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Xero Projects: The Simple Way to Capture, Track and Report on Jobs

Posted 3 weeks ago in Advisors by Herman Man
Posted by Herman Man

Whether you’re a small business or an advisor working with one, it’s important to know which jobs deliver the best return on investment and which ones need to be reined in. Meet Xero Projects: the simple way to capture, track and report on jobs, all right within Xero.

Projects makes it easy to track and understand your numbers

Tracking costs, profit and time are key to the success of service based businesses and Projects was built with this in mind. It’s geared to support straightforward time and job cost tracking needs, so it’s perfect if you’re fiddling around in a million spreadsheets or find most project management frustratingly complex.

With everything working together in real-time, it’s simplicity that really sets Projects apart:

  • View of all your Projects in one place
  • Visibility across all jobs and how they’re tracking
  • Supports fixed price and time and expenses invoicing
  • Monitors budgets and job costs
  • Out-of-the-box reporting
  • Available on iOS and Android
  • Full integration with Xero
  • Assign your actual invoices, bills and bank transactions
  • Three levels of user permissions to manage access levels of your team

If your job costing and tracking needs are more complex, watch this space because we’re working on even more great functionality such as:

  • Timesheet insights and reporting
  • The ability to copy projects
  • Inform Payroll timesheets from Project timesheets
  • Create projects from Xero Quotes

Take a peek

Give Projects a test-drive!*

Try out all the features of Projects right now before it officially launches later this year.

To access, simply login to Xero and click on the Projects tab.

The trial is currently valued at $25 per month, but no monthly charges will apply at this time.

Not a Xero customer? Start a trial today!

*US customers only

6 comments

Cory S
May 5, 2018 at 10.11 am

This is great news, excited to try it out! However, what do we have to do to enable the Projects tab in our Xero instance? I don’t see it.

Herman Man
May 7, 2018 at 9.09 pm

Hi Cory, you should now see Projects as an option in the main header. If that’s not the case, please let us know. Thanks.

John Underhill
May 5, 2018 at 11.01 am

“Inform Payroll timesheets from Project timesheets” ==> When will this be available?? Thanks.

Sarah Richardson
May 5, 2018 at 3.18 pm

When can we trial it in Australia? We’ve been wanting something that makes our ‘Job no.’ tracking category more usable for a while and this could be it!!

Timothy Munro
May 10, 2018 at 9.39 pm

When can we have the option to auto import timesheet entries into an Invoice? This is really important.

P V Z
May 12, 2018 at 3.52 am

Will this allow for a web version of an estimate to be created and a client will be able to accept?

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