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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

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  The May 15, 2017, Jazzit Fundamentals update has been released and is available for download

Jazzit Administrators can find the latest release notes and downloads on our support site at: http://www.jazzitsupport.com/

JUST RELEASED

May 15 Jazzit Fundamentals Update

Jazzit Fundamentals spring 2017 update (May 15) is one of our biggest releases yet!

Including two new templates, a new tax note, percentages in the nine income statement, and expanded functionality ranging from subtotals to subheading formatting, we have added over 40 new features and enhancements in this update (that’s 8 pages worth of What’s New documentation).
 
Remember that Jazzit Fundamental updates are cumulative! Updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.
View the full list of new features and functionality
 
Do you require assistance updating your templates?

Please see the latest updating video, available at our Jazzit Support website which has been updated for the new features added to the RC Update Control document.

(Note:  you will be prompted for your username & password when accessing this video from the Support Centre.)

We also have a number of free resources available: 
Searching for a specific note format and not sure if we have one available?

We’ve provided a searchable PDF with an Index of Notes.

Searchable PDF with an index of notes
Searching for a specific letter or working paper and not sure if we have one available? 

We’ve provided a searchable pdf of letters and working papers.

Searchable PDF of letters and working papers
The links above can be accessed from the Support Articles page in the Support Centre.

Sign up for a Free Webinar on May 26, 2017

What's New Quarter 1 2017 webinar
Friday, May 26

This is a short session where we will be showing you the highlights that were added to the Jazzit Templates from the February to May 2017 releases


CLICK HERE TO REGISTER

Visit our Jazzit YouTube Channel

Did you know we are on YouTube? 
Head over to our channel and learn something new about Jazzit. 
Please subscribe if you like what you see.

Jazzit Checklist Reminder
Jazzit checklist subscription does require you to have an active CPEM / PPM subscription through CPA Canada in order to subscribe to Jazzit checklists.

 

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  The March 31, 2017, Jazzit Fundamentals update has been released and is available for download

Jazzit Administrators can find the latest release notes and downloads on our support site at: http://www.jazzitsupport.com/

JUST RELEASED

March 31 Jazzit Fundamentals Update

Welcome to the March 31, 2017 Jazzit Fundamentals update release notes.

The modules listed below will reflect the date of March 31, 2017, in the JZUPDATE document in your Resource Centre (KLIB) when installing and updating to the latest release.

Remember that Jazzit Fundamental updates are cumulative! Updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.

 

This update is predominantly focused on corrections to various templates, with the next update geared towards releasing a large number of new features.

View the full list of new features and functionality

 

CLICK HERE to login and download at our Support Website

 

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  The February 28, 2017, Jazzit Fundamentals update has been released and is available for download

Jazzit Administrators can find the latest release notes and downloads on our support site at: http://www.jazzitsupport.com/

JUST RELEASED

February 28 Jazzit Fundamentals Update

* Remember that Jazzit Fundamental updates are cumulative! Updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.

Welcome to the February 28, 2017 Jazzit Fundamentals release notes.

The modules listed in the link below will be dated February 28, 2017 in your Resource Centre JZUPDATE document when updating to this release.

View the full list of new features and functionality

Go to our Support Website for more details

 

2016-Top-10 Features

 

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  The January 16, 2017, Jazzit Fundamentals update has been released and is available for download

Jazzit Administrators can find the latest release notes and downloads on our support site at: http://www.jazzitsupport.com/

JUST RELEASED

January 16 Jazzit Fundamentals Update

*Please note that this month’s build includes style sheet and browse changes. These will be automatically copied into your Resource Centre when you update your RC update control

 

Welcome to the January 16, 2017 Jazzit Fundamentals build release notes.

The modules listed in the link below will reflect the date of January 16, 2017 in the JZUPDATE document in your KLIB when installing and updating to the latest release.

View the full list of new features and functionality

 

Go to our Support Website for more details

 

Posted by on in Training

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NEW WEBINARS have been added for 2017.

Book your session soon while there's space available:

Preparing Not for Profit Statements using Jazzit

January 18 - 10am - 3pm MST
PD = 5 hours
$230

This course will show clients how to prepare Not for Profit statements using CaseWare and Jazzit.

CLICK HERE for topics covered during this session

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The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTNFP3

* Limited to one registrant per firm

Basic Jazzit Fundamentals for Jazzit Administrators

January 25 - 10am - 3pm MST
PD = 5 hours
$230

After this session you will be familiar with the basic tasks of a Jazzit Administrator.

