Template Options
All Jazzit documents have common features to indicate when a revision is available. These features can be found in the Jazzit document options section and includes the following:
 
Template Options
1
Document map
1. Document map
The document map lists all the sections in the templates. Click on a heading to jump to that section. To switch the document map off, go to Home > Document Map or View > Document Map.
2
Open document
2. Open document
Popup menu allows you to open any document from the CaseWare Document Manager.
3
Sign off
3. Sign off
Click on the button to access the Roles dialog to sign off the document.
 
4
Adjusting entries
4. Adjusting entries
View, edit, or create adjusting entries in CaseWare.
5
Trial Balance
5. Trial Balance
Opens the CaseWare Working Trial Balance within CaseView.
6
Save and Exit
6. Save and Exit
Saves and closes the document instantly.
7
Accountants Templates update date
7. Accountants Templates update date
This date indicates the design update date for the Jazzit template.
8
Reload/update from Resource Centre
8. Reload/update from Resource Centre
Click on this button to update or reload the letter from the Resource Centre.
9
Document settings
9. Document settings
Opens the document settings section. Document settings allow the preparer or Administrator to change certain default options.
 
 
Document properties for the checklist present information about the Resource Centre path, type and document filename.
  • Resource Centre information: Indicates which Resource Centre the document is connected to, e.g. PEG Audit KLIB, the Resource Centre file name and which Header/footer module it is connected to.
  • Change Resource Centre path: Indicates the Resource Centre path. This is set in the Document control. If the file path is incorrect check the Document control.
  • Link Browses: Choose whether zero balance link hides or not.
  •  Hide details if procedure set to NA:   In certain checklists setting the procedure to NA will hide details since they are deemed unnecessary.
  • Cleared on roll forward options: Choose to clear or retain the working paper references on roll forward.
 
10
Update status
10. Update status
Shows the update status of the document. A yellow status indicator () indicates that the document needs to be updated.
11
Document and Resource Centre dates
11. Document and Resource Centre dates
Indicates the version date of the document in the current file and the version date of the connected Resource Centre. The Document and Resource Centre dates will be the same when the document is updated.
12
Publication date
12. Publication date
This indicates the latest CPA publication that the templates were based on.