Tax & Accounting Blog

New Integration Between Workpapers CS and PPC’s SMART Practice Aids®

CS Professional Suite Accounting & Auditing Solutions November 5, 2014

Workpapers CS iconBeginning with the 2014.1.4 update, Workpapers CS will include the ability to link engagement binders to a PPC’s SMART Practice Aids engagement. This enables you to add workpapers directly from SMART Practice Aids and roll forward the linked engagements.

If you are licensed for and have PPC’s SMART Practice Aids installed, you can link engagement binders in Accounting CS Workpapers to SMART Practice Aid’s engagements to enable you to transfer, open, and edit SMART documents within the Workpapers dashboard.

Linking an Existing Engagement to PPC’s SMART Practice Aids

  1. In the Setup > Engagement Binders screen, or the Engagement Binders properties dialog-accessed from the right-click context menu in the Workpapers Dashboard-select the engagement to link with PPC’s SMART Practice Aids, click the PPC tab, and then click the Edit button.
  2. Click the Add Link Workpapers CS add link button button to launch PPC’s SMART Practice Aids.
  3. In the Select New/Existing Engagement dialog choose the Select an existing engagement? option and click OK.
  4. Select the following items in the Open Engagement dialog.
    • Database: The local database is displayed by default
    • Client name: The last client accessed in PPC’s SMART Practice Aids is selected by default
    • Engagement name: The list of existing PPC binders for the selected client is displayed
    • Allow multi-user for this engagement / Do not allow multi-user for this engagement: Enable or disable multiple-user access to the engagement.

    Workpapers CS open engagement dialog box

  5. Click the Open button to open the selected engagement and return to the main screen in PPC’s SMART Practice Aids.
  6. Choose Tools > Create SMART Docs… and mark the checkboxes next to the SMART Practice Aids that you want to upload to the engagement binder in Accounting CS Workpapers, and then click the Create button.
    Workpapers CS create SMART docs screen
  7. Use the Generation Status dialog to monitor the progress of workpaper generation in real time. Any errors that occur during the generation process can be viewed in the Error Report tab.
    Workpapers CS generation status dialog box
  8. After the workpaper generation is complete, close the Generation Status dialog, and then close or minimize the PPC’s SMART Practice Aids application.
  9. Verify that the PPC’s SMART Practice Aids that you uploaded have been inserted into the top level of the engagement binder that you selected in Accounting CS Workpapers.
  10. Click a SMART Practice Aid in the Engagement Binders Tree portlet to launch it in PPC’s SMART Practice Aids.

Creating and Linking a New Engagement to PPC’s SMART Practice Aids

  1. In the Setup > Engagement Binders screen, or the Engagement Binders properties dialog-accessed from the right-click context menu in the Workpapers Dashboard-select the engagement to link with PPC’s SMART Practice Aids, click the PPC tab, and then click the Edit button.
  2. Click the Add Link Workpapers CS add link button button to launch PPC’s SMART Practice Aids.
  3. In the Select New/Existing Engagement dialog in PPC’s SMART Practice Aids, choose the Create a new engagement? option and click OK to open the Create Client Engagement wizard.
  4. Select and/or enter the following items in the Create Client Engagement screen.
    • Database: The local database is displayed (default)
    • Client name: Enter or select a client from the list (by default, the list displays the last client that was accessed in PPC’s SMART Practice Aids)
    • New engagement client name
    • Engagement date (optional)
    • Engagement Type

    Workpapers CS create client engagement screen

  5. Click Next  and select the Practice Aid title to use in the new engagement.
    • Different options appear in this screen based on the Practice Aid title selected, the PPC modules you have installed, and the engagement type that is selected on the previous screen. For details, refer to the user assistance in the PPC’s SMART Practice Aids application.
    • To include Workpapers CS as the external engagement management software to be used, the Field Work checkbox must be marked as a module to be included with the engagement.
  6. After reviewing your options in the current screen of the Create Client Engagement wizard, click Next and choose your options.
  7. Click Finish to apply the selections for the new engagement client.
  8. In the main screen of PPC’s Practice Aids, choose Tools > Create SMART Docs… to open the Create SMART Docs dialog.
  9. Select the applicable documents from the Forms list in the Create SMART Docs dialog, and then click the Create button.
  10. Use the Generation Status dialog to monitor the progress of workpaper generation in real time. Any errors that occur during the generation process can be viewed in the Error Report tab.
  11. Click the Close button to close the Generation Status dialog, and then close or minimize the PPC’s SMART Practice Aids application.

Notes

  • Workpapers that are generated from PPC’s SMART Practice Aids are uploaded to the top level of the engagement binder and can be moved to any folder within the engagement.
  • Changes are automatically updated in linked workpapers within Accounting CS Workpapers when a workpaper is modified and saved in PPC’s SMART Practice Aids.
  • The PPC Practice Aids Workpapers CS PPC Practice Aids icon icon is attached to linked workpapers that are uploaded to the engagement binder. If the link to the PPC’s Practice Aids engagement is deleted, the related SMART workpapers in the engagement binder will be disconnected from the PPC engagement and converted to Microsoft Word documents with the Microsoft Word icon icon attached.
  • Integration with PPC’s Smart Practice Aids is available only after installing the 2014 annual release of PPC’s SMART Practice Aids (available 10/22/2014 from PPC’s Checkpoint® Tools website or via Virtual Office CS at a future date).