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Integrate data with other applications

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.
  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.

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration

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