Procedures & Checklists

Fully customisable and dynamic procedure & checklist templates

Procedures & checklists are built-in to the program, ensuring control and adherence to quality standards. Content is customisable, allowing you to accommodate for scenarios specific to your requirements.

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Dynamic templates

  • Tag procedures with one or more entity types when creating your template
  • When the procedure template is applied to a workpaper, it will only bring across procedure items relevant to the workpaper.
  • Tag checklists items with report codes to have them appear on accounts in the workpaper.

Update in one place, sync the changes easily

  • Don’t stress about updating your procedures and checklists
  • When you update a procedure or checklist template you’ll have the option of syncing the changes to any open workpapers using the template.

Notes for context

  • Give further context to procedures with notes
  • Add notes to procedures for others to see or as a reminder for yourself later

Set defaults

  • Configure your own templates and make them defaults for your firm
  • Automatic pre-selection of your default templates
  • Override and change mid-way through a workpaper

Completion visibility and accountability

  • Cimplico Workpapers automatically records the user and date of procedures and checklists completed or marked as “not applicable” within a workpaper
  • Items marked as “not applicable” are accompanied by an explanation submitted by the user

All the things that make Procedures & Checklists great



Procedures

You configure procedure templates at the firm level, tagging each procedure with the workpaper role that should be resolving it, and optionally the entity type the procedure applies to. When you create a workpaper, you select a template to apply.



Checklists

Checklists map to specific accounts via report code. This allows Workpapers to add checklist items to the worksheets they apply to, rather than as part of a lengthy, ambiguous list on the job.



Dynamic Templates

Centralise procedure and checklist management at the firm level. Use entity type and role tags to dynamically match procedure items to the workpaper, avoiding redundancy.



Sync updates

Update and sync procedure and checklist templates to open workpapers with one click. Closed workpapers remain unchanged to ensure control and governance.



Notes

Give further context to procedures with notes. Add notes to procedures for others to see or as a reminder for yourself later



Completion visibility

Complete visibility of the user and date for completed or “not applicable” procedures and checklists. Items marked “not applicable” must include a user-submitted explanation.

See the power of a cloud workpaper solution

Signup and take advantage of a 14 day free trial to see how Cimplico Workpapers will give back control, efficiency and visibility to your workpaper preparation and review.

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