CLICK HERE for topics covered during this session

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The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTADMB2

* Limited to one registrant per firm

Preparing financial statements for a review or audit engagement

January 31 - February 1 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to complete a draft set of financial statements for a review or audit engagement using Jazzit.

CLICK HERE for topics covered during this session

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The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTRA2

* Limited to one registrant per firm

Preparing financial statements for a Notice to Reader engagement using Jazzit

February 14-15 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to prepare a draft set of financial statements for a Notice to Reader engagement using Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTNTR3

* Limited to one registrant per firm

Advanced Jazzit Fundamentals for Jazzit Administrators

February 22 - 10am - 3pm MST
PD = 4 hours
$230

This course is aimed at Jazzit Administrators and advanced Jazzit users and will explore the more advanced features of CaseView and Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTAMA2

* Limited to one registrant per firm

View full list of available Webinars

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  The November 25, 2016, Jazzit Fundamentals update has been released and is available for download

Jazzit Administrators can find the latest release notes and downloads on our support site at: http://www.jazzitsupport.com/

JUST RELEASED

November 25 Jazzit Fundamentals Update

If you plan to update your KLIB/FRMLIB using RC Update control template please make sure you are on CASEWARE WORKING PAPERS 2016 format. If you are not on the latest version of CASEWARE WORKING PAPERS, please upgrade before downloading and installing the latest Jazzit Fundamentals update.

If you would prefer not to update to CASEWARE WORKING PAPERS 2016 at this time, the last CW2015 (November 25 2016) Jazzit Fundamentals update is available only via a snackbar download found under the "Template Revisions" section of your respective snackbar.

We have spent the last few weeks adding great new features and functionality to the templates, as well as correcting a few issues that were reported since the last update.

The modules listed in the link below will reflect the date of November 25, 2016 in the JZUPDATE document in your KLIB when installing and updating to the latest release.
 

View the full list of new features and functionality

 

Posted by on in Company News

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Small Practitioners Forum 

It was great meeting up with a variety of people at both the Banff and Jasper Conferences. One lucky winner at each location received a limited edition Jazzit fleece jacket!

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Posted by on in Company News
Canadian Accounting Technology Show

 

CATS 2016 Highlights

  • Learn how firms ARE eliminating paper;  
  • Innovation in audit technologies;  
  • Flurry of innovations from the leading suppliers;  
  • Latest in business advisory technologies;  
  • Multi media and mobile.  

As a proud sponsor, we’re offering our contacts a 15% discount* off your full two day attendance to CATS 2016.

Use the online registration form, and enter the 3 letter code: JAZ at the beginning of the registration process in the ID Code area.

We look forward to seeing you in May!

Find Out More

*applies to standard two day fee only - does not apply to earlybird or one day tickets

Canadian Accounting Technology Show

Hits: 29218
Posted by on in Company News

We are looking forward to seeing you at this year’s

pan pacific largeCPABC Spring Leadership Conference 2015
May 7 & 8, 2015
Pan Pacific Hotel Vancouver
300-999 Canada Place, Vancouver BC V6C 3B5  (View map to location)

Visit CPA's website for more details.


Jazzit is the proud sponsor of the

Driving Growth Through Innovation Seminar
Presented by Robert Tucker
CPD: 1.5 CPD Hours
Date: May 7, 2015

View the CPA full conference agenda.

Robert-TuckerIn this outstanding keynote presentation global innovation guru and bestselling author Robert Tucker will discuss his research into the essential best practices of the world’s leading companies. You’ll learn cutting-edge strategies from firms that are using Tucker’s principles to turn innovation into a powerful source of growth, profits and competitive differentiation. There are important new methods for making innovation a systematic process and you will learn proven methods to implement a superior approach to innovation – one that will enable you and your organization to enter new markets, win and keep new customers, and grow revenue from new sources. Tucker will explain how you can master new ways to motivate your team and cultivate a culture of innovation where innovation is everybody’s business.

Chocolate lovers – learn about how to WIN a Purdys basket of chocolates.

http://jazzit.com/jazzit-chocolate-giveaway

Posted by on in Training

JAN. 20 - Introduction to Jazzit Fundamentals

This course will guide you through the steps to bring Jazzit Fundamentals into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. We also walk through the home menu settings within the financial statements to ensure client defaults are set properly.  This course is designed to get the new user up and running with Jazzit quickly.


JAN. 21 - Advanced Jazzit Fundamentals

This course is intended for people who have been preparing files using Jazzit for some time and want to see what's new with Fundamentals. We look at the 9 column financial statements, not-for-profit statements, interim statements, copying a note from a different client financial statement, specified foreign property, loan/lease calculator, and much more.


