Skip to main content

Legal

Featured

Questions? We are here to help
Contact us

Tax & Accounting

Featured

Questions? We are here to help
Contact us

Trade & Supply

Featured

Questions? We are here to help
Contact us

Risk & Fraud

News & Media

Books

Developers

Menu bar

Tools Menu

These options are available from the
Tools
 menu on the main menu bar. Certain items will be grayed out when not applicable.
Name
Description
Shortcut
Add Risk
Add a new risk to the current form when working in Step 1 - Identify Risks and Step 2 - Assess Effects of Risks.
Alt + T + A
Regenerate Audit Area
Clears the audit program and reselect procedures based on the current risk assessments.
N/A
Clear Risk Assessment
Clears all risk assessments for the current audit area and sets them back to "Select."
N/A
Workpaper Status Report
Runs the Workpaper Status Report. (If you have
Field Work
installed, this option will be enabled.)
N/A
Transfer Engagement
The Transfer Engagement submenu has the following options.
Alt + T + T
Name
Description
Shortcut
Client Engagement
Transfer an existing client engagement to another database.
F10
Master Engagement
Transfer an existing master engagement to another database. (Not available in SMART Practice Aids – Audit Essential)
N/A
Name
Description
Shortcut
Receive Engagement
Import an existing engagement into your database.
Shift F10
Affirm
Confirm a prior period assertion for the current period.
Alt + T + M
Affirm Row
Affirms the responses in the entire row of a table.
N/A
Affirm Table
Affirms the responses in the entire table.
N/A
Affirm All
Confirm all prior period assertions for the current period.
Alt + T + L
Update SMART Engagement
Update an audit program within the current engagement to include user's changes to the generated version of the same audit program document.
N/A
Wrap-up
The Wrap-up submenu has the following options.
N/A
Name
Description
Shortcut
Delete Backup Files
Select and delete backup files that have been created using the File > Backup action.
Alt + T + W + B
Delete Transfer Files
Select and delete files that have been transferred to another database.
Alt + T + W + D
Clear Unused Data
Select and delete unnecessary data.
Alt + T + W + C
Name
Description
Shortcut
Options
The Options submenu has the following options.
Alt + T + O
Name
Description
Shortcut
File Locations
Define default file locations for engagement backups, transferred engagements, and generated Practice Aids.
Alt + T + O + F
Content Settings
Set the location of reference materials such as PPC Guidance and Checkpoint.
Alt + T + O + S
Point to Different Database
Change the database for your PPC's SMART Practice Aids client.
Alt + T + O + P
Point to Firm Library Database
Set the database to use for loading your firm libraries. (If you have the Disclosure module installed, this option will be available.)
N/A
Application Settings
Change your user name; remove practical considerations; set multi-user options.
Alt + T + O + A

Field Work or Compilation and Review Installed

Users who install
SMART Practice Aids – Field Work
 or
SMART Practice Aids – Compilation and Review
 see the following additional option on the
Tools
 menu.
Name
Description
Shortcut
Create SMART Docs
Create SMART image documents for any of the PPC workpapers in your engagement for use outside of SMART Practice Aids.
N/A
Diagnostics
Creates a Diagnostics Report for the current engagement. which identifies inconsistencies or other conditions that you should consider before generating your planning forms and programs.
N/A
Workpaper Status Report
Creates a Workpaper Status Report.
N/A
Sign-off Properties
Enter the sign-off information you want to display in the Performed by and Date column, including initials, date format, and the date you want to display.
N/A
Clear All Step Sign-offs
Clears all step sign-offs that have been entered.
N/A
Engagement Dashboard
Opens the Engagement Dashboard where you can see your engagement's status at a glance.
N/A

Access From Virtual Office CS

When you access
SMART Practice Aids
 from
Virtual Office CS
, the following menu options become available on the
Tools
menu under the
VO Options
 submenu. These menu options are available only from the Virtual Office-launched version.
Name
Description
Shortcut
Set/Update Login Information
Set up initial login or update existing login information.
N/A
Refresh Product List
Refresh list of licensed product titles to ensure availability via Virtual Office CS.
N/A
Tools Menu