# Cimplico Help Centre

> How can we help?

## Getting Started With Workpapers 

- [About Cimplico Workpapers](https://support.cimplico.com/en/articles/10233254-about-cimplico-workpapers.md): An overview of Cimplico Workpapers, showcasing its purpose, benefits, and how it revolutionises traditional workpaper challenges.
- [Our Core Principles](https://support.cimplico.com/en/articles/10233521-our-core-principles.md): Discover the core principles of Cimplico Workpapers: Control & Governance, Efficiency, and Visibility for smarter workpaper management.
- [Our Key Features](https://support.cimplico.com/en/articles/10233781-our-key-features.md): Discover the powerful features of Cimplico Workpapers designed to enhance efficiency, control, and visibility in your workpapers.
- [Our Terminology](https://support.cimplico.com/en/articles/10226128-our-terminology.md): This glossary provides definitions for key terms related to Cimplico Workpapers
- [What is a workpaper?](https://support.cimplico.com/en/articles/8665489-what-is-a-workpaper.md): Before diving in, we think it's important to define what a "workpaper" is and what Cimplico Workpapers aims to accomplish
- [Making the most of your trial](https://support.cimplico.com/en/articles/10419748-making-the-most-of-your-trial.md)
- [Creating an account](https://support.cimplico.com/en/articles/8693497-creating-an-account.md)
- [Joining a firm](https://support.cimplico.com/en/articles/8693501-joining-a-firm.md)
- [Navigating the firm](https://support.cimplico.com/en/articles/10257527-navigating-the-firm.md)
- [Why can't I see my firm?](https://support.cimplico.com/en/articles/15260182-why-can-t-i-see-my-firm.md)
- [Internal Implementation Resources](https://support.cimplico.com/en/articles/10226446-internal-implementation-resources.md)
- [External Implementation Resources](https://support.cimplico.com/en/articles/10248567-external-implementation-resources.md)
- [Can I create private workpapers?](https://support.cimplico.com/en/articles/10235015-can-i-create-private-workpapers.md)
- [Can I produce financial statements from Cimplico Workpapers?](https://support.cimplico.com/en/articles/10234979-can-i-produce-financial-statements-from-cimplico-workpapers.md)
- [Can I use my own spreadsheets with Cimplico Workpapers?](https://support.cimplico.com/en/articles/10226224-can-i-use-my-own-spreadsheets-with-cimplico-workpapers.md)
- [How do I provide feedback or ideas to the team?](https://support.cimplico.com/en/articles/12429048-how-do-i-provide-feedback-or-ideas-to-the-team.md)

## Best Practices

- [Determining the optimal stage for reviewing worksheets](https://support.cimplico.com/en/articles/10342789-determining-the-optimal-stage-for-reviewing-worksheets.md)
- [Using keyboard shortcuts](https://support.cimplico.com/en/articles/9660861-using-keyboard-shortcuts.md)
- [Using Search, Sorting, and Filtering to Streamline Your Workflow](https://support.cimplico.com/en/articles/10226376-using-search-sorting-and-filtering-to-streamline-your-workflow.md)
- [Reporting and Insight Tips for Preparers](https://support.cimplico.com/en/articles/10296238-reporting-and-insight-tips-for-preparers.md)
- [Reporting and Insight Tips for Reviewers and Approvers](https://support.cimplico.com/en/articles/10296341-reporting-and-insight-tips-for-reviewers-and-approvers.md)
- [Reporting and Insight Tips for Workflow Managers](https://support.cimplico.com/en/articles/10296343-reporting-and-insight-tips-for-workflow-managers.md)
- [Can I save custom search, sort and filters?](https://support.cimplico.com/en/articles/10295442-can-i-save-custom-search-sort-and-filters.md)
- [Can I schedule workpapers?](https://support.cimplico.com/en/articles/9650867-can-i-schedule-workpapers.md)
- [Can I see a report of all the workpapers created for the previous financial year?](https://support.cimplico.com/en/articles/9650878-can-i-see-a-report-of-all-the-workpapers-created-for-the-previous-financial-year.md)
- [Can I see the number of workpapers my team is working on?](https://support.cimplico.com/en/articles/9650877-can-i-see-the-number-of-workpapers-my-team-is-working-on.md)
- [Can I see what workpapers are due this month?](https://support.cimplico.com/en/articles/9650874-can-i-see-what-workpapers-are-due-this-month.md)
- [How do I see the progress of my workpapers?](https://support.cimplico.com/en/articles/9650870-how-do-i-see-the-progress-of-my-workpapers.md)

