Want an easy way to check what price you've paid for various items and the quantity or volume you've bought over a set period of time - to negotiate better terms with your supplier? Or a place to view ALL of your Bills and Credit Notes? Well with RAVE FMS's new Branch Detailed Transaction Report we've got your back!
The Branch Detailed Transaction Report
The Branch Detailed Transaction Report (along with large range of other Branch Sales and Financial Reports) is available from our Reporting portal. You can access these (with user permissions) via the Reporting tab at the top of your screen.
This will open RAVE's Reporting Portal - landing you on the Branch or Salesperson reports - depending on your role and permissions.
You can access the branch detailed transaction report, by clicking on the Branch level, Financial Reporting tab - then the Detailed Transaction Report sub-tab - to display the Branch Detailed Transaction Report table.
Here you will find all of your Quotes, Variation Quotes, Purchase Orders, Bills, Supplier Credit Notes, Invoices and Client Credit note line items - which are then able to be sorted by Reference, Category and Subcategory, Contact, Transaction Date, Due Date, Code, Description, Quantity, Cost Price, your Total (excluding GST) and your Cost Centres.
Running a report is easy - simply search for a project, or product code, and filter by Category, Contact, the Transaction Date (period), and the type being All, any of the above choices (Quotes, Variation Quotes, Purchase Orders, Bills, Supplier Credit Notes, Invoices and Client Credit notes). The table will update with each selection made. Once you've finished making your selections, you can export the report to a CSV file, via the 'Export' button to the top right of the screen.
We have also now added in your cost centre (chart of account code) as a column you can single or multi select to view all line items associated to that code.
NOTE: You can easily reset the table filters by clicking on the Reset Filters button
