Jazzit Training - Introduction - Edmonton

Introduction to Jazzit Fundamentals

Tuesday, November 19

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.

  • Benefits of using Jazzit
  • CaseWare and CaseView basics
    • Customize your desktop
    • Year end close and roll forward
    • Sign in/out and Check in/out
    • Important CaseView options
  • Understanding the system
  • Jazzit implementation strategies
  • Copy components
  • Import client data
  • Mapping
  • Review of 2 column statements
  • Home menu options
  • Key Working papers and letters
    • Global defaults
    • Common options
Edmonton (Nov. 19)

Course fee:
$495.00 / student +GST
9:00 am to 4:00 pm (full day of training)
Lunch is provided

  • Please book at least 1 week in advance.
  • 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:
Sandman Signature Edmonton South
10111 Ellerslie Rd
Edmonton, AB T6X 0J3
Phone: (780) 391-3183
PD Points:
This training may qualify as verifiable professional development. Each day provides six hours of instruction.
If you have any questions regarding Jazzit Training you can email them to This email address is being protected from spambots. You need JavaScript enabled to view it..

Event Properties

Event date 11-19-2019 09:00
Event End Date 11-19-2019 16:00
Capacity 40
Individual Price $495.00
$495.00 40