Here are the revisions included in the July 7, 2022, update to Jazzit Fundamentals.

Remember to update your KLIB/FRMLIB Resource Centres via the RC UPDATE control located at the top of your document manager. Updating to this release will include all prior revisions made to the templates.

You must have CaseWare Working papers 2021 or newer installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB.

CA, CB, IA- AMORTIZATION WORKING PAPERS

• "Cleanup all groups" now can be run on all groups (including closed groups) and "Reconcile to closing balance" can be applied globally.

JZTOOLBOX - TOOLBOX

• Added links for Business No. and the Tax Account No.

JZUPDATE - RC UPDATE CONTROL

• Added option to Enable/Disable the new Auto Update feature. Step 5 will ask you to backup then prompt you for these preferences before updating your Resource Centre and Master file.

K2- BASIS OF PRESENTATION NOTES

• Updated basis of presentation note to support PSAS.

K3A - INDIVIDUAL SIGNIFICANT ACCOUNTING POLICIES

• Updated basis of presentation policy to support PSAS.

MS-JZMW - MARKETABLE SECURITIES WORKING PAPERS

• Foreign exchange calculations increased to 8 decimal places.

TP & TC - TITLE PAGE & TABLE OF CONTENTS

• Switching between "Compiled Financial Information" & "Financial Information" now changes both table of contents and title page (previously they were separately selected).
  
  
• Title page

• Table of contents

To convert your Jazzit files to CaseWare 2022 simply load them and click ok when prompted to convert. Exactly the same as any other CaseWare client file. 

1. Open Jazzit files using the new version of CaseWare to convert them. You will need to convert all of your Jazzit by opening using the new version of CaseWare you have installed.
   
   
2. Ensure you have a backup of all your Jazzit files (masters and resource centres) before you convert them to the new version of CaseWare Working Papers. Once a file has been converted, it cannot be opened by an older version of CaseWare Working Papers. CaseWare Working Papers will prompt you to backup your file when upgrading.
   
   
   
3. Don’t forget to choose INCHES when prompted the first time you open CaseView after converting.
   
   
4. Please refer to the CaseWare workstation settings technical bulletin for help in setting up CaseWare Working Papers.

 For the Jazzit Administrators

1. Convert all master files (including GENMST, FULMST, and FRMMST) and Resource Centres (KLIB and FRMLIB) and any firm master files you have created.
   
   
2. Open the files using CaseWare Working Papers, the File Conversion dialog will open.
   
   
3. Check the Make Backup Copy in: checkbox and browse for the backup path. Click on the OK to continue.
   
   
4. The file will be backed-up and the conversion process will be completed.

For the Preparers

1. The preparer will open the client file using CaseWare Working Papers, the File Conversion dialog will open.
   
   
2. Check the Make Backup Copy in: checkbox and browse for the backup path. Click on the OK to continue.
   
   
3. The file will be backed-up and the conversion process will be completed.

June 23, 2022 - 11:00 am MDT

May 19, 2022 - 11:00 am MDT

     PACT UPDATE

February 24, 2022 - 11:00 am MST

December 9, 2021 - 11:00 am MST

October 21, 2021 - 11:00 am MT

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

September 23, 2021 - 11:00 am MDT

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.

June 24, 2021