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Every month, we'll post a 'General Update' on the UPDATES page of our website, highlighting all the new features and improvements from the past fortnight.
We’ll also include a link to these updates in our monthly newsletter, making it easy for you to stay informed and access the latest features and enhancements.
In this update, we're detailing these awesome improvements and features:
Chart of Accounts Update
Enterprise Schedule Update
Timesheets Advanced New Feature
Settlement Statement Update
FMS Variation Update
Client portal update for Invoices out, Cost to complete Report and Progress Payments
FMS Profitability report zero out cost to complete totals
We have updated the Chart of Accounts (formally known as cost code areas in Rave). This update covers everywhere where we used to show the words Cost Code, Code or CC.
For non xero users you can now upload your chart of accounts, mark as hidden and visible, import using a CSV File and delete the codes.
For Xero users you have the same functionality as before but in a new fresh and clean look.
Where you used to see the word Code on the Financial documents you now see Account in its place and we have also renamed the CC report to Assigned Accounts Report.
Click here to view the FAQ Managing your Chart of Accounts
Rave's Enterprise Scheduling has two exciting and new 'Click and Drag' Task Gantt view updates
1. Tasks will maintain their Constraint Type when Clicked and Dragged
This update means that the existing constraint type will stay set, with the new task start date applied. Any subsequent linked tasks (successors) will move, or not, given their link lags and existing constraint types.
2. A Task's Predecessor Link will adjust when Clicked and Dragged
This update means that if the task has a predessor link, the predecessor link duration will automatically adjust when that task is clicked and dragged. And again, any subsequent linked tasks (successors) will move, or not, given their link lags and existing constraint types.
Click here to view the FAQ Enterprise Scheduling Task Gantt View Updates
New Feature: Advanced Timesheets
Rave's Advanced Timesheets provides a significant number of enhancements to Rave's current Timesheet workflows with the ability to now create and backcost your Labour Budget. This article steps you through what you can expect with Advanced Timesheets - and to kick things off here are a few of the highlights.Rave's Advanced Timesheets allows you to:
Click here to view the FAQ Advanced Timesheets
The settlement statement has been moved back to the progress payment page
Clients now have the ability to print three different views of the settlement statement.
You can choose to print the payment table or exclude it
the totals have been updated to be more clear and include a paid to date line rather than balance to invoice line
Click here to View the FAQ Settlement Statement
There is now a separate place for creating and saving variation specific terms and conditions.
You can load as many different options as you require and then set only 1 as a default to use on variations
Click here to view the FAQ Financial settings
When inviting a client to use Rave Build you can now choose 3 different options when it comes to Financial.
Progress Payment page, Invoice out Page and for FMS clients Charge up report.
You can choose any combination of the above.
Click here to view the FAQ Creating a client log in
Clients asked for the ability to zero out the balance in cost to complete for Categories that have been completed but still show a balance.
You can now click the 3 dot menu and select to zero out the cost to complete OR re calculate the cost to complete should you wish to bring the balance back
Click here to view this FAQ The Project Profitability Report