Quick Guides
Page Options
  Page Options
Top margin adjustment
1. Top margin adjustment
This option allows you to add additional space at the top of each page in the Jazzit financial statements (except the title page) in increments of 1/10 of an inch on a file by file basis to accommodate situations where you need more space at the top of the page.
Do not use this option if you need to increase the amount of space at the top of each page of the statements in all the financial statements your firm generates. This type of adjustment should be done in the HF module of the Resource Centre by your Jazzit Administrator.
Income Statement referred to as
2. Income Statement referred to as
The Income Statement can be referred to as Statement of Earnings or Statement of Income. The wording in the engagement report, table of contents and statement headings are set appropriately. If the option is set to Income or Loss and the current year is a loss, the heading will switch to Statement of Loss. The Earnings option always displays Statement of Earnings regardless of whether there was loss for the current or prior year.
Page number
3. Page number
The page number option allows you to specify whether you want page numbers and, if so, where the page numbers should be located. All page numbers are set to print at the bottom of each page. There are no page numbers assigned to the title page and table of contents. Page number presentation is not available at the top of a page.
Statement footers
4. Statement footers
Use the statement footer options to add text to the bottom of each of your statements. Type any text within the designated blue areas. Statement Footers 1 and 2 appear at the bottom of the Balance Sheet, Income Statement, Statement of Retained Earnings, Statement of Cash Flows, and schedules. This allows you to set either footer #1 or #2 to See notes to the financial statements without the text appearing on the notes pages.
Notes footer
5. Notes footer
Notes footer is text that appears only on the notes pages. This is a separate footer reserved for the notes section.
If your firm requested personalized headers and footers in your package you may not be able to adjust these options. These settings may be overridden in the financial statement headers and footers module in your Resource Centre.
Financial Statement carry forward header/footer
6. Financial Statement carry forward header/footer
Replacing or removing the wording in the input cell allows you to either modify or remove the wording '(continues)' which appears at the bottom right of statement pages which span multiple pages
Show Balance Sheet on two pages
7. Show Balance Sheet on two pages
This option is designed to present the Balance Sheet on two pages. The first page presents the assets; the second page presents the liabilities and equity. This option is very useful if your Balance Sheet is longer than one page.
Optional statement prefix
8. Optional statement prefix
If you are preparing interim, consolidated, or non-consolidated, pro-forma, or combined financial statements, use the optional statement prefix menu to add the correct wording to the statement headings, engagement report, and table of contents. This option is skipped if the menu is left empty. You may also type a statement prefix directly in this field.
Statement headings
9. Statement headings
You may set your statement headings to left, centre, or right with this option. The title page has its own options to accommodate publishing requirements such as report cover windows.