## Workpapers & Features

- [Creating a workpaper](https://support.cimplico.com/en/articles/10301292-creating-a-workpaper.md)
- [Uploading the Chart of Accounts](https://support.cimplico.com/en/articles/10651539-uploading-the-chart-of-accounts.md)
- [Editing workpaper settings](https://support.cimplico.com/en/articles/10305238-editing-workpaper-settings.md)
- [Workpaper Roles Explained](https://support.cimplico.com/en/articles/10261608-workpaper-roles-explained.md)
- [Archiving or unarchiving a workpaper](https://support.cimplico.com/en/articles/13349123-archiving-or-unarchiving-a-workpaper.md)
- [Are there different types of workpapers?](https://support.cimplico.com/en/articles/9655530-are-there-different-types-of-workpapers.md)
- [Can I change the assignee on a workpaper?](https://support.cimplico.com/en/articles/10301741-can-i-change-the-assignee-on-a-workpaper.md)
- [Can I change the procedure and checklist templates on a workpaper?](https://support.cimplico.com/en/articles/10301761-can-i-change-the-procedure-and-checklist-templates-on-a-workpaper.md)
- [Can I create internal workpapers for my firm's entities?](https://support.cimplico.com/en/articles/9643151-can-i-create-internal-workpapers-for-my-firm-s-entities.md)
- [Can I create multiple workpapers for an entity at the same time?](https://support.cimplico.com/en/articles/9643148-can-i-create-multiple-workpapers-for-an-entity-at-the-same-time.md)
- [Can I delete a workpaper?](https://support.cimplico.com/en/articles/9655532-can-i-delete-a-workpaper.md)
- [Can I reallocate assignees in bulk?](https://support.cimplico.com/en/articles/10305326-can-i-reallocate-assignees-in-bulk.md)
- [Can I transfer assigned workpapers to a different user in bulk?](https://support.cimplico.com/en/articles/9655543-can-i-transfer-assigned-workpapers-to-a-different-user-in-bulk.md)
- [Can only people assigned to a workpaper access it?](https://support.cimplico.com/en/articles/10301849-can-only-people-assigned-to-a-workpaper-access-it.md)
- [Can only people assigned to a workpaper edit it?](https://support.cimplico.com/en/articles/10301885-can-only-people-assigned-to-a-workpaper-edit-it.md)
- [Do I need to assign a preparer, reviewer, and approver?](https://support.cimplico.com/en/articles/10301824-do-i-need-to-assign-a-preparer-reviewer-and-approver.md)
- [What's involved in a workpaper?](https://support.cimplico.com/en/articles/8695599-what-s-involved-in-a-workpaper.md)
- [What is a materiality limit?](https://support.cimplico.com/en/articles/10304758-what-is-a-materiality-limit.md)
- [Using the New Workpaper Types](https://support.cimplico.com/en/articles/12841928-using-the-new-workpaper-types.md)
- [Annual Compliance Workpapers](https://support.cimplico.com/en/articles/12841708-annual-compliance-workpapers.md)
- [Business Activity Statement Workpapers](https://support.cimplico.com/en/articles/12841741-business-activity-statement-workpapers.md)
- [Fringe Benefits Tax Workpapers](https://support.cimplico.com/en/articles/12841828-fringe-benefits-tax-workpapers.md)
- [Carrying Forward a workpaper](https://support.cimplico.com/en/articles/11497859-carrying-forward-a-workpaper.md)
- [Dashboard Explained](https://support.cimplico.com/en/articles/10305424-dashboard-explained.md)
- [Certifying and completing a workpaper](https://support.cimplico.com/en/articles/10305612-certifying-and-completing-a-workpaper.md)
- [Navigating a workpaper](https://support.cimplico.com/en/articles/8892744-navigating-a-workpaper.md)
- [Can I certify on behalf of another role?](https://support.cimplico.com/en/articles/10305657-can-i-certify-on-behalf-of-another-role.md)
- [Can I make changes after I’ve certified a workpaper?](https://support.cimplico.com/en/articles/10308517-can-i-make-changes-after-i-ve-certified-a-workpaper.md)
- [How do I see who has certified a completed workpaper?](https://support.cimplico.com/en/articles/9655542-how-do-i-see-who-has-certified-a-completed-workpaper.md)
- [Why can't I certify a workpaper?](https://support.cimplico.com/en/articles/10305735-why-can-t-i-certify-a-workpaper.md)
- [Managing procedures in a workpaper](https://support.cimplico.com/en/articles/10308569-managing-procedures-in-a-workpaper.md)
- [Completing a procedure](https://support.cimplico.com/en/articles/10308616-completing-a-procedure.md)
- [Adding a note to a procedure](https://support.cimplico.com/en/articles/10308709-adding-a-note-to-a-procedure.md)
- [Marking a procedure as not applicable](https://support.cimplico.com/en/articles/10308639-marking-a-procedure-as-not-applicable.md)
- [Marking procedures as not applicable in bulk](https://support.cimplico.com/en/articles/10308681-marking-procedures-as-not-applicable-in-bulk.md)
- [Can I add procedures in a workpaper?](https://support.cimplico.com/en/articles/10308932-can-i-add-procedures-in-a-workpaper.md)
- [Can I assign users to procedures?](https://support.cimplico.com/en/articles/10308912-can-i-assign-users-to-procedures.md)
- [Can I complete procedures in bulk?](https://support.cimplico.com/en/articles/10308880-can-i-complete-procedures-in-bulk.md)
- [Can I update the procedures on an open workpaper?](https://support.cimplico.com/en/articles/9661649-can-i-update-the-procedures-on-an-open-workpaper.md)
- [Why should I add a note to a procedure?](https://support.cimplico.com/en/articles/10308866-why-should-i-add-a-note-to-a-procedure.md)
