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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

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