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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
November 30, 2021 update

 

The modules listed below are dated November 30, 2021 in your Resource Centre module JZUPDATE RC update control.

Remember that Jazzit Fundamentals updates are cumulative. Updating to this release will include all revisions made to the templates.

You must have CaseWare Working papers 2020 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 Template.

Please like and subscribe if you find the video helpful.


BC to BG - BANK CONFIRMATIONS

  • Added the bank confirmation instructions when selected.

 

 

BS, BS2 and BS3 - ALL BALANCE SHEETS

  • Increased the number preferred/common shares when showing details to 10 each.

 

 

CL - CLIENT ENCLOSURE LETTER

  • Revised section heading "Dividend income to report" with "Dividends declared and paid".

 

 

CP - FINANCIAL STATEMENTS HOME MENU

  • Updated the default partner field under "Engagement" to support 60 names. Defaults to name 1 now.

 

 

  • Removed diagnostic warning that the Doc. ID is not "FS" when multiple statements used but a valid "FS" is in the file.

 

 

  • Added the option "Title all Menu Options" for entity references selected (this option is retained on update).

 

 

  • Added "municipality" to entity referred to as options.

 

 

IS - INCOME STATEMENT and
IS2 - 9-COLUMN INCOME STATEMENT

  • Added "Professional Fees" to the Revenue section descriptions.

 

 

JZEL - ENGAGEMENT LETTER
JZRL - MANAGEMENT REPRESENTATIONS LETTER

  • Added "municipality" to entity referred to as options.

 

 

JZTOOLZ - JAZZIT TOOLBOX

  • Updated right-click menu options on the calculated date cells including menu addition for next year.

 

 

JZMS - JZMW - MARKETABLE SECURITIES WORKING PAPERS

  • Added a CDN$ column to the "Interest earned (paid) on cash balances" table when forex is enabled.

 

 

  • Added the option to enter a positive amount into return of capital field (forex must be disabled).

 

 

RP - ENGAGEMENT REPORT

  • Right click on standard in report to select full description or abbreviation (e.g. Accounting Standards for… vs ASPE).

 

 

  • Header 9 missing diagnostic will not appear for compilations (typically 1 page report).

 


 

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.

 

Posted by on in Jazzit Updates

Jazzit with Java

December 9, 2021 - 11:00 am MST

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:

1. The Good Stuff:

  • Creating a NIL income statement
  • Where did the sort button go? (and other old buttons)
  • How do I switch off materiality in the CaseWare automatic document headings
  • Why does rounding switch to “Recalc” instead of “On”
  • Draft financial statements with custom calculated map numbers
  • Enabling the debit/credit columns in adjusting journals

2. What's Fresh:

  • Updates to PACT letters
  • E-signatures for letters in PACT and PEG Audit
  • Calculated date cells in the JZTOOLS

3. Other events

4. We Answer Your Questions

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
October 15, 2021 update

Posted by on in Jazzit Updates

2019 jazzit java

October 21, 2021 - 11:00 am MT

Posted by on in Training

We have now organized our YouTube videos into playlists.

  • If you are getting started with Jazzit, check out our "Introduction to Jazzit for New Users" playlist.
  • If you are a Jazzit administrator responsible for keeping the templates updated we have a playlist for you too called "Installation and Updating".

 

View our intro video to our Playlist
Jazzit YouTube Playlist

Posted by on in Jazzit Updates

Jazzit with Java

September 23, 2021 - 11:00 am MDT

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
August 20, 2021 update

 

Posted by on in Jazzit Updates

Jazzit Checklists

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.

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
June 18, 2021 update

Posted by on in Jazzit Updates

2019 jazzit java

June 24, 2021

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
April 30, 2021 update

Posted by on in Jazzit Updates

2019 jazzit java

May 20, 2021

Jazzit Fundamentals Update

WHAT'S NEW
February 2021

Jazzit Fundamentals Update

WHAT'S NEW
January 2021

Posted by on in Jazzit Updates

2019 jazzit java

March 18, 2021

Posted by on in Jazzit Updates

2019 jazzit java

January 21, 2021

Jazzit Fundamentals Update

WHAT'S NEW
November 2020

Posted by on in Jazzit Updates

2019 jazzit java

November 19, 2020

Jazzit Fundamentals Update

WHAT'S NEW
October 2020

Posted by on in Jazzit Updates

2019 jazzit java

October 22, 2020 - 11:00 am MT