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Step
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Procedure
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Detailed instructions
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Download score (to your server or desktop computer) from the website link included in the e-mail sent from Jazzit.
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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.
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Add your letterhead to the Score report.
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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).
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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.
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6. Open Score.
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Open your client file, then open the Score template.
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Using the settings and options in Score, choose what information to give your client.
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Enter your recommendations for each of the Ratios, or turn off the “Recommendations” areas.
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Global Settings
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