Adding a workpaper link in PPC's SMART Practice Aids to a linked engagement in Accounting CS Workpapers

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For licensed users of Accounting CS Workpapers

If you are licensed for and have installed PPC's SMART Practice Aids with the Fieldwork module, you can add Accounting CS Workpapers reference links in a SMART Practice Aid's Planning form or Audit Program.

The following procedures assume that have already linked an existing Accounting CS Workpapers engagement binder to PPC's SMART Practice Aids. For details, see Linking engagements to PPC's SMART Practice Aids.

Adding a Accounting CS Workpapers workpaper reference link in a SMART Practice Aids Planning form

  1. In PPC's SMART Practice Aid's open the linked engagement and then open a Planning form.
  2. Right-click in the field to insert a Workpaper reference link and choose Insert Workpaper Reference.
  3. Click the Add Workpaper Reference button in the WP Refs tab of the Edit Text dialog to open the Insert Workpaper Reference dialog.
  4. Click the plus (+) sign next to Workpapers CS (Documents in the linked engagement not included in this SMART engagement) item in the tree.
  5. Select a workpaper from the linked engagement binder in Workpapers CS, and then click Select to insert the workpaper reference.
  6. Click the workpaper reference link to open a read-only copy of the workpaper in Microsoft Word, Microsoft Excel, or native PDF editor.

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SMART-planning-form (animated gif)

Adding a Workpapers CS workpaper reference link in a SMART Practice Aids Audit Program

  1. In PPC's SMART Practice Aid's open the linked engagement and then open an Audit Program.
  2. Right-click in the Workpaper Index column for a selected item to insert a Workpaper reference link and choose Insert Workpaper Reference.
  3. Click the Add Workpaper Reference button in the WP Refs tab of the Edit Text dialog to open the Insert Workpaper Reference dialog.
  4. Click the workpaper reference in the Workpaper Index column to open a read-only copy of the workpaper in Microsoft Word, Microsoft Excel, or native PDF editor.

    Note: To edit the workpaper, you must open the workpaper from within Workpapers CS.

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SMART-audit-program (animated gif)

Notes

  • To retain the workpaper reference link in the SMART engagement when you roll forward an engagement in Accounting CS Workpapers, be sure to select Include from the drop-down list in the Roll Forward Setting column of the Roll Foward Wizard to retain the workpaper reference link in the SMART engagement.

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    smart workpaper reference link roll forward treatment

  • To retain the workpaper reference link when you roll forward an engagement in PPC's SMART Practice Aids, mark the following checkboxes.
    • Risk Assessment and/or Audit Programs (if the engagement is an Audit)
    • Workpaper Reference

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    smart forward

Related topics

Converting and linking an Engagement CS client with SMART workpapers into an Accounting CS Workpapers 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

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