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.
These are the thoughts, events and happenings from the Jazzit Team
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Jazzit with Java - December 12, 2019 Featured
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:
2020 Toronto Jazzit Training Courses Featured
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
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
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
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.
Jazzit with Java - November 7, 2019 Featured
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.
The new Compliance checklists in our PEG Audit package are now available for download.
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:
Jazzit with java - October 17, 2019 Featured
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CONVERSATIONOctober 17, 2019 |
Thank you for dropping by for a virtual cup of java with us on October 17th.
Release notes for September 27, 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:
2019 Jazzit Training Courses Featured
Training Course Outlines
CALGARY
Nov. 12-14, 2019Carriage House Inn
9030 MacLeod Trail S.
Calgary, AB
EDMONTON
Nov. 19-21, 2019Sandman Signature Edmonton South
10111 Ellerslie Rd
Edmonton, AB
VANCOUVER
Dec. 3-5, 2019Radisson Hotel Vancouver Airport
8181 Cambie Road
Vancouver, BC
Release notes for August 9, 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:
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.
The July 5, 2019, 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/.
Jazzit Fundamentals release notes for July 5, 2019, update
Updates are available for the following modules:
Tagged in:
Fundamentals
Jazzit - What's New Webinar - May 2019
The video of the What’s New webinar held on May 31, 2019, contains the following topics:
The May 31, 2019, 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/.
Jazzit Fundamentals release notes for May 31, 2019, update
Training Course Outlines
Jazzit - What's New Webinar - January 2019
The video of the What’s New webinar held on January 25, 2019, contains the following topics:
The February 22, 2019, 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/.
February 22 Fundamentals update available
The January 25, 2019, 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/.
January 25 Fundamentals update available |
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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 |
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Final What’s New webinar for 2018 on December 6th |
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The video of the What’s New webinar held on December 6, 2018, contains the following topics:
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Click image to view video |
