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Setting up Workpapers

Self-paced learning
Launch course

2 Advisor credits

Free

Learning objectives

In this video series, you'll learn all the steps necessary to set up and start using Xero Workpapers in your practice.

Course outline

    • 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

Pre-course preparations

Prior to watching this video series, we recommend you check out the "Xero Essentials" course.

Topics covered

  • Workpapers

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