New User Groups – Site Manager and Site Staff

• Two new user groups have been added in Rave. You now have the ability to add a Site Manager and/or a Site Staff member.  Each user group has a more limited branch level access than a traditional ‘branch’ user, but they do have far more project access and functionality than your contractor and suppliers – refer to the descriptions below for more details.

• You can add a Site Manager and/or Site Staff member via the ‘Set Permission’ section of your branch owner user profile, and selecting the new “Site Staff/Managers” tab.

Following below are the permissions for the respective users:

Site Managers can:

• View allocated projects (via the project’s People tab), or all projects based on their user permission
• View/edit all tasks in the project’s they have been assigned and also add comments and photos 
• Add Time Sheets 
• Add Purchase Orders – when Rave Financial is activated for the branch, and the “Finance” user permission is checked
• Upload Files to all folders – with the same permissions as a branch user
• Access the project Checklist and Messages

Site Staff can:

• Only view allocated projects (via the project’s People tab) 
• View all tasks in the project assigned to them, add comments and photos and request a task status update – with the same permissions as a contractor/supplier
• Add their Time Sheet entries
• Add Purchase Orders without pricing – when Rave Financial is activated for the branch, and the “Finance” user permission is checked
• Upload Files to the “Images” folder
• Access the project Checklist and Messages

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Choose Progress Payment Due Date – Update

• When requesting any progress payment, branches now have a choice to select the due date on their client’s invoices.

Rave Financial – ‘Bills in’ and ‘Invoices out’ description changes – Update

• The “Add a credit note” wording (via the “Add a bill” dropdown menu on the “Budget/Bills In” tab) has been changed to read “Add a Supplier Credit Note”.

• The “Add a credit note” wording (on the “Budget/Invoices Out” tab) has been changed to read “Add Client Credit Note”. 

Rave Financial – Charge Up Invoice/Bill to Pay notification error – Bug Fix

• Previously, when a branch user created a charge up invoice, the branch user was sent an incorrect notification saying they have a new bill to pay – this notification has been stopped.

Rave Financial – Create Client Invoices from Purchase Order or Quote – Update

• Rave Financial Purchase Orders can now be converted into a Client Invoice with no Supplier Bill
• Quotes can be converted into a Client Invoice with no Purchase Order or Supplier Bill
• We’ve also added ‘Create Invoice’ buttons on each of the Quote and Purchase Order pages

Rave Financial – Client Invoice Reports – Update

• We’ve added some new reports in the Reporting (New)/Client Invoices section titled “Invoices from Bills” and “Other invoices”, which displays invoices that are generated from Bills, Purchase orders and Quotes.

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As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163