Open the JZUPDATE – RC Control document in the KLIB. Follow the updating instructions (Steps to updating Jazzit Fundamentals)

 

 

Once you have completed the updating steps, scroll down to the Schedules section in the JZUPDATE module.

You will notice that the additional schedules appear in its own folder. You will also notice that this has been updated in the KLIB and the GENMST button will appear next to each document.

 

 

Click on the GENMST button next to each schedule. This will copy the new document into the GENMST folder. (The buttons will disappear once the JZUPDATE is refreshed).

The next step is to add the new additional schedules to the Document Manager in the KLIB and the GENMST. You can follow the following instructions (part 2): Adding new Jazzit documents from Snackbar to Resource Centre and GENMST.

Add the additional schedules to your firm’s master templates (if applicable) and the client files by making use of the Copy Components function.

To copy the files to the Document Manager, go to File > Copy Components from the CaseWare ribbon.

Select Copy Into This File and click Next.

Click on the File tab and browse to the GENMST template and click Next.

In the Copy Components screen, check off the Documents checkbox. Scroll to and select the new schedules on the right side of the screen.

 

 

 

Click Next until you reach the Copy components Wizard Complete screen. Click Finish.

The schedules will be added to the top of the Document Manager. Drag and drop them into the desired location on the Document Manager (optional).

Once you have copied in the new additional schedules into the client file using copy components, open the Jazzit financial statements.

Click on the Admin tab in the Home Menu and make sure that you update the Table of contents and the Balance sheet, I/S, Exp Sch, Stmt of R/E before inserting the additional schedules.

Jump to the Statement Menu and click on the Insert schedule from Resource Centre button.

 

 

Schedules 21 – 30 will be available for selection, choose the number of additional schedules you want to add and click “Ok”.

 

 

The schedules are added to the bottom of the Statement Menu. Double-click on the schedule description to jump to the schedule.

 

 

Notice that the schedule opens as a separate document from the Jazzit financial statements. This is the documents located on your Document Manager.

 

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You can continue to setup the schedule as you would schedules 1-20.

When you scroll through the Jazzit financial statements you may see the following:

This indicates that an additional schedule was used. As mentioned previously, the additional schedules are linked externally to the Jazzit financial statements. You can double-click on the icon to open the schedule.

Click on the delete row icon (as indicate by the red arrow) to delete the schedule link from the Jazzit financial statements. The schedule will still be in the Document Manager but all links to the Jazzit financial statements will be removed. Amounts on the schedule will still be populated.