Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Regardless of the operation being carried out, the Main Menu is always visible at the top of the page.




Add New button: Opens the Add New screen which you can create any type of Chase document.

...

TimeSheets button: Opens the TimeSheets page where you can record time you spent on work.




In the Search section of the Main Menu are the Clients, Jobs, Documents, Suppliers, and Contractors buttons. When clicked, each opens a Search dialog with search functions related to that type of item. For more details on how to search for items please see Searching in Chase.



Move Costs button: Allows financial documents to be moved between Jobs, e.g. move PO's from one Job to another.

Export Wizards button: Creates a file containing information from Chase's income and expenditures that can be imported into your accounting package, thereby avoiding manual processing.

Reports button: Opens a view from which you can run reports. Access to this button is normally limited to Traffic Managers and financial users. 

Wizards button: Shows a view of available Wizards. Wizards let you update or change selected document types in bulk, e.g. change the status of all Jobs for a specified client from "Awaiting Closure" to "Closed". 


To personalise your Chase experience, click the Settings drop-down button on the Main Menu. The User Options dialog is opened. Here, you can set preferences such as fonts and how system messages are displayed. If you make no changes, default system settings will apply.


A Document Toolbar appears on most documents, i.e. Job Bag documents and financial documents. It affects line items on those documents such as Work Type lines on financial documents or Task Type lines on Job Bags. Normally, all Document Toolbar buttons will appear on the Job Bag view. For other document types, only the Collapse Tasks and Toggle full screen All buttons will be available. The toolbar is not present in a Brief, Amendment and Billing Instruction. The function of each button is explained below.

...

Delete Select button: Deletes the selected line\tasks on a Job Bag.


A Floating Toolbar appears on all Chase documents. The following explains the function of each button.

...