Working with PPC Practice Aid documents

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Opening and saving a Practice Aid Manager document from PPC's Reference Library

Follow these steps to open and save a Practice Aid Manager (PAM) document that you can retrieve into Engagement CS.

  1. Click the PPC's Reference Library /_images/acct_pr/csa/btn-ppcsreflib.gif button on the Engagement CS toolbar, or choose Tasks > PPC > PPC Reference Library.
  2. Click the green underlined title of the desired practice aid in the PPC Reference Library to open the practice aid in Practice Aid Manager.
  3. In Practice Aid Manager, choose File > Save to save the practice aid document to your local drive. You will be prompted with a message when the PPC practice aid has been successfully saved to a location on your local drive.
  4. When you have completed your selections, close Practice Aid Manager and the PPC Library.

Retrieving the practice aid document from PPC's Practice Aid Manager

Follow these steps to retrieve a PPC Practice Aid Manager document into Engagement CS.

  1. In Engagement CS, choose Tasks > PPC > Retrieve PPC Practice Aid Manager Documents to open the Properties page of the Create Workpaper wizard.
  2. Enter the appropriate information for the PPC practice aid document on the Properties page of the Create Workpaper wizard as needed.
  3. Click the Finish button to insert the Practice Aid Manager Document into the Engagement CS workspace.

See also: Launching SMART e-Practice Aids in Engagement CS

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