A consolidated view of Business Central for the management of media campaigns, placements, and reporting.
Welcome!
Welcome to the Chase Software's Knowledge Base for Business and Media Central.
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Landing Getting Started
- Overview (Coming Soon)
- Log into Business Central
- Understand the Role Center
- Navigation Tips
- Reset your Password
- Use Date Formulas in Dynamics 365 Business Central
- Add or Remove Columns from a Grid or a List Page
Help and Support
Upgrades and Releases
Set Up & Administration
- Set up Company Information
- User Management
- Add / Remove Users (Coming Soon)
- User Groups and Permission Sets
- Set up and manage Teams
- Set up User Customer Group Access
- Set up Financial Groups and Assignment
- Extract a List of Enabled/Disabled Users
- Extract the History on Changes to User Security Roles and Permissions
- Setup Posting Periods for Users
- Update periods to all companies in Dynamics 365 Business Central
- Employees
- Number Series
- Chart of Accounts
- Currencies (Coming Soon)
- Posting Groups (Coming Soon)
- VAT (Coming Soon)
- Withholding Tax (Coming Soon)
- Bank Accounts (Coming Soon)
- Fixed Assets Setup
- Approval Workflows
- Email Setup
- Shared Master Data
- How to View the Change Log
Banking
- Banking Master Data
- Bank Journals
- Payment Proposals
- Bank Statements
- Bank Reconciliation
- Cashflow
- Stripe Integration
Sales & Receivables
Purchases & Payables
- Vendor Master Data
- New Vendor Setup in Business Central
- Purchase Documents
- Media Purchases
- Manage Creditors
- Expenses
- Allocate Expenses to Chase Production
- Capture Expenses
- Zoho Expense Integration (Coming Soon)
- Chase Production Expense Integration (Coming Soon)
- Setup in BC (Employees, Bank accounts, etc)
- Setup that is needed for integration of Expenses to BC (Coming Soon)
- How to process an expense in BC (Coming Soon)
- Showing the Expenses and impact on Employee accounts (Coming Soon)
- Paying an expense once it’s in BC (Coming Soon)
- Expense Reports (Coming Soon)
- TBA Purchases and Payables
- Create a Vendor Statement for Reconciled Media
- Electronic Banking
- OCR Troubleshooting
- Payables Analysis
- Pay When Paid (Coming Soon)
- Post an Expense Report in Business Central
- Purchase Order Accruals
- Set up an early Payment Discount Deal
- Set up Expense Reports in Chase Production and Business Central
- Setup for Capturing Purchase Invoices using OCR
- Set up Vendor Rate Cards
- Vendor Remittances
Media Master Data
Media Planning
- Briefs
- Master Plans
- Campaign Setup
- Campaign Budget and Metrics
- Campaign Overview
- Campaign Implementation Brief Setup
- Campaign Media Plan Process
- Media Intercompany Process
- TBA Media Planning
Media Performance
- Traffic / Integrations
- Traffic
- Media Integration
- Using AgencyFlow to import placements
- Set up Adform for Integration
- Set up Google Campaign Manager for Integration
- Set up Google Display and Video 360 for Integration
- Set up Facebook for Integration
- Google Ads
- Xandr DSP (Coming Soon)
- Xandr SSP (Coming Soon)
- Capture Proof of Performance
- Doppio Integration (Coming Soon)
- Actualization
- Monitor Placement Performance
Month End
Fixed Assets
- Fixed Asset Setup
- Fixed Asset Depreciation
- Fixed Asset Processing
- Fixed Asset Analysis
- How to: Post a Fixed Asset Acquisition using a Fixed Asset G/L Journal
Reporting
- Financial Reports
- Run the Client Profitability Report
- Run the Analytical G/L Document Report
- Run the Analytical G/L Register Report
- View the Phased Trial Balance Report
- View and download an Upcoming Payments report
- How to: Run a Creditors Age Analysis and download it to excel
- Sox Compliance Change Log Entries Report
- Run the Customer Receipt Reconciliation Report
- Run the Group Reporting Real-Time View report
- View a Media Cost Billing Report
- View a Media Unbilled Report
- View Late Booking Orders List
Localization
Overview
Content Tools
Activity