Back to your search

Using Workpapers in your practice - 3. Completing your work

Self-paced learning
Launch course

1 Advisor credit



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


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?