Jazzit has released an update for Jazzit Fundamentals on March 27, 2015.

Administrators please click on the link for the log of revisions: Jazzit Fundamentals Update Log

Make sure to check out our new Jazzit Support Centre!

Thanks to everyone who sent in their feedback to us. The following updates are included in the March 27, 2015 Jazzit Fundamentals update:

Loan Calculator & related debt notes

Added support to provide compounding interval, payment interval, and loan type (blended, interest only, and principal only) information to the related debt notes in the financial statements from the loan calculator.

Financial Statement Home Menu

Home menu at the top right now indicates if financial statements are properly linked to the Resource Centre and when the administrator last updated the Resource Centre.

9 Column Balance Sheet

Two signature lines can now be placed either one below the other, or side by side via a dropdown in the signature area.

Marketable Securities Working Papers

We have added the ability to specify the country code for securities marked as specified foreign property.

Comparative & Five Year Generic Working Papers

Increased the number of available groups from 10 to 40. Also added the option to display a particular group in the freeze frame.

Engagement Letter

Updated to reflect the 2014 CPEM wording revisions for review engagements.

The sample report is now indented and we have added the option to skip report heading and signature block (both set to skip by default for review and audit engagements per CPEM samples). We have also added the option to bold or unbold the section headings in the sample audit report.

Document Maps

Document maps have been added to Jazzit working papers and letters to assist with navigation. Quickly get to the section you want by using the document map panel.

Jazzit Working Papers and Letters

Top right corner (below the license information) now indicates if properly linked to the Resource Centre and includes diagnostics to help troubleshoot if Resource Centre is not found.

We are looking forward to seeing you at this year’s

CPABC Spring Leadership Conference 2015
May 7 & 8, 2015
Pan Pacific Hotel Vancouver
300-999 Canada Place, Vancouver BC V6C 3B5  (View map to location)

Visit CPA's website for more details.

Jazzit is the proud sponsor of the

Driving Growth Through Innovation Seminar
Presented by Robert Tucker
CPD: 1.5 CPD Hours
Date: May 7, 2015

View the CPA full conference agenda.

In this outstanding keynote presentation global innovation guru and bestselling author Robert Tucker will discuss his research into the essential best practices of the world’s leading companies. You’ll learn cutting-edge strategies from firms that are using Tucker’s principles to turn innovation into a powerful source of growth, profits and competitive differentiation. There are important new methods for making innovation a systematic process and you will learn proven methods to implement a superior approach to innovation – one that will enable you and your organization to enter new markets, win and keep new customers, and grow revenue from new sources. Tucker will explain how you can master new ways to motivate your team and cultivate a culture of innovation where innovation is everybody’s business.

Jazzit has released an update for Jazzit Fundamentals on February 20, 2015. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Check out out new Jazzit Diagnostics Report video!

Thanks to everyone who sent in their feedback to us. The following updates are included in the February 20, 2015 Jazzit Fundamentals update:

TC Table of Contents

You now have the ability to insert manual lines in the Table of Contents

K3A Significant Accounting Policies Note

We have added a new setting which allows significant accounting policies to be displayed with letters. There is now also the option to have bold without underlining.

IS2 9 Column Income Statement

We have added a separate column selection for Net Assets Format B in the 9 column Income Statement. Note that the format will default to the main statement column selection panel if nothing is different.

KD Marketable Securities Note

Now if the note is set to "Cost", Fair Market Value is now shown in the line items.

KJ Related Parties Transactions Note

Individually select related parties in the Related Parties Transactions area.

EL Engagement Letter

We have added page break options in the express buttons of all input paragraphs.

Congratulations to Manik Sethi, winner of the Southern Alberta Insitute of Technology - Jazzit Award for 2014/ 2015.

This award is available to a second year student enrolled in the Business Administration / Accounting program. It is awarded on the basis of the most academic improvement between semester I and semester II of the program.

Great work Manik!

Congratulations to Austin Nieuwdorp, the winner of the Jazzit CA Student Recognition Award!

Austin has been involved with KidSport Calgary for four years. KidSport Calgary is a chapter of a national organization which strives to provide funding for low income families to enroll their children in sport. The committee Austin is a member of has raised annual funding levels per child to $400. This has resulted in enrollment increasing by more than 15% since last year. Austin is being awarded for his dedication to these causes while his free time was extremely limited due to his studies.

Keep up the great work Austin!

Congratulations to Satnam Singh, the winner of the Northern Alberta Institute of Technology - Jazzit Award for 2014/2015.

This award is available to a second year student enrolled in the Business Administration / Accounting program. Awarded on the basis of most academic improvement between semester I and semester II of the program.

Great work Satnam!

Jazzit has released an update for Jazzit Fundamentals on January 16, 2015. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Remember to check out our 9 Column Implementation Video!

Thanks to everyone who sent in their feedback to us. The following updates are included in the January 16, 2015 Jazzit Fundamentals update:

9 Column Balance Sheet

A new format option has been added, which enables users to select between the regular balance sheet presentation and the PSAB (Public Sector Accounting Board) presentation. This is available for both classified and unclassified options.

Added support for listing 3 funds as rows when the following is true:

• Structure is set to Not-For-Profit.
• Format C is selected in the net assets statement.
• Only the Current Year and Prior Year columns are selected in the balance sheet.

Income Statement

Added an optional description for the subtotal after fees. For it to appear, the subtotal must be set to print, by the switch to the far right of the line.

