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Using Workpapers in your practice - 1. Getting Started

Self-paced learning
Launch course

1 Advisor credit

Free

20 MINUTES

Learning objectives

You'll learn how to reconcile accounts, add your own custom workpapers, use queries and review points for communication, and post journals to Xero.

Course outline

    • Navigate inside Workpapers
    • Create a Workpaper pack
    • Send client queries in bulk
    • Import & edit the trial balance

Pre-course preparations

Prior to taking this video series, we recommend you take the "Xero Essentials" course

Topics covered

  • Settings
  • Workpapers

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