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Can I schedule workpapers?
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 3 weeks ago

No, Cimplico Workpapers does not currently have a specific scheduling feature. While you could create workpapers in advance and assign due dates, this comes with limitations, such as potential expiry of external links (e.g., from Xero) if set up too far ahead. As a result, this workaround may not be ideal for all users.

⚠️ Important: Reports and filters based on due dates are not currently available in Cimplico Workpapers, so managing workpaper schedules would require manual tracking.

💡 Tip: We’re always exploring ways to enhance Cimplico Workpapers, and scheduling features are on our radar. Stay tuned for updates as we work to improve your workflow management!

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