Master Files are a collective term for the records of, but not limited to, Clients, Suppliers & Contractors. In the event of Clients this also refers to their related Products, Contacts, Divisions & Campaigns. Master files contain descriptive data, such as names, addresses, contact details as well as general financial information.
Below is a list of Master files that can to be created in Chase. For more details on creating these files please click on each link.
Client:
Supplier:
Contractor:
Once you know how to add these files you will be able to create any documents in Chase.
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