Workpapers Plus: Setup, Tips & Live Q&A
New to Workpapers Plus? Join our webinar covering key settings, pack customisation and a real workpaper example, followed by 20 minutes of live Q&A.
New to Workpapers Plus? Join our webinar covering key settings, pack customisation and a real workpaper example, followed by 20 minutes of live Q&A.
See why connecting client data and tools in Xero matters for efficient, standardised workflows. Learn how reporting, Workpapers and Tax work together end to end, with practical tips to standardise compliance across clients.
See a full compliance job run in Xero, from client accounts to tax, reporting and workpapers all in one connected place. Ideal for practices new to Xero, discover a confident, low-risk switch and greater practice efficiency.
Set your clients up for success with Making Tax Digital for Income Tax and Xero. We’ll recap the benefits of MTD for IT, that you can share with your clients and show how to seamlessly convert data. Enable clients with...
Stay on top of your cashflow. Learn to organise contacts, send quotes, invoices, follow up with statements and reminders, capture supplier bills and track what customers owe you and what you owe suppliers.
Turn records into business insights. We'll explore key reports for visibility on customer and supplier ageing, profit and loss, balance sheet and VAT201 reporting. We'll also look at how you can use JAX to gain key insights on business performance....
Build a strong foundation in Xero. Review your business settings, confirm your FNB bank feed and starting balance, then learn to match everyday transactions. You'll leave with a simple reconciliation routine to keep your records accurate.
Get ready for MTD for Income Tax and navigate the latest updates with confidence. Learn how effortless migration and data capture can keep you compliant with MTD rules. We'll take an in-depth look at Xero's MTD for Income Tax filing...
Confidently submit the first Making Tax Digital for Income Tax (MTD for IT) quarterly update in Xero. Discover the bookkeeping habits that keep data tidy, from raising invoices to capturing purchase bills with Xero’s smart document capture, and keeping the...
MTD for Income Tax is well underway, which means you’ll be in the habit of keeping your business’ data tidy, raising invoices, capturing purchase bills with Xero’s Smart Document Capture tool, and keeping your bank reconciliations up to date. But...
Get more from your Xero Ultra plan with Syft Analytics. Learn how to connect your data, consolidate entities, and build reports - then take it further with benchmarking, custom KPIs, cash flow forecasting, and AI-powered insights to drive smarter business...
Discover how Auto Bank Reconciliation can support more valuable advisory conversations, stronger client outcomes, and more efficient workflows. Hear practical insights from a partner like you on applying Auto Bank Reconciliation in real-world conversations, navigating the rollout, and helping clients...
Hear from a bookkeeper like you about making day-to-day bookkeeping workflows smoother with Auto Bank Reconciliation. Hear peer-led tips for reducing manual reconciliation effort, improving accuracy, and building confidence in your processes, with practical ideas you can apply to your...
Build a solid foundation in Syft Analytics from day one. This webinar walks you through the essentials - navigating the platform, connecting your data sources, and setting up consolidations - before covering operational setup like user permissions and chart of...
Go beyond the fundamentals and turn Syft into your insights engine. This webinar explores benchmarking, custom KPIs, segments, and ledgers, plus how to upload and use non-financial data for a fuller picture of performance. You'll also learn to build cash...
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.
Dive into our August product update overview to see our latest features in action and learn exactly how to use updates like Just Ask Xero (JAX) on mobile, AU Bill Payments powered by Airwallex, and the new budget planner....
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.
The future of accounting isn’t about replacing people, it’s about helping you do your best work. In this session, we’ll walk through Xero’s human-first approach to AI, with a focus on how automated bank reconciliation, Xero Analytics and JAX, your...
Join us to discover how Xero Analytics delivers the powerful insights you rely on, learn what's changing, and get step-by-step guidance for a seamless transition from Analytics Plus.