Cimplico Workpapers maintains a complete and extensive suite of calculation templates which have been specifically designed to efficiently produce and manage the compliance needs of professional accountants and bookkeepers. If, however, you have external Excel or other spreadsheets (such as from prior years), that you wish to maintain as part of your current workpapers, these can be accessed from within Cimplico Workpapers in the following ways:
Excel Online, Google Sheets and other online spreadsheets
If you use Excel Online, Google Sheets or any other online spreadsheets you can attach these as a ‘linked file’ in Cimplico Workpapers. By creating a ‘linked file’:
Clicking the link will open the document in a new browser tab for viewing and editing.
If you make edits, changes will automatically save in the linked file. However, please be aware that any changes made to an external spreadsheet will not trigger alerts or update the account status from within Cimplico. Status changes (e.g., reverting to “In Progress”) only occur when Cimplico field values change.
Desktop based Excel Documents
If you use the desktop version of Excel and upload a stand-alone spreadsheet to Cimplico Workpapers as an attached file, then you will need to carry out the following:
Download the spreadsheet to your local device to view or edit.
If the spreadsheet has been viewed but no edits made, mark the document as checked in.
If the spreadsheet has been edited, upload the edited version back into Cimplico Workpapers as ‘replaced’.
💡 Tip: To achieve the most efficient and best user experience in Cimplico Workpapers, you should use the program’s inbuilt Calculations rather than an Excel or other external spreadsheet program wherever possible. Utilising the inbuilt Calculation templates offers the following advantages:
Control and governance: The production and updating of the Calculation templates are managed by Cimplico and are centrally controlled. This means that they are able to be dispatched and updated across all workpapers within the firm ensuring consistency throughout the firm. The calculations are locked down ensuring the control and governance which is a core element of Cimplico Workpapers.
Tracking of Changes: Any updates to calculations are automatically recorded, ensuring full visibility.
File Linking: Attach relevant files directly to calculations for easy reference.
Internal Comments & Client Queries: Add comments or raise queries within calculations for seamless collaboration.
Audit Trail: Maintain a complete history of changes and approvals for compliance and transparency.