Cimplico

Creating a workpaper

Workpaper Roles Explained

Editing workpaper settings

Managing the Chart of Accounts

Archiving or unarchiving a workpaper

Hannah Olsson

Marco Fiumara

Workpaper Setup & Settings

Are there different types of workpapers?

Can I change the approver on a workpaper?

Can I change the procedure and checklist templates on a workpaper?

Can I create internal workpapers for my firm's entities?

Can I create multiple workpapers for an entity at the same time?

Can I delete a workpaper?

Can I reallocate assignees in bulk?

Can I transfer assigned workpapers to a different user in bulk?

Can only people assigned to a workpaper access it?

Can only people assigned to a workpaper edit it?

Do I need to assign a preparer, reviewer, and approver?

What's involved in a workpaper?

What is a materiality limit?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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