Streamlining Supplier Bills: How Rave Turned Document Notes into a Game-Changer
Eliminating paper trails and manual bill checks through automated financial commentary exports.
Why Rave? Practical Admin Solutions
Challenge
A client managing a high volume of supplier bills wanted an easier way to review internal commentary attached to Bills In records.
Previously, they were manually opening individual bills to check notes, determine whether actions had been completed, and identify outstanding follow-ups. This process was time-consuming and made it difficult to get a quick overview of financial activity.
Client Request
"I was wondering if Rave was able to create a report that would allow me to export the 'Bills In' listing that would show the internal notes. I am manually having to click in each bill to see what has been written and then responding there. I cannot at a glance see the commentary."
Solution Delivered
Rave delivered the enhancement through the Financial Management System (FMS) export functionality. Clients can add notes to all financial documents (Quotes, Purchase Orders, Bills, and Credit Notes) to record:
- Reasons for discounts
- Price changes
- Overspends and unexpected costs
- Internal reminders and financial context
Using Branch-level financial exports, users can now:
- Select the required document type.
- Apply filters such as Supplier, Recipient, Category, or Subcategory.
- Export the data with notes included.
When notes are included in the CSV export:
- All document notes are exported.
- Multiple notes are displayed in date order.
- The most recent note appears first.
- Users can review commentary without opening each individual document.
Customer Feedback
"This is a game-changer for me - thank you so much. It will save me so much time checking and rechecking."
Outcome
Within six weeks of receiving the request, Rave delivered a practical solution that eliminated the need for users to manually open and review individual bills, print documents, and record notes on pieces of paper for follow-up.
The enhancement provides immediate visibility of financial commentary across multiple records, reducing administration time, improving financial oversight, and helping teams quickly identify completed and outstanding actions.
Why Rave?
Rave listens to customer feedback and turns real-world challenges into practical improvements.
This enhancement transformed a repetitive manual process into a streamlined reporting workflow, saving significant administrative time and improving visibility across financial records.
"This is a game changer for me."
This is a clear example of Rave's commitment to continuous improvement and delivering features that create measurable productivity gains for builders and their teams. To see how our platform can streamline your project workflows, feel free to get in touch with our team.
