SMART functionality provides automation to the complete PPC audit process that will help you be more efficient using PPC forms on your audit
|
|
- Barnaby Pearson
- 6 years ago
- Views:
Transcription
1 1
2 SMART functionality provides automation to the complete PPC audit process that will help you be more efficient using PPC forms on your audit engagements. If you already use engagement software in your firm, regardless of which vendor s software you use, you will continue with those current processes. Field Work does not replace any engagement software. You will continue storing your completed PPC forms in your engagement software using new Field Work functionality that will help you improve that integration. SMART Field Work uses your paperless engagement software s unique benefits such as trial balance, with SMART s equally unique features which allow you to organize and complete your audits in the most efficient manner possible. 2
3 If you have an existing client engagement in Engagement, use the workpaper properties rollforward settting Replace in roll forward with a placeholder on all the documents that be used in SMART. A placeholder appears in the new binder for the new period. You can later replace the placeholder with a file created from SMART. The placeholder maintains the name and index for the workpaper until you can add it. 3
4 To add a new placeholder to a client engagement in Engagement, select File/New Placeholder. You can also use the right click menu. 4
5 SMART Practice Aids - Field Work is designed to allow you to achieve all the benefits of having your entire PPC engagement forms within SMART while continuing to use your engagement management software to organize and manage your engagement workpapers. Selecting Yes: Blocks the ability to sign-off (and finalize) documents in SMART since it is assumed that these activities will be done in your engagement management software. Provides automatic prompting at the beginning of your engagement to create SMART Docs for placement in your engagement management software and subsequent prompting to update SMART Docs when needed. Provides warnings when navigating to documents for which might not have rights in your engagement management software. Gives you the option of invoking full Navigation pane functionality, which allows you to view your documents in SMART in a tree list view. Firms that do not use external engagement management software should select 'No' and will have the ability to organize and sign-off workpapers within SMART. If you indicate that you do not plan to use external engagement management software, you will have the ability within SMART Practice Aids - Field Work to sign-off workpapers. In some cases, firms using external engagement management software might choose to not select the option here for using engagement management software, particularly if they wish to sign-off documents both within SMART and within their engagement management software. However, such firms typically will select the option here for using engagement management software. 5
6 6
7 Insert Workpaper Reference creates a link to any workpaper stored in SMART. Best practice for engagement software users, you will use this for PPC forms in SMART. Insert Memo Reference to refer to workpapers stored in engagement software. (This will be reference, not a link.) Insert Hyperlink will link to website or document stored outside of SMART by browsing in Windows Explorer. This is not recommended for Engagement users since those documents are not easily accessible with recognizable names in Windows Explorer. Signoff steps as they are completed by right-clicking the step and selecting Step Sign-off. Click the yellow comment icon next to a step to add comments, if desired. Add PPC Forms allows you to add PPC Forms that are SMART enabled. Selecting Yes to the setup question will exclude adding other document types to SMART. Refer to explanation for engagement setup. Use Workpaper Properties to change workpaper reference on PPC Forms and set rollforward properties. 7
8 All work on audit programs, including step sign-off, is done in SMART. Use Completion view to sign-off on steps, add comments, and workpaper references. Use Design view to tailor audit programs by using drag and drop and add custom procedures if necessary. Use SMART design view to filter procedures by assertion. Can even go back to risk assessment, add or change identified risks and assessments. Will not lose existing step sign-offs done in SMART. 8
9 Select Tools/Create SMART Docs. Flag indicates documents that have never been created or that have changed since last created. Select one or more documents, click Create. Enter a path where the documents should be saved and click OK. This is a temporary location not the path of Engagement since Engagement won t recognize the documents until inserted. 9
10 You will continue to use Engagement functionality as you do today, and insert SMART Docs the same way you would insert any other document. 10
11 Select the placeholder in Engagement and select File/Replace Placeholder. 11
12 Browse to select file. 12
13 This is the folder location selected when you created SMART Docs. Check the box to delete source file after inserting. 13
14 File/New Workpaper From File is one option to insert any document, including SMART Docs, into Engagement. You can also use the right click menu. 14
15 Select one or multiple files from the folder path you used when creating SMART Docs. Check the box to delete source files after inserting and that will remove those files from the folder path so that you only have 1 copy of the document in Engagement. 15
16 Enter Workpaper Properties including Index #, Workpaper Name and Tab Location. Roll Forward option should be Replace with Placeholder. 16
17 Drag and drop is another option to insert any document, including SMART Docs, into Engagement. Enter Workpaper Properties. 17