- [What do I do if I have multiple procedures with the same not applicable reason?](https://support.cimplico.com/en/articles/10308904-what-do-i-do-if-i-have-multiple-procedures-with-the-same-not-applicable-reason.md)
- [Trial Balance Explained](https://support.cimplico.com/en/articles/9660820-trial-balance-explained.md)
- [Navigating the trial balance](https://support.cimplico.com/en/articles/10309291-navigating-the-trial-balance.md)
- [Updating the Trial Balance](https://support.cimplico.com/en/articles/10335343-updating-the-trial-balance.md)
- [Using the Trial Balance for an efficient workflow](https://support.cimplico.com/en/articles/10335512-using-the-trial-balance-for-an-efficient-workflow.md)
- [Assigning worksheets in the trial balance](https://support.cimplico.com/en/articles/10335726-assigning-worksheets-in-the-trial-balance.md)
- [Excluding worksheets in the trial balance](https://support.cimplico.com/en/articles/10335813-excluding-worksheets-in-the-trial-balance.md)
- [Can excluded accounts roll forward?](https://support.cimplico.com/en/articles/10309343-can-excluded-accounts-roll-forward.md)
- [Can I add a trial balance to a workpaper that’s already been created?](https://support.cimplico.com/en/articles/10309360-can-i-add-a-trial-balance-to-a-workpaper-that-s-already-been-created.md)
- [Can I change the trial balance between cash and accrual?](https://support.cimplico.com/en/articles/9661554-can-i-change-the-trial-balance-between-cash-and-accrual.md)
- [Can I change the trial balance period end?](https://support.cimplico.com/en/articles/10335929-can-i-change-the-trial-balance-period-end.md)
- [Can I group accounts in the trial balance?](https://support.cimplico.com/en/articles/10338293-can-i-group-accounts-in-the-trial-balance.md)
- [Can I remove the trial balance from my workpaper?](https://support.cimplico.com/en/articles/10309418-can-i-remove-the-trial-balance-from-my-workpaper.md)
- [Can I upload files to accounts from the trial balance?](https://support.cimplico.com/en/articles/10338317-can-i-upload-files-to-accounts-from-the-trial-balance.md)
- [Can I use a balance sheet and profit and loss instead of the trial balance?](https://support.cimplico.com/en/articles/10335972-can-i-use-a-balance-sheet-and-profit-and-loss-instead-of-the-trial-balance.md)
- [Can users prepare worksheets without being assigned?](https://support.cimplico.com/en/articles/10335889-can-users-prepare-worksheets-without-being-assigned.md)
- [Do I need to prepare work for each account on the trial balance?](https://support.cimplico.com/en/articles/10338355-do-i-need-to-prepare-work-for-each-account-on-the-trial-balance.md)
- [Why does my trial balance in Cimplico not match the connected ledger \(e.g., Xero\)?](https://support.cimplico.com/en/articles/10338385-why-does-my-trial-balance-in-cimplico-not-match-the-connected-ledger-e-g-xero.md)
- [How do I fix the "Unable to Refresh the Trial Balance" error?](https://support.cimplico.com/en/articles/16307735-how-do-i-fix-the-unable-to-refresh-the-trial-balance-error.md)
- [Other Schedules Explained](https://support.cimplico.com/en/articles/8696573-other-schedules-explained.md)
- [Add Worksheets to Other Schedules](https://support.cimplico.com/en/articles/9270821-add-worksheets-to-other-schedules.md)
- [Can I assign users to worksheets in other schedules?](https://support.cimplico.com/en/articles/10354322-can-i-assign-users-to-worksheets-in-other-schedules.md)
- [Can I delete worksheets in other schedules?](https://support.cimplico.com/en/articles/10354432-can-i-delete-worksheets-in-other-schedules.md)
- [Can worksheets automatically be added to other schedules?](https://support.cimplico.com/en/articles/10354266-can-worksheets-automatically-be-added-to-other-schedules.md)
- [Where should I save financial statements?](https://support.cimplico.com/en/articles/9661567-where-should-i-save-financial-statements.md)
- [Worksheets Explained](https://support.cimplico.com/en/articles/8696524-worksheets-explained.md)
- [Completing a worksheet](https://support.cimplico.com/en/articles/10338697-completing-a-worksheet.md)
- [Default Worksheets](https://support.cimplico.com/en/articles/9291170-default-worksheets.md)
- [Generic Worksheets](https://support.cimplico.com/en/articles/9291168-generic-worksheets.md)
- [Assigning tags to blank schedules](https://support.cimplico.com/en/articles/11018453-assigning-tags-to-blank-schedules.md)
- [Adding & attaching files on a worksheet](https://support.cimplico.com/en/articles/8696534-adding-attaching-files-on-a-worksheet.md)
- [Adding internal comments to a worksheet](https://support.cimplico.com/en/articles/8696557-adding-internal-comments-to-a-worksheet.md)
- [Adding calculations to a worksheet](https://support.cimplico.com/en/articles/10345912-adding-calculations-to-a-worksheet.md)
- [Adding client queries to a worksheet](https://support.cimplico.com/en/articles/8696565-adding-client-queries-to-a-worksheet.md)
- [Adding journals to a worksheet](https://support.cimplico.com/en/articles/8696546-adding-journals-to-a-worksheet.md)
- [Creating an entry in a worksheet](https://support.cimplico.com/en/articles/10338618-creating-an-entry-in-a-worksheet.md)
