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.

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


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

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 Payroll CREDITS

Xero Payroll Certification

Complete our Payroll Certification course and get yourself Xero Payroll Certified. View course

Self-paced learning - 1 HOUR 30 MINUTES

Still not what you're looking for?