jazzit with java dec 12 19 · 12/12/19 3 is, is2 2 column and 9 column income statments •links to...

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12/12/19 1 Baristas: Mike, Eric, David, and Timothy Jazzit with Java What is Jazzit with Java? What’s new highlights Upcoming events Did you know…? Today’s Menu

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Page 1: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

12/12/19

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Baristas: Mike, Eric, David, and Timothy

Jazzit with Java

What is Jazzit with Java?

What’s new highlights

Upcoming events

Did you know…?

Today’s Menu

Page 2: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

12/12/19

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What is Jazzit with Java?

A conversation about Jazzit, including topics like:• Recent changes to Jazzit• What we are currently working on• Upcoming events• Announcements• Did you know…?

What’s new highlightsRecent updates to Jazzit

Page 3: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

12/12/19

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IS, IS2 2 column and 9 column income statments

• Links to generic notes and schedules have been added to the income statement

RP & JZEL Review engagement report

• Emphasis of matter available on review engagements, with three template options and one custom.

Page 4: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

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CP Home Menu

• The Home Menu will provide a warning when setting the structure to Not-for-profit and the 2 column financial statements are used:

• The structure menu will show PSAB in 2 column, but it will be grey and advise to switch to 9 column:

TC Index to Financial Statements

• The text “Notes to Financial Statements” is modifiable through a right-click menu on the Index to Financial Statements when Statement Footer #1 is blank.

Page 5: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

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KP9COL Generic nine column note

• The text below the table in the Generic nine column note can now be shown on a separate page in Portrait/Letter size by using the right-click menu.

Upcoming eventsSome of the events coming up:

• Jazzit classroom training

Toronto January 14 – 16th

• Customer survey – draw for $500 Amazon card• Offices closed December 24 – January 1st

Page 6: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

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Reminder….CaseWare 2019A reminder to our Jazzit Administrators that the Jazzit templates moved to CaseWare 2019 format effective November 29th.

We have archived the last CaseWare 2018 build in the Snackbar area of the Downloads page.

Did you know…?Let’s share a few ideas to save time

Page 7: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

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Checklists Global Lock

• Editing of checklist procedures can be locked globally via the Programs and Checklists Document Control (JZPCKEY) in your checklist KLIB.

Percentage rounding

• Did you know percentages can be rounded up or down by 0.01% to accommodate amounts rounding down in the third decimal place? Right-click on the amount to round up or down.

Page 8: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

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Gross vs Net on the Balance Sheet• Did you know you can net related assets and liabilities for some common lines

through the right-click menu? Income Taxes Payable/Recoverable

Due to/from Related Parties

Due to/from Shareholders

Marketable Securities Working Paper• Did you know the marketable securities working paper may provide useful

specified foreign property information for the detailed method of form T1135?

Page 9: Jazzit with Java Dec 12 19 · 12/12/19 3 IS, IS2 2 column and 9 column income statments •Links to generic notes and schedules have been added to the income statement RP & JZEL Review

12/12/19

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Thank you for enjoying a cup with us

Questions, comments or feedback:

Email: [email protected]: www.jazzit.comSales: 1-866-584-2537Fax: 1-403-670-7590