Table of Contents
Chase Basics
- Chase Basics Videos
- Log in Screen Popular Topics
- Logging into Chase
- Setting the login to remember your password
- Changing your password
- Resetting your password
- Menu Buttons and Toolbar
- Searching in Chase
- Sending an Email
- Printing from Chase
- Creating Templates in Chase
- Defining User Options
- Terminology
- Viewing your To-Do items
- Approve/Decline a Document Workflow Request
- Home Screen Popular Topics
- Chase License Renewal
- Add Notes
Chase Videos
Quick Start Guides
- Quick Start - Client Service
- Quick Start - Production
- Quick Start - Finance
- Quick Start - Traffic
- Quick Start - Timesheets
- Quick Start - Administrators
Jobs and Non-Financial Documents
- Jobs and Non-Financial Documents Videos
- Job Bag Popular Topics
- Job Bag
- Adding a Job Bag
- Adding, editing and archiving Job Bag notes
- Updating multiple job notes in one place
- Adding a client contact from the Job Bag
- Adding a new campaign from the Job Bag
- Adding milestone dates to a Job Bag
- Changing the Client on a Job Bag
- Copy the Job details form to a Job Bag
- Linking a parent and child Job Bag
- Creating Cost Estimate line items from Tasks
- Printing a Campaign Recon Report from the Job Bag
- Creating Templates from the Job Bag
- Brief
- Amendment
- External Documents
- Billing Instruction
- Frequently Asked Questions - Jobs and Non-Financial Documents
Production/Financial
- Production/Financial Videos
- Clients
- Suppliers
- Cost Estimates
- Cost Estimate Popular Topics
- Adding a Cost Estimate
- Setting up and using Discounts on a CE
- Budget CE
- Editing, formatting and deleting CE lines
- Adding and Applying a CE template
- Calculating the Markup % when you have the cost and total amount
- Copying CEs to a Job Bag
- Enabling and Using a Mock CE
- Setting up billing reminders on CEs
- Cost Forecast per CE line
- Exchange Rates
- Previewing a CE
- Using the Work Type Funds Transfer feature
- Take a snapshot of the CE
- Part Billing a CE with Units
- Changing the Client on the CE
- Request and Approve a CE by Email
- Purchase Orders
- Request For Quote
- Supplier Invoices
- Client Credit Notes
- Supplier Credit Notes
- Exports
- Expense Claims
- Bulk Actions
- Inter-Company
- Enabling and configuring Inter-Company
- Inter-Company Job Bag initiated process
- Request for Quote initiated process
- Step 1 Creating a Chase Job Bag and a Cost Estimate
- Step 2 Creating an Inter-Company Request For Quote
- Step 3 Creating an Inter-Company Quote (normal Job Bag)
- Step 4 Creating an Inter-Company Cost Estimate from an Incoming Request for Quote
- Step 5 Accepting the Quote and creating a Purchase Order
- Step 6 Creating an Inter-Company Tax Invoice
- WIP
- Frequently Asked Questions - Production/Financial
- Previewing a Tax Invoice
- Recurring Invoice/CE
- Billing for time from the Job Bag
- Adding a Tax Invoice
- Client Invoices Popular Topics
- Revenue Accruals worksheet guide
CRM/Sales
Tasks and TimeSheets
- TimeSheets Videos
- Timesheet Popular Topics
- Capturing time
- My Tasks
- TimeSheet Approvals
- TimeSheet Reports
- Importing Calendar Appointments into Timesheet
- Frequently Asked Questions - Tasks and TimeSheets
Planning
- Planning on the Job Bag
- Assigning and Reassigning Tasks on a Job Bag
- Creating parent and child tasks on the Job Bag
- Linking dependencies to a Task
- Adding, editing and deleting a Booking on the Job Bag
- Creating tasks from a CE
- Filtering and editing tasks from the All Tasks screen
- Approving and Declining Timesheets
- Using Sub Tasks on a Job Bag
- Tracking changes on the Job Bag
- Linking Briefs and Amendments to tasks
- Planning on the Resource Planner
- Planning in Outlook
Settings
- Settings Popular Topics
- Company Configuration
- Access Rights
- Traffic
- Groups Configuration
- Job Categories
- Resources
- Brief Document Type and Custom Field Config
- Collaboration
- Disciplines
- Document Archiving
- Edit Exchange Rates
- Export Settings
- Features
- Global Settings
- Defining Timesheet Settings
- Enabling text formatting
- Setting up a Timesheet Cutoff date
- Setting up a Fee Type
- Setting up a Timesheet capturer
- Setting up Work Type rates
- Setting up mandatory supplier quotes for RFQ
- Setting up the default Booking/Task option
- Setting up the Earliest / Latest Allowed Billing Date
- Setting up the Agency Work Type structure
- Setting up Active Directory
- Set up Unfiltered Report Warnings
- Lookup Codes
- Note Templates
- Notification Settings
- Setting up Report Banners
- Report Links
- Report Sizing
- Server Mail Admin
- Task Types
- User Financials
- Workflow Setup
- Setting up Work Type Posting Groups
- Work Types
- Adding new Work Type
- Adding default notes to Work Types
- Adding a menu based Work Type
- Assigning Sales and Purchase GL accounts to a Work type
- Adding an Expense Work Type
- Adding an Admin fee Work type
- Adding and Using an Offset Work Type
- Adding a Sub Heading Work Type
- Adding a Sub Total Work Type
- Adding a Free Text Work Type
- Deleting a Work Type
- Setup Bank Details
Reports
- Reports Popular Topics
- Reports Basics
- Key Reports
- Billings List report
- Payment List report
- Job Status Report
- Job List report
- Profitability by Client report
- Work In Progress(WIP) report
- Task List by User report
- Time by User report
- Time Cost by Client
- Purchase Order List by Supplier report
- Cost Estimate - List by Client report
- Job Margin List by Client report
- Cost Variance Statement
- License report
- Task Type List report
- Work Type List report
- Work Type Margin Report
- Purchase Order - List by Supplier
- Contact Detail - Client List
- Frequently Asked Questions - Reports
Job Recon and Closure
- How to Close a Job
- How to make sense of the Job Recon
- How to print a Job Recon Statement from the Job Bag
- Job Recon Statement based on Menu Based tasks
Application Links
- Linking to a Website
- Linking to an existing Jira Ticket
- Linking to Asana
- Linking to Basecamp
- Linking to Microsoft Teams
- Linking to Microsoft Planner
- Linking to Trello
- Copy the current screen link
- Deleting Links
- Setting up JIRA for Application Linking
- Setting up Asana for Application linking
- Setting up Basecamp for Application Linking
- Setting up Microsoft 365 for Application Linking
- Setting up Trello for Application Linking
- Setting up Google Cloud Platform for Time Import
- Setting up Time Import
Chase Live Help
Chase Software Support - Customer Portal
Download TeamViewer for Windows
Testing your connectivity to your Hosted Chase
Troubleshooting in Chase
Fixes and Features Chase 6.3x
Onboarding Template
Chase REST API
Overview
Content Tools
Activity
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