Completing a workpaper 2/21: Dashboard overview

Created by Marco Fiumara, Modified on Thu, 02 Feb 2023 at 12:54 PM by Marco Fiumara

Previous: Completing a workpaper 1/21: What's involved in a workpaper

Last lesson we covered what's involved in taking a workpaper from creation to completion in Cimplico Workpapers!

The workpaper Dashboad is a great way for users and managers to track the progress of a workpaper through its various aspects. There are 4 parts to the Dashboard:

  1. Workpaper information
  2. Sections overview
  3. Tasks & Efficiency
  4. Comments & Queries

Figure 1: Dashboard Overview


Workpaper information

The information entered when the workpaper was created can be seen on the header of the dashboard, where you can see the:

  • Name
  • Period
  • Entity & Group
  • Due date
  • Overall progress
  • Assigned users

Figure 2: Information Header

Additionally, the certify status or certify button will be displayed, allowing you to see the steps required for certification and the ability for assigned users to certify if the steps have been completed.

Sections overview

Below the information header are donut charts for each of the 5 key aspects of a workpaper:

  1. Procedures
  2. Worksheets
  3. Other Schedules
  4. Internal Comments
  5. Client Queries

Figure 3: Sections overview

For each, you can see the number of items for each status (such as Not Prepared, Awaiting Review, Reviewed, Excluded), as well as the overall progress for each section.

Tasks & Efficiency

The next row shows two widgets:

  1. User tasks
  2. Burndown chart (Workpaper Progress Insight)

Figure 4: Tasks & Efficiency

The user tasks lists any worksheets the user has been assigned to that have not been completed. If the user is the assigned preparer or unassigned, items that are Unprepared will show until the status changes. For reviewers, worksheets that are Awaiting Review will show until the status changes.

The burndown chart (Workpaper Progress Insight) is a tool commonly seen in software development that is used to visually track a team's progress relative to a linear projection. The burndown chart allows managers to see how the workpaper is progressing and where progress may have stagnated. It also gives staff a simple objective to aim for - Stay below the gray line.

Comments & Queries

The final row of the dashboard shows any outstanding internal comments and client queries, which have been identified as common bottlenecks in the workpapers preparation process. These widgets are interactive, allowing you to click a comment/query to be taken to it, or you can click its origin source to be taken to where it was created.

Figure 5: Comments & Queries

Next: Completing a workpaper 3/21: Trial balance basics

Now that we've gone over the various screens in a workpaper, let's take a closer look at the Trial balance and learn about tracking worksheet progress, updating the trial balance, and directing the workflow with assigning!

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