Turn the benchmarks in the schedules on/off. Benchmarks allow you to compare client data to industry wide benchmarks or even just data from the firm's clientbase. See Benchmarks for more information. Turn this off will hide all other options in this area.
Date of the external benchmark document. The date is set in the corresponding module in the JZBM CaseWare file. See the help page on benchmark entry for more information.
Select the industry module you wish to compare client data to. The industries/modules available is found and created in the JZBM. See the help page on benchmark entry for more information.
There are multiple benchmark columns in each industry module. Use this dropdown to select the specific benchmark in the industry module that you wish to compare client data to. See the help page on benchmark entry for more information on editing or entering in this data.
