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Recent Conversations
Conversations 1 - 20 of 833
Photo of Min He
I recently changed my firm name. How can I update it on my engagement reports?
My firm name is changed.  I wonder how can I update my information in my profile, so all engagement reports reflect the updated info?  Th...
  • 1 me too
  • 3 replies
  • Question
Photo of Jodie Corke
Property, plant & equipment
I am trying out the new reconciliation feature on the property, plant & equipment schedule.  If I use the mapping link it works, but if I...
  • 1 me too
  • 1 reply
  • Problem
Photo of Jeffrey Schwan CPA, CGA
Financials Statements to Indicate period ended instead of year ended.
Hello I am looking for some help. Within the financial statements I want to change year ended to period ended and then on the income stat...
  • 1 me too
  • 4 replies
  • Question
Photo of Jodie Corke
footer on 5 year with %
I am testing out the new feature of adding the 5 year with % to the financial statements, however, it has included a footer referring to ...
  • 1 me too
  • 2 replies
  • Problem
Photo of Jazzit Dude
Jazzit Fundamentals: major new features for first half of 2018
This video presents the significant updates to Jazzit Fundamentals for the first half of 2018. We think you will want to start using thes...
  • 1 me too
  • 0 replies
  • Idea
Photo of Robin
One investment not printing with underline. Rest are.
In my Investments note one of the investments is not printing with an underline. It appears when working in the note but not when printed...
  • 1 me too
  • 1 reply
  • Problem
Photo of Lisa
Multiple firm locations
How do I add more than one location for a firm profile to show up as drop down option on Representation letter?
  • 1 me too
  • 4 replies
  • Question
Photo of Karyn Knelsen
I am using the 9 column financial statement and my prior year figures are not coming in?
I am using the 9 column financial statement and my prior year figures are not coming in.  I have created 3 fund accounts using the entity...
  • 1 me too
  • 1 reply
  • Problem
Photo of Robin
Company name does not appear as it does in the Client profile engagement properties in the FS
I did an override on the Title  page to show the correct lettering for a company's name. When I  print the Financial Statements the lette...
  • 1 me too
  • 1 reply
  • Question
Photo of Robin
Property, Plant and Equipment Working Paper is not rolling forward previous years ending balances. How do I resolve this issue?
The box is checked to Roll Forward Caseview balances.
  • 1 me too
  • 2 replies
  • Question
Photo of Jazzit Dude
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 ...
  • 1 me too
  • 0 replies
  • Idea
Photo of Jaemi
Unknown cell referenced in new letter
A couple of years ago, I created a new letter from one of the Jazzit templates (Waiver of Audit), and pulled in some information from oth...
  • 1 me too
  • 3 replies
  • Question
Photo of Jaemi
Summary of misstatements - equity column not calculating pre-tax income
In the new PEG Summary of misstatements (PEGR410), the "equity" column changes its value depending on the amounts entered in "asset" and ...
  • 1 me too
  • 2 replies
  • Question
Photo of Jazzit Dude
Using electronic signatures on the checklists
Electronic signatures can now be added to completion checklists. Watch our instructional video on how to implement this feature in your f...
  • 1 me too
  • 0 replies
  • Idea
Photo of Lisa
unable to insert a line for callable debt
I have selected "show all lines" and when I right click to "insert linked line" my choices are "no spacing, narrow spacing or wide spacin...
  • 1 me too
  • 1 reply
  • Problem
Photo of Chandra
Proprietor's capital - beginning of year
When we use a combined income statement and proprietor's capital, the "Proprietor's capital - beginning of year" is missing the apostroph...
  • 1 me too
  • 1 reply
  • Problem
Photo of Jazzit Dude
Can you export GIFI?
The GIFI information can be exported to most of the Canadian T2 software packages. GIFI information is exported from CaseWare based on t...
  • 1 me too
  • 3 replies
  • Question
Photo of Jason Trefanenko
PEGR220 Material Misstatements Likely To Exist - Pulling Final Materiality not Preliminary Materiality
The PEGR220 checklist (along with others) is pulling in the final materiality - not the Preliminary Materiality - which should be the mat...
  • 1 me too
  • 1 reply
  • Problem
Photo of Lowell
PEG Checklists - unable to print on legal paper
For some reason we're unable to print the checklists on legal paper - all print options/settings are set to legal paper, but for whatever...
  • 1 me too
  • 2 replies
  • Problem
Photo of Ladorne Brown
Loan Calculator
When using the loan calculator in Jazzit can you change the interest rate midyear? For example when the prime rate changes?
  • 1 me too
  • 1 reply
  • Question