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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 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 Training
 Jazzit Fundamentals

Training Course Outlines

 
 

 

Jazzit PEG Checklists: New Features You Will Want to Start Using Today

 

In this video we discuss new features included in our Jazzit Checklists that you will want to start using in your engagements right away including:

Posted by on in Training

 

Jazzit PEG Checklists - Migration from CPEM/PPM to PEG

 

This free webinar will help you migrate from our Jazzit CPEM/PPM checklists to the new Jazzit PEG checklists. We will also discuss the Jazzit PEG review checklists with regards to CSRE 2400.