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