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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

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  The November 30, 2018, 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/.

November 30 Fundamentals update available

 

CaseWare 2018


Effective December 1, 2018, all updates and any new templates will be available in CaseWare 2018 format only. We will continue to provide support for CaseWare 2017 however if the resolution requires a template update it will only be available in CaseWare 2018.

Please be aware that CaseWare 2018 is only available as a 64-bit version. For more information on hardware/software requirements please refer to CaseWare's website at caseware.com.

Welcome to the November 30, 2018, Jazzit Fundamentals update release notes.

Highlights from this release:

  • The GST Services paragraph is available for both the Review and Audit in the Engagement Letter (JZEL)

  • Added a subtotal to the second property, plant and equipment working paper (CB)

  • Added the ability to insert a subtotal from last subheading in the Generic 9 column schedule (SC2)

  • Please check our November 30 "What's New" document found in the link provided below for a complete list of updates.

 

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.
Posted by on in Jazzit Fundamentals

Final What’s New webinar for 2018 on December 6th

 

The video of the What’s New webinar held on December 6, 2018, contains the following topics:

  • New features and functionality introduced into the package during the September and November releases
  • Important notice about the Jazzit packages and CaseWare 2018
  • Tips and tricks
  • Q&A session

 

Jazzit What's New Webinar

Click image to view video
(Approximately 16 minutes)

Posted by on in Jazzit Fundamentals

Jazzit - What's New Webinar - October 2018

 

This video presents the major updates to Jazzit Fundamentals and the Jazzit Checklists as of October 2018.

Fundamentals:

  • Pre and post-auditor reporting
  • New engagement and management representation letters
  • Reconciling the amortization working papers to the G/L

Checklists:

  • August PEG update to the checklists
  • Setting global options in the checklists
  • Setting procedures to N/A in the checklists

Jazzit What's New Webinar

Click image to view video
(Approximately 26 minutes)

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  The September 28, 2018, 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/.

NEW JAZZIT PRINT PACKAGE

for client deliverables

 
Here are some highlights from the September 28th update:

  • Jazzit print package (JZPACK) is a new template allowing you to print your client financial statements with letters to a single file.  Documents can also be sorted in any order.

  • Statement headings now provide the option to present both the current and comparative year end dates in the text

  • Both the 2 column and 9 column Income Statements now support the ability to insert subtotals which add amounts below the last subheading.

  • Please check our September 28th "What's New" document found in the link provided below for a complete list of updates.

 

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.
Posted by on in Company News

 

CONGRATULATIONS
to Laura K. of Calgary


Laura is our Jazzit 2018 Survey winner! She won $500 of Amazon gift cards.

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

 Survey Winner

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Jazzit Review and Audit checklists have been updated

Our review and audit checklists have been updated for the 2018 PEG update from CPA Canada.

Navigate to the Downloads page at jazzitsupport.com to update your package today!

 

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  The August 10, 2018, 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/.

Post-Auditor Reporting now Available

 Here are some highlights from the August 10th update:

  • The Audit Engagement Report has been updated to include the post-auditor reporting (mandatory for year-ends on or after December 15, 2018).

  • The Engagement Letter (JZEL) and Management Representation Letter (JZRL) for changes included in the latest PEG release including post-auditor reporting in the engagement letter.

    With the exception of pre CSRE 2400 review engagements, all engagements should now be using the new engagement letter (JZEL) and new management representation letter (JZRL). The old letters (EL/RL) are being phased out.

  • The Audit Engagement Report now support the option to select between pre and post auditor reporting.

  • Additional working papers can be set to either Working paper or Financial statements formatting (adopting the financial statements headers/footers if selected)

  • The Financial Statements Checklist extensive revisions including: expanded number of columns, individual document sign-off, new comment and detail lines.

  • Please check our August 10th "What's New" document found in the link provided below for a complete list of updates.

 

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.

 

Jazzit Fundamentals - What's New Webinar - June 2018

 

This video presents the significant updates to Jazzit Fundamentals for the first half of 2018. We think you will want to start using these updates to the statements, working papers, letters, and generic checklists in your engagements right away.

 

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  The May 31, 2018, 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

 

Welcome to the May 31, 2018 Jazzit Fundamentals update release notes.

Some highlights from this release:

  • Updates to the Engagement Report including section headings in italics and sample wording for qualified CSRE 2400 reviews

  • The Title page can now have a custom header (including letterhead) at the top of the page

  • Adjustments to the Home Menu including a printed warning when set to final with rounding disabled

  • The Five year Income Statement with percentage working paper can now be attached as a schedule to the financial statements

  • New note for investments in limited partnerships in Joint venture and subsidiaries

The modules listed in the link below are dated May 31, 2018 in your Resource Centre JZUPDATE RC update control document.

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 release notes for new features and functionality

 

 

Jazzit PEG Checklists: New Features You Will Want to Start Using Today

 

In this video we discuss new features included in our Jazzit Checklists that you will want to start using in your engagements right away including:

  • option to skip procedure details (level 2 and 3) by setting level 1 to N/A,
  • dynamic referencing (use your own document numbers), and
  • electronic signatures (sign off engagement completion electronically).

 

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  The April 27, 2018, 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

 

Welcome to the April 27, 2018 Jazzit Fundamentals update release notes.

Some highlights from this release:

  • Each group in the amortization working papers (CA/CB/IA) can be reconciled to GL accounts for cost and accumulated amortization

  • Balance Sheets (BS/BS2/BS3) option to net current receivable/payable and long-term receivable/payable balances from shareholders and related parties when the related note is also included in the financial statement

  • If note dividers are enabled in the financial statements they can now be individually turned on or off

  • The policy headings for the Significant Accounting Policies (K3A) can be set to upper/lower case globally

  • Share Capital (K7) note now has a new table to disclose shareholder percentages of ownership

  • The Final checklist (FC) has been updated with a variety of new features and enhancements

  • The Tax note (KT) capital losses note can now disclose when losses were incurred and when they will expire

The modules listed in the link below are dated April 27, 2018 in your Resource Centre JZUPDATE RC update control document.

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 release notes for new features and functionality

 

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  The March 29, 2018, 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

 

Welcome to the March 29, 2018 Jazzit Fundamentals update release notes.

Some highlights from this release:

  • Marketable securities working paper now automatically calculates realized and unrealized gains and losses on foreign exchange from the security transactions, interest income/expense and transfers in and out of the brokerage account;

  • The Letter to Lawyer ‘Share redemption’ table can now display as “Names within share classes” and the alignment of description cells has been set to the bottom;

  • Two of the generic checklists (JZPCA, JZPCC) now automatically skip Level 2 and 3 procedures if their respective Level 1 procedure is marked as “NA”;

  • And more.

The modules listed in the link below are dated March 29, 2018 in your Resource Centre JZUPDATE RC update control document.

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 release notes for new features and functionality

 

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  The March 2, 2018, 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

 

Welcome to the March 2, 2018 Jazzit Fundamentals update release notes.

Some highlights from this release:

  • A new format for calculating business/personal portions of vehicle expenses in the Business Use of Home and Vehicles working paper;

  • An option for client initials sign-off at the bottom of each page in the Client Enclosure Letter and Engagement Letters;

  • Client initials sign-off at the bottom of each paragraph can be controlled globally in the Client Enclosure Letter and Engagement Letters;

  • Added a table to the “GST installments…” paragraph with a breakdown of GST owed for the coming year in the Client Enclosure Letter;

  • And many more!

The modules listed in the link below are dated March 2, 2018 in your Resource Centre JZUPDATE RC update control document.

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 release notes for new features and functionality

 

Posted by on in Jazzit Fundamentals

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  The February 2, 2018, 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

 

Welcome to the February 2, 2018 Jazzit Fundamentals update release notes.

Some highlights from this release:

  • The Title Page and Table of Contents can be combined to print on a single page;

  • Added option to globally insert/delete transactions in selected securities in Marketable Securities working paper (simlilar to PPE working paper). Also added the detail back into right column of broker statement when forex is selected:

  • Adjust the interest rate for each payment interval on the Loan Calculator;
  • Date line can now be to the right of signature line (instead of below) at the bottom of the Engagement and Client Representation Letter;

  • Prepaid Expenses, Deferred Income and Accrued Liabilities working papers now have 10 sections each;

  • Expanded the number of related parties to 20 in the Related Parties note;

  • And many more!

The modules listed in the link below are dated February 2, 2018 in your Resource Centre JZUPDATE RC update control document.

