Implementing the Jazzit Templates

When moving over to the Jazzit Templates, you may be presented with the following scenarios:

• You have not created a Caseware file for the client at the time of purchasing Jazzit Fundamentals

• You have already created a Caseware file for the client prior to purchasing Jazzit Fundamentals

Also included:

• Importing the Client Trial Balance

• Mapping the Trial Balance

• Creating a Firm Master