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Xero Projects – connecting to more of Xero

Posted 2 months ago in Xero news by Neill Fraser
Posted by Neill Fraser

As part of Xero, Projects utilises the power of the entire platform. You wouldn’t duplicate your bank data so why duplicate your time and costs. With the most recent improvements to Xero Projects, and a number of great existing features, we’re working to ensure that you have one single source of truth across all of your data in Xero. When it comes to the jobs you’re working on, that shouldn’t be an exception.

Record staff time, once

With the new Xero Payroll and Xero Projects integration you can now load time recorded in a project directly into Xero Payroll avoiding duplication and ensuring that staff members only record time once and in one place.

For Projects users, they simply need to record their time against a given project as they would usually (the mobile app is a great solution for this). Then, when it comes time to process payroll, the payroll admin (or an employee with payroll access) can copy time recorded to projects directly to the timesheet for that staff member. Simple!

The Xero Projects and Payroll integration is available right now for customers using both add-ons in the Australia, New Zealand and the UK.

Projects timesheet integration for Australian organisations:

Projects timesheet integration for NZ and UK organisations:

Sales credit notes come to Projects

Ever invoiced a customer and then find that you need to return part of the sale? Xero solves this by providing the credit notes functionality but until now you were unable to see this reflected on your project financials.

With the credit notes integration for Xero Projects, when a credit note is issued you can apply the amount to a chosen project. This then automatically updates your project financials so that you will see the invoiced amounts net of any credit notes applied. Learn more on Xero Central.

And, very soon we will be introducing this functionality to supplier credit notes so that your project costs always accurately reflect what you are spending.

Assigning costs to projects

Not quite a new feature but a great way to ensure you’re making the most of the platform. Any costs you incur can easily assigned to a project from the bill or during bank reconciliation. Save yourself the double entry of entering costs to a project and simply pick them up from your existing bills or payments. Learn more on Xero Central.

What’s next?

Customers are seeing real value in the latest iterations of Xero Projects but the product is continuing to evolve. As mentioned above, we will soon have support for supplier credit notes. On top of this, we will be releasing a power-up for Atlassian’s Trello so you can post time directly from Trello cards. These changes can be expected in the next 90 days with many more exciting releases to follow.

If you aren’t yet using Xero Projects you can try it out right now in the Xero demo company and remember for Xero Partners, Projects is free to use for your practice.

Get started now

9 comments

Timothy Munro
October 11, 2018 at 1.03 pm

We’re still waiting for timesheet entries to display on Invoices issued from a Project, Such a simple thing. Please Xero – release this soon!

Neill Fraser in reply to Timothy Munro
October 11, 2018 at 1.12 pm

Hi Timothy, the team is working on that feature as we speak with a goal to have it live before the end of this calendar year. – Neill

Timothy Munro in reply to Neill Fraser
October 11, 2018 at 2.17 pm

Thanks Neill. Looking forward to this!

Nicole Meyer
October 16, 2018 at 2.02 pm

Will there be an option to log time against a project for employees using Xero Me?

Neill Fraser in reply to Nicole Meyer
October 17, 2018 at 8.53 am

Hi Nicole, this option is currently available via Xero Me for desktop only.

Athalie
October 20, 2018 at 11.16 pm

What is the number of projects Xero will take?

Neill Fraser in reply to Athalie
October 23, 2018 at 10.29 am

Hey Athalie, there are no limits on the number of projects you can create using Xero Projects.

Inggrid
October 21, 2018 at 10.17 am

My client needs an app where his staff can enter their timesheet for the project and payroll purposes; and also take photo of receipts or invoices and save it in xero. Is there an app that can do all of this and give no access to other financial information to the staff? Thanks.

Neill Fraser in reply to Inggrid
October 23, 2018 at 10.31 am

Hi Inggrid, you can absolutely do this with Xero. For time recording and payroll your staff can use the Xero Projects app and their time can be copied to their payroll timesheets. Receipts and invoices for expenses they incur can recorded using the Xero Expenses app. Both of these apps can be used by staff without giving them access to your financial information in Xero.

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