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Can I see a report of all the workpapers created for the previous financial year?

Marco Fiumara avatar
Written by Marco Fiumara
Updated over 10 months 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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