These are the thoughts, events and happenings from the Jazzit Team

  • Home
    Home This is where you can find all the blog posts throughout the site.
  • Categories
    Categories Displays a list of categories from this blog.
  • Tags
    Tags Displays a list of tags that have been used in the blog.
  • Bloggers
    Bloggers Search for your favorite blogger from this site.
  • Team Blogs
    Team Blogs Find your favorite team blogs here.
  • Login
    Login Login form
Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Jazzit Fundamentals Update

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:

Income statements:

  • Items in Other Income (e.g. Interest income) can now be moved to the Trade Sales/Revenue section using the right click menu. Items moved in this way will stay in that area if the Income Statement is reloaded from the Resource Centre.

Engagement letter:

  • The Personal Guarantee section has been replaced with a Personal Indemnity section. This is to adhere more closely to the type of clause that would be more conceivably useful as part of the engagement letter.

Jazzit toolbox:

  • Added a new document JZTOOLS, which includes Smart Link cells for use in custom letters (documents Q1-QK).

RC Update control:

  • The new template "Toolbox" has been added to the RC Update Control.

 

 Remember that Jazzit Fundamental updates are cumulative.
Updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.

 

Need help updating?
(support login required)

 

 

Posted by on in Jazzit Community

JAZZIT COMMUNITY NOTICE

b2ap3_thumbnail_slider-community-notice-800.jpg 

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.“

Posted by on in Jazzit Updates

Jazzit with Java

June 18, 2020 - 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.

 

Jazzit Fundamentals Update

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:

Jazzit Fundamentals Update

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:

Posted by on in Jazzit Updates

2019 jazzit java

February 20, 2020 - 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.

 
Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

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:

Posted by on in Company News

 

CONGRATULATIONS
Maureen M. of Kamloops


Maureen is our Jazzit 2019 Survey winner! She won a $500 Amazon gift card.

Thank you to everyone who took the time to complete our survey.

 

 Survey Winner

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

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.

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

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:

Posted by on in Training
 Jazzit Fundamentals

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
REGISTRATION FORM
Toronto (Jan. 14)

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
REGISTRATION FORM
Toronto (Jan. 15)

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
REGISTRATION FORM
Toronto (Jan. 16)

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.
 

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

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.

Posted by on in Jazzit Updates

Jazzit Checklists

The new Compliance checklists in our PEG Audit package are now available for download.

Jazzit Fundamentals Update

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:

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

CONVERSATION

October 17, 2019

Thank you for dropping by for a virtual cup of java with us on October 17th.

Jazzit Fundamentals Update

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:

Posted by on in Training
 Jazzit Fundamentals

Training Course Outlines

 

CALGARY

Nov. 12-14, 2019
Carriage House Inn
9030 MacLeod Trail S.
Calgary, AB

EDMONTON

Nov. 19-21, 2019
Sandman Signature Edmonton South
10111 Ellerslie Rd
Edmonton, AB

VANCOUVER

Dec. 3-5, 2019
Radisson Hotel Vancouver Airport
8181 Cambie Road
Vancouver, BC
 
Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

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

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.

Jazzit Fundamentals Update

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