The 'Charge Up' report displays your project's 'Estimate Total' vs what has been 'Invoiced' to date, and the 'Balance' still to be invoiced - including any variations.  This is displayed by category - so you can easily view and compare the categories estimate total vs what has been invoiced out, and is still to be invoiced.  You can then export the report to PDF or via CSV.





How to Use RAVE's 'Charge Up' Report


RAVE's 'Charge Up' report is available from the Charge Up sub-tab within a project's Budget workflows.

To the top right of the screen you have the charge up report's summary table displaying the:

  • Estimate Total - the current total of what is to be billed to the client
  • Invoiced - the current total of what has already been invoiced to the client
  • Balance - the current total of what is still to be invoiced to the client

    These figures include variations (if any), displaying both excluding and including GST amounts.

The charge up report then splits these totals out by category - displaying each categories estimate total, invoiced total, and balance still to be invoiced with the % of budget remaining - displaying figures in both excluding and including GST.  This allows you to quickly check what you have, and haven't charged your clients yet.

The balance column displays its category line data in 3 colours:

  • Green - there is still an amount to charge your client
  • Black - there is nothing left to charge your client 
  • Red - indicates an overspend


Down the bottom of the report is a column's total row - these total figures match the summary table to the top right. 

At any point, you can export your charge up report to PDF or a CSV file.


NOTE:  Whether you are converting your invoiceables to invoices, or are using the traditional charge up method of converting all of your supplier bills to client invoices - whenever you create your client invoices, you need to ensure that the line items have their categories attached - so that the charge up report provides you with better reporting data.  



Below - the first page of a Charge Up Report exported as a PDF