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This article applies to:

  • Product: SMART Practice Aids

Merge a Client Engagement with a Master Engagement

The merge option is useful for firms that want to always begin with a master engagement (created and maintained by the firm), but want the new engagement to include responses and other data from the prior-period engagement.
note
SMART Audit Essential does not provide the option to merge a client engagement with a master engagement.
To merge a client engagement with a master engagement:
  1. Open the prior-period engagement to be rolled forward.
  2. On the
    File
     menu, click
    Rollforward
    .
    The Rollforward Engagement window appears.
  3. Select
    Merge this Client Engagement with a selected Master Engagement
    .
  4. Click
    Next
    .
  5. On the next window, enter a name in the
    Enter a name for the new engagement
     field.
  6. Enter the engagement date, or click
    Date
     to select from a calendar.
  7. Select the master engagement you want to merge with from the drop-down list.
    note
    You can click the
    Engagement Setup Assumptions Comparisons
     link to see a list of master and client engagement setup assumptions. After viewing the list, click
    Close
     to return to the Rollforward Engagement window.
  8. Click
    Next
    .
  9. On the next window, complete the following information:
    • Select the SMART Practice Aids modules you want to include in the engagement. You must select Risk Assessment with Field Work and Internal Control; however Disclosure may be selected by itself. Modules cannot be disabled once the engagement is created.
    • The disclosure question appears only if you have the
      Disclosure
       module selected.
  10. Click
    Next
    .
  11. On the next window, select the check boxes for the items you want to be carried forward.
  12. If the engagement is an audit engagement, select
    Yes
     or
    No
     to answer whether you want to use the master engagement's risk assessments and audit programs for all audit areas.
    • If you select
      No
       and click
      Next
      , another window appears where you indicate how you want audit programs in the new engagement to be determined. Select the appropriate options and check boxes. You can select to bring forward your risk assessments and audit programs
      intact
       (exactly as they appeared in the prior period engagement).You can also select to have audit programs
      regenerated
       (recreated based on your risk assessments). Go to step 13.
    • If you select
      Yes
      , go to step 13.
  13. Click
    Next
    .
    The next window states that the rollforward options have been saved.
    note
    SMART Engagement Setup questions are available to help you tailor this engagement to fit the unique facts and circumstances of your client. Review the SMART Engagement Setup questions by selecting
    SMART Engagement Setup
     from the
    Edit
     menu.
  14. Click
    Rollforward
     to complete the process and rollforward the engagement.