Jazzit Training - Administrator - Toronto

Jazzit Fundamentals Administrator

Thursday, January 16

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.

  • Customizing headers and footers including firm letterhead
  • Updating your KLIB from the Snackbar
  • Creating custom letters and working papers
  • Changing the name of notes (e.g., additional policies)
  • Dealing with document ID conflicts with other CaseWare templates
  • Proposed new templates
  • Commonly requested statement customization
  • Changing firm profile information
  • Adding options to pop-up menus
  • Style sheets for underlining and cell group options
  • Modifying the generator for interim reporting
  • Open discussion period
Toronto (Jan. 16)

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 Toronto Airport Hotel
55 Reading Court
Toronto, ON M9W 7K7
Phone: (416) 798-8840
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 01-16-2020 09:00
Event End Date 01-16-2020 16:00
Capacity 40
Individual Price $495.00
$495.00 40