These are the thoughts, events and happenings from the Jazzit Team
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Jazzit Fundamentals – February 23, 2024 update
WHAT'S NEWJazzit FundamentalsFebruary 23, 2024 update
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Jazzit PEG REVIEW – January 26, 2024 FRF update
PEG REVIEW CHECKLISTSupdatedJanuary 26, 2024 The Jazzit PEG Review checklists have been updated for Business combinations. These modules are dated January 26, 2024 in your Review checklist Resource Centre. As there were nume
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Nov. 24, 2023, Jazzit Fundamentals Update / Dec. 8, 2023, PEG Audit Checklists
WHAT'S NEWJazzit Fundamentals release notes forNovember 24, 2023 update The modules have been dated November 24, 2023, in your Resource Centre JZUPDATE RC update control. Remember that Jazzit Fundamentals updates are cumulative. Updat
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October 13, 2023, Jazzit Fundamentals update now available
WHAT'S NEWJazzit Fundamentals release notes forOctober 13, 2023 update
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July 21, 2023, Jazzit Fundamentals update now available
WHAT'S NEWJazzit Fundamentals release notes forJuly 21, 2023 update
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May 26, 2023, Jazzit Fundamentals update now available
WHAT'S NEWJazzit Fundamentals release notes forMay 26, 2023 update
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Jazzit with Java - May 18, 2023
May 18, 2023 - 11:00 am MDT 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. CLICK HERE for PDF
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March 24, 2023, Jazzit Fundamentals update now available
WHAT'S NEWJazzit Fundamentals release notes forMarch 24, 2023 update
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Recent blog posts
WHAT'S NEW
September 24, 2020 - 11:00 am MDT
WHAT'S NEW
July 2020
Jazzit Fundamentals release notes for July 24, 2020 update
Jazzit with Java - August 20, 2020 Featured
August 20, 2020 - 11:00 am MDT
Jazzit with Java - July 16, 2020 Featured
July 16, 2020 - 11:00 am MDT
Release notes for June 26, 2020, 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 COMMUNITY NOTICE
This month we received the following notice from Sprinklr (owner of Get Satisfaction):
“As of June 30, 2020, Sprinklr will no longer be offering or maintaining the Get Satisfaction platform.“
Jazzit with Java - June 18, 2020 Featured
June 18, 2020 - 11:00 am MDT
Release notes for April 24, 2020, 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:
Release notes for March 27, 2020, 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:
Release notes for January 31, 2020, 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 - February 20, 2020 Featured
February 20, 2020 - 11:00 am MDT
CONGRATULATIONS
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Thank you to everyone who took the time to complete our survey.
Jazzit with Java - December 12, 2019 Featured
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.
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.