- [Completing checklists on a worksheet](https://support.cimplico.com/en/articles/8696555-completing-checklists-on-a-worksheet.md)
- [Reconciling a default worksheet](https://support.cimplico.com/en/articles/8696531-reconciling-a-default-worksheet.md)
- [Reviewing a worksheet](https://support.cimplico.com/en/articles/8696571-reviewing-a-worksheet.md)
- [Viewing the worksheet history](https://support.cimplico.com/en/articles/8696567-viewing-the-worksheet-history.md)
- [Can I bulk-review default worksheets?](https://support.cimplico.com/en/articles/10338779-can-i-bulk-review-default-worksheets.md)
- [Can I see the transactions for an account on a worksheet?](https://support.cimplico.com/en/articles/10338647-can-i-see-the-transactions-for-an-account-on-a-worksheet.md)
- [Can I refresh the checklists on an open workpaper?](https://support.cimplico.com/en/articles/10371050-can-i-refresh-the-checklists-on-an-open-workpaper.md)
- [Do all worksheets need to be completed before reviewing can commence?](https://support.cimplico.com/en/articles/10342733-do-all-worksheets-need-to-be-completed-before-reviewing-can-commence.md)
- [Do worksheets need to be reconciled to move to Awaiting Review?](https://support.cimplico.com/en/articles/10342752-do-worksheets-need-to-be-reconciled-to-move-to-awaiting-review.md)
- [Why can’t I review a worksheet?](https://support.cimplico.com/en/articles/10338762-why-can-t-i-review-a-worksheet.md)
- [What is the difference between a default worksheet and a generic worksheet?](https://support.cimplico.com/en/articles/10343374-what-is-the-difference-between-a-default-worksheet-and-a-generic-worksheet.md)
- [What can checklists be assigned to?](https://support.cimplico.com/en/articles/10365570-what-can-checklists-be-assigned-to.md)
- [What is the difference between a workpaper and a worksheet?](https://support.cimplico.com/en/articles/9655531-what-is-the-difference-between-a-workpaper-and-a-worksheet.md)
- [How can I use entries in a default worksheet?](https://support.cimplico.com/en/articles/10507917-how-can-i-use-entries-in-a-default-worksheet.md)
- [Why does my default worksheet need an entry?](https://support.cimplico.com/en/articles/10507837-why-does-my-default-worksheet-need-an-entry.md)
- [Inter-Entity Reconciliations Explained](https://support.cimplico.com/en/articles/12415177-inter-entity-reconciliations-explained.md)
- [Setting up Inter-Entity Reconciliations](https://support.cimplico.com/en/articles/12415748-setting-up-inter-entity-reconciliations.md)
- [Using Inter-Entity Reconciliation Worksheets](https://support.cimplico.com/en/articles/12415801-using-inter-entity-reconciliation-worksheets.md)
- [Calculations Explained](https://support.cimplico.com/en/articles/9127015-calculations-explained.md)
- [Adding a Calculation to Your Workpaper](https://support.cimplico.com/en/articles/11495704-adding-a-calculation-to-your-workpaper.md)
- [Navigating a Calculation](https://support.cimplico.com/en/articles/16802734-navigating-a-calculation.md)
- [Printing a Calculation](https://support.cimplico.com/en/articles/16802865-printing-a-calculation.md)
- [Can I attach files to a specific line in a calculation?](https://support.cimplico.com/en/articles/10353386-can-i-attach-files-to-a-specific-line-in-a-calculation.md)
- [Can I create my own calculation template?](https://support.cimplico.com/en/articles/10353378-can-i-create-my-own-calculation-template.md)
- [Can I override a calculation value?](https://support.cimplico.com/en/articles/10357509-can-i-override-a-calculation-value.md)
- [Do you have templates for items like GST, Div7A, Hire Purchase, Borrowing Cost, Livestock, Capital Gains, Wages etc?](https://support.cimplico.com/en/articles/9661573-do-you-have-templates-for-items-like-gst-div7a-hire-purchase-borrowing-cost-livestock-capital-gains-wages-etc.md)
- [Why does a formula in a Calculation say "Waiting..."?](https://support.cimplico.com/en/articles/10353600-why-does-a-formula-in-a-calculation-say-waiting.md)
- [Why can’t I add a particular Calculation to my workpaper?](https://support.cimplico.com/en/articles/10402723-why-can-t-i-add-a-particular-calculation-to-my-workpaper.md)
- [Journals Explained](https://support.cimplico.com/en/articles/10365735-journals-explained.md)
- [Creating a journal](https://support.cimplico.com/en/articles/10410613-creating-a-journal.md)
- [Utilising draft journals when connected to client files](https://support.cimplico.com/en/articles/9661495-utilising-draft-journals-when-connected-to-client-files.md)
- [Can I see the effect of a draft journal on the trial balance?](https://support.cimplico.com/en/articles/10335955-can-i-see-the-effect-of-a-draft-journal-on-the-trial-balance.md)
- [Can you see who posted a journal to the connected ledger?](https://support.cimplico.com/en/articles/10357899-can-you-see-who-posted-a-journal-to-the-connected-ledger.md)
- [Does Cimplico Workpapers pull journals in from the connected ledger?](https://support.cimplico.com/en/articles/10357782-does-cimplico-workpapers-pull-journals-in-from-the-connected-ledger.md)
- [What happens if I update a posted journal?](https://support.cimplico.com/en/articles/10357732-what-happens-if-i-update-a-posted-journal.md)
- [What is the difference between posting and drafting a journal?](https://support.cimplico.com/en/articles/10357912-what-is-the-difference-between-posting-and-drafting-a-journal.md)
