Back to your search

Workpapers in a nutshell - recording

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

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

Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.

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

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

Xero Essentials

Get familiar with the important stuff. These are the essentials you need to know if you're going to work with Xero. 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?