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Posted by on in Training
 Jazzit Fundamentals

Training Course Outlines

 

Introduction to Jazzit Fundamentals

Wednesday, May 22, 2019

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.

  • Introduction to Jazzit
  • Overview of Jazzit documentation
  • Setting up CaseWare defaults
  • Understanding the Jazzit system
  • Mapping/remapping
  • Implementation strategies
  • Invoice
  • Engagement letter
  • Benefits of using Jazzit
  • Setting up CaseView defaults
  • Importing data
  • Sign in/out, check in/out
  • Copy components options
  • Financial statements - basics
  • Property, plant and equipment schedule
  • Management representation letter

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 (capacity 40).
 

Advanced Jazzit Fundamentals

Thursdsay, May 23, 2019

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.

  • Review financial statement basics
  • Prior period adjustments
  • Using the 9 column financial statements format
  • Statement notes
  • Marketable securities working paper
  • Account analysis working paper
  • Combining accounts in the statements
  • Creative ideas for notes and schedules
  • Open discussion period
  • Statement schedules
  • Statement of cash flows
  • Year-end checklist letter
  • Client enclosure letter
  • Callable and long-term debt
  • Loan/lease calculator
  • Exporting GIFI numbers
  • Consolidations - advanced
  • Recent changes

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 (capacity 40).
 

Jazzit Fundamentals Administrator

Friday, May 24, 2019

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

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 (capacity 40).
 

Course location:
Hampton Inn Calgary Airport North
2021 100th Avenue NE
Calgary, AB T3J 0R3
Phone: (403) 452-9888
 
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 training@jazzit.com.
 

 

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).

 

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.

 

Posted by on in Training

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NEW WEBINARS have been added for 2017.

Book your session soon while there's space available:

Preparing Not for Profit Statements using Jazzit

January 18 - 10am - 3pm MST
PD = 5 hours
$230

This course will show clients how to prepare Not for Profit statements using CaseWare and Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTNFP3

* Limited to one registrant per firm

Basic Jazzit Fundamentals for Jazzit Administrators

January 25 - 10am - 3pm MST
PD = 5 hours
$230

After this session you will be familiar with the basic tasks of a Jazzit Administrator.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTADMB2

* Limited to one registrant per firm

Preparing financial statements for a review or audit engagement

January 31 - February 1 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to complete a draft set of financial statements for a review or audit engagement using Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTRA2

* Limited to one registrant per firm

Preparing financial statements for a Notice to Reader engagement using Jazzit

February 14-15 - 10am - 2pm MST
PD = 8 hours
$429

After completing this course you will be able to prepare a draft set of financial statements for a Notice to Reader engagement using Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 10 individual customers to register will get a
$50 discount.
Coupon code
JZTNTR3

* Limited to one registrant per firm

Advanced Jazzit Fundamentals for Jazzit Administrators

February 22 - 10am - 3pm MST
PD = 4 hours
$230

This course is aimed at Jazzit Administrators and advanced Jazzit users and will explore the more advanced features of CaseView and Jazzit.

CLICK HERE for topics covered during this session

b2ap3_thumbnail_button_register.png

The first 7 individual customers to register will get a
$25 discount.
Coupon code
JZTAMA2

* Limited to one registrant per firm

View full list of available Webinars
Posted by on in Training

Final edit - September 23, 2016

Both the September 30 and October 28 What's New webinars are now fully booked!

Thank you to everyone who registered to attend and we look forward to showing you some great improvements to the Jazzit Fundamentals package we made this year.

If you have no registered in time for the webinar, please stay tuned for further announcements after the second webinar.

Updated post - September 22, 2016

Due to overwhelming demand, the What's New webinar for September 30 is now full! However we will be hosting another FREE What's New webinar on October 28, which you can register by clicking this link.

Please note: If you have already registered for the September 30 webinar, do not register for the October 28 webinar as the content covered will be the same.

Original post - September 21, 2016

FREE Jazzit What's New webinar - September 30, 2016

I invite you to take a one hour break from your busy schedule and see what great features we've added to Jazzit Fundamentals in 2016. These updates are based on your feedback and are designed to help make your practice more efficient. From key performance graphs, to nine column generic schedules, client focused account analysis working paper, and support for PSAB financial statements, we have added over 115 new features to the package since January of this year, and we will be covering some of the most exciting and beneficial of them in this webinar.

Click here to register for this FREE webinar and reserve your place now!

Also, be sure to check out our other upcoming training webinars:

Setting up a Notice to Reader using Jazzit

Preparing Not for Profit Statements using Jazzit

Basic Jazzit Fundamentals Administrator

Preparing PSAB Statements using Jazzit