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Using Workpapers in your practice - 2. Doing your work

Self-paced learning
Launch course

1 Advisor credit

Free

20 MINUTES

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

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