Workflow for PPC's SMART Practice Aids audit collaboration in the field

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Engagement binders in Workpapers CS that contain PPC's SMART Practice Aids enables staff to perform audit tasks in the field based on the network configuration in which they are working.

The following workflow illustrates the various methods that audit staff can use to complete audit work in the field.

Note: You can refer to PPC's online user assistance for further details about using PPC's SMART Practice Aids, or call PPC's Accounting Support line at 1-800-431-9025 (Toll Free USA) or 1-972-250-7750 (Toll International).

Click to view details Click a shape that contains the Link link icon icon to view detailed information

Will you be working
in the field?
Will you be working<div>in the field?</div>
Yes
Yes
Will you have
internet access?
[Not supported by viewer]
Perform fieldwork via Virtual Office CS or Software as a Service (SaaS), or Terminal Server.
[Not supported by viewer]
Yes
Yes
Perform fieldwork via a peer-to-peer network.
Perform fieldwork via a peer-to-peer network.
No
No
Use the Fieldwork Utility in Workpapers CS.
Use the Fieldwork Utility in Workpapers CS.
Install SMART Practice Aids with the database residing on the
Client and Server.
[Not supported by viewer]
Complete audit work at the office
Complete audit work at the office
No
No

Related topics

Audit workflow, overview

Workpapers workflow for audit-based engagements

Account balance workflow and adjustments via the Trial Balance screen

Workflows in Accounting CS

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