18 Use right click menu and any functionality available. Open the workpaper the same way you would open any Word document to view the SMART Doc in Word. 18
19 The SMART Doc in Word is a read only document. You can review the document and sign off on the workpaper in the engagement binder tree. If any changes need to be made, to ensure all changes are made in SMART, select Open this workpaper in SMART Practice Aids from the PPC menu. This will open the workpaper in the SMART client engagement. Note that the company name and balance sheet date are completed from input in SMART. To view the input in SMART, go to Edit/Engagement Setup and click the Other tab. The client name and engagement can be entered or changed on that tab. 19
20 Make all changes to PPC forms in SMART. 20
21 After changes, Create SMART Docs again to have the updated document stored in the engagement software binder. If you close the SMART engagement without creating SMART Docs after making changes, you will be prompted with a message reminding you that workpapers were changed or deleted and warning that previously created SMART Docs may longer be current. 21
22 To insert updated SMART Doc, use options previously shown for File/New Workpaper from File, or drag and drop. On Workpaper Properties, enter the same Index # and Workpaper name as existing document that will be replaced, select rollforward to Replace with Placeholder, and check the box to Overwrite existing document. There is no need to first delete the original document, just use the overwrite option. 22
23 Modified after Reviewer Sign Off. The Modified After Sign Off icon displays if the workpaper has been modified after a reviewer has signed off and the option to flag workpapers modified after sign off is selected in Administrator. The Index # and Workpaper Name is displayed in bold when the document has not yet been open. 23
24 When creating engagement in SMART, you have two options that provide an easy set up. 1) If you use engagement management software use PPC documents with SMART functionality in SMART create SMART Docs to store in your engagement management software manage all documents in your engagement management software. 2) If you don t use engagement management software (or even if you just prefer this option regardless) use all types of documents in SMART manage all types of documents and sign-off and finalize in SMART. In some cases, firms using external engagement management software might choose to not select the option here for using engagement management software, particularly if they wish to sign-off documents both within SMART and within their engagement management software. However, such firms typically will select the option here for using engagement management software. Selecting No will also allow you to add and management all document types in SMART. You will still be able to Create SMART Docs and store documents in the engagement software and see flags when document has changed since last creating. However, you will not receive the reminder prompt if documents have changed and you close the engagement without creating SMART Docs. 24
25 Firms who use engagement management software should continue to add other workpaper types, such as Word, Excel, or PDF documents, to the client binder in the engagement management software rather than in SMART. For example, if linking trial balance numbers to Excel files is used in the engagement software, that type of document should still be stored in the engagement software as that linking is not available in SMART, and there is no trial balance in SMART. And there would be no need to duplicate these documents in SMART. However, there is an option to add and manage other document types in SMART by answering No to the question Do you plan to use engagement management software when creating a new client engagement. You can add and manage PPC Practice Aids, Checkpoint Tools documents, external documents, Word and Excel documents. Workpapers and schedules already created outside of SMART can easily be added and managed in SMART by adding external documents. Create your own Word and Excel documents and manage in SMART these documents will open directly in Word or Excel for easy editing. After completion, these documents would still be created from SMART and stored in the engagement software. 25
26 Another feature available when answering No to the question Do you plan to use engagement management software is Workpaper Sign-off for completed and reviewed, and finalize the workpaper. Users cannot make changes to finalized workpapers without first unchecking the Finalize Workpaper checkbox. When using Workpaper sign-off in SMART, you will still sign-off in the engagement software binder tree (this workpaper signoff does not carry to engagement software). 26
27 Thank you for your use of Thomson Reuters software, content and workflow tools in your firm. 27
BEST PRACTICES. PPC s Checkpoint Tools & SMART Practice Aids with ProSystem fx. Table of Contents
BEST PRACTICES PPC s Checkpoint Tools & SMART Practice Aids with ProSystem fx Table of Contents Creating a Master Engagement Binder... 3 Insert PPC s Practice Aids documents into the Master Binder... 6
More informationBEST PRACTICES. Checkpoint Engage with AdvanceFlow
BEST PRACTICES Checkpoint Engage with AdvanceFlow Table of Contents Table of Contents... 2 Using Checkpoint Engage... 3 Add New Client Engagement... 3 Set up the New Customer Engagement... 6 Master Engagement
More informationBEST PRACTICES. Checkpoint Engage with AdvanceFlow
BEST PRACTICES Checkpoint Engage with AdvanceFlow Table of Contents Using Checkpoint Engage... 3 Add New Client Engagement... 4 Set up the New Customer Engagement... 6 Master Engagement Templates... 9
More informationCreating an engagement from a PPC Title creates a blank engagement based on the PPC title you select.
