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.
