In this video series, you'll learn all the steps necessary to set up and start using Xero Workpapers in your practice.
- Navigate around Workpapers
- Customize practice settings
- Edit Workpapers defaults
- Edit materiality settings
- Manage favorite workpapers
- Customize client queries
- Customize letters and client emails
- Edit and enable notifications
- Add and edit users
Prior to watching this video series, we recommend you check out the "Xero Essentials" course.
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