Welcome Increase efficiency using automated, industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements: Create a Client Engagement PPC
More informationPROPRIETARY MATERIALS
SINGLE AUDIT USER GUIDE & SINGLE AUDIT SUITE WITH FIELD WORK USER GUIDE FOR PERIODS ENDING AFTER 12/25/2015 NOTE: SMART Single Audit will work for more than one engagement date or fiscal period, but with
More informationPROPRIETARY MATERIALS
PROPRIETARY MATERIALS No use of these proprietary materials is permitted without the express written consent of or license from Thomson Reuters. Altering, copying, distributing or reproducing any of these
More informationTable of Contents 2. Welcome to Checkpoint Engage 5. Creating an Engagement in Advance Flow or Onvio 6. Create Checkpoint Engage Engagement 8
Table of Contents Table of Contents 2 Welcome to Checkpoint Engage 5 Creating an Engagement in Advance Flow or Onvio 6 Create Checkpoint Engage Engagement 8 Add Engagement 8 Single Audit and Yellow Book
More informationFor support, go to or call
Installed on your local computer, Checkpoint Tools for PPC are a collection of value-added productivity solutions created in Microsoft Word and Excel templates that will save you time and money during
More informationIMPORT SMART PRACTICE AIDS ENGAGEMENT
IMPORT SMART PRACTICE AIDS ENGAGEMENT Checkpoint Engage with AdvanceFlow SMART Practice Aids engagement to be imported should be same edition year and industry title as Checkpoint Engage engagement (ie
More informationCheckpoint Tools for PPC Quick Reference
Checkpoint Tools for PPC Quick Reference Installed on your local computer, Checkpoint Tools for PPC are a collection of value-added productivity solutions created in Microsoft Word and Excel templates
More informationPROPRIETARY MATERIALS
PROPRIETARY MATERIALS No use of these proprietary materials is permitted without the express written consent of or license from Thomson Reuters. Altering, copying, distributing or reproducing any of these
More informationENGAGEMENT CS. Getting Started. version 2015.x.x
ENGAGEMENT CS Getting Started version 2015.x.x TL 29113 (06/12/15) Copyright Information Text copyright 1998-2015 by Thomson Reuters. All rights reserved. Video display images copyright 1998-2015 by Thomson
More informationPROPRIETARY MATERIALS
SMART PRACTICE AIDS SINGLE AUDIT USER GUIDE FOR PERIODS ENDING PRIOR TO 12/25/2015 NOTE: SMART Single Audit will work for more than one engagement date or fiscal period, but with different functionality
More informationCONVERSION GUIDE CS Professional Suite Accounting Products to Workpapers CS
CONVERSION GUIDE CS Professional Suite Accounting Products to Workpapers CS Introduction and conversion program overview... 1 Conversion considerations and recommendations... 2 Import procedure... 3 Data
More informationPROPRIETARY MATERIALS
PROPRIETARY MATERIALS No use of these proprietary materials is permitted without the express written consent of or license from Thomson Reuters. Altering, copying, distributing or reproducing any of these
More informationFor support, go to or call
Installed on your local computer, Checkpoint Tools for PPC Tax are a collection of value-added productivity solutions created in Microsoft Word and Excel templates that will save you time and money during
More informationPPC S SMART PRACTICE AIDS PRODUCT SUPPORT
PPC S SMART PRACTICE AIDS PRODUCT SUPPORT Recognizing the diverse needs of our customers, SMART Practice Aids offers a diverse set of product support offerings for help when you need it and where you need
More informationLOGIN. https://checkpoint.riag.com/app/logout?feature=thome&lastcpreqid= &lkn=logout. Submit Query
Checkpoint Logout Page 1 of 2 LOGIN Thank you for using Checkpoint, you have been successfully logged out. User Name: your email address Password: Submit Query Remember Me Did you forget your User Name
More informationOneNote. Using OneNote on the Desktop. Starting screen. The OneNote interface the Ribbon
OneNote Using OneNote on the Desktop 1. Click start on the task bar 2. Type OneNote (search is a quick way to find applications, documents and other items on your computer) 3. Select Microsoft OneNote
More informationCheckpoint Tools for PPC Tax
