Branch Reporting - Financial - Bills

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to FINANCIAL Reports

1. In the Reporting Module, click on the Financial tab (left-hand side).

2. You will now see a list of available Financial reports.

3. The Bills report is the one you need for this guide

The Bills Report displays a comprehensive list of all bills for your branch within a selected date range. It provides a centralized view, allowing your team to efficiently manage, track, and reconcile all billing activity.

Search & Filter Options:

You can refine the report using filters such as:

• Branch Name

• Project Reference

• Contract Name

• Site Address

• Supplier 

• Bill Reference

• Invoice Date

• Due Date

• Status

Additional Features:

• Print or Export: Print the report or export the data to a CSV file for further processing or record-keeping.

This report streamlines bill management by bringing all billing data into one accessible view, helping your team stay organised and up to date.

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.