The search, sorting, and filtering tools in Cimplico Workpapers are powerful features that save time, simplify navigation, and help you manage data with ease. Available across the Entities, Groups, and Workpapers tabs, these tools allow you to quickly locate specific information, organise your work logically, and optimise your workflow.
How to Apply It
Sorting
Sorting allows you to rearrange data in a meaningful order, making it easier to identify key items.
Click Sort in the top-right corner of the screen.
Choose Ascending or Descending from the radio buttons.
Select the label you’d like to sort by (e.g., Last Updated) from the dropdown menu.
Click Apply to apply your chosen sort.
💡 Best practice examples:
On the Workpaper tab use Last Updated (Ascending) order to find workpapers that haven’t been updated for a while. This helps you identify tasks that may have stalled and require attention.
On the Workpaper tab use Progress (Descending) to quickly identify workpapers nearing completion. This allows you to focus on finalising them and potentially billing them within the current month.
Filtering
Filtering refines your view to show only the data that meets specific criteria.
Click the Filter tab to open the filter panel.
Expand a category by clicking its dropdown arrow (e.g., Entity Type, Billing Status, or Dates).
Choose or input your criteria:
For tick-box categories, select the appropriate options.
For fields requiring input, enter the desired values (e.g., dates, percentages).
Click Apply to filter the data.
Use Clear to reset the filters if desired.
💡 Best practice examples:
On the Workpaper tab Filter by a specific Assigned User to see all workpapers assigned to a team member. This is particularly useful when you want to evaluate their current workload to decide whether to assign more tasks or redistribute existing ones.
On the Entities tab Filter by Billing Status is Active to identify all entities that are currently counting towards your usage limits
Searching
Searching helps you locate specific workpapers or tasks using keywords.
Enter the keyword(s) in the Search Bar at the top of the screen.
Press Enter to display the results.
Combine with filters for more targeted results if needed.
💡 Best practice examples:
Search for FBT in the Workpapers tab to quickly find all open workpapers that are FBT related in progress.
Search for a group name in the group tab to quickly find it along with a summary of the number of entities in the group, last update, open workpapers and providers.
Tips for Success
Combine tools: Use searching, sorting, and filtering together for maximum efficiency. For example, search for a specific keyword and then filter by user to locate tasks quickly.
Stay organised: Regularly sort workpapers by progress or last updated to ensure nothing is overlooked.
Optimise workload: Use filtering to balance workloads and identify team members who may need assistance.
⚠️ Warning: Always click Apply after setting filters; unsaved selections won’t take effect.