File menu
Name | Description | Shortcut |
|---|---|---|
New | Create a new engagement. You have the option to create client engagements from a PPC title or master engagement, and you can also create new master engagements. | Alt + F + N |
Open | Open an existing client or master engagement. | Alt + F + O |
Close | Close the open engagement. | Alt + F + C |
Save | Save the current engagement. | Alt + F + S |
Save As | Save the current engagement and specify a new client or engagement name. | Alt + F + A |
Delete | Delete a client, master group, or an engagement. | Alt + F + D |
Backup | Create a backup of an engagement. | Alt + F + B |
Restore | Restore an engagement from a backup. | Alt + F + R |
Finalize | Finalize an engagement and change the engagement to read-only status. | Alt + F + F |
Reset to In Progress | Reset an engagement with a status of Finalized to In-Progress, which allows user modifications. | Alt + F + I |
Rollforward | Create a new engagement based on a prior period engagement. | Alt + F + W |
Check for Updates | Verify which Compliance Supplement is currently being used for your engagement (and update, if available). | Alt + F + U |
Exit | Exit the program. | Alt + F + X |
Audit Essential Installed
Those 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
Those 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
Those 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
Those 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
Those 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
Those 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 |