If you want to create workpapers linked to multiple Xero files and pull through trial balances from each, you'll need to set up multiple entities in Cimplico Workpapers.
We recommend you do the following:
Manually add the extra entities and link them to the respective Xero files.
Assign these entities to the same group to make them easier to track and manage.
Use a clear naming convention as a good naming structure keeps your entities organised. For example:
Example Company (Consolidated)
Example Company (Division A)
Example Company (Division B)
💡 Tip: Consider whether you need the Xero integration for all the files. If you only need the trial balance from one Xero file (e.g., the consolidated file), you can likely set up a single entity in Cimplico Workpapers and link it to that file. This simplifies the setup and avoids unnecessary complexity.
If you need to reference something specific from the other Xero files, you can always attach those files to the main entity as supporting documents.