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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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When you have the appropriate PPC software installed, you can select one of the following options to insert into the current engagement.

• Document from e-Tools
• Document from PPC' Reference Library
• Document from SMART e-Practice Aids

Unsigned Program Steps

You can print and Unsigned Program Steps Report to verify that all program steps have been reviewed for PPC documents.

Workflow in the field

Engagement CS provides an efficient work cycle that flows from the Master Client Data (MCD) to the Local Client Data (LCD), between staff in the field, and then back to the MCD. Some of the following tasks that staff member(s) working in the field are responsible for are:

• Receiving transfer files from the MCD.
• Completing engagement work that is assigned, including signing off on all workpapers and documents, providing notes to the reviewer.
• Reassigning workpapers in the field and sending updated engagement data to other staff in the field via a transfer file.
• Synchronizing engagement files when necessary.
• Providing a transfer file for receipt by the staff in charge of the MCD.

Return to Working in Engagement CS: Overview

Related topics

Adding Review Notes

Working with PPC Practice Aid documents

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