Learning objectives
You will learn how to review and approve workpapers, customize and send letters to your clients, and export and archive completed workpapers.
Course outline
- Review and approve workpapers
- Export & archive a workpaper pack
- Send a management letter
- Export & archive a workpaper pack
Pre-course preparations
Prior to taking this video series, we recommend you take "Xero Essentials" and complete the first two videos in this series.
Topics covered
- Settings
- Workpapers
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