Cimplico Help Centre

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Workpapers & Features

Workpapers & Features

Create and complete workpapers with trial balances, worksheets, and other features

Workpaper Setup & Settings

Creating a workpaper

Workpaper Roles Explained

Editing workpaper settings

Managing the Chart of Accounts

Best Practices_{4 articles}

Frequently Asked Questions (FAQs)_{13 articles}

Dashboard & Certification

Dashboard Explained

Certifying and completing a workpaper

Navigating a workpaper

Frequently Asked Questions (FAQs)_{4 articles}

Managing procedures in a workpaper

Procedure Actions_{4 articles}

Frequently Asked Questions (FAQs)_{6 articles}

Trial Balance Explained

Navigating the trial balance

Updating the Trial Balance

Best Practices_{3 articles}

Frequently Asked Questions (FAQs)_{12 articles}

Other Schedules

Other Schedules Explained

Add Worksheets to Other Schedules

Frequently Asked Questions (FAQs)_{4 articles}

Worksheets Explained

Completing a worksheet

Default Worksheets

Generic Worksheets

Assigning tags to blank schedules

Worksheet Actions_{10 articles}

Best Practices_{2 articles}

Frequently Asked Questions (FAQs)_{12 articles}

Calculations Explained

Using the Livestock Schedule

Frequently Asked Questions (FAQs)_{8 articles}

Journals Explained

Creating a journal

Best Practices_{1 article}

Frequently Asked Questions (FAQs)_{8 articles}

Files Explained

Browsing the file system

Adding files, links, and references

Working with Excel and other external spreadsheets in Cimplico Workpapers

File Actions_{10 articles}

Frequently Asked Questions (FAQs)_{7 articles}

Internal Comments

Internal Comments Explained

Resolving an internal comment

Best Practices_{1 article}

Frequently Asked Questions (FAQs)_{3 articles}

Client Queries Explained

Resolving a client query

Best Practices_{1 article}

Frequently Asked Questions (FAQs)_{2 articles}

Exporting Workpapers

Exporting completed workpapers

Frequently Asked Questions (FAQs)Frequently Asked Questions (FAQs)_{4 articles}