Checkpoint Tools for PPC Tax Installed on your local computer, Checkpoint Tools for PPC Tax are a collection of value-added productivity solutions created in Microsoft Word and Excel templates that will
More informationCHECKPOINT TOOLS FOR PPC TAX QUICK REFERENCE
CHECKPOINT TOOLS FOR PPC TAX QUICK REFERENCE Installed on your local computer, Checkpoint Tools for PPC Tax are a collection of value-added productivity solutions created in Microsoft Word and Excel templates
More informationConsolidate Trial Balances
Consolidate Trial Balances Introduction If you need to combine separately maintained data files to prepare a consolidated tax return or financial statement, you can use the Consolidate Trial Balances option
More informationSAMPLE - NOT LICENSED
Bill s Getting Started Guide for pdfdocs-4 Copyright 2014 Discovery Partners, Inc. Page 1 Create a new PDF: A) From MS-WORD: Choose this option to convert your Word document to PDF format and open in pdfdocs-editor.
More informationMail Merge. To Use Mail Merge: Selecting Step by Step Mail Merge Wizard. Step 1:
Mail Merge When you are performing a Mail Merge, you will need a Word document (you can start with an existing one or create a new one), and a recipient list, which is typically an Excel workbook. Watch
More informationSmart Lite User Guidance Pack
Smart Lite User Guidance Pack October 08 Training Table of contents Culture Change: examples................................................................................ Why Smart Lite Procedures...............................................................................
More informationPaperless Tax Office Automation
Paperless Tax Office Automation Topics in this Quick Start Guide Key steps to configuring GruntWorx How to submit jobs How client tax files are populated with GruntWorx How to purchase tokens and run usage
More informationQuick Trial Balance Pro - Consolidate Trial Balances. Introduction
Introduction If you need to combine separately maintained data files to prepare a consolidated tax return or financial statement, you can use the Consolidate Trial Balances option in the File menu. Page
More informationGoSystem Tax RS. Using GruntWorx to Populate. Paperless Tax Office Automation. Topics in this Quick Start Guide NEED HELP?
Paperless Tax Office Automation Topics in this Quick Start Guide Key steps to configuring GruntWorx ow to submit jobs ow client tax files are populated with GruntWorx ow to purchase credits and run usage
More informationGoSystem Tax RS. Using GruntWorx to Populate. Paperless Tax Office Automation. Topics in this Quick Start Guide. Key steps to configuring GruntWorx
Paperless Tax Office Automation Topics in this Quick Start Guide Key steps to configuring GruntWorx ow to submit jobs ow client tax files are populated with GruntWorx ow to purchase credits and run usage
More informationProSystem fx Knowledge Coach User Guide
ProSystem fx Knowledge Coach User Guide 2014 2000-2014, CCH INCORPORATED and/or its affiliates. All rights reserved. Material in this publication may not be reproduced or transmitted, in any form or by
More informationIntroduction. Mail Merge. Word 2010 Using Mail Merge. Video: Using Mail Merge in Word To Use Mail Merge: Page 1
Word 2010 Using Mail Merge Introduction Page 1 Mail merge is a useful tool that will allow you to easily produce multiple letters, labels, envelopes, name tags and more using information stored in a list,
More informationCCH ProSystem fx Knowledge Coach. User Guide
CCH ProSystem fx Knowledge Coach User Guide 2017 2017, CCH, Incorporated and its affiliates and licensors. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in any
More informationJuris Year-End Checklist
Juris Year-End Checklist 1 Table of Contents Before You Begin... 3 Year-End Closing for Firm Accounting... 3 Find and Post Unposted Batches... 3 Ensure You Don t Have Open Pre-Bills Dated the Year Being
More informationProSystem fx Engagement Field Guide
ProSystem fx Engagement Field Guide June 2010 Copyright 2010 CCH INCORPORATED. A Wolters Kluwer business. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in any
More informationFiltering - Zimbra
Filtering Email - Zimbra Email filtering allows you to definite rules to manage incoming email. For instance, you may apply a filter on incoming email to route particular emails into folders or delete
