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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Generic 9 column multi-section (JZGNMSWP)
 
Generic 9 column multi-section (JZGNMSWP)
1
Format
1. Format
The format option has 2 presets that allow the working paper to be presented to clients (Client version) or internal use (Working paper):
  • Setting the format to Client version will set the: Link number, Annotations, and reference columns to Display only, preventing them from printing. It will also prevent the sign off boxes found at the top or bottom from printing.
  • Setting the format to Working Paper will set the: Link number, Annotations, and reference columns to Display and Print. The sign off boxes will print on the top and bottom of the working paper.
2
Page size
2. Page size
Select to print the working paper on either letter or legal size page.
3
Date column
3. Date column
Use the popup menu to select to Display and Print, Hide or just Display the Dates.
 
  • Display and Print: Shows the Dates when printing the working paper.
  • Display: Displays the Dates in CaseView but does not print.
  • Hide: Hides the column and does not print.
4
Draft stamp
4. Draft stamp
The default option for the Draft stamp is set in the Diagnostics Report. If the default is not set to either globally on or off, you can set it manually for this working paper together with the draft wording.
5
Column selection
5. Column selection
Choose which columns to display or hide
6
Default link type
6. Default link type
Set the default link type for linked lines in the working paper. Link types can be changed on individual rows if required
7
Period options
7. Period options
Use the period options to set the settings for each column. Refer to 9 Column Statements with Budget Column for detailed information on each field.
8
Page orientation
8. Page orientation
Select to print the working paper in either portrait or landscape orientation.
9
Footnotes
9. Footnotes
Use the popup menu to select to Display and Print, Hide or just Display the Footnotes.
 
  • Display and Print: Shows the Footnotes when printing the working paper.
  • Display: Displays the Footnotes in CaseView but does not print.
  • Hide: Hides the column and does not print.
10
Vertical dividers
10. Vertical dividers
Use the popup menu to toggle the divider lines on the statements on/off..
11
Annotations/tickmarks
11. Annotations/tickmarks
Use the popup menu to select to Display and Print, Hide or just Display the Annotations/tickmarks.
 
  • Display and Print: Shows the Annotations/tickmarks when printing the working paper.
  • Display: Displays the Annotations/tickmarks in CaseView but does not print.
  • Hide: Hides the column and does not print.
12
Working paper reference
12. Working paper reference
Use the popup menu to select to Display and Print, Hide or just Display the Working paper references.
 
  • Display and Print: Shows the Working paper references when printing the working paper.
  • Display: Displays the Working paper references in CaseView but does not print.
  • Hide: Hides the column and does not print.
13
Foreign exchange
13. Foreign exchange
Select to use foreign exchange in the working paper.
14
Column heading switches
14. Column heading switches
Select which column headings should print.
15
Description column heading
15. Description column heading
Set the description for the description column heading.
16
Section selection switch
16. Section selection switch
Using the tickbox, select which section/s you would like to use in the working paper.
17
Section description
17. Section description
Set the name for the section.
18
Express menu button
18. Express menu button
Right-click on the express menu to insert more linked or manual lines, insert subtotals, sort and delete current lines where the options are available.
19
Section total switch
19. Section total switch
Using the tickbox, select to print or skip the section total.
20
Grand total switch
20. Grand total switch
Using the tickbox, select to print or skip the working paper grand total
21
Comments (input paragraph)
21. Comments (input paragraph)
You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.
22
Section reset
22. Section reset
Click to reset the specific section from the Resource Centre without having to reload the entire working paper.
23
Annotations/tickmarks
23. Annotations/tickmarks
Double-click to enter a annotation or tickmark for the specific row.
24
Working paper reference dropdown
24. Working paper reference dropdown
Select a working paper reference for the specific row.