Convert Engagement

SMART Practice Aids – Audit Essential provides you with a menu option to convert an Audit Essential engagement to a full SMART Practice Aids engagement.

To Convert an Audit Essential Engagement to a full SMART Practice Aids Engagement:

  1. On the
    File
    menu, click
    Convert to SMART Practice Aids Engagement
    .
    The
    Convert to Full SMART Engagement
    dialog box appears.
  2. Enter the client name and the engagement name in the respective fields. In case of unsaved changes, you will be prompted to save your changes.
  3. Check the
    Delete original engagement after the copy with full/Audit Essential functionality is created
    checkbox if you wish to delete the old engagement once the conversion process is complete.
  4. Click
    OK
    to continue. If you choose to
    Cancel
    the conversion process, you will be returned to your document.
You also have the option to convert a SMART Practice Aids – Risk Assessment engagement to a SMART Practice Aids – Audit Essential engagement, if you are a user of Risk Assessment and are licensed for Audit Essential.

To Convert a Risk Assessment Engagement to an Audit Essential Engagement:

  1. On the
    File
    menu, click
    Convert to Audit Essential Engagement
    .
    The
    Convert to Audit Essential Engagement
    dialog box appears.
  2. Enter the client name and the engagement name in the respective fields. In case of unsaved changes, you will be prompted to save your changes.
  3. Check the
    Delete original engagement after the copy with full/Audit Essential functionality is created
    checkbox if you wish to delete the old engagement once the conversion process is complete.
  4. Click
    OK
    to continue. If you choose to
    Cancel
    the conversion process, you will be returned to your document.