RB User Guide > Setup > Service Item Master

Updating service items

You can update service item rates and options. You can also delete service items that are no longer needed or merge them into other service items.

1. Select service item to update

   1. Setup > Service Item Master
   2. Click to see all service items or select options in Search By to limit the results before clicking :

      • Service Group

        Default is ALL. Select a group in the drop-down to only see items in a single group.

      • Service Subgroup

        Default is ALL. To restrict results, first select a group in Service Group, then select a subgroup in this drop-down. (See Organizing service items.)

      • Service Item

        Enter part of a service item name.

      • Show Active Only

        Default is Yes. Leave as the default if you only want to see service items that you have designated as Active (see Entering billing & pay rates). If you want to see all service items, click to select No.

2. Update details

   To update billing and pay rates and related options for a service item, see Entering billing & pay rates.

3. Update e-billing

   If you have clients who require that invoices be submitted electronically (e-billing), fill in the fields in LEDES 1998B pane. See Entering UTBMS codes for service items.

4. Save update(s)

   In the Edit Service Item window, click Save.

NOTE: Update details on multiple rate tables at once

Use RB9’s Mass Update function to change billing or pay rates in multiple billing/pay rate tables at once. See Updating rates in batches.

Reference

• Service items
• Service Item Subgroups
• Electronic billing

Step-by-step instructions

• Organizing service items
• Entering billing & pay rates
• Entering UTBMS codes for service items
• Updating rates in batches