Whether you’re a small business, or an accountant working with one, it’s important to know which jobs deliver the best return on investment, and which ones need to be reined in. Cue projects in Xero: a simple way to capture, track and report on the time and money spent on each job so you can proactively invoice, make informed decisions and manage your business more efficiently.
Projects is a great fit for small businesses, agencies or consultants in digital, creative and IT industries. Now you can enjoy visibility across all your jobs – which makes it easier to plan ahead, stick to budget and focus on the right work.
Ultimately, projects helps drive business efficiency and profitability.
Today, projects has been designed with small service industries in mind – so if you have simple job costing and tracking needs, then projects is for you. If your job tracking needs are more complex, watch this space because we’re working on even more awesome functionality. Soon, everyone from architects, engineers and tradies, larger accounting and legal firms and more can make use of this helpful tool.
If projects sounds right for you, or you’re keen to share the delight with your clients, get the scoop below:
What is it?
Projects in Xero is a simple time and cost tracking tool that:
- Focuses on the financial side of project management.
- Integrates with key Xero features, including contacts, invoicing, and very soon
bills and bank reconciliation.
- Provides flexible, easy project invoicing.
- Supports fixed price and time billing.
- Monitors project budgets and financials.
Take a peek
Projects is a great tool for small accounting and bookkeeping businesses, and it’s open to all Xero Partners at no charge. You can explore projects for your own practice using the Xero Practice Organisation – and be sure to invite your clients to try it, too.
Simply pop into the explorer feature in Xero HQ to find clients most suited to projects. Then flick them an invite directly from the projects tab in their Xero organisation. Or if you’re the subscriber, you can enable projects for them right then and there. Not only is this a fantastic way to improve their business, you’ll soon earn partner points for clients using projects where you hold the subscription.
We’re progressively making projects available to all practices and their clients, if it is not available when you access the projects tab please check back soon.
If you’re a small business with simple costing needs, projects is likely the perfect solution for you. Simply reach out to your Xero bookkeeper or accountant and let them know you’re keen to get on board. They’ll be able to help you decide if it’s a good fit, then activate projects and you’re good to go.
For businesses working with a Xero accountant or bookkeeper, you can experience everything projects has to offer at no extra charge for the rest of 2017. Once the introductory period ends, a monthly user subscription fee will apply. Learn more on the projects feature page.
And if you’re one of our awesome accountant or bookkeeper partners, projects is free as part of the Xero Partner Program in your practice organisation.
We’re building deeper reporting and insights so you can really break down your costs and where your team’s time is being spent. We’re also working on a bunch of other goodness below:
- Project user permissions
- Timesheet insights and reporting
- Project templates
- Integration with Xero Quotes
- Integration with Xero Expenses
- Xero Payroll integration
- iOS and Android apps
We can’t wait to see you and your business reap the benefits of this fantastic tool, so seize your chance to experience projects at no extra cost and give it a whirl today.
If you’re after a little extra info, pop over to our Help centre.