Main Management Report

Toggle between Preformatted report (default) and the Generic report.

The letter date is linked to sign-off from the Caseware Document Manager. You can choose from Today’s date, Preparer date, Manager date, Reviewer date and Manual date entry. The date can be 'locked' with the button below so the date isn't constantly changing to match computer clock date.

This is populated from the Engagement Properties dialog in Caseware. Double-click on any of the fields to review the Engagement properties.

The salutations are populated from the Contact 1 and Contact 2 tabs in the Engagement Properties dialog. A list of different formats are available by left clicking on the dropdown.

Use checkbox toggle on/off the subject line. Use the dropdowns to select the contents of the subject line.

Right-click for options to insert lines in varying formats.

Toggle the location of the signature area to be either after the letter OR after the ratios area.

 

 

Works similarly to the signature area in many Jazzit letters. See the help page for Jazzit Letter Signatures for more information.