JZ063 How do I add in the 9 column note to my Jazzit financial statements?

JZ063 How do I add in the 9 column note to my Jazzit financial statements?

The 9 column note presents information like the other 9 column statements in the Jazzit financial statement but can be placed in the notes area of the Jazzit financial statements.

Solution

The following will need to be done in order to be able to use the 9 column note in the Jazzit financial statements.

Update Jazzit fundamentals to the June 20, 2017 version or newer

Please see the following link for more information on updating your Jazzit fundamentals:

https://support.jazzit.com/supportarticles#suppart-tab6

Update the header/footers in your Jazzit FS to support 9 column statements

Refer to When I switch to the 9 column statements format I get the following error message for more information

Update the Notes menu in the Jazzit Financial statements

Update the notes menu in your Jazzit financial statements by navigating to Home menu > Admin and click on Update (Reload) from Resource Centre).

Inserting the 9 column note

Notes menu

The Notes menu is located above the first note in the Jazzit Financial statements. Click on the Select note category dropdown and select the Generic 9 column note category. Click on Insert generic 9 column note.
You will get the following warning message. Click OK.
In the Knowledge Library dialog check off the KD - 1 to 9 column note with comparatives and click OK.
The note will insert as the last note in the financial statements. Scroll to the note and click Load Defaults.

You may get a warning message referencing header/footer files. The note should still function.

Using the 9 column note

Please see the following link for more information on using the 9 column note.