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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Option 1
 
Option 1
1
Note features
1. Note features
Each note has a series of common features. Refer to Common Note Features for more information on each feature.
2
Express menu
2. Express menu
Use the express menu to insert more input paragraphs.
3
Show/hide risk
3. Show/hide risk
Click on the checkbox next to each heading to show the applicable risk section(s). Uncheck the checkboxes to hide the risk section(s) not applicable.
4
Risk heading format
4. Risk heading format
The risk headings can be formatted. Right-click on the heading and select the desired format options.
 
5
Options
5. Options
 
Please see the following link for more information on the options.
 
6
Default link
6. Default link
Select the default grouping you want to use for the note linkage. The note is defaulted to use the Account link.
7
Adjustment for rounding
7. Adjustment for rounding
Type rounding amount to round the note if necessary. The amount is rounded to the designated rounding line as indicated by the .
 
8
Rounding row
8. Rounding row
To apply the rounding difference to a row, right-click on the express menu () and select Adjust this row for rounding. The indicates the designated rounding line.
 
9
Link number
9. Link number
Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected.
10
Sign
10. Sign
This allows you to change the sign of the linked rows. Changing the sign will affect the calculation.
11
Link type
11. Link type
The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.
12
Entity
12. Entity
Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.
13
Skip/hide row
13. Skip/hide row
Check off or uncheck the checkbox to skip or hide the total.
 
14
Express menu
14. Express menu
Right-click on the express menu to insert more linked and manual lines, insert subtotals, sort and delete current lines where the options are available.