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!

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!

Hi there,

First things first, THANK YOU for loving Cimplico Workpapers and supporting us into 2024.

We’re committed to bringing you the best workpaper solution – that provides you, your firm and your clients value. 💙

Without further ado, let’s jump into what’s new this month!

🔁 Trial Balance Screen Update

Starting off with one of our biggest updates!

1️⃣ Tabs: Quickly filter status of the trial balance via the tabs!

2️⃣ Upgraded Filter, Search, Sort: We've massively improved the filter function, allowing you to filter, search and sort your trial balance easier than ever!

3️⃣ Outstanding checklist items: See outstanding checklist items from the trial balance. Click on an outstanding item to be taken directly to it!

Check out the full post on the Trial Balance here: Trial Balance Screen Update

🔁 Worksheet + Other Schedule Screen Update

The Worksheet screen has also been refreshed, with an upgraded header, which includes breadcrumbs for easy navigation. Some of the other changes include:

1️⃣ Tabs: See the number of items for each tab. For worksheets with checklist items see the number of remaining checklist items right from the tab!

2️⃣ New internal comment/client query design: We've given the internal comment & client query side panel an upgraded look, allowing you to quickly resolve items and see replies!

3️⃣ Keyboard shortcuts: Quickly Review a worksheet with Alt (⌥ on Mac) + R! Cycling through worksheets is also a breeze - simply use Alt (⌥ on Mac) + left/right arrow keys to go to the previous/next worksheet!

Check out the full post on the Worksheet + Other Schedule here: Worksheet + Other Schedule Screen Update

✉️ Email usage alerts

We'll now notify you as you start approaching your entity usage limits, with notifications at 75%, 90% and 100%. The notification will include a quick link to add more entities.

This should assist in ensuring your staff can continue efficiently preparing workpapers!

👀 Visibility over your active entities

Have you wanted to know which entities are counting towards your billing?🤔

You can now easily identify your active entities via the Entities screen, where you can filter by a billing status of "active"!

👋 That's all for now, see you next month!

After our support documentation? Check out our in-depth learning articles.

Check out our website to see some of our other products & services!

Hi there,

I'm beyond excited to show you our new and improved Trial Balance, Worksheet, and Other Schedules!

I've done my best to summarise this huge update in a super short video that you can watch here

If you'd like, continue reading for a more detailed breakdown of the update and learn what other amazing things are to come!

Trial Balance View

Breadcrumbs

Starting from top-bottom, the Trial Balance now has interactive breadcrumbs. This is such a cool addition, as you can freely collapse the sidebar and still see exactly what workpaper you're in for which entity! What's more, you can click on the different parts of the breadcrumb to be taken to the group overview, entity overview, or workpaper dashboard in a single click!

Tabs

Now, the big change! We have added tabs that act as quick filters!🎉 This is such a game-changer as it not only allows you to see, for example, all Awaiting Review accounts in a single click, but it also tells you how many accounts are in that status!

⚡️ BONUS FEATURE: You can go directly to the desired status tab from the pie chart on the Workpaper Dashboard!

Upgraded Filter, Search, and Sort

Filters are an integral part of the efficiency within Cimplico Workpapers. Since release, we've received a lot of helpful feedback around areas we could improve the user experience of our filters. I'm pleased to show you our filters v2, which will now show you the filters you have applied without having to click into the filter menu! Moreover, the "pills" that appear as you apply filters can be edited and removed individually!

As filters, search, and sort are frequently used in other places, you'll start seeing the v2 filters rolling out across the app in the coming weeks!

Account Row

Looking at the Trial Balance now, you may notice some changes in the items.

We've moved assigned users closer to the account details, with inline assignment coming soon!

We have also now added checklist items in the Outstanding column, showing you how many remaining checklist items there are to complete per account. Further, these icons are interactive! Clicking the icon will take you to the worksheet with the element already open. E.g. Clicking the checklist icon will open the worksheet with the Checklist tab selected. The same works for internal comments and client queries!

💡 TIP: Clicking the variance figure will swap it between percent and monetary change!

Worksheet and Other Schedule

Header

The header for Worksheets and Other Schedules have been updated. Similar to the Trial Balance, breadcrumbs can now be seen above the worksheet title.

Assigned users are now also next to the worksheet details, similar to where they now appear on the Trial Balance.

The arrows to cycle between worksheets have now moved next to the Review button. These arrows also come with hotkeys! Use ⌥ + Left/Right Arrow if you're on Mac, or Alt + Left/Right Arrow if you're on Windows to cycle to previous and next accounts!

Additionally, Exclude has now moved into a menu next to the Review button in an effort to reduce accidental exclusions.

💡 TIP: You can always Exclude in bulk from the Trial Balance!

Below the Review button, you will now find the Internal Comments and Client Queries buttons. Click these to show the Comments/Queries sidebar.

Updated Comments/Queries Sidebar

We've given the Comments/Queries sidebar a bit of an upgrade! We've added our quick filter tabs so you can easily see comments/queries of different status, and how many are in each.

We've optimised the comment/query card, with a single click to Resolve a comment/query, replies shown in-place rather than having to click in to a comment/query, and Edit/Delete actions on replies accessible in a single click.

Updated Tabs

Finally, we have aligned the tabs on a worksheet with the new tabs seen on the Trial Balance and Comments/Queries Sidebar. You can now see the number of items within a tab. In the case of things like the Checklist tab, we will show you the completion status of these items also.

Phew, that was a lot! There's a few other upgrades that have happened under-the-hood that allow us to do some pretty awesome things going forward, so stay tuned for more soon!

Cheers,

Marco Fiumara

Workpapers Product Owner @Cimplico