General Update – 26 July 2023

Highlights

• RAVE FMS New 'Charge Up' Report
• New 'Charge Up' Report PDF
• Improvements to Branch Profitability Reports

Refinements

• More space for Branch Variation Signing Notes
• Progress Payment Invoice Credit Notes added to the Settlement Statement
• Contractor + Supplier headings added to the Creating Quotes Contact list
• Lot Number + Subdivision Name added to Purchase Order emails
• '% Remaining of Balance' added to the Charge Up report's CSV export

Highlights

RAVE FMS New 'Charge Up' Report - RAVE Financial New Feature
RAVE's FMS recently released a new 'Charge Up' report - available from the Charge Up sub-tab within a project's Budget workflows. This page displays your project's 'Estimate Total' vs what has been 'Invoiced' to date, and the 'Balance' still to be invoiced - including any variations - with handy colour coding, allowing you to quickly identify what you have, and haven't charged your client yet.

> A ‘RAVE's FMS Charge Up Report’ FAQ guide is available from the RAVE Help portal

New 'Charge Up' Report PDF - RAVE Financial Update
RAVE FMS users running a 'Charge Up' report now have the ability to generate a 'Charge Up' Report PDF - which allows them to easily show their clients the total of invoices vs what they estimated - broken down by key project details and category totals.

Improvements to Branch Profitability Reports - RAVE Financial Update
A number of improvements have been made to the content and how the "Branch Profitability" and the "Job Profitability' reports look. They also include estimate variations/variations in the project value now - to provide a full job overview from both reports.

Refinements

More space for Branch Variation Signing Notes - RAVE Accounts Update
The limit for branch variation signing notes has been increased from 250 to 2,000 characters

Progress Payment Invoice Credit Notes added to the Settlement Statement - RAVE Accounts Update
Updated as above

Contractor + Supplier headings added to the Creating Quotes Contact list - RAVE Financial Update
Contractor and Supplier headers have been added to separate contractors from suppliers when searching via the Create Quote FMS contact list.

Lot Number + Subdivision Name added to Purchase Order emails - RAVE Financial Update
Updated as above

'% Remaining of Balance' added to the Charge Up report's CSV export - RAVE Financial Update
Updated as above