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Editing workpaper settings
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

This process article explains how to edit the details of a workpaper in Cimplico Workpapers.

Step 1: Open the workpaper

  1. Navigate to the Workpapers Page and open the desired workpaper.

  2. On the left-hand navigation bar, click the Settings tab.

Step 2: Navigate to the details tab

  1. Ensure you are on the Details tab within the Settings section.

Step 3: Edit workpaper details

You can update the following workpaper details:

  • Workpaper Name: Update using the text box. We recommend using a standard naming convention for consistency.

  • Period End Date: Use the date selector to update the reporting period’s end date.

  • Due Date: Use the date selector to update the workpaper’s due date.

  • Materiality Limit: Choose between a monetary ($) or percentage (%) limit using the dropdown and type the value.

💡Tip: To learn more about materiality limits, read What are materiality limits?

Trial Balance

  • Accounting Basis: Select the accounting basis (accrual or cash) from the dropdown.

ℹ️ Note: If a trial balance is included during setup, it cannot be removed later.

Step 4: Update assigned users

Adjust the roles of team members as follows:

  • Approvers: Can only be changed by the current approver or a firm administrator.

  • Reviewers: Add or remove users using the dropdown.

  • Preparers: Add or remove users using the dropdown.

  • Guests: Type the guest’s email address to invite them to the workpaper with read-only access.

💡Tip: To learn more about workpaper roles, read the article Workpaper Roles Explained.

Step 5: Adjust templates

Be cautious when updating templates, as changes may unmark existing procedures or checklist items.

  • Procedure Template: Select a new template from the dropdown.

  • Checklist: Select a new checklist from the dropdown.

Step 6: Configure security

In the Security section, adjust the following settings:

  • Private Access: Toggle Private to restrict the workpaper to assigned users and firm administrators.

  • Allow Preparers to Post Journals: Toggle this on if preparers are permitted to post journals directly to the client’s files.

Step 7: Save changes

Once you’ve made your edits, click Save to apply your changes.

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