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