Client Management
How to Disconnect the Workpapers in the Workpapers Sorted
Introduction- If you see the following error while connecting a client to Xero This indicates that the organisation is already linked. To reconnect or update the integration, you’ll first need to disconnect the existing connection. Steps to ...
Adding Manual Client in Workpapers Sorted
Introduction Workpapers Sorted now allows users to manually add clients, making it easy for those who do not use Xero and log in manually. You can choose to add a single client or multiple clients in bulk. Follow the simple steps below to get ...
Requesting Xero Access with User Management Rights
Introduction To efficiently process a fund in Workpapers Sorted using your clients Xero Ledger, you only need to be added once by your client—with the right permissions. Instead of having your client add each staff member from your team, request ...
Update & View Client Details
Introduction: 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 ...
Connecting Clients with Xero Ledger
Introduction To seamlessly prepare workpapers, you need to connect the clients imported in Workpapers Sorted to Xero Ledger as the financial data is imported from Xero Ledger. This guide will show you how to connect or disconnect with Xero Ledger. ...
Importing Clients From Xero
Introduction Easily import all your clients from Xero to Workpapers Sorted with just a few clicks. The import process includes important details such as ABN, Entity Type, Group, and Financial Year, ensuring that your client information stays current ...