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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Posted by on in Jazzit Updates

jazzit with java

June 24, 2021 - 11:00 am MDT

 

Grab your favourite beverage and spend an hour with Mike and Lori while they share information on a range of topics and answer your questions. Here's what we plan to chat about...

1. The Good Stuff (tips and tricks to be more productive using Jazzit):

  • Tips on updating Jazzit Fundamentals
  • Using CaseWare’s document library
  • Prior period adjustments
  • Use CaseWare's sign out if VPN is slow

2. What's Fresh (recent changes to Jazzit):

  • Balance sheet signatory name below the signature line
  • Numbering enclosures in the client enclosure letter
  • Notes to financial statements - keep together is gone!
  • Syncing your sample engagement report in the engagement letter to the financial statements

3. Upcoming Events

4. We Answer Your Questions

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
April 30, 2021 update

 

The modules listed below are dated April 30, 2021 in your Resource Centre module JZUPDATE RC update control. Remember that Jazzit Fundamentals updates are cumulative. Updating to this release will include all revisions made to the templates. You must have CaseWare Working papers 2020 installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB..


ALL FINANCIAL STATEMENT MODULES (BS, BS2, BS3, IS, IS2, CF AND CF2)

When a map with a zero balance is selected for rounding, a warning diagnostic will now appear in the rounding dialog above the statement.

CP - FINANCIAL STATEMENT HOME MENU

When a map with a zero balance is selected for rounding, a warning diagnostic will now appear in the rounding dialog above the statement.

GS - GST/HST RECONCILIATION - DETAILED METHOD

New menu UI has been added to this document.

Revenue in this working paper can now be broken out by map number using the folder to the left of the title. A diagnostic displaying total revenue will appear if the mapped revenue is $10 more or less than total revenue.

I1 - CLIENT INVOICE

New menu UI has been added to this document. Spacing and formatting mechanics are also provided on the right-click menu of table rows.

The Dunning message at the bottom of the invoice can now be modified with additional lines in several formats using the right-click menu.

JZRL - MANAGEMENT REPRESENTATIONS LETTER

Added wording for CSRS 4200 engagements.

JZTOOLS - JAZZIT TOOLBOX

Calculated Toolbox cells have been revised to have transparent backgrounds, which prevents them displaying a different colour background when inserted into the letters.

MS-JZMW - MARKETABLE SECURITIES - BROKER ACCOUNTS 1 TO 10

The closing balance of portfolio cash now displays in the freeze frame at the top of the document.

 

Increased the maximum number of marketable securities working papers that can be linked together to 20. This increases the maximum number of securities that can be combined into one broker reconciliation to 1000.

Q1 - QK - ADDITIONAL LETTERS 1 TO 20

Added an uppercase format option to section headings on the right-click menu.

 

Added an option to the "Formatting options" tab of the top menu to open all folders and close unused folders.

RP - ENGAGEMENT REPORTS

The "Report on Legal and other regulatory matters" section of the engagement report is now available for all client structures. Added a button to that section to switch between BC Societies Act disclosure and custom disclosure.

ALL BALANCE SHEETS AND THE FS HOME MENU

When the balance sheet is loaded and more than 2 signature lines selected or side-by-side with two lines selected, descriptions will appear below the signature line to allow for longer descriptions.

 


Jazzit Fundamental updates are cumulative.
Remember that 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 Updates

2019 jazzit java

May 20, 2021

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 at the links below.

 

Items we discussed in this webinar:

The Good Stuff (tips and tricks to be more productive using Jazzit)

  • Group Cleanup for Assets Working Paper
  • Normal sign
  • Financial statement footers
  • Generic and single column
  • Generic two column
  • Generic three to five column

What's Fresh (we go over recent changes to Jazzit that you will want to see)

  • Show closing cash balance on marketable securities wp freeze frame
  • Newly organized addressee area on letters
  • Additional letters new home menu and open/close unused sections
  • Diagnostic when rounding to a zero balance accounts in the financial statements
  • CSRS 4200 management letter

We answer your questions

Jazzit Fundamentals Update

WHAT'S NEW
February 2021

Jazzit Fundamentals Update

WHAT'S NEW
January 2021

Posted by on in Jazzit Updates

2019 jazzit java

March 18, 2021

Posted by on in Jazzit Updates

2019 jazzit java

January 21, 2021

Jazzit Fundamentals Update

WHAT'S NEW
November 2020

Posted by on in Jazzit Updates

2019 jazzit java

November 19, 2020

Jazzit Fundamentals Update

WHAT'S NEW
October 2020

Posted by on in Jazzit Updates

2019 jazzit java

October 22, 2020 - 11:00 am MT

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

WHAT'S NEW
August 2020

Posted by on in Jazzit Updates

Jazzit with Java

September 24, 2020 - 11:00 am MDT

Jazzit Contest

Jazzit Fundamentals Update

WHAT'S NEW
July 2020

Jazzit Fundamentals release notes for July 24, 2020 update

Posted by on in Jazzit Updates

Jazzit with Java

August 20, 2020 - 11:00 am MDT

Posted by on in Jazzit Updates

Jazzit with Java

July 16, 2020 - 11:00 am MDT

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:

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