Cimplico Workpapers integrates directly with Xero, so your entity and trial balance data flows between the two platforms automatically.
At firm level
You can create entities in Cimplico Workpapers directly from your existing Xero organisations, so setting up your clients only takes a few minutes instead of having to work with manual data imports.
At entity level
Once you've linked a Cimplico Workpapers entity to a Xero organisation, your client's trial balance becomes the leadsheet for their annual compliance workpaper — the starting point everything else is built from.
Trial balance sync. Your trial balance pulls directly from Xero, so it's always current. Each account links through to a worksheet, where you verify the figure and attach your evidence, calculations and reconciling entries.
Checklists from report codes. Your Xero report codes are pulled through automatically and checklist items are assigned without manual mapping.
Journals. Journals you create in Cimplico Workpapers post straight back to Xero, tax rates included. You control who's able to post back to your client file versus who can only draft.
Setting up the connection
Linking a Xero organisation to your Cimplico Workpapers entity is two steps: authorise the connection, then map it to your entity.
A few things worth knowing:
You can only map a Xero file to one Cimplico Workpapers entity.
You can map a Cimplico Workpapers entity to both Xero and FYI at the same time.
For the step-by-step process, see: