Back to your search

Setting up Workpapers

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

In this course, you'll learn how to set up Xero Workpapers in your practice. You'll need to have 'practice admin' permissions to perform these tasks.

Course outline

    The main topics covered are:
    • Navigating around workpapers
    • Customising practice settings
    • Editing workpaper defaults and materiality settings
    • Customising client queries, letters and emails
    • Notifications
    • Adding users, and
    • Help and support
    Remember - to start with, everything is set up by default to allow you to get started straight away, but we recommend customising the settings to best suit your practice.

Topics covered

  • Settings
  • Workpapers

More courses you might be interested in

New

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

Still not what you're looking for?