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Top Seven JAZZ-it! Tips

1. Check your path to the uncompressed Resource Centre (KLIB/FRMLIB) is correct. Click on the ADMIN button in the Home menu of the financial statements to verify the path.

2. Leave the rounding off in the financial statements until the engagement is completed. Turning the rounding on and making further changes afterwards puts the rounding into recalc mode. Rounding must be switched off and on again to correct the problem.

3. Units of measurement must be in inches. In CaseView design mode, click on tools / options / measurements and set to inches. This prevents items like page numbers from appearing on the left instead of the right side.

4. Show all lines. In the JAZZ-it! financial statements, make sure you have the Display option set to "Show all lines" in the Home menu if you want to insert new linked or manual lines.

5. Check the sign of the accounts. If balances are coming in with the wrong sign (i.e. brackets around correct amount), in CaseWare's working trial balance, verify that all maps starting with 1 are debit, 2 are credit, 3 are credit, 4 are debit, 5 are debit and 8 are debit in the sign column.

6. Document identifier for the financial statements must be "FS". In your CaseWare document manager, verify (under document properties) that the identifier for the JAZZ-it! financial statements is "FS". If the identifier is anything other than FS, the RC path, company information (including signature names) will not be shared properly to the JAZZ-it! working papers and letters in that engagement.

7. Deleted documents and the recycle bin. We recommend you keep the recycle bin displayed on your CaseWare desktop (View / Recycle bin). If you decide not to view the recycle bin, documents deleted from the document manager will still go to the recycle bin (it is not disabled when you select not to view it). If you would like to delete a document without it going to the recycle bin press SHIFT+DELETE (instead of just the delete button).

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