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

    5 Payroll CREDITS - 1 CPE CREDIT

    The Payroll Quarter for all things Xero payroll - April 2018

    Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

    Self-paced learning - 45 MINUTES

    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

    Still not what you're looking for?