Highlights

• New Bills User Interface
• On charge Invoice Release

Refinements

• Salesperson added to the Project Overview / Project Details Section
• Checklist Template ‘Created at’ Date Format Change
• Variation ‘Date Created’ column added to the Progress Payment Sub-Tab
• Update Cost Centres as a Bulk Action
• GST & Markup auto-applied to Product Inventory Items
• Invoiceable Reference + a Short description added to the Invoice List and Settlement Statement
• Preference for Suppliers when uploading Purchase Order CSV files
• Sell Price Auto-Calculations

Highlights

New ‘Bills’ sub-tab User Interface – RAVE Financial Update

From today the ‘Bills’ Creation and Edit pages have moved over to our new streamlined look – a few of the visual changes include:

• A change to the pencil ‘edit’ icon and 3 dot action dropdown
• A crisper white background for column headers

A few of the Creating and Editing Bills page, visual changes include:

• The Load From Quote, Purchase Order, and Template options are now displayed in a horizontal layout.
• The ability to tab (tab key) through the item creation process
• A ‘Total(s)’ Summary added to the bottom right of the page to ensure bill accuracy

On Charge Invoice Release – RAVE Financial NEW Feature

We recently released a new ‘Add an Oncharge Invoice’ button to the project’s ‘Invoices Out’ sub-tab – allowing you to invoice a sub-trade or contractor for remediating work, or in the case of insurance work, on charging an excess amount to someone else.

Clicking the ‘Add an Oncharge Invoice’ button opens the ‘Add an On Charge Invoice’ screen, where you have the option to choose any supplier or contractor to charge your on charge invoice to.

> Refer to this recent ‘RAVE’s New FMS Feature – On Charge Invoices‘ blog for more details

Refinements

Salesperson added to the Project Overview / Project Details Section – RAVE Update
Updated as above

Checklist Template “Created at” Date Format Change – RAVE Update
Updated as above

Variation ‘Date Created’ column added to the Progress Payment Sub-Tab – RAVE Accounts Update
Updated as above

Update Cost Centres as a Bulk Action – RAVE Financial Update
A dropdown field has been added to the bulk action bar of most RAVE Financial Pages to allow users to update Cost Centres as a bulk action.

GST & Markup auto-applied to Product Inventory Items – RAVE Financial Update
GST & Markup are now auto-applied to product inventory items when they are used in the Progress Payment sub-tab.

Invoiceable Reference + a Short description added to the Invoice List and Settlement Statement – RAVE Accounts Update
Updated as above

Preference for Suppliers when uploading Purchase Order CSV files – RAVE Financial Update
When uploading a purchase order or bill CSV file to the Purchase Order sub-tab, if a project has both a contractor and a supplier with the same company name, RAVE will select the supplier version.

Sell Price Auto-Calculations – RAVE Financial Update
We’ve improved the sell price calculation on the Bills and Quote sub-tabs, so that users no longer need to tab away from the sell price field to calculate the markup and display the updated sell price.