Quick Guides
Engagement Report
When the type of engagement is set in the Home Menu, the appropriate default wording will be presented. The options on the engagement report will vary depending on the type of engagement. Depending on the type of engagement, there may be different options to choose from on each report. In this example the engagement type is set to Audit. Most information and settings completed here will also reflect on the Engagement Letter (EL).
Jazzit Administrators can setup the default selections in the RP- Engagement Report in the Resource Centre. This creates consistency in client files when the Engagement Report is Updated/Reloaded from the Resource Centre.
Engagement Report
Additional spacing above report
1. Additional spacing above report
You can change the additional spacing for the headings to accommodate the firm's letterhead. The default can be set in the HF module in the Resource Centre.
Custom report option
2. Custom report option
Create a custom report by turning this option on. This replaces the default report with a blank report that can be customized as required.
Entity referred to as:
3. Entity referred to as:
Choose the option or type in the entity description as required. The default option is the first bold option in the popup menu and is based on the type of structure chosen. This option can also be found in Home menu > Client Profile.
Body font size
4.  Body font size
The font size for the Engagement Report can be uniquely set in the Report settings. This can be used as a method to make the Engagement report fit on one page.
Row on/off switches
5. Row on/off switches
Individual paragraphs and headings can be disabled using the on/off switches. Set this option to Show to show the switches. See the video for more information.
Report heading position and format
6. Report heading position and format
Select heading position.
Report heading capitalization
7. Report heading capitalization
Select if the headings in the Engagement Report are to appear in uppercase or title (upper and lower)
Salutation Formatting
8. Salutation Formatting
Set the salutation (ex: To the Shareholders of X Company) to Unbold (normal), Italics or Bold or Bold/Italic
Lines above / below report heading
9.  Lines above / below report heading
Switch the lines running above and below the report heading on or off.
Section headings
10.  Section headings
Section headings can be set to bold, italics, bold+italics or unbold.
Report alert
11. Report alert
Select which wording you would like to appear in the statement headings when performing a Review or Compilation engagement. The newest Review and Compilation Standards no longer require '(unaudited)' to be shown in statements headings. So typically this field will be empty.
Header for subsequent report page (if applicable):
12. Header for subsequent report page (if applicable):
Select what header you want to add to the subsequent pages of the report. The default header 9 is blank and can be customized in the HF modules of the Resource Centre.
Framework description
13. Framework description
Select the desired framework wording.
14. Framework
Choose which framework to use. This is dependent on the type of engagement and structure selected.
Ongoing / Transition
15. Ongoing / Transition
Choose whether the engagement is ongoing or in a transition year. When transition year is selected you will have additional prompts advising you to insert the transition Balance Sheet and the note.
Standard used
16. Standard used
Choose which standard is used. This is dependent on the type of engagement selected. Selecting IFRS will enable support for group audits where a specific engagement partner is referenced in the audit report.
NTR engagement report *Not shown
When the report is set to Compilation, you have the option of using the Section 9200 version of the NTR report or the newer CSRS 4200 version of the NTR report.
Additional sections
18. Additional sections
Check off the checkbox to turn on additional sections available. Note: Sections will show or hide depending on the accounting framework/standards selected.
Report Heading
19. Report Heading
Modify the report heading by right-clicking on the heading itself. Heading position, capitalization and underlines can be modified here. Note: These options can also be accessed from the Report options (see above)
Selected audit opinion
20. Selected audit opinion
Select the opinion type. The content will change according to the opinion selected.
Periods Audited
21. Periods Audited
Select to have the audit report indicate whether only the current period has been audited (Audit opinion for current period) or both periods have been audited (Audit opinion for each period)
Prior period setting
22. Prior period setting
Assurance status of the prior period. Indicate whether assurance services had been performed on the prior period and whether such the assurance was done by your firm or a predecessor firm. This option will disappear when Periods audited is set to Audit option for each period.
Salutation and heading formatting
23. Salutation and heading formatting
Right-click on the salutation to modify salutation formatting, report header formatting. You can also skip the heading if required. Note: These options can also be set from the Report options (see above)
Engagement Report body text
The blue text is the body of the Engagement Report. You can manually type in or change information in this field if required. To add a new paragraph in this field, use SHIFT + ENTER.
Express menu
25. Express menu
Use the express menu to insert more rows into a section. You have a choice of various types of paragraphs that you can enter, for example, left-aligned, indented, number (1st, 2nd and 3rd levels), bulleted, numbering or letters. Refer to Express menu options for more details on using the express menu.
Section Heading - Right Click
26. Section Heading - Right Click
Right click on the section heading for the ability to set section heading format (can be also done in the above options) and the ability to add a Page break right above the heading. You can also add additional space and skip the row entirely.
Electronic Signature *not shown
27. Electronic Signature *not shown
If electronic signatures are ordered a button to activate the signature will appear here. Clicking on the button will reveal a prompt for a password.
Signature off
Signature on
Signature block
28. Signature block
The defaults for the signature block are set in the HF module in the Resource Centre by the Jazzit Administrator. Use the popup menu's to select alternative content if desired. If the information is different for a specific client, you can override the defaults by typing in the alternative content into the green input cells. Changes will be flagged with a red override indicator.
This location is also where the password for the e-signature is entered.