General Update – 19 July 2023

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General Update – 19 July 2023

INTERESTING ARCHITECTURE TRENDS

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WHY ARE THESE TRENDS COMING BACK AGAIN?

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WHAT TRENDS DO WE EXPECT TO START GROWING IN THE COMING FUTURE?

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WHY IS IMPORTANT TO STAY UP TO DATE WITH THE ARCHITECTURE TRENDS?

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WHAT IS YOUR NEW FAVORITE ARCHITECTURE TREND?

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Highlights

• Copy Contractor Files to Other Project File Folders
• Add an Accounts Message when Converting an Invoiceable to an Invoice
• New Purchase Order CSV file template

Refinements

• 'Unpaid & Partially Paid' filter added to the Bills sub-tab

Highlights

Copy Contractor Files to Other Project File Folders – RAVE Update
Branch staff are now able to copy contractor uploaded files to other project file folders. This is via the Copy dropdown option, to the right of the files Open button. The original File will stay in the Contractors folder, while the copy can be placed in any other folder you have permission to add files to.

Add an Accounts Message when Converting an Invoiceable to an Invoice – RAVE Accounts Update
You can now include a message for your accounts team when converting an invoiceable to an invoice - via a message box inside the ‘Convert to Invoice’ pop-up. This note will be included in the accounts notification email triggered by the conversion/payment request.

NOTE: This update is available for all, and is especially useful for our Non-Financial Management System Clients using the Progress Payments sub-tab, or clients using RAVE’s FMS but without Xero integration.


New Purchase Order CSV file template - RAVE Financial Update
Our NEW Purchase Order CSV file template now has 15 columns to help you speed up your work and allow for better data management. Not all fields are mandatory however the more information included, means the less manual work needs to be done later.

NOTE: If you had previously saved an older Purchase Order CSV file template, please use this new one now

> A ‘How to Create Purchase Orders - Using a CSV File’ FAQ guide is available from the RAVE Help portal

Refinements

'Unpaid & Partially Paid' filter added to the Bills sub-tab - RAVE Financial Update
RAVE FMS users can now view their Bills In list via a new 'Unpaid & Partially Paid' filter.