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Engagement rollforward

Engagement Rollforward

The SMART Practice Aids
Rollforward
 feature provides two ways to create a new client engagement and transfer prior-period engagement answers and customizations into it:
  • Rollforward to a new client engagement
  • Merge with a master engagement

Rollforward the Client Engagement to a New Client Engagement

This option is considered the typical rollforward method. It creates a new engagement based on an equal or newer version of the Practice Aid title used to create the original engagement, then transfers the selected prior-period engagement data into it.

Merge the Client Engagement with a Master Engagement

This option is useful for firms that want their auditors to begin with the current master engagement (created and maintained by the firm), but want the new engagement to include responses and other data from the prior-period engagement. It allows firms to effectively use master engagements without losing documentation that was created in the prior period client engagement. When this option is chosen, the selected master engagement and prior-period client engagement are merged as follows to form the new client engagement.
To rollforward a client engagement:
  1. Open an engagement to be rolled forward.
  2. On the
    File
     menu, click
    Rollforward
    .