This article shares practical reporting strategies to help preparers manage their workload efficiently in Cimplico Workpapers. While each firm may have its own processes, these tips are broadly useful for anyone working in a preparer role.
Common goals for preparers
Most preparers are aiming to:
Stay on top of their assigned work
Manage deadlines and reporting periods
Keep workpapers moving forward
Prioritise workpapers that are incomplete or overdue
These common goals have shaped the reporting combinations we’ve suggested below.
Reporting Combinations
Here are some helpful ways to use various pages and search, sort, and filter combinations to manage your workpapers as a preparer.
Open Work
My open workpapers
Displays all open workpapers assigned to you, providing a comprehensive view of your current workload.
💡 When to use it: Use this daily for a quick overview of your assigned workpapers.
Workpapers Page
My workpapers due in the next week/month
Filters
Assigned to: Me
Status: Open
Due Date: Between [Today’s Date] and [Date One Week/Month from Today]
Outcome
Shows workpapers due within the next week or month, helping you plan ahead and take a proactive approach to upcoming deadlines.
💡 When to use it: When scheduling your workpapers ahead to ensure timely completion.
My overdue workpapers
Filters
Assigned to: Me
Status: Open
Overdue: On
Outcome
Highlights all your overdue workpapers, allowing you to identify and address workpapers that require immediate attention.
💡 When to use it: When prioritising workpapers that have surpassed their due dates.
My open workpapers ordered by progress %
Filters
Assigned to: Me
Status: Open
Sorting
Progress %: Ascending
Outcome
Displays your open workpapers sorted by progress percentage, enabling you to see which are nearly complete and which require more effort.
💡 When to use it: When deciding whether to focus on finalising nearly completed workpapers or to allocate time to those that are less advanced.
Workpapers certified by me but still open
Filters
Assigned to: Me
Status: Open
Certified: Preparer
Outcome
Shows open workpapers that have been certified by a preparer and are assigned to you. In most cases, this will reflect workpapers you’ve certified yourself - especially if you usually work in a preparer role.
💡 When to use it: To track the progress of workpapers you’ve completed and ensure they are moving through the review and approval stages efficiently.
By utilising these search, sort, and filter combinations, you can effectively manage your workload, stay organised, and ensure that workpapers progress smoothly through to completion.