Production and Finance Management Course

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

Target Audience

> Production Managers, Finance Managers
> Learner intends currently works or intends to work,  primarily, in the Production and/or Finance department in the Advertising industry

Section 1

Different agency types
Traditional advertising agency structures
Workflow in the agency
Agency departments and their roles
Roles and responsibilities of users in the agency
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

Creation of Job bags
Creation of Briefs and Amendments
Billing Instructions
Basics of Tasking
Introduction to TimeSheets
TimeSheet Approvals
Introduction to Chase Financial documents e.g. CEs, POs, Invoices, etc.
Document Status’
Client and User Group configuration

Section 4

Managing Clients and Suppliers
Managing Contractors
Client and Supplier Portals
Worktype management
Client and User Group Configuration

Section 5

Job Costing
Internal and External worktypes
Creating financial documents e.g. Cost Estimate and Purchase Orders
Internal Cost Sheet
Costing for Contractors (including PAYE)
Client and Supplier portals
Job Closure
Managing Cost Variances
Financial (bulk) Wizards

Section 6

Introduction to workflows
Document status changes and workflows
Initiating and responding to Workflow requests
Introduction to Chase Reports
Introduction to reports
Billing and Payment Reports

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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