Adding SMART Practice Aids to a linked engagement binder

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

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You can add SMART Practice Aid documents to a linked engagement binder in Workpapers CS without opening the Workpaper CS application.

Use the following steps in SMART to add SMART documents to an existing engagement that is linked to SMART Practice Aids in Accounting CS Workpapers.

  1. Open PPC's SMART Practice Aids and choose File > Open > Client Engagement or press CTR+O to open a linked Accounting CS Workpapers client engagement.
  2. Choose Tools > Create SMART Docs... and mark the checkboxes next to the SMART Practice Aids that you want to upload to the engagement binder in Accounting CS Workpapers, and then click the Create button.

    PPC open existing engagement

  3. Use the Generation Status dialog to monitor the progress of workpaper generation in real-time. Any errors that occur during the generation process can be viewed in the Error Report tab.

    Generation_status

  4. After the workpaper generation is complete, close the Generation Status dialog, and then the Upload status dialog is displayed.
  5. Close the dialog, and then close or minimize the PPC's SMART Practice Aids application.
  6. Open Accounting CS Workpapers to view the linked SMART Practice Aids that you just added to the engagement binder.

Related topics

Linking engagements to PPC's SMART Practice Aids

Methods for dynamic linking or adding PPC SMART Practice Aids into the engagement binder

Integration workflow for audit-based engagements between SMART Practice Aids and Accounting CS Workpapers

Roll forward workflow for SMART Practice Aids engagements that are linked in Accounting CS Workpapers

Roll forward a linked SMART Practice Aids engagement from Accounting CS Workpapers

Adding a PPC Checkpoint Tools workpaper

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