WORKPAPERS CS
In Workpapers CS, you can create audit-based engagements that enable multiple staff to work on in the office as well as at the client's office.
The following workflow describes processes and tasks that you can perform within the Workpapers Dashboard in preparation for working at the client's office, and tasks to be completed after you return the updated workpapers from the field.
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Related topics
Account balance workflow and adjustments via the Trial Balance screen
Workflow for audit collaboration in the field
Integration workflow for audit-based engagements between SMART Practice Aids and Workpapers CS
Roll forward workflow for SMART Practice Aids engagements that are linked in Workpapers CS
Internal Employees