Unlink SMART Practice Aids Engagement & Link to Checkpoint Engage with AdvanceFlow

Transcription

1 Unlink SMART Practice Aids Engagement & Link to Checkpoint Engage with AdvanceFlow Table of Contents Rollforward AdvanceFlow Engagement... 2 Unlink SMART Practice Aids... 4 Link Checkpoint Engage... 6 An AdvanceFlow engagement linked to SMART Practice Aids can be changed to link to Checkpoint Engage when starting a new engagement year. The process can be initiated during AdvanceFlow rollforward. SMART docs are represented in the engagement with the blue S icon. To confirm the engagement is linked to SMART, use AdvanceFlow engagement properties, content tab, and verify the external integration source is SMART, and the name of the linked engagement. If the source is SMART, proceed with the instructions in this document. If the source is none, then the engagement is not linked, do not follow instructions in this document. Refer to SMART Import to Checkpoint Engage.

2 Rollforward AdvanceFlow Engagement If the external integration source is SMART, select the engagement and rollforward to the next year. Proceed with selections for AdvanceFlow rollforward options and complete AdvanceFlow rollforward. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 2

3 Exclude all Checkpoint Tools and SMART Practice Aids documents, as those will be used in Checkpoint Engage going forward. Include any other document types needed. The yellow warning bar appears, with a message indicating SMART Practice Aids roll forward is pending. DO NOT PROCEED WITH SMART ROLLFORWARD. Instead, the next step will be to change the integration source from SMART to Checkpoint Engage. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 3

4 Unlink SMART Practice Aids In the AdvanceFlow Engagement Properties, select Content tab, and change external integration source from SMART Practice Aids to Checkpoint Engage. Note the warning message that all SMART data will be unlinked and all SMART workpapers will be removed and select Yes to continue. As per instruction, all SMART forms should have been excluded from rollforward and therefore there would be nothing to delete. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 4

5 External integration source should now display Checkpoint Engage. Click OK to proceed. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 5

6 Link Checkpoint Engage Click yellow bar to begin Checkpoint Engage set up. Checkpoint Engage Setup window appears. Set up the engagement use to create a new engagement and proceed thru the options to select audit areas and answer setup questions for the engagement. Import an existing engagement from PPC s SMART Practice Aids begins the import process. Refer to separate document for import instructions. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 6

7 To set up new engagement, select industry title and click next. Select audit areas on screen 2 and setup questions on screen 3. Checkpoint Engage is now created on the engagement. There will be duplication of folders, as the Checkpoint Engage documents are automatically included in folders that are created in the process. For example, if the engagement already had a folder titled Cash, the Checkpoint Engage set up created another folder titled Cash with the Checkpoint Engage documents. For this first time setup, drag and drop the document to the folders you prefer for this engagement. Delete the remaining unused folders. In subsequent years, the folders and documents will rollforward. Begin working in Checkpoint Engage for current year. To import SMART desktop engagement before working in the engagement, refer to SMART Import to Checkpoint Engage. Unlink SMART Practice Aids engagement & Link to Checkpoint Engage with AdvanceFlow 7