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File Menu

These options are available from the
File
 menu on the main menu bar.
Name
Description
Shortcut
New
The
New
 submenu has the following options.
Alt + F + N
Name
Description
Shortcut
Client Engagement (from PPC Title)
Create a new client engagement based on a PPC Title.
Ctrl + N
Client Engagement (from Master)
Create a new master engagement based on an existing master engagement. (Not available in SMART Practice Aids – Audit Essential)
N/A
Master Engagement
Creates a new master engagement. (Not available in SMART Practice Aids – Audit Essential)
N/A
Name
Description
Shortcut
Open
The
Open
 submenu has the following options.
Alt + F + O
Name
Description
Shortcut
Client Engagement
Select the client engagement you want to open.
Ctrl + O
Master Engagement
Select the master engagement you want to open.
N/A
Name
Description
Shortcut
Close
Close the open engagement.
Alt + F + C
Save
Save the current engagement.
Ctrl + S
Save As
The
Save As
 submenu has the following options.
Alt + F + A
Name
Description
Shortcut
Client Engagement
Save the current engagement with the client name and engagement name you enter.
N/A
Master Engagement
Save the current master engagement with the master group name and master engagement name you enter. (Not available in SMART Practice Aids – Audit Essential)
N/A
Name
Description
Shortcut
Delete
The
Delete
 submenu has the following options.
Alt + F + D
Name
Description
Shortcut
Client or Engagement
Select either a client or an engagement to delete.
N/A
Master Group or Engagement
Select either a master group or a master engagement to delete. (Not available in SMART Practice Aids – Audit Essential)
N/A
Name
Description
Shortcut
Backup
The
Backup
 submenu has the following options.
Alt + F + B
Name
Description
Shortcut
Client Engagement
Select the engagement for which you want to create a backup file.
N/A
Master Engagement
Select the master engagement for which you want to create a backup file. (Not available in SMART Practice Aids – Audit Essential)
N/A
Name
Description
Shortcut
Restore
Restore an engagement from a backup.
Alt + F + R
Finalize
Finalize an engagement and change the engagement to a read-only status.
Alt + F + F
Reset to In Progress
Reset an engagement with a "Finalized" status to "In-Progress" which allows user modifications.
Alt + F + I
Rollforward
Create a new engagement based on a prior period engagement.
Alt + F + W
Exit
Exit the SMART Practice Aids application.
Alt + F + X

Audit Essential Installed

Users who install
SMART Practice Aids – Audit Essential
and are licensed for
SMART Practice Aids – Risk Assessment
 and
SMART Practice Aids – Field Work
, see the following additional option on the
File
 menu.
Name
Description
Shortcut
Convert to SMART Practice Aids Engagement
Converts a SMART Practice Aids - Audit Essential engagement to a full SMART Practice Aids engagement.

Risk Assessment Installed

Users who install
SMART Practice Aids – Risk Assessment
and are licensed for
SMART Practice Aids – Audit Essential
, see the following additional option on the
File
 menu.
Name
Description
Shortcut
Convert to Audit Essential Engagement
Converts a SMART Practice Aids - Risk Assessment engagement to a SMART Practice Aids - Audit Essential engagement.

Internal Control Installed

Users who install
SMART Practice Aids – Internal Control
 see the following additional option on the
File
 menu.
Name
Description
Shortcut
Enable Internal Control
Activates SMART Practice Aids - Internal Control for the engagement.
Alt + F + E

Disclosure Installed

Users who install
SMART Practice Aids – Disclosure
 see the following additional options on the
File
 menu.
Name
Description
Shortcut
Enable Disclosure
Activates SMART Practice Aids - Disclosure for the engagement.
N/A
Update Disclosure Checklist
Checks for updates to the current Disclosure Checklist
N/A
Maintain Firm Library
Launches the Firm Library application
N/A

Field Work Installed

Users who install
SMART Practice Aids – Field Work
 see the following additional option on the
File
 menu.
Name
Description
Shortcut
Enable Field Work
Activates SMART Practice Aids - Field Work for the engagement.
N/A

Compilation and Review Installed

Users who install
SMART Practice Aids - Compilation and Review
 see the following additional option on the
File
 menu.
Name
Description
Shortcut
Import Disclosure Information
Imports a disclosure checklist from another engagement
N/A

This article applies to:

  • Product: SMART Practice Aids