More informationData. Selecting Data. Sorting Data
1 of 1 Data Selecting Data To select a large range of cells: Click on the first cell in the area you want to select Scroll down to the last cell and hold down the Shift key while you click on it. This
More informationProSystem fx Engagement Field Guide
ProSystem fx Engagement Field Guide July 2012 8470 Copyright 2012 CCH INCORPORATED. A Wolters Kluwer business. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in
More informationIntroduction. Opening and Closing Databases. Access 2010 Managing Databases and Objects. Video: Working with Databases in Access 2010
Access 2010 Managing Databases and Objects Introduction Page 1 Each Access database consists of multiple objects that let you interact with data. Databases can include forms for entering data, queries
More informationInstallation and Program Essentials
ACCOUNTING CS Installation and Program Essentials version 2017.x.x TL 31431 (12/6/2017) Copyright Information Text copyright 2009-2017 by Thomson Reuters. All rights reserved. Video display images copyright
More informationGoSystem Tax RS. Using GruntWorx to Populate. Paperless Tax Office Automation. Topics in this Quick Start Guide NEED HELP?
Paperless Tax Office Automation Topics in this Quick Start Guide Key steps to configuring GruntWorx ow to submit jobs ow client tax files are populated with GruntWorx ow to purchase credits and run usage
More informationQuestion: How do I move my mobile account from the Corporate to my Personal Account?
Question: How do I move my mobile account from the Corporate to my Personal Account? Answer: A user leaving Nortel can move his/her account off of the corporate program and into a personal liable account.
More informationDesire2Learn: Assignments
Desire2Learn: Assignments Page 1 Table of Contents Assignments... 2 Creating an Assignment folder... 2 To create a new Assignment folder... 2 Editing an Assignment Folder... 2 Assignment Submission Options...
More informationProSystem fx Knowledge Coach. User Guide
ProSystem fx Knowledge Coach User Guide 2015 2015, CCH, Incorporated. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in any form or by any means, without prior
More informationCaseWare Working Papers 2015
CaseWare Working Papers 2015 Version : 2015.00.153 Source Below are some improvements to the software from Working Papers 2014.00.091 to our current release build. Interface Working Papers and CaseView
More informationThe BLR Employee Handbook Builder allows you to create your own customized employee handbook. Benefits include:
Introduction to BLR s Employee Handbook Builder The BLR Employee Handbook Builder allows you to create your own customized employee handbook. Benefits include: Ability to work on a handbook from any computer
More informationWhat's New for CCH ProSystem fx Engagement Version 7.5 and CCH ProSystem fx Knowledge Coach 2.5
What's New for CCH ProSystem fx Engagement Version 7.5 and CCH ProSystem fx Knowledge Coach 2.5 Every year, Wolters Kluwer looks to provide new and enhanced productivity features that will make your entire
More informationE: W: avinet.com.au. Air Maestro Training Guide Document Library Module Page 1
E: help@avinet.com.au W: avinet.com.au Air Maestro Training Guide Document Library Module Page 1 Contents Assigning Access Levels... 3 Document Library Overview... 4 Sort Documents... 4 Find Documents...
More informationShared File Room Guide
Shared File Room Guide August 2018 CCH ProSystem fx Engagement Copyright @ 2018 CCH Incorporated and its affiliates and licensors. All rights reserved. Material in this publication may not be reproduced
More informationCONVERSION GUIDE Financial Statement Files from CSA to Workpapers CS
CONVERSION GUIDE Financial Statement Files from CSA to Workpapers CS Introduction and conversion program overview... 1 Conversion considerations and recommendations... 1 Conversion procedures... 2 Data
More informationPage 2 of 13. The DegreeWorks Student Educational Planner allows students and advisors to create, view, and save course plans.
Page 1 of 13 Contents Creating a Plan from Scratch... 2 1. Click on the Plans Tab... 2 2. Name and Activate the Plan... 2 3. Add a Term... 2 4. Add a Course to a Term... 3 5. Delete a Course from a Term...
