Sign up and set up your practice in Workpapers

Here's what you'll need to do to sign up to Workpapers and get started setting up your practice.


This video is part of a series in Xero U that you can watch and earn Xero U credits. Learn more at the end of this page.

  1. Sign up to Workpapers

    Image showing warning icon You'll need a Xero Partner Edition account to sign up to Workpapers.
    Log into Workpapers with your Xero credentials.

  2. Set up your practice
  3. Set the materiality thresholds at practice level
  4. Use Practice Manager