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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.

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.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers