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Xero Workpapers Series - Setting up Workpapers for your practice

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

  • Learn how to set up and customise Xero Workpapers for your practice
  • Hear about how to get started with Xero Workpapers

Course outline

    • Intro
    • Signing up for workpapers
    • Setting up your practice in Workpapers
    • Preparing for client interactions (Setting Up/Editing Client Queries
    • Management Letter & Compilation Agreements, Users)
    • Conclusion

Topics covered

  • Practice Manager
  • Growth

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