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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Posted by on in Jazzit Updates
Jazzit Fundamentals Update

CONVERSATION

December 12, 2019

 

Grab your cup of java and join us for a quick (25 - 35 minute) conversation where we talk about recent changes to Jazzit, upcoming events, did you know..., and coffee talk.

 

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:

2 Column and 9 Column Income Statements (IS, IS2):

  • Inserted linked lines can now be linked to generic notes by double-clicking the map number field;

Additional Emphasis of Matter Paragraph for Review Engagements (RP & JZEL):

  • Review engagements now include an option for an Emphasis of Matter paragraph after the conclusion paragraph;

....along with other minor corrections and enhancements.

 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 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.

If you would like to join us at our next conversation, our Jazzit with Java will be on December 12, 2019. CLICK HERE to register

Posted by on in Jazzit Updates

Jazzit Checklists

The new Compliance checklists in our PEG Audit package are now 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 refer to them in 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.

For more detailed instructions about how to update your checklists using either the Quick Method or the Regular Method, download our Jazzit Checklists User Guide available on our support website.  Administrators will need the login and password to log into the support website.

 

Remember that an active PEG subscription from CPA Canada/Knotia is required for all renewals or new checklists orders.  When submitting the renewal for the firm, please provide the CPA Customer Number that relates to the active subscription.
 

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
Posted by on in Jazzit Fundamentals

Jazzit - What's New Webinar - May 2019

The video of the What’s New webinar held on May 31, 2019, contains the following topics:

Jazzit Fundamentals Update

The May 31, 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 May 31, 2019, update

 
Posted by on in Training
 Jazzit Fundamentals

Training Course Outlines

 
 
Posted by on in Jazzit Fundamentals

Jazzit - What's New Webinar - January 2019

The video of the What’s New webinar held on January 25, 2019, contains the following topics:

b2ap3_thumbnail_Jazzit-Fundamentals-Update_20180817-174230_1.png

  The February 22, 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/.

February 22 Fundamentals update available

b2ap3_thumbnail_Jazzit-Fundamentals-Update_20180817-174230_1.png

  The January 25, 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/.

January 25 Fundamentals update available

 

b2ap3_thumbnail_Jazzit-Fundamentals-Update_20180817-174230_1.png

  The November 30, 2018, 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/.

November 30 Fundamentals update available

 

Posted by on in Jazzit Fundamentals

Final What’s New webinar for 2018 on December 6th

 

 

The video of the What’s New webinar held on December 6, 2018, contains the following topics:

  • New features and functionality introduced into the package during the September and November releases
  • Important notice about the Jazzit packages and CaseWare 2018
  • Tips and tricks
  • Q&A session

 

Jazzit What's New Webinar

Click image to view video
(Approximately 16 minutes)