More informationUsing File Cabinet In OwlNet
Navigating to the File Cabinet Using File Cabinet In OwlNet You may want to display the File Cabinet for any of the following reasons: To browse the items stored there. To organize saved items into folders.
More informationCHECKPOINT LEARNING FIRM PROFESSIONALS QUICK REFERENCE
CHECKPOINT LEARNING FIRM PROFESSIONALS QUICK REFERENCE Log In to Checkpoint Learning The Checkpoint Learning page lets you access many resources even before you log in to the system. You can: Learn about
More informationPandell Projects Tip Sheet
Pandell Technology Corporation #400 4954 Richard Road SW Calgary AB Canada T3E 6L1 403.271.0701 Tel 403.217.0730 Fax www.pandell.com Pandell Projects Tip Sheet Obligations Pandell Projects keeps track
More informationFILEROOM ADD-IN RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 31, 2013 ONESOURCE.THOMSONREUTERS.
FILEROOM ADD-IN RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 31, 2013 ONESOURCE.THOMSONREUTERS.COM Proprietary Materials No use of these Proprietary materials is permitted
More informationSMART Recorder. Record. Pause. Stop
SMART Recorder The recorder is used to record actions that are done on the interactive screen. If a microphone is attached to the computer, narration can be recorded. After the recording has been created,
More informationLab - Configure Browser Settings in Windows 8
Introduction In this lab, you will configure browser settings in Microsoft Internet Explorer. Recommended Equipment A computer with Windows 8 An Internet connection Step 1: Set Internet Explorer as the
More informationEditing XML Data in Microsoft Office Word 2003
Page 1 of 8 Notice: The file does not open properly in Excel 2002 for the State of Michigan. Therefore Excel 2003 should be used instead. 2009 Microsoft Corporation. All rights reserved. Microsoft Office
More informationContent Author's Reference and Cookbook
Sitecore CMS 7.2 Content Author's Reference and Cookbook Rev. 140225 Sitecore CMS 7.2 Content Author's Reference and Cookbook A Conceptual Overview and Practical Guide to Using Sitecore Table of Contents
More informationBudget Reports for All Users
Budget Reports for All Users Table of Contents: How to Open the MBI - Budgeting Cost Center & Rollup Report..2 How to Open the MBI - Budget Excel Format Cost Center & Rollup Report...7 How to open a TSV
More informationMS Components: Quick Start
MS Components: Quick Start A selection of the most commonly used CMS components with guides on why and how to use them Author: Vic Fascio, based on EMG s CCSF Component User Guide (the complete reference
More informationa) From Cognos Connection, tick the report you want to copy, and click on the Copy command in the tool bar, top right of screen
Cognos Report View Cognos provides the functionality of being able to save your parameter choices for any of the reports. This is useful if you always choose the same department(s), cost centre(s) or source
More informationThis document describes the flow of creating UPK content from start to finish.
This document describes the flow of creating UPK content from start to finish. 1. Open UPK Developer from the Start Menu (of a designated UPK workstation) and choose the Library link. From here, create
More informationJuris Year-End Checklist 2011
Juris Year-End Checklist 2011 Page1 Checklist for 2011 The only year-end processing required in Juris is Firm Accounting and Disbursements. This Firm Accounting Close Accounting Year function does the
More informationPaperless Tax Office Automation
Topics in this Quick Start Guide GruntWorx Popullate for UlltraTax CS Key steps for using GruntWorx in your tax practice How to submit jobs How to Populate UltraTax CS client tax files with GruntWorx How
More informationAccounts Receivable WalkThrough
PRACTICE CS Accounts Receivable WalkThrough Version 2014.x.x TL 30465 9/8/16 Copyright Information Text copyright 2004-2016 by Thomson Reuters. All rights reserved. Video display images copyright 2004-2016
More informationWorking with Database & Objects
Working with Database & Objects Working with Database & Objects Introduction Each Access database consists of multiple objects that let you interact with data. Databases can include forms for entering
More informationCHECKPOINT FOR SMART PHONES
CHECKPOINT FOR SMART PHONES Checkpoint is now optimized for your smart phone. When you access Checkpoint from your smart phone, you will automatically be directed to our streamlined mobile version. When
More informationLogging in to Checkpoint
Logging in to Checkpoint 1. Launch your browser and enter the Checkpoint address in the browser location bar: http://checkpoint.tr.com The Checkpoint Login screen appears. Note: Bookmark this page or add
More information10 Minute Demonstration Script
10 Minute Demonstration Script Table of Contents The Demo... 3 The Interface... 3 Demo Flow... 3 Capture and Indexing... 4 Searches... 6 Integration and Workflow... 8 2 P a g e The Demo Most demonstrations
More informationAcademic Student Learning Outcomes Assessment Management System TracDat v5
Academic Student Learning Outcomes Assessment Management System TracDat v5 Director of Assessment - Diane Beaudoin beaudoin@purdue.edu TracDat Coordinators Ada Uche: auche@purdue.edu Dan Whiteley: dan@purdue.edu
More informationIntroduction. Saving Workbooks. Excel 2010 Saving. To Use the Save As Command: Page 1
Excel 2010 Saving Introduction Page 1 Are you saving a workbook for the first time? Saving it as another name? Sharing it with someone that does not have Excel 2010? There are many ways you share and receive
More informationOrder Center for Providers Using Order Center Product Guide. Product Guide
Order Center for Providers Product Guide Table of Contents Logging In... 1 Navigating Order Center... 2 Viewing the Exchange Status... 2 Changing General Profile Information... 3 Changing Your Password...
