Within Rave's Financial Management System, you can add notes to Quotes, Purchase Orders, Bills, and Credit Notes.
These notes are a useful way to keep track of important financial information and decisions across your projects.
Common uses for notes include:
- Recording reasons for discounts given
- Tracking price changes
- Monitoring overspends or unexpected costs
- Adding internal reminders or financial context
Exporting Notes with Branch CSV Export
Navigate to the Financial Tab at the top of the screen.
Choose the correct Branch level document type:
- Quotes
- Purchase Orders
- Bills
- Invoices
Before exporting, you can use the available page filters to narrow down your results.
Filters include:
- Supplier or recipient
- Category
- Subcategory
- Additional document filtering options
These filters make it easier to find and export the exact financial records you need for reporting, auditing, or project tracking.
When exporting, you can choose whether to:
- Include notes in the export
- Export documents without notes
If a document contains multiple notes, all notes will be included in the CSV export in date order, with the most recent note displayed first.
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