Yes, you can upload files directly to accounts from the trial balance in Cimplico Workpapers. Simply drag and drop a file onto the desired account.

When you hover over an account, a purple border will appear around it, indicating that the file can be uploaded there. Release the file, and it will be attached to that worksheet.

This feature is especially useful if you’ve received multiple documents from a client and need to quickly sort them into the relevant accounts.