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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

WHAT'S NEW
August 2020

Jazzit Fundamentals release notes for August 28, 2020 update

 

CLIENT ENCLOSURE LETTER

Formatting of Main sections, Enclosures and Other matters can now be modified using menu buttons in the Client Enclosure Letter.

ENGAGEMENT LETTER

Added a warning to the old format engagement letter for transition to the new compilation standard (CSRS 4200). This warning will appear if the old letter is used in a file with a year end date after the transition date (December 14, 2021).

JAZZIT TOOLBOX

Added new tools to the toolbox: level of assurance, optional statement prefix, month and year (current and prior), generic dates in multiple formats.

9 COLUMN STATEMENT OF CASH FLOWS

Corrected an issue in the nine column statement of cash flows that caused the summarized changes in non-cash working capital to calculate incorrectly when the note is not included in the statements and the supplemental information section is turned off.

FINANCIAL STATEMENTS HOME MENU MODULE

Resolved an issue that caused the column width and balance sheet signature lines to revert to Jazzit defaults when updated from the old (blue) Home Menu to the new (grey) Home Menu.

 

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.

 

Need help updating?
(support login required)

 

 

Posted by on in Jazzit Updates

2019 jazzit java

September 24, 2020 - 11:00 am MDT

 

Grab your favorite beverage and spend an hour with Mike and Lori while they share information on a range of topics and answer your questions.

Here's what we plan to chat about...

The Good Stuff

  • Tips and tricks relating to CaseWare Working papers and Jazzit templates
  • Send in your ideas to java@jazzit.com for our next Good stuff segment

What’s Fresh

  • Recent updates to our Jazzit templates
  • Upcoming events and Jazzit news

Jazzit Contest

HOW TO ENTER:

STEP 1:
Create a short video showcasing a day in the life using Jazzit. You can work solo or with a team.

STEP 2:
Send it to contest@jazzit.com or post on Instagram using #DayInTheLifeOfJazzit and tag @jazzitDude.

 

CONTEST RULES:

One winner will be selected from applicants. Videos will be judged based on creativity and content. Deadline for submissions is August 31, 2020. Winner will be selected by September 7, 2020. All partners and staff of current Jazzit clients are eligible to win. Please see below for full rules.

 

How has Jazzit impacted your practice? Do you get to spend more time out of the office doing what you love? Then show us your epic weekend adventures! Has Jazzit allowed you to spend more time on growing and developing your business? Then tell us your story! Be creative! Anything goes as long as it showcases a day in your life with Jazzit!

 
 

Jazzit Fundamentals Update

WHAT'S NEW
July 2020

Jazzit Fundamentals release notes for July 24, 2020 update

Posted by on in Jazzit Updates

Jazzit with Java

August 20, 2020 - 11:00 am MDT

Thank you for dropping by for a virtual cup of java with us. If you were unable to attend our online “Jazzit with Java”, we have made the video and slides available online at the links below.

 
 

Items we discussed in this webinar:

The Good Stuff

  • Entering dates in working papers (must enter year as YYYY after Dec 31 2032)
  • Renaming a CaseWare file
  • Using third party cloud solutions with CaseWare (Dropbox, Onedrive, etc)
  • Personal guarantee on the engagement letter

What’s Fresh

  • August PEG 2020 release (Section 9200/ CSRS 4200 compilations)
  • Moving balances from other income into trade sales / expenses
  • Creating custom letters using the Toolbox
  • The ONE Virtual Conference September 17-18
  • Show us how Jazzit has changed your practice (video contest)
Posted by on in Jazzit Updates

Jazzit with Java

July 16, 2020 - 11:00 am MDT

Jazzit Fundamentals Update

Release notes for June 26, 2020, update 

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

Updates are available for the following modules:

Posted by on in Jazzit Community

JAZZIT COMMUNITY NOTICE

b2ap3_thumbnail_slider-community-notice-800.jpg 

This month we received the following notice from Sprinklr (owner of Get Satisfaction):

As of June 30, 2020, Sprinklr will no longer be offering or maintaining the Get Satisfaction platform.“

Posted by on in Jazzit Updates

Jazzit with Java

June 18, 2020 - 11:00 am MDT

Jazzit Fundamentals Update

Release notes for April 24, 2020, update 

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

Updates are available for the following modules:

Jazzit Fundamentals Update

Release notes for March 27, 2020, update 

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

Updates are available for the following modules:

Posted by on in Jazzit Updates

2019 jazzit java

February 20, 2020 - 11:00 am MDT

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

Release notes for January 31, 2020, update 

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

Updates are available for the following modules:

Posted by on in Company News

 

CONGRATULATIONS
Maureen M. of Kamloops


Maureen is our Jazzit 2019 Survey winner! She won a $500 Amazon gift card.

Thank you to everyone who took the time to complete our survey.

 

 Survey Winner

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

CONVERSATION - December 12, 2019

Thank you for dropping by for a virtual cup of java with us.

If you were unable to attend our online “Jazzit with Java”, we have made the video and slides available online at the links below.

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

Release notes for November 29, 2019, update 

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

Updates are available for the following modules:

Posted by on in Training
 Jazzit Fundamentals

Toronto Training Course Outlines

 

January 14-16, 2020
Sandman Signature Toronto Airport Hotel
55 Reading Court
Toronto, ON M9W 7K7
Phone: (416) 798-8840


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.

  • 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
REGISTRATION FORM
Toronto (Jan. 14)

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.
 

Advanced Jazzit Fundamentals

This course is intended for people who are comfortable with Jazzit basics and are interested in the more advanced options and recent updates to the package. 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.

  • 9 Column financial statements
  • Not-for-profit statements
  • Notes to the financial Statements
  • Get a note from another file
  • Excel objects
  • Statement schedules
  • Consolidations - advanced
  • Prior period adjustments
  • Combining accounts in the statements
  • Recent changes
  • Foreign exchange
  • Review various working papers and letters
    • Working paper diagnostics
    • Marketable securities working papers
    • Year end checklist letter
    • Account analysis
    • Client enclosure letter
    • Management letter
    • LTD group of working papers/loancalculator
REGISTRATION FORM
Toronto (Jan. 15)

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.
 

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.

  • 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
REGISTRATION FORM
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.
 
PD Points:
This training may qualify as verifiable professional development. Each day provides six hours of instruction.
 
Questions regarding Jazzit Training can be emailed to training@jazzit.com.
 

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

CONVERSATION - November 7, 2019

Thank you for dropping by for a virtual cup of java with us on November 7th.

If you were unable to attend our online “Jazzit with Java”, we have made the video and slides available online at the links below.

Posted by on in Jazzit Updates

Jazzit Checklists

The new Compliance checklists in our PEG Audit package are now available for download.

Jazzit Fundamentals Update

Release notes for October 25, 2019, update 

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

Updates are available for the following modules: