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 |