- [What is the difference between an entry and a journal entry?](https://support.cimplico.com/en/articles/9661574-what-is-the-difference-between-an-entry-and-a-journal-entry.md)
- [Who can post a journal?](https://support.cimplico.com/en/articles/10354797-who-can-post-a-journal.md)
- [Why can’t I journal to a particular account?](https://support.cimplico.com/en/articles/10357961-why-can-t-i-journal-to-a-particular-account.md)
- [Files Explained](https://support.cimplico.com/en/articles/8696578-files-explained.md)
- [Browsing the file system](https://support.cimplico.com/en/articles/8696580-browsing-the-file-system.md)
- [Adding files, links, and references](https://support.cimplico.com/en/articles/8696583-adding-files-links-and-references.md)
- [Working with Excel and other external spreadsheets in Cimplico Workpapers](https://support.cimplico.com/en/articles/10364347-working-with-excel-and-other-external-spreadsheets-in-cimplico-workpapers.md)
- [Bulk-referencing files](https://support.cimplico.com/en/articles/9469007-bulk-referencing-files.md)
- [Changing a file reference to an original](https://support.cimplico.com/en/articles/9469026-changing-a-file-reference-to-an-original.md)
- [Deleting a file](https://support.cimplico.com/en/articles/9468535-deleting-a-file.md)
- [Downloading a file](https://support.cimplico.com/en/articles/9468887-downloading-a-file.md)
- [Duplicating a file](https://support.cimplico.com/en/articles/9468950-duplicating-a-file.md)
- [Finding an original file](https://support.cimplico.com/en/articles/9469027-finding-an-original-file.md)
- [Moving a file](https://support.cimplico.com/en/articles/9468547-moving-a-file.md)
- [Renaming a file](https://support.cimplico.com/en/articles/9468545-renaming-a-file.md)
- [Replacing a file \(or Replacing and Checking-in\)](https://support.cimplico.com/en/articles/9469004-replacing-a-file-or-replacing-and-checking-in.md)
- [Checking-in a file](https://support.cimplico.com/en/articles/9469011-checking-in-a-file.md)
- [Can I bring files forward from previous workpapers?](https://support.cimplico.com/en/articles/10358736-can-i-bring-files-forward-from-previous-workpapers.md)
- [Can I create folders in the file system?](https://support.cimplico.com/en/articles/10359329-can-i-create-folders-in-the-file-system.md)
- [Can I link files from other document management systems?](https://support.cimplico.com/en/articles/10358642-can-i-link-files-from-other-document-management-systems.md)
- [Can I reference files between entities within a group?](https://support.cimplico.com/en/articles/10273916-can-i-reference-files-between-entities-within-a-group.md)
- [What does ‘Rename all references of this file record’ do?](https://support.cimplico.com/en/articles/10358966-what-does-rename-all-references-of-this-file-record-do.md)
- [Where do I save permanent files?](https://support.cimplico.com/en/articles/10365209-where-do-i-save-permanent-files.md)
- [Why can’t I preview a file in a worksheet?](https://support.cimplico.com/en/articles/10359280-why-can-t-i-preview-a-file-in-a-worksheet.md)
- [Internal Comments Explained](https://support.cimplico.com/en/articles/8696830-internal-comments-explained.md)
- [Resolving an internal comment](https://support.cimplico.com/en/articles/10508048-resolving-an-internal-comment.md)
- [Different Use Cases for Internal Comments](https://support.cimplico.com/en/articles/10360166-different-use-cases-for-internal-comments.md)
- [Where do I add review notes?](https://support.cimplico.com/en/articles/10359360-where-do-i-add-review-notes.md)
- [What is the difference between an internal comment and client query?](https://support.cimplico.com/en/articles/9655563-what-is-the-difference-between-an-internal-comment-and-client-query.md)
- [What is the difference between an active and resolved internal comment?](https://support.cimplico.com/en/articles/10359770-what-is-the-difference-between-an-active-and-resolved-internal-comment.md)
- [Client Queries Explained](https://support.cimplico.com/en/articles/8696834-client-queries-explained.md)
- [Resolving a client query](https://support.cimplico.com/en/articles/10508168-resolving-a-client-query.md)
- [Best practices for writing client queries in Cimplico Workpapers](https://support.cimplico.com/en/articles/10361210-best-practices-for-writing-client-queries-in-cimplico-workpapers.md)
- [Can I attach a file to a client query?](https://support.cimplico.com/en/articles/9661631-can-i-attach-a-file-to-a-client-query.md)
- [Can I send client queries directly from Workpapers?](https://support.cimplico.com/en/articles/9661626-can-i-send-client-queries-directly-from-workpapers.md)
- [Exporting a workpaper](https://support.cimplico.com/en/articles/8696840-exporting-a-workpaper.md)
- [Can I customise my export?](https://support.cimplico.com/en/articles/9661639-can-i-customise-my-export.md)
- [Can I export a workpaper before it has been completed?](https://support.cimplico.com/en/articles/9661641-can-i-export-a-workpaper-before-it-has-been-completed.md)
- [Why can't I export my workpaper?](https://support.cimplico.com/en/articles/9661640-why-can-t-i-export-my-workpaper.md)
- [Why can’t I open my exported workpaper ZIP file?](https://support.cimplico.com/en/articles/9661635-why-can-t-i-open-my-exported-workpaper-zip-file.md)