Statement of Cash Flow

Added note references to all lines in the direct method calculation. Click on the note reference to jump to the corresponding note.

Loan Calculator

Added the ability to specify a loan amortization period which extends beyond the loan maturity date. A warning has been added if the amortization period is prior to the maturity date.

Engagement Letter

Added "Title of Owner(s)" and "Number of Owner(s)" to the letter options. Also added requested single/plural shareholder wording.

Description of Business Note

Added the ability to change the tense of the default description of business note. Also added the ability to date when the company was incorporated.

Chocolate lovers – learn about how to WIN a Purdys basket of chocolates.

http://jazzit.com/jazzit-chocolate-giveaway

Jazzit has released an update on December 4, 2014 for the CGA Audit and CGA Review Checklists for the November 2014 PPM revisions. Administrators please click on the revision logs to see the changes:

Audit log: http://www.accountants-templates.com/members/CGA_Audit/Date.pdf

Review log: http://www.accountants-templates.com/members/CGA_Review/Date.pdf

If you require assistance in updating your Jazzit Checklists please click on the following link: Updating Jazzit

Jazzit has released an update for Jazzit Fundamentals on November 28, 2014. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Remember to check out our 9 Column Implementation Video!

Thanks to everyone who sent in their feedback to us. The following updates are included in the November 28, 2014 Jazzit Fundamentals update:

CP Financial Statement Home Menu

Added a gross profit show/hide switch under page options for the 9 column statements. Note: gross profit % is only for CY/PY total columns.

CF2 9 Column Cash Flow Statement

Added ability to enable/disable page break above to the following section heading cells: Operating activities, Investing activities, Financing activities, and Other cash flow items.

JZDIAG Diagnostics Report & RL Client Representation Letter

Added diagnostic for when the client representation letter is dated later than the engagement report.

JZLAMORT Loan Calculator

Added support for zero interest loans.

IS2 9 Column Income Statement

Added option to enable a page break above "Expenses" heading and above the "Other income" heading. Right mouse click and select "Page break above" to switch the page break on and off.

Added support for gross profit % information for CY/PY total column only to the right of Gross profit description.

K1 Description of Business Note

Updated selections of Corporate Acts for Not-for-profit and For-profit corporations. The default act is now selected automatically based on the province selected in the engagement properties.

KV Capital Lease, KG Callable Debt, K9 Loans and Notes Receivable, K5 Long Term Debt Notes

In the note linked to the JI working paper: Increased the number of loans that can be linked from the working paper to the note from 69 to 100.

Jazzit has released an update on November 26, 2014 for the CPA Audit Checklists for the August 2014 CPEM revisions. Administrators please click on the revision logs to see the changes:

Audit log: http://www.accountants-templates.com/members/CPEM_Audit/Date.pdf

If you require assistance in updating your Jazzit Checklists please click on the following link: Updating Jazzit

We will be attending this year's Banff Small Practitioners Forum

November 20 & 21

Looking forward to seeing you there.

Jazzit has released an update for Jazzit Fundamentals on October 30, 2014. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Remember to check out our 9 Column Implementation Video!

Thanks to everyone who sent in their feedback to us. It's great to see you using the new format. The following updates are included in the October 30, 2014 Jazzit Fundamentals update:

KV Capital lease notes, KG Callable debt, K9 Loans and notes receivable

Added the unique lease ID to the loan selection popup cells in the note linked to JI working paper.

Marketable Securities working papers

Addition of totals to the units column for "Comparison of cost to market value ","Summary of disposals during the year" and "Specified foreign property summary (table FM1).

9 Column Income Statement

Added net assets statement format C. This will address situations where clients wish to use the 9 column financials set to CY/PY total with option to break out funds in the statement of net assets.

Jazzit has released an update for the CPA Review Checklists for the 2014 CPEM revisions. Administrators, please click on the revision logs to see the changes:

Review log: http://www.accountants-templates.com/members/CPEM_Review/Date.pdf

If you require assistance in updating your Jazzit Checklists, please click on the following link: Updating Jazzit Checklists 

Jazzit has released an update for Jazzit Fundamentals on October 3, 2014. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Remember to check out our 9 Column Implementation Video!

Thanks to everyone who sent in their feedback to us. It's great to see you using the new format. The following updates are included in the October 3, 2014 Jazzit Fundamentals update:

KN & KO

One & Two column generic note modules have been updated to include support for indented sub-headings, line spaces, and subtotals.

Marketable Securities

We have updated the marketable securities working paper foreign property summaries to include the gain (loss) and income for part 6 of T1135. Note that we will not be summarizing securities by country code (part 7) as this requires the maximum fair market value during the year (not maximum cost).

AgriStability Numbers

The farm masters have been updated to include AgriStability numbers in group 5 along with related automatic CaseWare documents. A BIG thanks to Brenda from Best Roest & Co LLP for sharing this with us city slickers. Administrators can download the farm maps file from our Snackbar to bring in the groups, updated map structure and automatic CaseWare documents into your farm engagements and master file.

Jazzit has released an update for Jazzit Fundamentals on August 1, 2014. Administrators please click on the link for the log of revisions: http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

Remember to check out our 9 Column Implementation Video!

The following updates are included in the August 1, 2014 Jazzit Fundamentals update:

IS- 2 Year Income Statement:

We have added the option to insert indented subheadings and subtotals to the 2 year income statement at any location. We also added a right mouse click menu to section titles (trade sales, cogs, fees, expenses, other income, income taxes and discontinued operations) so that lines can be inserted at the top of that section.