Complete RavenLedger user guide

Getting started and RavenView

• Start here and follow a complete business workflowIn PDF
• Configure modules in the right orderIn PDF
• Navigate RavenLedger in the correct companyIn PDF
• Ask RavenView and manage personal shortcutsIn PDF

Company and locations

• Create a company and its starter chartIn PDF
• Plan company setup for your business modelIn PDF
• Create and maintain secondary locationsIn PDF

Accounting foundation and general ledger

Bulk account, journal and rate imports

• Review and extend your chart of accountsIn PDF
• Configure GL controls and exchange ratesIn PDF
• Record journals, opening balances, revaluation and period closeIn PDF

Cash and bank

Bank statement imports

• Manage cash, bank accounts and reconciliationIn PDF
• Reconcile bank statements with a worked exampleIn PDF

Customers and sales

Bulk sales and receipt imports

• Customer invoices and adjustment notesIn PDF
• Understand service invoice and customer receipt fieldsIn PDF
• Understand sales leads, quotes and customer acceptanceIn PDF
• Understand sales orders, stocked invoices and customer creditsIn PDF

Vendors and purchasing

Bulk purchase and payment imports

• Configure purchasing policies and PO approval rulesIn PDF
• Understand purchase orders and goods receiptsIn PDF
• Vendor invoices and adjustment notesIn PDF
• Understand vendor invoices and payment applicationsIn PDF

Inventory and costing

Bulk imports and item updates

• Set up item masters and sales pricesIn PDF
• Set up warehouses and bin controlsIn PDF
• Configure inventory classifications, posting groups and policiesIn PDF
• Understand inventory movements and reconciliationIn PDF

Manufacturing

Formula imports, changes and batch imports

• Set up manufacturing and review production batchesIn PDF
• Record manufacturing formulas, batches and completionIn PDF

Point of sale

• Configure POS terminals and control checkoutIn PDF
• Process POS checkout, returns and session closeIn PDF

Fixed assets

Bulk asset imports

• Manage fixed asset setup and the asset lifecycleIn PDF
• Record asset capitalisation, depreciation, adjustments and disposalIn PDF

HR attendance and payroll

Bulk HR and payroll-input imports

• Manage employees, attendance and payroll recordsIn PDF
• Process payroll activities, advances, funds and settlementsIn PDF

Taxation

• Configure tax codes and understand withholdingIn PDF

Country specific e invoicing

• Understand country electronic invoicing and evidenceIn PDF
• Use conditional country and stock tracking controlsIn PDF

Reporting Center and dashboards

• Review the financial DashboardIn PDF
• Review the Cash Flow StatementIn PDF
• Use the Executive DashboardIn PDF
• Run standard reports and design user reportsIn PDF
• Choose parameters for individual reportsIn PDF

Balance Sheet Review and close

Bulk review updates and support imports

• Prepare and review balance sheet reconciliationsIn PDF
• Prepare and approve account review schedulesIn PDF

Approvals and audit

• Review approvals and inspect audit evidenceIn PDF
• Set up journal and purchase order approvalsIn PDF

Trading partners and trade references

Bulk trading-partner imports

• Set up customers and vendorsIn PDF
• Register import and export trade referencesIn PDF

User and tenant administration

• Manage users and access in your subscription workspaceIn PDF

Imports documents and common controls

Bulk import and update procedures

• Import data and manage supporting documentsIn PDF
• Tax withholding and currency applicationsIn PDF
• Import and update records in bulkIn PDF
• Complete the import templates by moduleIn PDF

Partner portal and gated capabilities

• Use the partner portal within the shared account scopeIn PDF