Viewing and updating client details is important for error-free workpaper creation. With just one click, you can update your Client Details directly from Xero. This guide will walk you through the steps to view and update client information in Workpapers Sorted.

Step 1: Navigate to the Client List page.

Step 2: Click on the name of the client you want to view.

Step 3: Client details, including Basic Details, Primary Contact, and Jobs, will be displayed on a slider.

Once you have updated the client details successfully in XPM. Follow the steps given below:

Step 1: Click on the Update Client Details button located at the top right corner of your screen.

Step 2: Your client details will be re-imported from XPM and you will receive a confirmation toast message at the bottom of your screen.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.