Discover how easy it is to get up and running with our online Workpapers.
You will get a detailed run through on how to set up our online workpapers. We will cover all of the setting options available and give you some tips on how to customise these to best suit your practice.
The main points covered in this course are:
- Workpaper Mappings (to your Xero ledger data)
- Customising your Materiality settings
- Customising your default Client Queries
- Customising your default Management Letter & Compilation Agreement
- Adding and managing Staff