Rave General Update - 24th October 2024

Every two weeks, 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:

• Project Timelines Report - Status Filter Added - General Update
• Charge Up Report - Sub Categories Added - FMS Update
• Progress Payment page Invoice Status updates - General Update
• Bulk Action Markup on line items and document level - FMS Update
• Mark up Column added to Detailed Transaction report - FMS Update

Project Site/Build Notes viewing permission and tool tip wording updates

We've updated the Site/Build Notes viewing permission wording to "Viewable by branch users and contractors only - if the Contractors settings is turned ON", with the tool tip "This permission can be changed via the Contractor Settings 'Ability to view notes in builds' switch - which is turned off by default".

Project Status filter added to the Build Overview's Project Timelines report

A Project Status filter has added to the Build Overview's Project Timelines report, allowing users to multi-select (display/hide) project's in specific states i.e. closed and maintenance.

Click here to view the FAQ Cross Project Reporting - Project Timelines

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Estimate Sub-Categories are now available on a project's FMS Charge Up Report

Sub-Categories are now available on the project's Charge Up Report - via handy project category expand/collapse buttons - allowing you to display, export, and/or print to PDF a more detailed report of what has been estimated vs invoiced to your client.  

You now have the ability to view the Clients project's Cost to Complete figures by sub-category too.

For the same reporting features displaying Category and Sub Category Costs to your business you would use the Projects "Buy Variance Report" Click here to view the FAQ RAVE's FMS Buy Variance Report

Click here to view the FAQ RAVE's FMS Charge Up Report

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Progress Payment page Invoice Status updates

A few handy updates have been made to the invoice statuses on the progress payment page

The 'Partially Invoiced' status has be added for when there is a balance left over on an invoiceable

The 'To Be Invoiced' status replaces the old standard invoiceable 'Pending' status

The 'Pending' status now only applies to variations that are not yet accepted

Click here to view the FAQ RAVE's Progress Payment List Report

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Variation Reference added to the Variation Invoice Request notification email

‍We've added the variation reference number to the Variation Invoice Request notification email.

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Add a bill - Date Entry Improvement

We've added a select a date calendar pop-up to the add a bill 'Select Billed Date' field - you can access this by clicking on the current date.

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Bulk Action 'Apply Markup' option added to all Financial documents

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We've added a bulk action 'Apply Markup' at line level option to the Quotes, Purchase Orders, Bills, Supplier Credit Notes, Client Invoices and Credit Notes create, view and edit pages - including draft and pending pages.  

A numerical or percentage value will add a markup percentage, while a dollar value (i.e. $10) will add a $10 markup to the total value of that line.  

You can bulk update all of only partial lines with the same or differing markups using this feature. i.e Labour and Materials on the same document may have different markups so you can bulk update them via this bulk action bar

The audit trail is also updated with this action.

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Bulk Action 'Apply Markup' option added to the project's Quotes, Purchase Orders, and Bills sub-tabs
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We've added a bulk action 'Apply Markup' at document level option to the Quotes, Purchase Orders, and Bills list page (sub-tab table) -

When you select any non-padlocked Quote(s), or Purchase order(s), or Bill(s) from these sub-tabs, you can apply a percentage or dollar value markup, which will add/or replace a markup percentage or dollar value to each line in that financial document.  

A numerical or percentage value will add a markup percentage, while a dollar value (i.e. $10) will add a $10 markup to the total value of that line.  

The audit trail is also updated with this action.

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Bulk Action 'Edit Cost Centre and Estimate Category' option added to all Financial edit forms

We've added a bulk action add/update 'Cost Centre' and 'Category' at line level option on the Purchase Order, Bills, Invoices, and Client Credit Notes 'edit' forms.  

You can edit the cost centre or category for Purchase Orders, and Bills with any status except cancelled, while Invoices and Client Credit Notes can be edited in draft form only.  

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