More informationHome Page. Select Server Software
vshop Walkthrough Home Page Select Server Software Empty Shopping Cart Search for Product Enter Search Criteria Click Search Button Product Search Results Search Results Add Selection(s) Check Desired
More informationWelcome to your Lacerte products! We appreciate your business.
Welcome to your Lacerte products! We appreciate your business. Please follow steps 1 through 4 in this guide: Step 1: Install the Final 2014 Program Step 2: Install the 2015 Program Step 3: Transfer Your
More informationMicrosoft Office Outlook 2010
Starting Microsoft Outlook 2010 with XP Click on Start, E-mail Microsoft Outlook or Start, All Programs, Microsoft Office, Microsoft Outlook. Starting Microsoft Outlook 2010 with Windows 7 Click on the
More informationMy Publications Quick Start Guide
IHS > Decision Support Tool My Publications Quick Start Guide January 28, 2011 Version 2.0 2011 IHS, All Rights Reserved. All trademarks belong to IHS or its affiliated and subsidiary companies, all rights
More informationJoin Queries in Cognos Analytics Reporting
Join Queries in Cognos Analytics Reporting Business Intelligence Cross-Join Error A join is a relationship between a field in one query and a field of the same data type in another query. If a report includes
More informationTax Library - Single Computer Install
Tax Library - Single Computer Install Before You Install or Update Your Software One of the most important things to remember before you start updating OR reinstalling any computer software, is to turn
More informationGETTING STARTED. Client Axcess Guide. Logging In to Client Axcess the First Time. 4. Enter your verification code on the Identity Verification screen.
GETTING STARTED Logging In to Client Axcess the First Time When you log into Client Axcess for the first time, you will receive a one-time verification code to enter when setting up your password and establishing
More informationProSolutions Shopper PDF Instructions
Converting a Web Page To convert a web page to a PDF, you will need to have a document to PDF converter on your computer. Downloading PDF Creation Software PrimoPDF is a free document to PDF conversion
More informationMicrosoft Office 2016 Mail Merge
Microsoft Office 2016 Mail Merge Mail Merge Components In order to understand how mail merge works you need to examine the elements involved in the process. In any mail merge, you'll deal with three different
More informationCreate a new form. To create a form from a new or existing spreadsheet: 1. Click the Tools drop down menu and select Create a form.
