The Dashboard in Cimplico Workpapers is your central hub for monitoring the status of a workpaper.
Certification Button
The Certification Button is where users go to certify a workpaper. However, certification can only be completed once all required criteria are met.
ℹ️ Note: For detailed steps on how to certify a workpaper, including understanding the certification requirements, see our Certifying and completing a workpaper article.
Progress Rings
Progress rings visually display the completion status of job elements. To achieve 100% completion, the following criteria must be met:
Procedures: All procedures must be completed or marked as not applicable (N/A).
Trial Balance: All trial balance items must be either reviewed or excluded.
Other Schedules: All schedules must be either reviewed or excluded.
Journals: All journals must be either posted or voided.
Internal Comments: All internal comments must be resolved.
Client Queries: All client queries must be resolved.
💡 Tip: Use the Progress Rings to quickly identify areas that need attention.
Job Summaries
The dashboard also provides several summary boxes that display key details about the workpaper:
Worksheets Assigned to You: Lists incomplete worksheets assigned to you.
Internal Comments (Active): Displays unresolved comments.
Client Queries (Active): Shows active queries requiring resolution.
Client Queries (Draft): Highlights queries that are drafted but not yet sent.
Journals (Draft): Displays journal entries still in draft.
Files (Checked Out): Shows files checked out that need to be checked in.