## Entity & Group Management

- [Entities Explained](https://support.cimplico.com/en/articles/10273701-entities-explained.md)
- [Groups Explained](https://support.cimplico.com/en/articles/10278922-groups-explained.md)
- [Choosing the best method to import entities and groups](https://support.cimplico.com/en/articles/10278710-choosing-the-best-method-to-import-entities-and-groups.md)
- [Adding an entity to a group](https://support.cimplico.com/en/articles/10279103-adding-an-entity-to-a-group.md)
- [Updating an entity’s type](https://support.cimplico.com/en/articles/10552332-updating-an-entity-s-type.md)
- [Adding entities manually \(individually or in bulk\)](https://support.cimplico.com/en/articles/10273717-adding-entities-manually-individually-or-in-bulk.md)
- [Adding groups manually \(individually or in bulk\)](https://support.cimplico.com/en/articles/10279270-adding-groups-manually-individually-or-in-bulk.md)
- [Adding entities and groups from FYI](https://support.cimplico.com/en/articles/10273720-adding-entities-and-groups-from-fyi.md)
- [Adding entities from Xero](https://support.cimplico.com/en/articles/10273721-adding-entities-from-xero.md)
- [Linking an existing Cimplico Workpapers entity with a Xero file](https://support.cimplico.com/en/articles/10559990-linking-an-existing-cimplico-workpapers-entity-with-a-xero-file.md)
- [Can an entity be assigned to multiple groups?](https://support.cimplico.com/en/articles/10290376-can-an-entity-be-assigned-to-multiple-groups.md)
- [Can I delete an entity?](https://support.cimplico.com/en/articles/10279504-can-i-delete-an-entity.md)
- [Can I see the organisational structure of a group?](https://support.cimplico.com/en/articles/10273828-can-i-see-the-organisational-structure-of-a-group.md)
- [Can I store notes on a group?](https://support.cimplico.com/en/articles/10294476-can-i-store-notes-on-a-group.md)
- [Does the FYI integration automatically bring in new entities and groups?](https://support.cimplico.com/en/articles/10290288-does-the-fyi-integration-automatically-bring-in-new-entities-and-groups.md)
- [How do I manage an entity with multiple Xero files?](https://support.cimplico.com/en/articles/10290208-how-do-i-manage-an-entity-with-multiple-xero-files.md)
- [Which method should I use for creating new entities and groups?](https://support.cimplico.com/en/articles/10294474-which-method-should-i-use-for-creating-new-entities-and-groups.md)

## Templates & Practice Standards

- [Building Procedure, Checklist and Other Schedule Templates](https://support.cimplico.com/en/articles/13916147-building-procedure-checklist-and-other-schedule-templates.md)
- [Procedures Explained](https://support.cimplico.com/en/articles/10226274-procedures-explained.md)
- [Creating a new procedure template](https://support.cimplico.com/en/articles/10265223-creating-a-new-procedure-template.md)
- [Editing a procedure template](https://support.cimplico.com/en/articles/10265227-editing-a-procedure-template.md)
- [Setting a procedure template as default](https://support.cimplico.com/en/articles/10265229-setting-a-procedure-template-as-default.md)
- [Syncing a procedure template to open workpapers](https://support.cimplico.com/en/articles/10265230-syncing-a-procedure-template-to-open-workpapers.md)
- [Checklists Explained](https://support.cimplico.com/en/articles/10265238-checklists-explained.md)
- [Creating a new checklist template](https://support.cimplico.com/en/articles/10265244-creating-a-new-checklist-template.md)
- [Editing a checklist template](https://support.cimplico.com/en/articles/10265245-editing-a-checklist-template.md)
- [Setting a checklist template as default](https://support.cimplico.com/en/articles/10265247-setting-a-checklist-template-as-default.md)
- [Syncing a checklist template to open workpapers](https://support.cimplico.com/en/articles/10265250-syncing-a-checklist-template-to-open-workpapers.md)
- [Other Schedule Templates Explained](https://support.cimplico.com/en/articles/11496508-other-schedule-templates-explained.md)
- [Creating a new Other Schedule template](https://support.cimplico.com/en/articles/11496542-creating-a-new-other-schedule-template.md)
- [Editing an Other Schedule Template](https://support.cimplico.com/en/articles/11496867-editing-an-other-schedule-template.md)
- [Setting an Other Schedule Template as Default](https://support.cimplico.com/en/articles/11496898-setting-an-other-schedule-template-as-default.md)
- [Syncing an Other Schedule Template to Open Workpapers](https://support.cimplico.com/en/articles/11497091-syncing-an-other-schedule-template-to-open-workpapers.md)
- [How do checklists work for Other Schedules?](https://support.cimplico.com/en/articles/11497132-how-do-checklists-work-for-other-schedules.md)
- [What are the best practices for managing firm checklists and procedures?](https://support.cimplico.com/en/articles/10269378-what-are-the-best-practices-for-managing-firm-checklists-and-procedures.md)
- [What does a procedure look like?](https://support.cimplico.com/en/articles/9651654-what-does-a-procedure-look-like.md)
- [What does a checklist item look like?](https://support.cimplico.com/en/articles/9651663-what-does-a-checklist-item-look-like.md)
- [What is the difference between a procedure and checklist?](https://support.cimplico.com/en/articles/10268852-what-is-the-difference-between-a-procedure-and-checklist.md)
- [Why isn't my checklist item showing up on a worksheet?](https://support.cimplico.com/en/articles/10288854-why-isn-t-my-checklist-item-showing-up-on-a-worksheet.md)
- [What are some ways I can use Other Schedule templates?](https://support.cimplico.com/en/articles/11497210-what-are-some-ways-i-can-use-other-schedule-templates.md)

