FMS set-up articles

RAVE's Financial Management System Overview (August 2022)
In this article, we overview the August 2022 update of RAVE's Financial Management System module. You can view the recording of our prelease walkthrough...
Fri, 12 Apr, 2024 at 3:10 PM
How to Add a Supplier to your RAVE Contacts List
You can add new suppliers to your RAVE system via the Contractors/Contacts button, and the Contacts sub-tab. Suppliers can be added one at a time, or as a ...
Mon, 8 Apr, 2024 at 12:04 PM
How to Merge Duplicate Suppliers in RAVE
From time to time, you may discover and/or accidentally create a duplicate supplier that is already in your system. RAVE users (with Branch Owner permission...
Tue, 9 Apr, 2024 at 1:49 PM
How to Add an Additional Supplier Contact
You can now add an additional contact to a Supplier' profile, with the choice of including them (or not) on request notifications.  Visibility of additi...
Tue, 9 Apr, 2024 at 1:51 PM
Financial Overview/Dashboard via the Financial Button
The Financial button is the home to RAVE's Financial Management System's shortcut screens.  The button defaults to RAVE's FMS Overview/Dashboard...
Tue, 9 Apr, 2024 at 2:25 PM
Supplier Product Inventory/Price List Upload
RAVE's Financial Management System's (RAVE's FMS) Product Inventory database can be found via your profile dropdown - your name in black to the ...
Tue, 9 Apr, 2024 at 2:48 PM
How to Find and Delete any Duplicates within a CSV (Inventory) File
If you have any inventory line item duplicates, that are not the same price i.e. the same code with two different cost prices, then RAVE will identify that ...
Fri, 12 Apr, 2024 at 9:37 AM
PDF Proposal Preview Issues
Issue Sometimes PDFs in the Proposal Preview can look like this: The text isn’t rendered clearly and is sometimes unreadable. Common Causes The main ...
Sat, 22 Apr, 2023 at 3:42 PM
Understanding Profit Margin + Markup
We all know there is a lot to remember when pricing a job. The most important part is: Am i making a profit and how much? A key factor in answering that que...
Thu, 18 Apr, 2024 at 3:11 PM
How to Account for Building Labour Costs in RAVE
Labour costs can be accounted for in several different ways in RAVE's FMS - but first, you need to decide how you are going to add a quote for your labo...
Fri, 12 Apr, 2024 at 2:40 PM