ʯƵɫ

Skip to main content

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Categories

  • Top products for corporations

  • Top products for accounting firms

Recommended products

Questions? We are here to help

Recommended products

Questions? We are here to help

  • Categories

  • Top products

Recommended products

Questions? We are here to help

  • Who we serve

  • Services

  • Platforms

  • Media Solutions

  • About

Recommended products

Questions? We are here to help

Books

Recommended products

Questions? We are here to help

  • APIs by industry

  • Use case library

  • Related sites

  • New releases

  • Join a TR community

  • Free trials & demos

Sign in to your products
Workpaper Dashboard

Add workpaper link in SMART practice aids document

If you're licensed for and have installed PPC's SMART Practice Aids with the Fieldwork module, you can add Accounting CS Workpapers reference links in a SMART Practice Aid's planning form or audit program.
note
Before you can do this, you'll need to link an existing Accounting CS Workpapers engagement binder to PPC's SMART Practice Aids.

Add a workpaper link to a planning form

  1. In PPC's SMART Practice Aids, open the linked engagement then open a planning form.
  2. Right-click in the field you want to insert a link, then select
    Insert Workpaper Reference
    .
  3. Select
    Add Workpaper Reference
     in the WP Refs tab of the
    Edit Text
     window to open the
    Insert Workpaper Reference
     window.
  4. Select the plus (+) sign next to
    Workpapers CS (Documents in the linked engagement not included in this SMART engagement)
     item in the tree.
  5. Select a workpaper from the linked engagement binder in Workpapers CS, then select
    Select
     to insert the workpaper reference.
  6. Select the workpaper reference link to open a read-only copy of the workpaper in Microsoft Word, Microsoft Excel, or native PDF editor.

Add a workpaper link to an audit program

  1. In PPC's SMART Practice Aids, open the linked engagement then open an audit program.
  2. Right-click in the
    Workpaper Index
     column for a selected item then select
    Insert Workpaper Reference
    .
  3. Select
    Add Workpaper Reference
     in the WP Refs tab of the
    Edit Text
     window to open the
    Insert Workpaper Reference
     window.
  4. Select the workpaper reference in the Workpaper Index column to open a read-only copy of the workpaper in Microsoft Word, Microsoft Excel, or native PDF editor.
    note
    To edit the workpaper, you'll need to open the workpaper from Workpapers CS.
note
  • To retain the workpaper reference link in the SMART engagement when you roll forward an engagement in Accounting CS Workpapers, be sure to select
    Include
     from the dropdown in the Roll Forward Setting column of the Roll Foward Wizard.
  • To retain the workpaper reference link when you roll forward an engagement in PPC's SMART Practice Aids, mark the following checkboxes.
    • Risk Assessment and/or Audit Programs
       (if the engagement is an Audit)
    • Workpaper Reference

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers