General Update - 18th August 2023

Highlights

• Projected Income Report
• New Invoices Out 'Credit Note' User Interface
• Restocking Fee/Admin Charges available for Client and Supplier Credit Notes

Refinements

• Return/Change of Products on Quotes and Purchase Orders
• No Negative Quantities on FMS Line Items Allowed
• Credit Note 'Totals' Section Improvements

Highlights

Projected Income Report - RAVE Financial NEW Feature

The branch Projected Income Report allows RAVE FMS users to view all estimates and variations created and sent, or created and saved via the FMS Estimate sub-tab to project income. This ability to view projected income allows our FMS users to more easily identify and follow up on outstanding proposals, or variations, and to realise that income faster.

> Refer to this recent ‘RAVE’s New FMS Feature – Projected Income Report‘ blog for more details

New Invoices Out 'Credit Note' User Interface - RAVE Financial Update
From today the Invoices Out sub-tab's client 'Credit Note' user interface screens have been updated to our new FMS streamlined look - this includes Adding and Editing for both Client and Supplier Credit Notes.

Restocking Fee/Admin Charges available for Client and Supplier Credit Notes - RAVE Financial NEW Feature
RAVE FMS users now have the ability to add restocking fees or administration charges to the client and supplier credit notes. As we no longer allow for negative quantities, these would be loaded with a negative dollar value for that line item.

Refinements

No Negative Quantities on FMS Line Items Allowed - RAVE Financial Update
RAVE no longer allows for negative qty line items throughout RAVE's FMS i.e. for quotes, purchase orders, credit notes, bills, etc. Moving forward RAVE FMS users would now use a positive qty with a negative dollar value as required.

Return/Change of Products on Quotes and Purchase Orders - RAVE Financial NEW Feature
RAVE FMS users can now load a Product Return on Quotes and Purchase Orders by using a negative dollar value for any returned products.

Credit Note 'Totals' Section Improvements - RAVE Financial Update
The Credit Note 'Totals' section has been enhanced to provide users with a better breakdown, this now includes additional sub-total detail.