Engagement Binders > PPC tab

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For licensed users of Accounting CS Workpapers

If you are licensed for PPC's SMART Practice Aids and have the application installed, you can link engagements to SMART Practice Aids from within Accounting CS Workpapers.

Use one of the following methods to open the Engagement Binders screen (from the main application) or dialog (from the Workpapers Dashboard).

Choose Setup > Engagement Binders in from the main screen of the application.

Click the Add Engagement link in the Workpapers Dashboard.

Right-click the an engagement binder briefcase Briefcase icon in the Engagement Binders Tree portlet, and choose Properties.

Special Information

  • To include Workpapers CS as the external engagement management software to be used, the Field Work checkbox must be marked as a module to be included with the engagement.
  • If you prefer to manage workpapers from within Workpapers CS for a new engagement created in SMART Practice Aids, you can choose to exclude options in the Field Work module that manages workpapers, signoffs, and the ability to finalize documents. Two-way integration also enables you to change the properties for SMART Practice Aids workpapers directly in the Workpapers CS engagement binder, including items such as, document name, workpaper reference, and roll forward options.

Fields & buttons

PPC SMART Practice Aids integration list frame

Lists the names of the client and engagement that is linked to PPC SMART Practice Aids.

Buttons

Button Function
Add button Launches PPC SMART Practice Aids to enable you to add a new, or update an existing engagement.

Notes

  • You cannot delete/unlink PPC SMART Practice Aids from within Accounting CS Workpapers. They must be deleted/unlinked via the PPC SMART Practice Aids application.
  • When PPC Engagements are deleted/unlinked from the Engagement Binder in Accounting CS Workpapers, the following occurs.
    • The PPC SMART Engagement is no longer listed in the PPC tab of the Engagement Binder screen.
    • PPC SMART Engagement documents in the Engagement binder that were previously linked with the SMART application, are displayed as Microsoft Word documents and can only be opened in Microsoft Word.
    • Roll Forward settings in the Workpaper Properties change to Exclude instead of Replace - SMART Practice Aids.

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