Linking balances from external entities working Papers
 
When performing a consolidation, you can choose to link balances from the working papers completed in external files. This can be setup in the settings section of the Notes Menu.
 
  • Jump to the Notes Menu and click on the folder icon to open the Note and policy options section.
  • At the bottom of the settings select Yes for the Link to Jazzit working papers from external entities (consolidations) option.
  • Use the popup cells to select the entities that have working papers that can be linked.
     
     
  • A column will appear to the right of the notes that can be linked to working papers. Use the popup menu to select an entity for the row and select which UID should be populated in the row. The UID is specific to the entity's working paper. Right-click on the express menu to add more linked rows.