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!