## Integrations & Apps

- [Setting up Atosa with Cimplico Workpapers](https://support.cimplico.com/en/articles/10203606-setting-up-atosa-with-cimplico-workpapers.md)
- [FYI Integration Explained](https://support.cimplico.com/en/articles/8702060-fyi-integration-explained.md)
- [Setting up the FYI Integration](https://support.cimplico.com/en/articles/8686478-setting-up-the-fyi-integration.md)
- [Onboarding your firm from FYI](https://support.cimplico.com/en/articles/9270422-onboarding-your-firm-from-fyi.md)
- [Linking a workpaper to an FYI job](https://support.cimplico.com/en/articles/16499642-linking-a-workpaper-to-an-fyi-job.md)
- [Referencing a document from FYI](https://support.cimplico.com/en/articles/8702063-referencing-a-document-from-fyi.md)
- [Can I automatically file an exported workpaper to FYI?](https://support.cimplico.com/en/articles/9655469-can-i-automatically-file-an-exported-workpaper-to-fyi.md)
- [Can I change a group’s FYI mapping?](https://support.cimplico.com/en/articles/9655468-can-i-change-a-group-s-fyi-mapping.md)
- [Can I change an entity's FYI mapping?](https://support.cimplico.com/en/articles/9655465-can-i-change-an-entity-s-fyi-mapping.md)
- [How do I disconnect an FYI entity from a Cimplico entity?](https://support.cimplico.com/en/articles/9655461-how-do-i-disconnect-an-fyi-entity-from-a-cimplico-entity.md)
- [Cimplico + Xero Overview](https://support.cimplico.com/en/articles/8686455-cimplico-xero-overview.md)
- [How to Onboard Entities From Xero](https://support.cimplico.com/en/articles/9426793-how-to-onboard-entities-from-xero.md)
- [Updating tax rates for journals](https://support.cimplico.com/en/articles/8794301-updating-tax-rates-for-journals.md)
- [Can I onboard groups through the Xero integration?](https://support.cimplico.com/en/articles/9655472-can-i-onboard-groups-through-the-xero-integration.md)
- [Does Cimplico Workpapers integrate with MYOB?](https://support.cimplico.com/en/articles/9655475-does-cimplico-workpapers-integrate-with-myob.md)
- [Does Cimplico Workpapers integrate with QuickBooks?](https://support.cimplico.com/en/articles/9655477-does-cimplico-workpapers-integrate-with-quickbooks.md)
- [Does Cimplico Workpapers integrate with SuiteFiles?](https://support.cimplico.com/en/articles/9655478-does-cimplico-workpapers-integrate-with-suitefiles.md)
- [Do I need to set up integrations?](https://support.cimplico.com/en/articles/9643310-do-i-need-to-set-up-integrations.md)

