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
More courses you might be interested in

New - 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

40 Advisor CREDITS
Xero Advisor Certification (Self Paced) without CPE credit
You need partner edition to take this course. Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course
Self-paced learning - 4 HOURS