Skip to main content

Legal

Recommended products

Questions? We are here to help
Contact us

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

SMART Practice Aids - Field Work

Helpful Tips for Using SMART Practice Aids Field Work

Helpful Tips for Using SMART Practice Aids – Field Work:
Workpaper Status
: In SMART Navigator, if you chose to use SMART to manage your engagement, you will also see a status for each workpaper related to a step. Clicking this workpaper status opens the workpaper.
Workpaper Tabs
: A tab for each workpaper that is open appears at the bottom of the window.
Quickly jump from workpaper to workpaper by clicking the tabs, or close a workpaper by clicking the red X on its tab. To view two documents simultaneously when multiple monitors are being used, you can open a workpaper in a separate window by dragging its tab off the tab bar. To return the workpaper back to a tab in the main application, click
Return this window to the tab bar
. at the top of the window.
Signing Off and Finalizing Workpapers
: If you chose to manage your engagement using SMART, you can sign off workpapers as you complete or review them. To do so, select
Edit | Workpaper Sign-off
from the menu (or right-click the workpaper title in the Navigation pane and select
Workpaper Sign-off
).
From the sign-off window, you can also place the workpaper in a read-only state by selecting the
Finalize Workpaper
check box. Users cannot make changes to finalized workpapers without first clearing this check box.
Workpaper Properties
: You can change various workpaper attributes including its title, workpaper reference, behavior during rollforward, and sign-offs. To do so, select
Edit | Workpaper Properties
from the menu or right-click the workpaper’s title in the Navigation pane.
Enable Full Navigation
: If you indicated during engagement setup that you intend to use external engagement management software to manage your engagement, it is assumed that you will access documents in SMART through your engagement management software. Consequently, the Navigation pane in SMART is disabled by default. However, to provide you with maximum flexibility, you have the option of enabling full Navigation pane functionality within SMART. You will easily be able to view workpapers in the engagement and not affect the way in which SMART interacts with your engagement management software.
After your engagement is created, you can enable Full Navigation pane functionality by selecting
Enable Full Navigation
from the
View
menu.