Create a new form You can choose Google Forms when creating a new doc from Google Drive. You can also create a new form from a Google Sheet or from a template. To create a form within Google Drive: Click
More informationSureClose Advantage. Release Notes Version
SureClose Advantage Release Notes Version 2.1.000 Table of Contents Overview...1 Post-Installation Considerations... 1 Features and Functionality...3 What s New in this Release... 3 Import Files, Parties
More informationCopyright 2008 CCH INCORPORATED. A Wolters Kluwer business. All Rights Reserved. Material in this publication may not be reproduced or transmitted,
Field Guide 7950 Copyright 2008 CCH INCORPORATED. A Wolters Kluwer business. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in any form or by any means, without
More informationWorkshare Professional 10. Getting Started Guide
Workshare Professional 10 Getting Started Guide Introducing Workshare Professional 10 Workshare is dedicated to helping professionals compare, protect and share their documents. New features Compare Excel
More informationMISD Elementary/Middle School Standards Based Report Cards Program
MISD PowerSchool Document MISD Elementary/Middle School Standards Based Report Cards Program Once you log in to the Standards Report Card program select your school in this first screen. Ok If you receive
More informationYou can also check the videos at the bottom of this page:
This document is provided to give you an idea what R-Tag Version Control can do and how you can use it. If you decide that you need more information or you prefer to see a demo of the software please do
More informationAudit System New Zealand Process Map
FIRST YEAR 1. Engagement file setup Create file Select engagement type (New Zealand) Engagement Properties Set-up Consolidations (if required) Import TB Map TB (yr 1 only) Determine materiality (2-200)
More information31 What s New in IGSS V9. Speaker Notes INSIGHT AND OVERVIEW
31 What s New in IGSS V9 Speaker Notes INSIGHT AND OVERVIEW Contents of this lesson Topics: New IGSS Control Center Consolidated report system Redesigned Maintenance module Enhancement highlights Online
More informationMS Word MS Outlook Mailbox Maintenance
MS Word 2007 MS Outlook 2013 Mailbox Maintenance INTRODUCTION... 1 Understanding the MS Outlook Mailbox... 1 BASIC MAILBOX MAINTENANCE... 1 Mailbox Cleanup... 1 Check Your Mailbox Size... 1 The Quota
More informationLaserfiche Agenda Workflow Training. Submitting an Agenda Item Through Laserfiche Web Access Version 10.2
Laserfiche Agenda Workflow Training Submitting an Agenda Item Through Laserfiche Web Access Version 10.2 May 2017 Contents LASERFICHE LASERFICHE AGENDA REVIEW WORKFLOW... 3 IMPORTING DOCUMENTS INTO WEB
More informationTicket Mail Merge Instructions for MS Word 2007 and 2010
Before starting the mail merge process make sure both the ticket template merge document and bidder number excel file are saved to your computer. These files are located on the volunteer resource site
More informationProSystem fx. NEW IN THIS RELEASE The following features are available in this release: Welcome to ProSystem fx Engagement!
Version 6.0 October 2009 ProSystem fx Welcome to ProSystem fx Engagement! This bulletin provides important information relating to ProSystem fx Engagement version 6.0. Please review this bulletin carefully
More informationCONVERSION INFORMATION KIT 2016 ProSystem fx to UltraTax CS
CONVERSION INFORMATION KIT 2016 ProSystem fx to UltraTax CS The UltraTax CS Data Conversion Service quickly, smoothly, and accurately converts your firm s 2016 client data. This document explains the data
More informationActive Documents User guide Dynamics GP 2013
Active Documents User guide Dynamics GP 2013 Email customisable HTML documents including Remittances, Statements and Sales Orders, and Purchase Orders containing drill-down functionality using Dynamics
More informationWORKFLOW MANAGER RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 17, 2013 CS.THOMSONREUTERS.COM
WORKFLOW MANAGER RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 17, 2013 CS.THOMSONREUTERS.COM Proprietary Materials No use of these Proprietary materials is permitted without
More informationInjector. Windows Server 2008/2008 R2. Automai, Corp.
Injector Windows Server 2008/2008 R2 www.automai.com Automai, Corp. Contents INJECTOR OPTIMIZATIONS... 3 GROUP POLICY CONFIGURATIONS... 3 Internet Explorer - Disable AutoComplete and HTTP Error Message
More informationCenter for Faculty Development and Support. Google Docs Tutorial
Center for Faculty Development and Support Google Docs Tutorial Table of Contents Overview... 3 Learning Objectives... 3 Access Google Drive... 3 Introduction... 4 Create a Google Document... 4 Upload
More information2. Once logged in as a CFO Council member, under the Resources drop down, choose Thomson Reuters Checkpoint
. You must login to the CUNA Councils website first to authenticate your CFO Council membership www.cunacouncils.org. Use the gray Sign In button in the right column on the home page.. Once logged in as
More informationStart Mail Merge Step by Step Mail Merge Wizard messages
Mail Merge One of the most important pieces of a Mail Merge is your list of recipients along with their corresponding email addresses. When you are collecting email addresses, make sure that they are valid
More information