Branch Reporting - Financial - Supplier Credit Notes

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 Supplier Credit Notes report is the one you need for this guide

The Supplier Credit Note Report displays all Supplier Credit Notes issued within your branch for the selected date range. This report supports your team in adjusting and reconciling accounts accurately and efficiently.

Search & Filter Options:

You can filter the report by:

• Project

• Contract Name

• Site Address

• Supplier

• Credit Note Reference

• Credit Note Date

• Status

Additional Features:

• Export to CSV: Easily export the report to a CSV file for further review, analysis, or record-keeping.

This report is essential for maintaining accurate supplier account records and ensuring proper financial reconciliation.

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.