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Below are steps to show you how to include all the details on a report, but only show the client the overview costs.  Please  Please note that the Per Unit Price is not equivalent to the @Cost entered on the Cost Sheet.  The value of the unit is calculated based on the Amount (which is the cost plus markup) divided by the units listed on the cost sheet.  

Find out how to:

  


Below are steps to show you how to print a CE

Step-by-step guide

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  1. Open the Job Bag with the

    With the CE that you want to print

    a report for.Click on the

    open, click on the Print drop down arrow on the Toolbar.

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  2. Select Cost Estimate (With Units)

    Select the relevant print option from the list

    that appears

    .

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    The report opens in a new window.  Notice that this report shows the number of units and the cost per unit. 
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    When satisfied with the information that appears on the report, click the Print button.
    Info

    You can print or email this report to a client or use it to report on the job.

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  1. Open the Job Bag with the CE that you want to print a report for.
  2. Click the Print drop down arrow button on the Toolbar.
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    Select Cost Sheet (Without VAT) from the list that appears.
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    Expand
    titlePrint Options
    Cost Estimate - Cost Estimate report - this is the standard Chase CE report. It is usually the default but can be changed.

    Cost Sheet (Without VAT)
    - this option will display the report without VAT but show the number of Units, Per Units, and Amount of the line item.

    Cost Estimate - Cost Estimate (With Units) - displays the number of units, the unit price, and the amount due by the client.

    Cost Estimate (With Units No Totals) - displays the number of units, the unit price, and the amount due by the client. This option does not display the Totals.

    Cost Estimate - Cost Estimate Sub Totals Only - displays Sub Totals to summarise line items on a CE.

    Cost Estimate With Notes As Worktype - this option will display Notes as line items on the report.


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    The report opens in a new window

    . Notice that this report does not display the unit price for each work type that appears on a CE, but gives an overview of how much the client will be charged for the work to be done. 
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    with relevant information based on the report option selected.

    Info
    If you click directly on the Print icon, it will open the default CE report.
  3. When satisfied with the information that appears on the reportthe report, click the Print button.

    Info
    You can print or email this report to a client or use it to report on the job. Options from the email dropdown are the same as those in the print dropdown.


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