If your firm has letterhead for Jazzit letters (see our pricing page for information on customization services), the PEG Jazzit letters can make use of them.

 

Copy your HG from KLIB (Jazzit Fundamentals Resource Centre) to your PEG Review (Audit) KLIB via Copy components.

 

 

You will need a Jazzit Financial Statement in the target Caseware file with a working link to the KLIB. You will also need a PEG Document control in the target Caseware file that is connected to the PEG Review (Audit) KLIB.

 

 

You will need to click on Reload from Resource Centre to bring in the letterhead.

 

 

Alternately you can click on the Update Header / Footers button if you don't want to reload the entire letter.