Common Note Features

Note on/off

You can turn a note off without deleting its content by unchecking the box next to the note heading. To turn the note on in the future, just re-check the box. When a note is turned off, the content will not be exported to the T2 when you perform a GIFI export and any values that would normally transfer to the statements will no longer transfer. Subsequent notes will be renumbered.

Note on

Note off

Note number

Each note is automatically numbered. If the notes are sorted, deleted, turned off, or new notes added, then the note numbers and statement references will change accordingly.

The following options are available for the note numbers:

1. The note number will automatically print next to the note heading description if the note is turned on. You can choose to skip the note number from printing as part of the note heading. This can be useful for when you want to combine two notes.

   Right-click on the blue note number and uncheck the Print Note Number option. The subsequent notes will be automatically renumbered.

   

2. Not only do you have the ability to jump to a note from the note number reference within the statements (refer to Changing or adding note number references in the statements), but you also have the option to jump from the note to the area where the note number is being referenced to.

   Right-click and select the Goto Note Reference submenu to jump to any specific area in the Jazzit financial statements where this note was referenced. If the note has multiple references you'll be able to select each reference separately.

   

   Select the Details... option, if there is more than one reference available, to see a preview of where each reference is linked.

   

   Click on the Goto button on the right of the dialog to jump to the highlighted reference.

   

Note heading description

Use the popup menu to select an alternate note heading description or manually type in your own description into the input cell. On some notes, the note heading description changes will transfer to the statements. Refer to Behavior of notes summary to see which notes have this option. Right-click on the header for possible heading options.

Use the notes heading formatting options in the Notes menu to set the format of the notes headings (bold/unbold or uppercase/lowercase).

Default note entity

Set the default entity for the note if applicable. This will filter the note to only show the balance(s) for the selected entity.

Default link

Select the default grouping you want to use for the note linkage. The notes are defaulted to use the Map No.

Update/Delete/note options

1. Left-click on this button to delete the current note. Jazzit will prompt you for a confirmation before the deletion is executed. This deletion cannot be undone. When the button has a warning triangle icon () left clicking will update the note.

2. Right-clicking on this button gives you a number of options see Delete/Note Options for more information.

Entity

Use the entity popup menu to select the entity from the list for each row. This will only show the balances associated with the selected entity for that row.

Link type

The link type is set from the default link type selected. You can change the link type for the individual row item if different from the default link type.

Link number

The link number indicates which linked number (i.e. map number) the row is linked to. Use the popup menu to select a link number. This can be a map, account or group number depending on the link type selected. Refer to Balance Origins for more information.

Express menu

Right-click on the Express menu to insert more linked lines, insert subtotals, sort and delete current lines where the options are available.

Comments (input paragraphs)

You can edit existing input paragraphs or insert more paragraphs using the Express menu. Refer to Input Paragraphs for more information on inserting paragraphs.

Additional note items

Click on the checkbox icon to show or hide additional note sections where applicable.