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Xero Projects

Self-paced learning
Launch course

Free

38 MINUTES

Learning objectives

  • Add Xero Projects to a subscription and give staff members access.
  • Create projects for existing or new customers, and add all the information you’ll need to track progress and manage invoicing.
  • Add time to projects, giving you the flexibility to choose the most efficient method.
  • Add expenses to a project, giving you the flexibility to choose the most efficient method.
  • Create fixed price, time and materials, or progress payment invoices based on actual project information, saving you time and avoiding errors.
  • Use 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.

Course outline

    Xero Projects is a simple job costing tool that allows you to track time and expenses against each job. Learn how to set up projects, enter time, allocate expenses, invoice customers and report on the numbers.

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