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SCORE Quick Start Guide
Step
Procedure
Detailed instructions
Download score (to your server or desktop computer) from the website link included in the e-mail sent from Jazzit.
If you wish to use Score to compare your client’s data, populate the benchmark modules in the KLIB file with information from Industry Canada or from your firm’s benchmarking information.
Add your letterhead to the Score report.
Use Caseware’s copy components feature to copy the Score templates and the Score group structure from the SMASTER file into your firm’s master files (GENMST/FULMST and any master files your firm has created).
Use Caseware’s copy components feature to copy the Score templates and the Score group structure from your firm’s master files (GENMST/FULMST and any master files your firm has created) to your client files.
6. Open Score.
Open your client file, then open the Score template.
Using the settings and options in Score, choose what information to give your client.
Enter your recommendations for each of the Ratios, or turn off the “Recommendations” areas.
Global Settings