JAN. 22 - Jazzit Fundamentals Administrator

If you are responsible for keeping your firm's Jazzit Fundamentals up to date, or making changes to the Jazzit templates (including letterhead), this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2015 Calgary registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.

Seminar fees:  $495+GST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend. 
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Coast Plaza Hotel
     1316 33rd Street NE, Calgary, AB
     (403) 248-8888 Toll-free: 1 (800) 716-6199

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.

 

 

Posted by on in Company News

We will be attending this year's Banff Small Practitioners Forum

November 20 & 21

 

Looking forward to seeing you there.

Posted by on in Training

DEC. 2 - Introduction to Jazzit

This course will guide you through the steps to bring Jazzit into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. This course is designed to get the new user up and running with Jazzit quickly.


DEC. 3 - Advanced Jazzit

This course is intended for people who have been preparing files using Jazzit for some time and have been wondering “Am I using all that’s available in these templates?”. We look at using schedules, the statement of cash flows, notes to financial statements and much more.


DEC. 4 - Jazzit Administrator

If you are responsible for updating Jazzit from our website, or making changes to the Jazzit templates, this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2014 Edmonton registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.
- As the venue is downtown, parking at the hotel is available at a cost to $26/day.

Seminar fees:  $495+HST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend.
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Delta Toronto East
     2035 Kennedy Road, Toronto, ON
     Tel: (888) 890-3222

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.

Posted by on in Training

OCTOBER 27 - Introduction to Jazzit

This course will guide you through the steps to bring Jazzit into your new and existing CaseWare files.  We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. This course is designed to get the new user up and running with Jazzit quickly.


OCTOBER 28 - Advanced Jazzit

This course is intended for people who have been preparing files using Jazzit for some time and have been wondering “Am I using all that’s available in these templates?”. We look at using schedules, the statement of cash flows, notes to financial statements and much more.


OCTOBER 29 - Jazzit Administrator

If you are responsible for updating Jazzit from our website, or making changes to the Jazzit templates, this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

To Register:

  • DOWNLOAD the Registraton Form
  • Print and fill in the details
  • Fax to Jazzit

training 2014 Edmonton registration thumbnailClass Times: 9:00 AM – 4:00 PM – Lunch is provided.
- As the venue is downtown, parking at the hotel is available at a cost to $26/day.

Seminar fees:  $495+GST per student and is a full day of training.
- Please book at least 1 week in advance of the class you wish to attend.
- Cancellations must be received at least 2 weeks in advance of class date for refund.
- Cheques must be received at least 1 week in advance of course date to secure registration.
- Seating is limited.

Course location:
     Matrix Hotel
     10640 – 100th Avenue, Edmonton, AB
     Tel: (780) 429-2861

PD Points: This training may qualify for professional development points.
- Check with your Association for further information.

*Registration confirmation will be sent by email.

Posted by on in Jazzit Community
 
   

We invite you to join us for a one hour “What’s New with Jazzit” presentation during the Software Vendor’s Reception at the CPA BC Fall Leadership Conference (you do not have to be a participant of the conference to attend).

We are excited to share with you recent updates that we think you’ll appreciate. We will be demonstrating:

  • Programmable 9 column financial statements
  • Loan / Lease Calculator
  • Specified foreign property in the marketable securities working paper
  • Ability to copy a note from one client financial statement to another
  • AND MUCH MORE . . . .
    • Visit our What’s New page to see the extensive updates you now have access to www.jazzit.com.

Software Vendors' Reception

September 17th, 2014
5:00 pm - What's New Presentation
5:45 pm - Q & A



720 Douglas Street, Victoria BC
Prefunction Level 1 Room

RSVP TODAY


PS:  This invitation is open to anyone interested.  You do not have to be a participant of the conference to join us.

RSVP TODAY  Go to our registration form to let us know you will be joining us.


Posted by on in Company News

 

Three Timmy cards WON – CONGRATULATIONS . . . .

Congratulations for submitting a correct answer to our formula contest:

Jaclyn from Charlottetown
Chris from Sherwood Park
Tasha from Kamloops

 

Our "Find it to WIN!" contest is now CLOSED. Thank you to all who participated.

 

---------------------------------------------------------------------------------------------------

There is one doozy of a formula that is in one of the templates posted in the July 2014 updates to Jazzit.


Can you find it AND tell us what it does?!

Check out the formula and contest details at https://jazzit.wufoo.com/forms/find-it-to-win/

The first three people to correctly answer both will each win a $50 Tim Hortons Card for their office!

Contest will conclude when we receive 3 correct answers or September 30, 2014.  Only 1 winner per licensed client.