baristas : mike, lori, and timothy - be easy · ca, cb, ia ppe/intangible assets ... • banff /...

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Baristas : Mike, Lori, and Timothy

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Page 1: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Baristas : Mike, Lori, and Timothy

Page 2: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Jazzit with Java

What is Jazzit with java?

What’s new highlights

Upcoming events

Did you know…?

Today’s Menu

Page 3: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

What is Jazzit with Java?

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

Page 4: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

What’s new highlightsRecent updates to Jazzit

Page 5: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

CP Home menu

• 9 column options available while viewing that statement

Page 6: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

RP Engagement report

• Modified review report for NPO regarding completeness of revenues

• Updated wording for NPO audits in BC

Page 7: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

BS, BS2, BS3 Balance sheet modules

• Right click on popup menus for single/plural options

Page 8: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

SC2 Generic 9 column schedules

• Section and subsection headings now have formatting options

Page 9: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

MG Materiality

• Added the option to switch off materiality at the top of CaseWare automatic documents

Page 10: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

JZEL Engagement letter

• Default options are indicated with * and button to reset to default

Page 11: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

JZEL Engagement letter

• The sample report has been moved an appendix at the end of the letter

Page 12: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

CA, CB, IA PPE/Intangible assets

• Groups can now be switched off and skipped

Page 13: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Q1-QK Additional letters• Format options for section headings

• Option to insert subheadings in sections

Page 14: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

JZPACK Jazzit Print Package

• Updated our online documentation for the Jazzit Print Package template. Check this document out if you are creating a package to print/PDF for your clients

Page 15: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Upcoming events

Some of the events coming up in October / November:

• Banff / Jasper conferences• Classroom training• Vancouver conference

Page 16: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

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

Page 17: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Switching off note numbers

• Right click on the blue note number and uncheck Print Note Number. Subsequent notes will automatically be renumbered.

Page 18: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Jumping back to a statement reference

• Right click on the blue note number and select Goto Note Reference to jump back to your statement reference.

Page 19: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Row switches in letters

• Show the checkboxes to provide alternative paragraphs in areas of the letter

Page 20: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

Merging pages in CaseWare 2019

• If you have a statement that is spilling over to another page you can now scale it to one page in print preview

Page 21: Baristas : Mike, Lori, and Timothy - Be Easy · CA, CB, IA PPE/Intangible assets ... • Banff / Jasper conferences • Classroom training • Vancouver conference. Did you know…?

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