Back to your search

Using Workpapers in your practice - 2. Doing your work

Self-paced learning
Launch course

1 Advisor credit



Learning objectives

You'll learn how to navigate around, create workpaper packs and import your data from Xero.

Course outline

    • Work inside Workpapers
    • Use custom workpapers
    • Use queries & review points
    • Post journals to Xero
    • Use the Client Query Portal

    Pre-course preparations

    Prior to taking this video series, we recommend you take "Xero Essentials" and complete the first video in this series.

    Topics covered

    • Settings
    • Workpapers

    More courses you might be interested in


    Managing security in Xero

    Protect your business with a strong defence View course

    Web Link - 1 HOUR

    40 Migration CREDITS - 3 CPE CREDITS

    Xero Migration Certification (Self-Paced)

    Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

    Self-paced learning - 2 HOURS 30 MINUTES

    New - 40 Advisor CREDITS - 7 CPE CREDITS

    Xero Advisor Certification (self-paced)

    Xero Advisor Certification shows you how to use all the core features of Xero to help you advise your clients. From setting up to bank reconciliation, right through to reporting.   View course

    Self-paced learning - 7 HOURS

    Still not what you're looking for?