## Firm Administration & Personal Settings

- [Firm User Roles](https://support.cimplico.com/en/articles/10244915-firm-user-roles.md)
- [Inviting users to the firm](https://support.cimplico.com/en/articles/10249345-inviting-users-to-the-firm.md)
- [Changing a users role in the firm](https://support.cimplico.com/en/articles/10256583-changing-a-users-role-in-the-firm.md)
- [Changing the firm administrator](https://support.cimplico.com/en/articles/10257031-changing-the-firm-administrator.md)
- [Removing users from the firm](https://support.cimplico.com/en/articles/10256988-removing-users-from-the-firm.md)
- [Resetting Multi-Factor Authentication \(MFA\)](https://support.cimplico.com/en/articles/10537528-resetting-multi-factor-authentication-mfa.md)
- [Inviting users from FYI](https://support.cimplico.com/en/articles/16499298-inviting-users-from-fyi.md)
- [Changing your firm name](https://support.cimplico.com/en/articles/10257052-changing-your-firm-name.md)
- [Configure your subscription](https://support.cimplico.com/en/articles/8702053-configure-your-subscription.md)
- [Updating Not Applicable reasons at the firm-level](https://support.cimplico.com/en/articles/10640332-updating-not-applicable-reasons-at-the-firm-level.md)
- [Updating quick descriptions at the firm-level](https://support.cimplico.com/en/articles/10257110-updating-quick-descriptions-at-the-firm-level.md)
- [Can I invite auditors into Cimplico Workpapers?](https://support.cimplico.com/en/articles/10249050-can-i-invite-auditors-into-cimplico-workpapers.md)
- [Can you have multiple firm admins?](https://support.cimplico.com/en/articles/10249059-can-you-have-multiple-firm-admins.md)
- [How do sole-practitioners use Cimplico Workpapers?](https://support.cimplico.com/en/articles/10257192-how-do-sole-practitioners-use-cimplico-workpapers.md)
- [Is Cimplico ISO 27001 certified?](https://support.cimplico.com/en/articles/10257229-is-cimplico-iso-27001-certified.md)
- [Is there a partner role?](https://support.cimplico.com/en/articles/10257190-is-there-a-partner-role.md)
- [What limitations are there for contract workers?](https://support.cimplico.com/en/articles/10249027-what-limitations-are-there-for-contract-workers.md)
- [What limitations are there for junior staff?](https://support.cimplico.com/en/articles/10248830-what-limitations-are-there-for-junior-staff.md)
- [What limitations are there for outsourced staff?](https://support.cimplico.com/en/articles/10249008-what-limitations-are-there-for-outsourced-staff.md)
- [What is an external user?](https://support.cimplico.com/en/articles/10248821-what-is-an-external-user.md)
- [Where can I find Cimplico's terms and policies?](https://support.cimplico.com/en/articles/10248806-where-can-i-find-cimplico-s-terms-and-policies.md)
- [Updating your profile](https://support.cimplico.com/en/articles/9643296-updating-your-profile.md)
- [Customising your notification settings](https://support.cimplico.com/en/articles/9643301-customising-your-notification-settings.md)
- [Notifications](https://support.cimplico.com/en/articles/8696836-notifications.md)
- [Can I receive Microsoft Teams notifications?](https://support.cimplico.com/en/articles/9651735-can-i-receive-microsoft-teams-notifications.md)
- [Can I receive email notifications?](https://support.cimplico.com/en/articles/9651734-can-i-receive-email-notifications.md)
- [What am I notified about?](https://support.cimplico.com/en/articles/9651736-what-am-i-notified-about.md)

## Plans, Billing & Usage

- [Renewal Process for Cimplico Workpapers](https://support.cimplico.com/en/articles/9439049-renewal-process-for-cimplico-workpapers.md): What you need to know when renewing your subscription

## Sync

- [Preparing For Sync](https://support.cimplico.com/en/articles/8666013-preparing-for-sync.md)
- [Setting Up Sync](https://support.cimplico.com/en/articles/8666017-setting-up-sync.md)
- [Fixing Invoice Create Issues](https://support.cimplico.com/en/articles/8666019-fixing-invoice-create-issues.md): Sometimes Sync cannot create invoices in your Satellite entities due to either unexpected errors or limitations.
- [Fixing Tracking Issues](https://support.cimplico.com/en/articles/8666021-fixing-tracking-issues.md): This article lists some common Tracking Category & Options issues and the steps required to resolve them.
- [Fixing Authentication Issues](https://support.cimplico.com/en/articles/8666023-fixing-authentication-issues.md): This article walks you through the re-authentication process while giving a brief explanation as to why this may occur.
- [Fixing Invalid Invoices](https://support.cimplico.com/en/articles/8666028-fixing-invalid-invoices.md): Sometimes Sync cannot create or update invoices in your Satellite entities as they may not meet the required format.
- [Fixing Credit Note Issues](https://support.cimplico.com/en/articles/8666029-fixing-credit-note-issues.md): Due to either unexpected errors or limitations, Sync may encounter issues when dealing with Credit Notes.
- [Fixing Chart of Accounts Issues in Cimplico Sync](https://support.cimplico.com/en/articles/8666030-fixing-chart-of-accounts-issues-in-cimplico-sync.md): Sync may encounter issues creating accounts in your Satellite entity's chart of accounts due to either unexpected errors or limitations.
- [Fixing Payment Issues](https://support.cimplico.com/en/articles/8666032-fixing-payment-issues.md): Sometimes Sync cannot create or delete payments in your Satellite entities either due to unexpected errors or limitations.
- [Fixing Invoice Update Issues](https://support.cimplico.com/en/articles/8666033-fixing-invoice-update-issues.md): Sometimes Sync cannot update invoices in your Satellite entities either due to unexpected errors or limitations.
- [Other Issues](https://support.cimplico.com/en/articles/8666034-other-issues.md): For Sync to work properly there are certain things it has to do "behind the scenes" to ensure the invoices and contacts are synced correctly
- [Frequently Asked Questions](https://support.cimplico.com/en/articles/8666037-frequently-asked-questions.md)