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Integration with Workpapers CS

Rollforward a Client Engagement to a New Client Engagement

Engagement Rollforward lets you create a new engagement based on a prior period engagement. When rolling an engagement forward, be sure to follow the best practice guidelines.
To rollforward a client engagement:
  1. Open an engagement to be rolled forward.
  2. On the
    File
     menu, click
    Rollforward
    .
    The Rollforward Engagement window appears.
  3. Select the
    Rollforward this Client Engagement to a new Client Engagement
     option.
  4. Click
    Next
    .
  5. On the next window, enter a name for the new engagement.
  6. Type the engagement date, or click
    Date
     to select from a calendar.
  7. Select the Practice Aid edition you want to use for the new engagement from the drop-down list. (See the Rollforward Best Practice topic for tips on using an equal or newer version of the title.)
  8. Click
    Next
    .
  9. On the next window, complete the following information:
    • Select the SMART Practice Aids modules you want to include in the engagement.
    note
    Note:
     You must select Risk Assessment with Field Work and Internal Control; however Disclosure may be selected by itself. Modules cannot be disabled once the engagement is created. The external engagement software questions appear only if you have the
    Field Work
     module selected. The disclosure question appears only if you have the
    Disclosure
     module selected.
  1. Click
    Next
    .
  2. On the next window, select the check boxes for items that you want to be rolled forward.
  3. Click
    Next
    .
  4. Depending on your selections in step 11, you will follow one of several paths. Follow the onscreen instructions to further indicate the items that you want to be rolled forward.
  5. Click
    Next
    .
    The next window states that the rollforward options have been saved.
    note
    SMART Engagement Setup questions are available to help you tailor this engagement to fit the unique facts and circumstances of your client. Review the SMART Engagement Setup questions by selecting
    SMART Engagement Setup
     from the
    Edit
     menu.
  6. Click
    Rollforward
    .
    A confirmation message states that the engagement has been successfully created.

This article applies to:

  • Product: SMART Practice Aids