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Lisa

Lisa

Lisa is the Sales & Marketing Coordinator at Jazzit.

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
July 7, 2022 update

 

Here are the revisions included in the July 7, 2022, update to Jazzit Fundamentals.

Remember to update your KLIB/FRMLIB Resource Centres via the RC UPDATE control located at the top of your document manager. Updating to this release will include all prior revisions made to the templates.

You must have CaseWare Working papers 2021 or newer installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB.

 


Need help updating?

Click the video below for instructions on how to update your Jazzit Templates.

Please like and subscribe if you find the video helpful.


Note: Please update the RC Update Control document before clicking on the button for Step 5.


CA, CB, IA- AMORTIZATION WORKING PAPERS

  • "Cleanup all groups" now can be run on all groups (including closed groups) and "Reconcile to closing balance" can be applied globally.

 

JZTOOLBOX - TOOLBOX

  • Added links for Business No. and the Tax Account No.

 

JZUPDATE - RC UPDATE CONTROL

  • Added option to Enable/Disable the new Auto Update feature. Step 5 will ask you to backup then prompt you for these preferences before updating your Resource Centre and Master file.

 

K2- BASIS OF PRESENTATION NOTES

  • Updated basis of presentation note to support PSAS.

 

K3A - INDIVIDUAL SIGNIFICANT ACCOUNTING POLICIES

  • Updated basis of presentation policy to support PSAS.

 

MS-JZMW - MARKETABLE SECURITIES WORKING PAPERS

  • Foreign exchange calculations increased to 8 decimal places.

 

TP & TC - TITLE PAGE & TABLE OF CONTENTS

  • Switching between "Compiled Financial Information" & "Financial Information" now changes both table of contents and title page (previously they were separately selected).

  • Title page

 

  • Table of contents

  


 

CLICK HERE
to view the release notes for full list of new features and functionality
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.

 

Posted by on in Jazzit Community

How do I convert my Jazzit files to the new version of CaseWare Working Papers?

To convert your Jazzit files to CaseWare 2022 simply load them and click ok when prompted to convert. Exactly the same as any other CaseWare client file. 

  1. Open Jazzit files using the new version of CaseWare to convert them. You will need to convert all of your Jazzit by opening using the new version of CaseWare you have installed.

  2. Ensure you have a backup of all your Jazzit files (masters and resource centres) before you convert them to the new version of CaseWare Working Papers. Once a file has been converted, it cannot be opened by an older version of CaseWare Working Papers. CaseWare Working Papers will prompt you to backup your file when upgrading.


  3. Don’t forget to choose INCHES when prompted the first time you open CaseView after converting.

  4. Please refer to the CaseWare workstation settings technical bulletin for help in setting up CaseWare Working Papers.

 For the Jazzit Administrators

  1. Convert all master files (including GENMST, FULMST, and FRMMST) and Resource Centres (KLIB and FRMLIB) and any firm master files you have created.

  2. Open the files using CaseWare Working Papers, the File Conversion dialog will open.

  3. Check the Make Backup Copy in: checkbox and browse for the backup path. Click on the OK to continue.

  4. The file will be backed-up and the conversion process will be completed.

For the Preparers

  1. The preparer will open the client file using CaseWare Working Papers, the File Conversion dialog will open.

  2. Check the Make Backup Copy in: checkbox and browse for the backup path. Click on the OK to continue.

  3. The file will be backed-up and the conversion process will be completed.

 

In the past, CaseWare has suggested that you complete a Tools > Repair file (check off all options) in CaseWare prior to upgrading to the next major release. It has been our experience that certain client files do require this procedure. The key here is to have backups of your client files which you can open in the old version of CaseWare should you need to repair the file.
 
If you encounter problems with Jazzit templates using the new version of CaseWare Working Papers which did not exist previously, please contact us.

b2ap3_thumbnail_jazzit-caseware-made-easy.png

Posted by on in Jazzit Updates

Jazzit with Java

June 23, 2022 - 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.

 

Items we discussed in this webinar:

  1. How "GIGO" affects Jazzit financials. We take you on a tour of all the weird and not so wonderful things people (but not you of course!) do to their CaseWare file.

  2. Upcoming Events

  3. We answer your questions

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
April 29, 2022 update

Posted by on in Jazzit Updates

Jazzit with Java

May 19, 2022 - 11:00 am MDT

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
February 25, 2022 update

 

Posted by on in Jazzit Updates

b2ap3_thumbnail_jazzit-caseware-made-easy.png     PACT UPDATE

February 28, 2022

Tagged in: PACT
Posted by on in Jazzit Updates

2019 jazzit java

February 24, 2022 - 11:00 am MST

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
January 28, 2022 update

Jazzit Fundamentals Update

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

Posted by on in Jazzit Updates

Jazzit with Java

December 9, 2021 - 11:00 am MST

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
October 15, 2021 update

Posted by on in Jazzit Updates

2019 jazzit java

October 21, 2021 - 11:00 am MT

Posted by on in Training

We have now organized our YouTube videos into playlists.

  • If you are getting started with Jazzit, check out our "Introduction to Jazzit for New Users" playlist.
  • If you are a Jazzit administrator responsible for keeping the templates updated we have a playlist for you too called "Installation and Updating".

 

View our intro video to our Playlist
Jazzit YouTube Playlist

Posted by on in Jazzit Updates

Jazzit with Java

September 23, 2021 - 11:00 am MDT

Posted by on in Jazzit Fundamentals

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
August 20, 2021 update

 

Posted by on in Jazzit Updates

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.

    • 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 need to refer to them in the 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.

Jazzit Fundamentals Update

WHAT'S NEW
Jazzit Fundamentals release notes for
June 18, 2021 update

Posted by on in Jazzit Updates

2019 jazzit java

June 24, 2021

Jazzit Fundamentals Update

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