Back to your search

Workpapers in a nutshell

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

Understand how to take control of the compliance workflow in your practice by using Xero Workpapers.

You can navigate back to the Xero Education Week homepage to check out other recordings.

Course outline

    In this course, you'll learn how to:
    • Understand key workpaper settings
    • Import client data and edit report codes
    • Set up and send client queries via the client query portal
    • Understand how to use key workpapers

Topics covered

  • Workpapers

More courses you might be interested in

2 Advisor CREDITS

Find & Recode

Learn the fastest way to fix lots of coding errors quickly. View course

Self-paced learning

3 Advisor CREDITS

Monthly Product Updates

Keep up with Xero's latest product updates and feature releases with our monthly product update. View course

Self-paced learning

40 Advisor CREDITS

Xero Advisor Certification

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?