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Introduction to Projects

Self-paced learning
Launch course

3 Advisor credits

Free

56 MINUTES

Learning objectives

We recently announced the release of Xero projects. Xero projects provides 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. In this webinar, we will introduce you to Xero projects, discuss best fit clients, walk you through the projects workflow and highlight key functionality and look ahead at the enhancements coming in the next 90 days. Check out our comprehensive Q&A document here

Course outline

    • Assess which of your clients would be best suited to Xero Projects
    • Demonstrate best practice navigation of Xero Projects
    • Describe key functionality currently available and what's coming soon

Topics covered

  • Xero HQ
  • Dashboard
  • Growth

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