This article outlines best practice strategies for preparers using Cimplico Workpapers to optimise their workflow and manage reporting efficiently. While every firm works differently, these tips focus on managing assigned workpapers, staying organised, and completing tasks efficiently. Whether you’re a junior or senior accountant, the search, sort, and filter tools on the Workpapers Page can help you keep on top of your workload.
💡 Tip: You can customise the Workpapers Page by combining search, sort, and filter settings to suit your individual needs.
Common Goals for Preparers
In most firms, preparers are focused on:
Keeping on top of assigned work.
Managing deadlines and reporting periods.
Ensuring workpapers are progressing steadily.
Prioritising incomplete or overdue workpapers.
Reporting and Workflow Tips
Here are some helpful ways to use search, sort, and filter combinations on the Workpapers Page to manage your tasks and confirm the status of completed workpapers:
Page | Search/Sort/Filter Combination | Outcome | When to Use It |
Workpapers Page | Filter: Assigned to me, Status = Open, Sort: Period End (ascending) | Displays open workpapers sorted by the oldest reporting periods first. | When prioritising workpapers from the oldest reporting period. |
Workpapers Page | Filter: Assigned to me, Status = Open, Progress % = Less than 30% | Highlights workpapers with minimal progress to help you prioritise and plan for upcoming workloads. | When planning or reassessing commitments. |
Workpapers Page | Sort: Progress % (descending), Filter: Assigned to me, Status = Open | Shows workpapers that are close to completion so you can focus on wrapping up those jobs. | When prioritising work near completion. |
Workpapers Page | Filter: Assigned to me, Certified = Preparer, Status = Open | Identifies workpapers certified by you, helping you check if the jobs are with the manager or partner for review or final certification. | When tracking the progress of your completed work. |
Workpapers Page | Sort: Last updated (descending), Filter: Assigned to me, Status = Open | Highlights recently updated workpapers so you can pick up where you left off. | When resuming recently updated tasks. |
Workpapers Page | Filter: Entity = Specific client/entity, Status = Open | Focuses on workpapers for a specific client, helping you prioritise urgent or key client work. | When focusing on client-specific priorities. |
Open Workpapers | Default view: No filters needed | Displays all open workpapers assigned to you. | Use daily for a quick overview of assigned workpapers. |
Why These Tips Matter
These best practices are designed to:
Save time: Quickly locate workpapers that need your attention.
Improve focus: Prioritise workpapers that are overdue, low in progress, or nearly complete.
Stay organised: Avoid missing older reporting periods or critical client jobs.
Tips for Success
Here are a few ways to get the most out of your workflow:
Review tasks regularly: Use the Open Workpapers report daily to get a quick view of all your assigned work.
Focus on overdue or stagnant tasks: Filters like Progress % = Less than 50% and sorting by Period End can help identify where to refocus your efforts.
Prioritise key clients: If a specific client or entity needs attention, filtering by their name will bring these workpapers to the forefront.
Finalise nearly completed work: Look for workpapers with Progress % > 90% and complete them promptly to keep workflows moving smoothly.