Branch Financial Settings - Non Financial Management

Modified on Mon, 18 May at 11:05 AM

The Branch Financial settings screen includes several sections where you can customise different aspects of your Invoice and Variation configuration.

To access your Branch Financial settings (with the appropriate permissions):

Click on your profile icon – the teal circle with your initials located at the top right of the page.
From the dropdown menu, scroll down and select Branch Settings | Financial settings
This will open the Branch Financial settings screen, which has three separate sub-tabs

This article will focus on Financial Defaults.

Include Invoiceable Attachments on Invoices

When enabled, Rave will include attachments when converting a Progress Payment Invoiceable to an Invoice, ensuring the documents flow through to Xero if connected.

Attach Terms & Conditions PDF to Invoice Emails

When enabled, the default Invoice Terms & Conditions file will be appended to invoice emails.

Invoice Terms & Conditions Scope

Choose which invoice emails should include the default Terms & Conditions PDF.

Default Invoice and Credit Note Accounts

When creating a financial document in Rave, if the account code is not entered, Rave will use the default branch code for that document.

Default Tax Codes

When creating a financial document in Rave, you can set the default tax type for each document type. The choice is No GST, 15% GST, Tax on Imports and Zero Rated

Default Tax Mode

When creating a financial document in Rave, you can set the default Document Tax type. The choice is Exclusive of Tax, Inclusive of Tax or No Tax.

Rounding

Default Rounding Account

Select a default account code for code rounding to

Default Line Item Rounding Method

Select a default number of decimal places that your rounding will display (2, 4 or 6)

Default Tax Rounding Method

Select a default method: either Per Line - Two decimal places or Per document total

The Terms and Conditions sub-tab is where you can upload your Invoice Terms and Conditions, which can be attached to Client Invoices.

You can upload multiple versions of your Terms and Conditions, set one as your default, and delete any that are no longer needed.

Uploading a New Document

To upload a new Terms and Conditions document:

Select Upload New File
Choose your document and click Open
Once uploaded, you can:
- Set it as the default, or Delete

Managing Your Documents

Each uploaded file will display:

File name
Uploaded by
Date and time of upload

You can delete a document as long as it is not currently set as the default.

Note: Deleting a document here will not remove it from any previously created invoices. It will simply prevent it from being selected for future use.

Footer Text

The Footer Text setting allows you to enter custom text that will appear at the bottom of your Variation and Invoices documents.

How to Use Footer Text

These fields can be used to add:

Disclaimers
Important notes
Additional information for your clients

This ensures clients see key information at the end of every document, helping to clarify expectations and reduce misunderstandings.

To Add/Edit one of your footer options.

Choose which footer you wish to add/edit
Type in the text and add any formatting,
Press Save

Note: You cannot add images to the footer text.