Get started with Xero Projects
In this lesson you’ll learn about the benefits of using Xero Projects, and the user roles you can assign to your staff member.
Launch courseIn this lesson you’ll learn about the benefits of using Xero Projects, and the user roles you can assign to your staff member.
Launch courseCreate projects and add tasks. Use inventory items for common tasks to save data entry time. Copy a project including their tasks to save time creating a project that is similar to an existing project. Delete a project that has no activity recorded.
Launch courseAdd time to your projects in the office or on your mobile device while on the go. Use the timer to record time spent on a project. Save data entry time by copying similar time entries from another project.
Launch courseSpeed up data entry by using tracked or untracked inventory items as common expenses. If you receive a bill from a supplier, or create a spend money transaction, you can attach these to a project. Or manually add an expense directly against a project.
Launch courseWith Xero Projects you can create fixed price, time and materials, or progress payment invoices based on actual project information, saving you time and avoiding errors.
Launch courseUse the Detail or Summary reports to review project financials and check out the Detailed time report to see how your team is spending their time on projects.
Launch course