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Integration with Workpapers CS
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This article applies to:

  • Product: SMART Practice Aids

Rollforward Integration

If you are a user of both SMART Practice Aids and Workpapers CS, you can perform a rollforward of prior period engagements that are related between the two products using the following steps.
To perform a rollforward of prior-period engagement:
  1. Open the engagement binder in
    Workpapers CS
    .
  2. On the
    File
     menu, click
    Roll Forward
    .
    The
    Roll Forward Wizard
     window appears.
  3. Here, define the settings for the rolled forward binder in the
    New Binder Properties
     page.
  4. In the
    Workpapers Settings
     page, specify
    Roll Forward Settings
     for the SMART workpapers in your engagement binder.
    For a workpaper, select
    Replace - SMART Practice Aids
     setting to create a
    placeholder
     workpaper in the rolled forward engagement binder in Workpapers CS. Upon completing and saving the rolled forward workpaper in SMART, the
    placeholder
     workpaper in Workpapers CS will be automatically replaced with the updated SMART workpaper.
    Roll forward setting in the Roll forward wizard dialog
    note
    You can also choose to not include a SMART workpaper in the rolled forward engagement by selecting the
    Exclude
     option under
    Roll Forward Settings
    .
  5. The
    Workpapers to Roll Forward
     page of the wizard will indicate the SMART workpapers selected for the roll forward.
  6. Finally,
    PPC SMART Practice Aids Integration
     page of the wizard displays the Workpapers CS engagements selected for the roll forward.
    note
    If you want to exclude an engagement from the roll forward process, enable the corresponding check box under
    Exclude
     column.
  7. Click
    Finish
    .
    Workpapers CS
     will then pass on the prior-period Workpaper ID along with the
    new
     Workpaper ID for the selected rolled forward workpapers to
    SMART Practice Aids
    .
  8. This will open
    RollForward Engagement
     window from SMART Practice Aids. Follow the prompts to finish the Roll Forward process in SMART.
    note
    See Engagement Rollforward Best Practices section for tips on how to best perform an engagement roll forward from SMART.
  9. You can then update the rolled forward engagement workpapers in
    SMART Practice Aids
    . Upon
    Saving
     the changes in the rolled forward documents, associated
    placeholder
     workpapers in
    Workpapers CS
     will be replaced with the updated SMART workpapers.