Jazzit with Java AMA - Feb 24 2022

Mike and Lori answer your questions for the entire hour. We discuss: 00:00 Introduction 01:34 How do I add my letterhead and electronic signature to PACT letters? 04:51 What is in the HF module? 09:35 Linked vs manual notes to FS 15:01 Balance sheet descriptions 16:49 Signature line descriptions 17:45 How electronic signatures work 21:04 Updating client/master file with Firm Profile information 23:16 PACT/PEG: How is staff information in control document get used in checklists? 26:25 How do I know if my PEG checklists have been updated? 27:59 How do I know when the RC was last updated? 29:21 Why do my statements still show Notice to Reader report? 33:08 Where does the percent info come from in the draft IS by map no? 36:18 My PPE WP doesn't roll forward properly. Why is this and how can I fix it? 40:05 Poll: Have you completed a CSRS 4200 Engagement? 41:19 Why should you not turn on rounding until you are completely finished the file? 44:25 Why does a balance come in backwards on the financial statements? 50:23 How do I update my engagement letter for CSRS 4200? 53:07 Where is the management representations letter located for CSRS 4200? 55:13 Other topics 55:19 New content on our youtube channel and playlists