appear in resources’ RB Connect

“Show only notified tasks for future tasks” flag added to Resource–Jobs Connect preferences, so resources do not see tasks in their RB Connect before they have received notification that they have been assigned to those tasks.

Designate which email address gets a contact’s repository upload notices

A new Notification Type, “Repository,” has been added to Contact Notification Emails in Entities. Now in addition to designating which of a contact’s email addresses to send notifications about jobs or accounting issues to, you can designate a third email address for sending notices to when files are uploaded to relevant repositories.

Can’t find a feature you want?

Log in to the customer portal and submit your feature request in our Idea Collaborator.

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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