New: Richer & Simplified Workpaper Reporting!

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! 🎉