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Can I see a report of all the workpapers created for the previous financial year?
Can I see a report of all the workpapers created for the previous financial year?
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 3 weeks ago

Yes, you can. Here’s how to find all the workpapers from the previous financial year:

  1. Go to the Workpapers tab: Navigate to the Workpapers page in Cimplico Workpapers.

  2. Filter by Period: Use the Period filter to select the relevant dates for the previous financial year.

  3. Include all statuses: Ensure that your status filter includes both open and completed workpapers to capture the full list.

  4. Check naming conventions: If you’ve used a consistent naming convention, you can also search by a common name to narrow the results further.

💡 Tip: Using clear and consistent naming conventions when creating workpapers makes it much easier to search and report on them later!

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