Welcome to Chase Insight Help

Context sensitive Help is available for all Insight Dashboards, Setup Forms and Reports from the icon.

Timesheet Approval

To learn How to approve timesheets quickly, please follow the Timesheet Approval Training Course.

The Timesheet Approval Process Overview explains the sequence of events for this weekly process. The Timesheet Approval Instructions explain how timesheet administrators can easily and effectively approve timesheets. On approval of a person's timesheet, a Timesheet Approval Feedback email is sent. This contains an Approval Feedback Summary table that shows whether key targets are met.

Reports

Reports are listed by Category. The Report Categories are:

FAQs

The following Help Topics cover common queries from Chase Insight Users:

Client and Job Profitability

Retainer Plans and Analysis

Application

Reports: Scheduling, Filtering, Customisation and Disabling Excel Warnings

Setup

Uploading Data

Other Topics