Xero Workpapers

Xero Workpapers

This course will tackle the core functionalities of Xero workpapers, the things that you need to know with this amazing online tool, and how to use it efficiently to your everyday tasks.

The key points covered in this course are the following:

  • Create workpapers & import data from Xero
  • Use the client queries portal
  • Use specific workpapers (e.g. bank reconciliation, GST, income tax)
  • Create journals in workpapers
  • Create custom workpapers
  • Review & finalise work papers