Help

Latest Updates 1

• Ability to Bulk Delete Cancelled or Draf Documents in FMS

FMS set-up articles 8

• 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
• Supplier Product Inventory/Price List Upload
• How to Find and Delete any Duplicates within a CSV (Inventory) File

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Xero set-up 5

• Connecting Xero and Syncing your of Chart of Accounts
• RAVE Project + Xero Tracking
• Xero Payment Syncing
• Error when sending documents to Xero
• Calculation Rounding

Estimate Categories and Sub Categories 2

• How to Create Estimate Categories
• Rave's New Estimate Sub-categories

The Financial Tab 5

• RAVE's Progress Payment Forecast Report
• Financial Overview/Dashboard via the Financial Button
• Branch-Level Bills (and Credit Notes)
• Branch-Level Credit Notes
• The Progress Payment List Report

The Preliminary Budget sub-tab 2

• How to Create a Preliminary Budget proposal via the Preliminary Budget sub-tab
• Uploading your Preliminary Budget via CSV

The Quote 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 5

• 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
• Estimate Accept/Decline Notifications via the Estimate sub-tab

The Purchase Order sub-tab 7

• 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

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The Bills In sub-tab 6

• How to Receive in Bills via the 'Bills In' sub-tab
• How to Load Supplier Bills in via a CSV File
• Receive Bills in to RAVE via the 'Bills In - Purchase Orders Ready to Convert to Bills' option
• Create a Supplier Credit Note via the 'Bills In' sub-tab
• Receive Bills in to RAVE via the 'Bills In - Add a Bill' button

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The Progress Payments sub-tab 15

• The Progress Payments (Payment Schedule) Sub-Tab­­
• Progress Payments Accounts Set Up
• Convert a Client Estimate to a Progress Payment/Charge Up Invoiceable
• Loading and Creating Payment Schedule Templates
• How to Add/Edit a basic Invoiceable and Request Payment

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The Invoices Out sub-tab 3

• How to Manually Add a Payment to an Invoice
• Bulk Payment of Multiple Invoices & Credit Notes
• How to Create an On Charge Invoice

Variations 4

• 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
• Variation Accept/Decline Notifications via the Estimate sub-tab

Charge Up 4

• How to Use RAVE's FMS to Create a Charge-Up Client Invoice
• How to Create a Client Invoice from Multiple Purchase Order(s)
• How to Create a Client Invoice from Multiple Bill(s)
• Uninvoiced vs Uninvoiced and Partially Invoiced Filter

Labour 2

• How to Account for Building Labour Costs in RAVE
• RAVE FMS Charging Labour TIP: Add your Builders as Product Inventory Item(s)

Project Reporting 8

• Back Costing Report
• The Project Profitability Report
• Rave's New Cost to Complete Report
• The Project Assigned Accounts Report (Formally Cost Centre Report)
• RAVE's FMS Charge Up Report

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