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 release notes for new features and functionality

 

Posted by on in Jazzit Fundamentals

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  The January 10, 2018, 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

 

Welcome to the January 10, 2018 Jazzit Fundamentals update release notes.
  • CP – HOME MENU: Items which have been turned off in the statement menu no longer appear under the Admin area of the Home Menu;

  • Added the ability to set decimal points for the percentage columns: IS/IS2 – INCOME STATEMENTS, SC1 – 1-2 YEAR INCOME STATEMENT SCHEDULES, SC6 – 1-9 COLUMN INCOME STATEMENT WITH BUDGET SCHEDULES

  • PE/DI/JZAL – PREPAID EXPENSES, DEFERRED INCOME, ACCRUED LIABILITIES WORKING PAPERS: The amount of decimal points can now be set in the working papers.

  • PLUS MORE . . .

The modules listed in the link below are dated January 10, 2018 in your Resource Centre JZUPDATE RC update document.

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 release notes for new features and functionality

 

Posted by on in Training

 

Jazzit PEG Checklists - Migration from CPEM/PPM to PEG

 

This free webinar will help you migrate from our Jazzit CPEM/PPM checklists to the new Jazzit PEG checklists. We will also discuss the Jazzit PEG review checklists with regards to CSRE 2400.

 

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  The October 27, 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

 

Welcome to the October 27, 2017 Jazzit Fundamentals update release notes.
  • RA – RISK ASSESSMENT: revised the template with over 15 new features;
  • RP – ENGAGEMENT REPORT (REVIEW): title of the engagement report will read “Independent practitioner’s review engagement report” if the year end of the client file is on or after December 14, 2017;
  • BS/BS2/BS3 – BALANCE SHEETS: added the option for spacing between the first signature line and the signature heading.
  • PLUS MORE . . .

The modules listed in the link below will reflect the date of October 27, 2017 in the JZUPDATE document in your Resource Centre 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.
View the release notes for new features and functionality

 

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  The August 1, 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

 

Welcome to the August 1, 2017 Jazzit Fundamentals update release notes.
  • new templates for the engagement letter (JZEL) and management representations letter (JZRL) for review engagements with year ends on or after December 14, 2017;
  • update to the existing engagement letter (EL) and management representations (RL) to the latest wording for engagements with year ends on or before December 14, 2017;
  • updated the Diagnostics Report Template to include the new letters.

The modules listed in the link below will reflect the date of August 1, 2017 in the JZUPDATE document in your Resource Centre 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.
View the release notes for new features and functionality

 

Do you like accounting, working with CaseView templates, and want to work with great clients every day? We are looking for you!


Jazzit is hiring!

Jazzit Support Specialist: Jazzit is looking for an experienced, energetic and quick thinking problem solver to assist our professional clients with questions relating to our Jazzit Suite of products.

Jazzit (CaseView) Developer: We are looking for an experienced CaseWare / CaseView developer for template development and quality control of our Jazzit suite of templates.

 REVISED YouTube Video

 

We recently updated our video for our Jazzit Financial Statements Home Menu.

CLICK HERE to view the new version.

Join us at this year's The ONE Conference

VISIT US AT THIS YEAR'S CONFERENCE
SEPTEMBER 18-19 - Ottawa, ON

CLICK HERE for conference details

 CPA


CLICK HERE
to download CPA's Guide to Review Engagements (CSRE 2400)

 

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  The June 30, 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

Welcome to the June 30, 2017 Jazzit Fundamentals update release notes.

Including:
  • context sensitive online help,
  • a new nine column note to the financial statements, and
  • improved settings areas in the financial statements.

You can access the online Jazzit Fundamentals help guide through one of the following methods:

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  • Browser: Go to documentation.jazzit.com.

  • Home Menu: Click on the Jazzit icon and select Jazzit Fundamentals help guide from the drop-down menu.

  • Individual statements, notes and schedules: The help file is designed to be context sensitive. Click on the icon button in the section to view Jazzit Fundamentals Help Guide.
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  • Individual policies: Right-click on the icon and select Help with this policy.
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Plus many more features and enhancements in this 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.
View the full list of new features and functionality

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.

 

Posted by on in Company News
Happy Canada Day

Everyone at Jazzit wishes you a Happy Canada Day!!!

Our office will be closed on Monday, July 3, 2017.