JAZZIT FUNDAMENTALS HELP GUIDE
×
Menu
Quick Guides
Important Information about Jazzit Document Identifiers
 
All linkages between the Jazzit templates rely on specific document identifiers.  The most critical identifier is for the Jazzit financial statement template.  If the identifier is changed from the default value of FS, information will not integrate properly.  Most often this document identifier changes as a result of copying/pasting the Jazzit financial statement template from one client file to the other.  If the destination file already has a Jazzit financial statement template in the document manager, the new one that is copied into the file, increments the identifier to the next available value. Always use Copy Components instead.
 
To view the Jazzit financial statement properties, right-click on the Jazzit financial statement in the Document Manager and select Properties or select the document and press ALT + ENTER on your keyboard.
 
Important Information about Jazzit Document Identifiers
 
1
Number
1. Number
The document number/index can be changed to fit the firm's document numbering policy within the client file or firm master files.
2
Name
2. Name
The document name can be changed to fit the firm's document naming policy within the client file or firm master files.
3
Identifier
3. Identifier
The identifier must remain FS. This will ensure that all Jazzit letters and working papers are linked to the Resource Centre. If the identifier is changed, the linkage will be broken and the Jazzit templates will have the Not connected to Resource Centre status.