RAVE's Financial Management System provides a number of key project and business profitability reports - via your Financial button, the project's Back Costing, Profitability and CC Report sub-tabs, and your Reporting portal's Branch Budget and Client Invoices reports - in this article we're going to review the Financial Management System (FMS) Reports available via the Reporting Portal.
Reporting (only available for those people with permission to see these reports)
We have a very large range of Reports, available from our Reporting portal - available at the top right of your screen.
The Reporting portal is broken down into BRANCH or SALESPERSON reports. We're interested in the Branch reports - specifically the Client Invoices and the Budget reports.
Branch Budget Reports
The Branch Budget tab provides a date range feature, with a number of default options (financial year, quarter, months etc), plus the ability to search any date range i.e. from the day you entered data into RAVE until the present day.
The Quote Requests, Purchase Orders, Bills, Supplier Credit Notes, and Job Profitability tabs all have exportable options, plus project searching, site addresses etc. You can have a really good look around these options if you have these report access permissions.
Branch Client Invoices Reports
There are a huge number of Client Invoices reports also. These include Charge-Up Reports, Unpaid and Paid invoices, Requested Invoices, plus a break down across the range of Progress Payment invoices too. There are also options to print or export these reports, plus the ability to filter specific information also.
