Search docs
Theme
Getting started
Introduction
What is a workpaper?
Overview of Cimplico Workpapers
Before you begin
Core concepts
Trial balance & worksheets
File management
Journals
Procedures & Checklists
Insights
Communication
🎓 The basics
The basics
Creating an account
Joining a firm
Navigating the firm
Creating entities
Creating groups
Creating workpapers
🎓 Creation to completion
Creation to completion overview
What's involved in a workpaper?
Dashboard overview
Trial balance basics
Using search, sort, and filter
Worksheet overview
Reconciling a worksheet
Adding & referencing files on a worksheet
Creating journals on a worksheet
Worksheet checklists
Adding a comment to a worksheet
Creating a client query for a worksheet
Worksheet history
Reviewing a worksheet
Other schedules overview
Procedures overview
Files overview
Browsing the file system
Adding files, links, and references
Files actions
Journals overview
Internal comments overview
Client queries overview
Notifications
Certifying & completing a workpaper
Exporting completed workpapers
Setup & Onboarding
Setting up Cimplico Workpapers
Create a firm
Manage users
Bulk-add entities
Bulk-add groups
Establish your firm procedures
Establish your firm checklists
Configure your subscription
Integrations
Integrations
Xero
FYI Docs
🎓 FYI Docs
FYI Setup & Onboarding
Using FYI files within Cimplico Workpapers
⚠️ Migrating from FYI Legacy integration
Other resources
Implementation approaches
Using an implementor
🎓 Creation to completion
Exporting completed workpapers
Note
Coming soon!
Previous
←
Certifying & completing a workpaper
Next
Setting up Cimplico Workpapers
→