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Xero - The worlds easiest online accounting system

Workpapers Staff Training

Get your staff up to speed with using online workpapers

Recommend event:


Now you are set up with our online workpapers, its time train your staff in the most efficient way to use them. We recommend that all staff attend this course. We cover all of the essentials that you need to know and content is also relevant for managers and partners, so get everyone along.


The main points covered in this course are:


  • Creating workpapers and importing data from Xero
  • Using the client queries portal
  • Using specific workpapers (e.g. Bank Reconciliation, GST, Income Tax)
  • Creating journals in workpapers
  • Creating custom workpapers
  • Reviewing & Finalising workpapers


You need to have already set up your online workpapers before having your staff attend this course. We recommend attending the ‘Setting up Workpapers’ course which will help you through this process.