Rave Help

FMS set-up articles 13

• RAVE's Financial Management System Overview (August 2022)
• How to Add a Supplier to your RAVE Contacts List
• How to Merge Duplicate Suppliers in RAVE
• How to Add an Additional Supplier Contact
• Financial Overview/Dashboard via the Financial Button

View all 13

Xero set-up 3

• Connecting Xero and Syncing your of Chart of Accounts
• Xero Payment Syncing
• RAVE Project + Xero Tracking

The Quotes Request sub-tab 1

• How to Request Quotes via the Quote Request sub-tab

The Quotes sub-tab 3

• How to Create a Quote via the Quotes sub-tab
• Create a Budget/Quote from a CSV file upload
• How to Create a Client Invoice from Multiple Quote(s)

The Estimate sub-tab 4

• How to Create a Client Proposal/Estimate via the Estimate sub-tab
• How to Create and Save an Estimate Template
• How to Create a Variation from the Estimate subtab
• Sending and Accepting Client Proposals

Variations 3

• How to Push an Accepted Variation from the Estimate Sub-Tab to the Progress Payment Sub-Tab
• How to Create a New Client Variation via the Estimate/Proposal Sub-Tab
• Updates to how RAVE treats Negative Variation Invoiceables/Credit Notes

The Purchase Order sub-tab 6

• How to Create Purchase Orders via the Purchase Order sub-tab
• How to Create Purchase Orders - Using a CSV File
• Create a NEW Purchase Order from an Accepted Quote
• Create a NEW Purchase Order from scratch
• How to Cancel a Purchase Order line

View all 6

The Bills In sub-tab 8

• How to Receive in Bills via the 'Bills In' sub-tab
• How to Load Supplier Bills in via a CSV File
• Branch-Level Bills (and Credit Notes)
• Branch-Level Credit Notes
• Receive Bills in to RAVE via the 'Bills In - Purchase Orders Ready to Convert to Bills' option

View all 8

The Progress Payments sub-tab 7

• RAVE 'Progress Payments' Accounts Set Up
• Loading and Creating Payment Schedule Templates
• The Progress Payments (Payment Schedule) Sub-Tab­­
• NEW - How to Add, Request Payment, and Receive Payment on an Invoiceable
• Convert a Client Estimate to a Progress Payment/Charge Up Invoiceable

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Charge Up 5

• RAVE's FMS Charge Up Report
• How to Use RAVE's FMS to Create a Charge-Up Client Invoice
• How to Create an On Charge Invoice
• How to Create a Client Invoice from Multiple Purchase Order(s)
• How to Create a Client Invoice from Multiple Bill(s)

The Invoices Out sub-tab 1

• Bulk Payment of Multiple Invoices & Credit Notes

The Back Costing + Reporting sub-tabs 9

• Calculation Rounding
• RAVE's Financial Management System Reports
• The Project Back Costing Reports
• The Project Profitability Report
• The Project Cost Centre/Chart of Accounts Report

View all 9

Time Sheets to Bills 1

• How to Convert a Project's Time Sheet Entries to a Bill