Converting and linking an Engagement CS client with SMART workpapers into a Workpapers CS binder

Alerts and notices

Use the following procedure to roll forward and link existing SMART Practice Aids workpapers from an Engagement CS client that has been converted to Workpapers CS.

  1. Use the File > Import > CS Professional Suite Accounting Products Conversion wizard to convert the Engagement CS client to Workpapers CS.
  2. Launch SMART Practice Aids and roll forward the binder to the next year that was originally linked to Engagement CS.
  3. Select Workpapers CS as the software you plan to use in the Rollforward Engagement wizard. Show me.
    Roll forward in SPA
  4. Close SMART Practice Aids and save the changes to the binder without generating any documents.
  5. In Workpapers CS, roll forward the converted Engagement CS, excluding the SMART Practice Aid documents (New documents need to be created from the SMART Practice Aids binder that are linked to Workpapers CS). Show me.
    Roll forward wizard
  6. After the roll forward is complete, engagement briefcase in the Engagement Binders Tree portlet, choose Properties, and then click the plus sign add button button on the PPC tab.
  7. Using the steps in the Linking engagements to PPC's SMART Practice Aids topic, link and generate the new engagement binder in SMART Practice Aids to the new engagement binder in Workpapers CS.

Note: At year end, you can roll forward the engagement binder that includes SMART Practice Aids. For details, see Roll forward a linked SMART Practice Aids engagement from Workpapers CS.

Related topics

Transitioning from CSA to Accounting CS services

Conversion walkthrough: Creative Solutions Accounting to Accounting CS

Conversion walkthrough: Engagement CS to Workpapers CS

Linking engagements to PPC's SMART Practice Aids

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

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