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Create and link a new engagement to PPC's SMART Practice Aids

If you're licensed and have installed PPC's SMART Practice Aids with the Fieldwork module, you can:
  • Link engagement binders in
    Workpapers CS
     to SMART Practice Aid's engagements, so you can transfer, open, and edit SMART documents within the Workpapers Dashboard.
  • Roll forward SMART workpapers. Create placeholder workpapers during the rollforward process, then replace by SMART workpapers when the rollforward process is complete.
  • Set up a direct link to a new engagement from the application for dynamic 2-way integration. Alternatively, without the Fieldwork module installed, you can add PPC Practice Aids as external workpapers.
Take the following steps to create and link a new engagement to PPC's SMART Practice Aids.
  1. Select
    Setup
    ,
    Engagement Binders
    , then select
    Properties
    .
  2. Select the engagement to link with PPC's SMART Practice Aids,
    PPC
     tab, then select
    Edit
    .
  3. Select
    Add Link
     Add link to open PPC's SMART Practice Aids.
  4. Select
    Create a new engagement
    , then select
    OK
    .
  5. Select and enter the following items in the Create Client Engagement screen:
    • Database.
    • Client name.
    • New engagement name.
    • Engagement date (optional).
    • Engagement Type.
  6. Select
    Next
    , then select the Practice Aid title to use in the new engagement.
    note
    To include Workpapers CS as the external engagement management application, select the
    Field Work
     checkbox as a module to be included with the engagement.
  7. After reviewing your options in the current screen of the Create Client Engagement wizard, select
    Next
     and select your options.
  8. Select
    Finish
    .
  9. Select
    Tools
    ,
    Create SMART Docs
    .
  10. Select documents from the Forms list in the Create SMART Docs window, then select
    Create
    .
  11. Monitor the progress of workpaper generation in the Generation Status window. You can check for errors during the generation process in the
    Error Report
     tab.
  12. After the workpaper generation is complete, close the Generation Status window and the Upload status window.
  13. Close or minimize the PPC's SMART Practice Aids application.
    note
    • Select Refresh in the Engagement Binders Tree toolbar to refresh all items, and verify that all workpapers have been successfully linked to in the engagement from PPC's SMART Practice Aids.
    • Workpapers that are linked to
      Workpapers CS
       are automatically flagged to be recreated when users make changes in SMART Practice Aids. Select
      Tools
      , then
      Create SMART Docs
       in SMART Practice Aids to display a list of all available workpapers. New or modified documents are flagged to be recreated.
    • Linked workpapers display the PPC Practice Aids PPC Practice Aids icon. If the link to the PPC's Practice Aids engagement is deleted, the related SMART workpapers in the engagement binder are disconnected from the PPC engagement and converted to Microsoft Word documents.
    • If you prefer to manage workpapers from within
      Workpapers CS
       for a new engagement created in SMART Practice Aids, you can choose to exclude options in the Fieldwork module that manages workpapers.
    • Two-way integration also enables you to change the roll-forward options for SMART Practice Aids workpapers directly from the
      Workpapers CS
       engagement binder.

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration

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