Quick Guides
Jazzit Terminology
The table below serves as a guideline to assist you in getting to know the Jazzit lingo.
Comparison of information between two sources or documents. A difference will cause a Diagnostic message to display.
Draft stamp
A watermark across the Jazzit financial statements, working papers, and letters.
Express menu ()
Row options (usually accessed by right-clicking the mouse [] icon or anywhere on the applicable line) which provide additional functionality. In some templates right clicking anywhere on the related line will bring up the express menu as well.
Firm Master
This refers to master files created by the Jazzit Administrator according to firm preferences. The Firm master file is created from the Jazzit master file(s). This could be Compilation Masters, Review Masters and (or) Audit Masters. The FULMST can be used as a Firm master file. See for more information on creating a firm master.
Is a Resource Centre file and contains all the Jazzit modules for farming. The farming version of KLIB.
The FRMMST is a Jazzit master file that contains Jazzit templates for farming. Connects to the FRMLIB Resource Centre. The farming version of GENMST.
This is a Jazzit master file that includes the same Jazzit templates as GENMST as well as all the automatic documents included in a default CaseWare file. Connects to the KLIB Resource Centre.
A Jazzit master file that contains the Jazzit Fundamentals templates. This file should be used as a basis when building Firm master file or when updating the FULMST.
Home menu
The control panel located at the top of Jazzit Financial Statements. Has various setup options/controls, e.g. draft, columns settings, client profile, engagement, updating, etc. Many of the defaults for the working papers and letters in the client file as also set in the Home menu.
The CaseView identifier is how Jazzit templates find other Jazzit templates or modules inside and outside the present CaseWare file. This is why it's important that the Jazzit Financial Statements has the identifier 'FS'. See for more information.
Jazzit Administrators
The person(s) responsible for all administrative duties regarding the Jazzit Templates. They are responsible in keeping the Resource Centre up to date.
Jazzit master files
The GENMST, FRMMST and the FULMST are Jazzit master files. The GENMST is made up of the Jazzit templates built in CaseView. The FRMMST is a master file for farming clients.
The FULMST includes the same Jazzit documents as the GENMST as well as the automatic documents included in the CaseWare Working Papers, making it a suitable basis for a Firm Master.
Is a Resource Centre file and contains all the Jazzit modules for engagements other than farming.
CaseView files in the Resource Centre (KLIB and FRMLIB)
Page orientation
The statement will either print in Portrait or Landscape mode (usually dictated by the number of columns in a particular statement or table). Available in the 9 column financial statements and schedules.
Page size
The statement will print in either standard letter size, or legal size.
Reloading/Updating from Resource Centre
A function common throughout the Jazzit templates. This is the mechanism that Jazzit templates use to receive changes and updates from the Resource Centre. See for more information.
Resource Centre
The Resource Centre also referred to as the KLIB or the FRMLIB, consists of the modules (pieces and parts) that make up the Jazzit master templates. See for more information.
A function which allocates minor differences between the Jazzit financial statements and CaseWare trial balance to be allocated to set accounts for balancing the Balance Sheet, Income Statement and Statement of Cash Flows in the Jazzit financial statements. See for more information.
Section formatting
Changing the presentation of the statements, by indenting, bolding, choosing upper or lower case, sorting, etc.
Update Directory
The Update Directory is packaged .exe file that is installed to a folder called the KLIBUPDATE (or FRMLIBUPDATE). This is downloaded from