Connect the PEG templates to the Resource Centre (PEG KLIBs).
Set staff names/initials
Setting global settings for their corresponding templates.
Ensure that the Document control is always present in a CaseWare file with a PEG document. It is required for the PEG document to connect to the Resource Centre.
Clearing Options
Allows the preparer to decide which data will retain during a CaseWare rollforward.
Clearing options apply to all package documents in the CaseWare file. Click on Set to default to default the Document control to the settings in the Resource Centre Document control.
This is set in the Document control module residing in the PEG Resource centre. Click on Set to default to default the Document control to the settings in the Resource Centre Document control. Procedure text can be locked or made editable by preparers. Balance summaries can be made visible at the top of checklists.
Enter staff names and initials. Click on Set to default to default the Document control to the settings in the Resource Centre Document control. This can be edited in both the Jazzit master version and the Resource centre version.
Filter the document list below to show all documents, documents found in the CaseWare file, documents with updates available, or documents not found in the CaseWare file. Documents can also filtered by Review vs. Compilation in the PEG Review version.
A summary listing of all package documents in the CaseWare. Click on the status to open the corresponding document. The indicates an update is available.