The best way to get familiar with navigating Cimplico Workpapers is to explore the platform and try out the different headings and tabs available to you. By clicking through the menu options, you’ll gain a solid understanding of how the system is organised and where to find the tools and features you need.
Below, you’ll find a breakdown of the key tabs and features to help you get started.
General Navigation
Home Tab
The Home Tab provides firm-level insights into completed and current work. You can filter these insights by sub-categories to focus on specific areas of interest.
Groups, Entities, and Workpapers Tabs
These tabs allow you to view and manage lists of groups, entities, and workpapers at the firm level. To make navigation easier, you can use the searching, sorting, and filtering features.
💡 Recommendation: Refer to our guide on searching, sorting, and filtering for tips on using these tools.
Templates Tab
The Templates Tab is available only to Administrators and Managers. It houses procedures and checklists, allowing you to create and manage templates for your workpapers.
Tools and Shortcuts
Search Bar
The Search Bar lets you quickly locate entities and groups across Cimplico:
Option 1: Click and Search:
Type a name (e.g., an entity or group) into the search bar.
Select the desired result from the dropdown to navigate directly to it.
Option 2: Keyboard Shortcut:
Press Cmd + K (Mac) or Ctrl + K (Windows) to expand the search bar from anywhere in Cimplico Workpapers.
Enter your search term and select a result to jump directly to it.
💡 Tip: The search bar is the fastest way to access what you need without navigating through tabs manually.
Speakerphone Button
Select the speakerphone icon to report a bug or suggest an idea directly to our team.
Help Button
The question mark icon links you to the Help Centre, where you’ll find resources and guides to answer your questions.
Notifications Button
The alarm icon displays your personal notifications. Notifications can be customised to suit your preferences—see how to customise notifications for more information.
Settings Button
The settings cog allows Administrators and Managers to manage firm settings and users. This includes updating firm information, user roles, and permissions.
Your Profile
Click your profile picture or initials to open a dropdown menu. From here, you can:
See which firm you’re currently working in (useful if you belong to multiple firms).
View your profile and active work.
Check your invitations to different firms
Switch firms or log out.
Summary
Navigating Cimplico Workpapers is straightforward, with intuitive tabs and tools designed to help you manage your tasks efficiently. Whether you’re reviewing firm-level insights, managing templates, or checking your personal notifications, each feature is tailored to meet the needs of accounting professionals. Make the most of the available tools and shortcuts to streamline your workflow and stay organised.
💡 Recommendation: To save time and streamline your workflow, bookmark your most frequently used tabs in Cimplico Workpapers. This simple step can make your day-to-day tasks even more efficient.