Management Reporting Course

Duration: 1 day (08:45 – 16:30)
Cost: R3 500

Target Audience

> Business Owners, Finance Managers/Director, Business Analysts/Consultants
> Learner is in a Management (including Business Analysts) position, ideally, in the Advertising industry.

Section 1

Understanding the role of Client Services
Understanding the role of Traffic
Understanding the role of Production
Understanding the role of Finance

Section 2

Introduction to the Chase system dashboard tabs
Menu buttons and document toolbars
Chase documents and forms
Overview of Access and user rights in Chase
User restrictions and permissions

Section 3

User financials (CTC vs. User rates)
Client and User Group Configuration
Financial Forecasting
Job Revenue and Margin Declaration
Revenue Absorption/Takeup Wizard
Moving Costs

Section 4

Chase report categories
Most used reports for:
>Billings
>Payments
>Margin
>Time
>Work in Progress (WIP)
Analysers
>TimeSheets
>Forecasting
Pivot Reports

Section 5

Workflow setup
Understanding of workflow notifications and actions required

Click here to register for this course.

For any other information:

Email – training@chasesoftware.co.za
Tel – +27 11 287 1800 or +27 11 287 1800/34

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