You can’t directly view account transactions within a worksheet in Cimplico Workpapers (unless a preparer has referenced them as a file, such as a PDF document). However, we provide a convenient link to quickly access transaction details in your connected ledger (e.g., Xero).
How it works
If your Cimplico Workpapers account is connected to a ledger, you can use the View Transactions button in the worksheet header. This button opens the account transaction report in your ledger (e.g., Xero), where you can select the relevant account and view its source transactions.
