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The Estimated Billing Date and Percent Likelihood fields are not visible on the Cost Estimate by default and need to be activated. The Estimated Billing Date field will be used for forecasting reporting within Chase Insight.
Chase Insight The CE Billing Forecast report shows forecasted short term income from unbilled CEs per month, and relies on input of the "Estimated Billing Date" in Chase. The report can be found in Insight under Financial > All Financial Reports > CE Billing Forecast Report |
Step-by-step guide
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- Click the Settings button on the Ribbon.
- On the Configuration screen, click the Company Configuration group to expand it and select Translations.
- The Translations screen appears. Click the Adjust Field Order tab and select Cost Sheet on the Form field.
Click on the Estimated Billing Date field to add the Can Edit and Can View icons.
Info The Can Edit (
) button indicates that a field will be editable by a User with the selected user right.The Can View (
) button indicates that a field will be visible to a User with the selected user right.
- Click the Advanced View button.
- The Advanced View dialog appears. Click the Estimated Billing Date field to select user rights that are able to view or edit this field.
- Check the Can View checkbox against a user right to make the Estimated Billing Date field visible, and check the Can Edit checkbox to make the field editable.
- Click the Close button.
Navigate to your Cost Estimate, where the field will be visible and editable if you have the appropriate user rights.
- To enable the Percent Likelihood field, repeat step 4-8.
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