Checklists in Cimplico Workpapers are a powerful tool for ensuring tasks specific to worksheets are completed.
What can checklists be assigned to?
Checklists are assigned to worksheets, which come in two types:
Default worksheets
Generic worksheets
Checklists are mapped to worksheets through the worksheet tag.
Key Points to Remember:
Worksheets linked to Xero: If your worksheet is linked to a trial balance imported from Xero, the tag is based on the report code.
Calculations: Checklists cannot be directly assigned to calculations because they are not worksheets. However, calculations can be added to worksheets, which do support checklists.