Want to take advantage of this new feature? Here’s how your current firm admin can update the settings:

1. Go to Firm Settings ⚙️
2. Select the Details tab
3. Update the Firm Administrators field
4. Click Save

Once added, firm administrators will be able to manage more across the platform, including:

• Billing
• Firm-level integrations

Carry Forward is now live in Cimplico Workpapers! ⭐️

Version 1 of this feature helps you easily bring forward key info from prior year workpapers:

• Entries + Files - See last year’s entries (and their attachments) side-by-side in your worksheets and choose what to carry forward
• Other Schedules – Access prior year schedules and copy them into your current workpaper in one click
• Calculations – Review and re-use Calculations from prior periods

Carry Forward can be turned on when creating a workpaper or from the settings tab at any time!

You can now view all calculations across a workpaper in one central place - no need to click through individual worksheets to find them.

On the new Calculations page, you can:

• Quickly locate and edit any calculation in a workpaper 🔍
• Check progress at a glance 📊
• See which worksheets each calculation is linked to 📎

This update brings more visibility to your workpaper. Head to the Calculations page in any workpaper to check it out!

Getting your data out of Cimplico Workpapers just became easier. We’ve introduced new export options across the Workpapers, Groups, and Entities pages, enabling you to quickly export your key data for enhanced reporting, analysis, and review.

✨ What’s New?

✅ Workpapers Export: Instantly export workpaper data directly from your Workpapers tab.

✅ Groups & Entities Export: Quickly export comprehensive details from Groups and Entities screens for streamlined reporting and easier management.

These updates give you faster access to your data, so you spend less time compiling reports and more time analysing insights.

Give it a go and simplify your reporting workflow today! 🎉

We’ve updated your Workpapers screen to deliver a cleaner and more powerful reporting experience.

Here’s what’s new:

✅ Improved Navigation – Quickly switch between tabs for All, Open, Close, and Assigned workpapers.

✅ Enhanced Reporting Tools – Instantly identify overdue workpapers with clear filters, ensuring you catch potential WIP overruns early.

✅ New Due Date Column – Clearly see when workpapers are due, alongside a simplified circular progress indicator.

✅ Smarter Searching – Searching now works within your applied filters, making it faster to find exactly what you need.

✅ Consistent Experience – Unified UI across Workpapers, Group Overview, Entity Overview, and Profile screens.

Plus, clicking “See All” in the Home Dashboard’s overdue widget now directly shows you only overdue workpapers—no more distractions!

Try the new experience now, and let us know your thoughts! 🎉

We’ve made navigating Cimplico Workpapers even smoother by bringing a consistent experience across the Trial Balance, Procedures, Other Schedules, and Journals screens.

✨ What’s New?

✅ Tabbed Navigation – Now available in Other Schedules & Journals, making it easier to switch between sections.

✅ Enhanced Search, Sort & Filter – Find what you need faster with the same refined tools as the Trial Balance.

✅ Breadcrumb Navigation – Easily move between screens with clear breadcrumb trails.

✅ Smarter Dashboard Links – Click a status (e.g., Awaiting Review) in the Other Schedules widget to jump straight to those items.

These updates connect everything seamlessly, making your workflow faster, smoother, and more intuitive. Try them out now! 🚀

Navigating large calculations just got easier! We’ve added tabs to calculations, letting you quickly switch between section groups and lists without endless scrolling.

✨ What’s New?

✅ Section Group Tabs – Click a tab to focus on that section group’s content while hiding the rest.

✅ “All” Tab View – View everything at once or toggle between section groups as needed.

✅ Improved Side Navigation – Clicking a section group now takes you to its tab for a cleaner, more structured experience.

This update makes working with complex calculations like Company & Trust Tax Reconciliations much smoother. Try it out now!

We’ve recently launched Fin, an AI-powered support assistant, to help you find answers about Cimplico Workpapers faster! 🎉

You’ll find Fin in our messenger when you start a conversation and ask for technical support. Fin can answer common questions, guide you through troubleshooting, and point you to helpful resources.

Fin is still in beta, and we’d love your feedback. And if you ever need extra help, our support team is always here - just ask to speak to the team! 👋

Introducing a new method to quickly and easily connect your Xero entities in-bulk to Cimplico Workpapers!

Using a single flow you can create new entities from Xero or map existing entities (brought in manually or in-bulk via FYI) to Xero.

Hi there,

While the product team has been hard at work improving the new Calculation Worksheets, we're always listening to your feedback and improving Cimplico Workpapers. Here’s what’s new in the Procedures screen:

1️⃣ Notes

By popular demand, you can now add notes to procedures! Unlike internal comments, notes don’t have statuses or replies—perfect for adding extra details. Click on a procedure to add your note, and look for the document icon next to the role badge to see which procedures have notes.

You can also see a summary of the notes on procedures by clicking the notes icon in the top-right.

Expect to see notes popping up in more places soon! 👀

2️⃣ UI Improvements

We’ve revamped the design for easier scanning and better UX. Now, Procedures feature quick filter tabs, an updated filter component, and a side panel with procedure details and note summaries!

3️⃣ Bulk Actions

Marking multiple procedures as not applicable for the same reason just got easier. Hover over a procedure, select the checkbox, and you can mark several as applicable or not applicable at once!

We’d love to hear your thoughts on the updated procedures and the introduction of Notes. Your feedback helps us make Cimplico Workpapers even better. Stay tuned for more exciting updates!