Insert an Excel object into the Jazzit financial statements
 
There are occasions where Jazzit may not have the appropriate note for the presentation you desire. Using Excel objects allow you to obtain the presentation you would like without having to design the note in CaseView. Excel objects can be inserted anywhere where there is a paragraph such as notes and schedules.
 
 
Example 1 - Insert excel object into a note
 
In this example we will insert an Excel object into a generic note.
 
  • Create your Excel object in a separate Excel file.
     
     
  • Insert a single column generic note (1A) via the Notes Menu.
     
     
  • Enter Enable Editing Mode by clicking on View > Enable Editing or by pressing F6.
  • Move the cursor to the middle input paragraph row. Click Insert > Object... to open the Insert Object window.
     
     
     
    • Click on the Create from File radio button.
    • Click on the Browse button and find the Excel file you’ve created.
    • Click Open then click on the OK button to continue.
     
  • If you need to make changes to the object, delete the inserted object, make the required changes to the external Excel file, and re-insert the object. Do not attempt to manipulate the object once it has been inserted into CaseView.
 
 
Example 2 – Using excel objects in schedules
Schedules have the advantage of being able to be moved throughout the financial statements.
For example, you could replace the entire income statement with one that is made in excel.
Turn off the income statement in the Statement menu. Then insert a new schedule by clicking on Insert schedule… button
 
 
Reposition the schedule to where the Statement of Income is position by clicking on the button.
Scroll down to where the schedule is located and set it to 1-2 income statement. Disable the numerics of the schedule by clicking on the hide numerics () button. Then resume from step 4 above.
 
 
 
Limitations
 
  • If the note is wider than the page, the columns should be resized in Excel. Resizing the object in Enable Editing Mode will stretch the object which adversely affects the print quality.
  • If the object flows past the bottom of the page, it will not continue on the next page, it will truncate the note. Resize the note in Excel or sort the note so it appears closer to the top of another page.
  • Also, if the object is too long for a page (extends onto a subsequent page), it should be broken into 2 separate Excel objects and inserted separately, so that they print on separate pages.