Engagement Letter Highlights
 
Engagement Letter Highlights
1
Page break above sample report
1. Page break above sample report
Right-click on the heading for the option to toggle the page break above the sample report on/off.
2
Report options
2. Report options
Click on the folder icon to view more report options.
3
Update from financial statements
3. Update from financial statements
Click on the Update from financial statements button to update the settings from the Engagement Report in the Jazzit financial statements. Save and close the Jazzit financial statements and return to the Engagement Letter.
4
Additional spacing above sample report
4. Additional spacing above sample report
Use the popup menu to increase or decrease the spacing above the sample report.
5
Custom report option
5. Custom report option
Convert your appendix report to a custom report. This option is linked to the Jazzit Financial Statements.
6
Skip report heading
6. Skip report heading
Use the popup menu to choose to print or skip the report heading.
 
7
Body font size
7. Body font size
The font size for the Engagement Report can be uniquely set in the Report settings. This can be used as a method to make the Engagement report fit on one page. This links to the Jazzit Financial Statement by default.
8
Salutation Format
8. Salutation Format
Set the salutation (heading for the first paragraph) to either Unbold (plain), Bold or Italics. Plus underline.
9
Section heading Format
9. Section heading Format
Set the Sections headings (All headings for subsequent paragraphs) to to either Unbold (plain), Bold or Italics
10
Skip signature block
10. Skip signature block
Use the popup menu to choose to print or skip the signature area.
 
11
Engagement report defaults
11. Engagement report defaults
The defaults are populated from the Engagement Report in the Jazzit financial statements. Use the popup menu to override the Engagement Report defaults.
12
Heading format and page break
12. Heading format and page break
Right-click for an options to add a page break above the heading or change its format.
 
13
Express menu options
13. Express menu options
Right-click on the express menu to view the available paragraph and section options. Use the express menu to insert new paragraphs, sort the paragraphs within a section, insert page breaks and delete existing paragraphs.