WHAT'S NEW Jazzit Fundamentals release notes for April 29, 2022 update
Administrators please note we now provide updates in CaseWare 2021 format. While we presently support for both CaseWare 2020 and 2021, we are providing updates only in CaseWare 2021. An archive in CaseWare 2020 version of our templates will be available from our website download area (Snackbar) for only Jazzit Fundamentals.
Any issues reported to us is corrected in CaseWare 2021 version.
Here are the revisions included in the April 29, 2022, update to Jazzit Fundamentals.
Remember to update your KLIB/FRMLIB Resource Centres via the RC UPDATE control located at the top of your document manager. Updating to this release will include all prior revisions made to the templates.
You must have CaseWare Working papers 2021 or newer installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB.
Need help updating?
Click the video below for instructions on how to update your Jazzit Templates.
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ALL DEBT NOTES-THE K5, K9, KG AND KV NOTE MODULES
Option to insert a text paragraph that extends from left to right margin including the area normally reserved for numerical information.
Updated to support optional hyphen "long-term" if this hyphen is added to the mapping structure also added to the balance sheet.
ALL DOCUMENTS -ALL FUNDAMENTALS DOCUMENTS
Draft stamp can now be set to on/off position in Resource Centre module if it is not globally controlled by JZDIAG.
Updated the connection diagnostics in the freeze frame area.
ALL LETTERS -ALL LETTERS INCLUDED WITH FUNDAMENTALS
Update to the "Entity referred to as" menu.
CF AND CF2-2-COLUMN AND 9-COLUMN STATEMENTS OF CASH FLOW
Option to insert a space below any of the main activity headings (right click menu).
CL -CLIENT ENCLOSURE LETTER
Updated the "items requiring signature" section to support electronic submission.
CP -FINANCIAL STATEMENTS HOME MENU
Update to the "Entity referred to as" menu under client profile tab.
JZDIAG -DIAGNOSTICS REPORT
New option to globally enable/disable the client number in all letters within the engagement.
JZLAMORT -LOAN CALCULATOR
Updated the loan calculator to fully payout a loan if a manual loan payment is entered. If payment does not fully payout the loan within the maximum support period a diagnostic now appears. The prevents issues with future repayment section of debt working paper.
JZUPDATE -RESOURCE CENTRE UPDATE CONTROL
Now prompts user to automatically update on opening when update available.
K3A -INDIVIDUAL SIGNIFICANT ACCOUNTING POLICIES
Added right click menu on policy headings to set desired formatting.
Basis of presentation policy updated to include same content as the note.
K4 -PROPERTY PLANT AND EQUIPMENT NOTE
Option to include amortization rates/methods directly in the PPE note.
KT -TAX NOTES
New future taxes note which includes carry value, tax basis, difference, and rate columns.
KU -JOINT VENTURES AND SUBSIDIARIES NOTES
NL -NOTES MENU
Updated to support new menu on policy headings for formatting options.
RP -ENGAGEMENT REPORT
Additional controls added for administrators to view reports in the Resource Centre.
SC, SC1 AND SC6 -SCHEDULES MENU, 2-COLUMN AND 9-COLUMN INCOME STATEMENT SCHEDULES
Heading and section format options are now retained on update from Resource Centre.
TC -TABLE OF CONTENTS
Right click to toggle between "Financial information" with "Compiled financial information" in section heading.
TP -Title Page
Right click to toggle between "Financial information" with "Compiled financial information" in statement heading.
CLICK HERE to view the release notes for full list of new features and functionality
Jazzit Fundamental updates are cumulative. Remember that updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.
Jazzit Checklists for our Compilation/Review and Audit packages have been updated and are available for download.
Unless you have customized your Jazzit Checklists, we recommend the Quick Method to update your checklists package. The Quick Method replaces your existing Jazzit Checklist Master file(s) and Resource Centre(s) with new ones you download from the Jazzit Support website.
Simply move your existing Jazzit Checklist Master file(s) and Resource Centre(s) to a different location (you can delete these later if you don't need to refer to them in the future)
Download new Jazzit Checklist Master file(s) and Resource Centre(s)
Tip: Make sure you save the files you download in the exact same place as the old ones were so you don't have to revise Resource Centre paths.
For more detailed instructions about how to update your checklists using either the Quick Method or the Regular Method, download our Jazzit Checklists User Guide.