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Xero Projects

By Xero
2.89 out of 5 stars
Xero Projects is easy-to-use, mobile-friendly job tracking tool right within Xero. Quote, track, invoice and monitor how much money you’re making with Xero Projects

Overview

Xero Projects is an easy-to-use job tracking tool that will help you reduce the frustration of tracking time and expenses against jobs. It makes it simple to quote for work, manage invoices and monitor job profitability, all in one place. And, you can be confident the numbers add up with your project financials seamlessly integrated to the single ledger in Xero.

With Xero Projects you can:

Estimate project costs Build accurate budgets by breaking down projects into tasks and estimating time and expenses.

Create professional quotes in minutes Customise your quotes including a breakdown of estimated costs. Your customers can accept the quote with the click of a button.

Track time on the go No more chasing timesheets. Use a stop-start timer and location-based tracking on the Xero Projects mobile app for more accurate time tracking.

Streamline your time tracking with the Trello integration Add time to a project directly from a Trello card. Time recorded is synced automatically with Xero Projects so you can invoice your customers more accurately.

Get paid faster Customise and send invoices and get paid faster with online payment. You have full control over what your customers see.

View jobs profitability at a glance The profitability dashboard helps you monitor project’s financials including costs, invoiced work and profit margin to maximise job profitability and see how to improve it on future projects.

Xero Projects
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Xero Projects + Xero

Streamline cost tracking Xero Projects is an add-on that sits inside of Xero. That means that you can assign Xero invoices, bills, and spend money transactions to a project to know exactly where every dollar was spent.

Pay employees based on tracked time Add Projects timesheets directly into Xero Payroll, avoiding duplication and ensuring that employees only record time once, in one place.

Accurately track your project expenses on the job Snap and submit expenses or mileage claims anytime, anywhere with Xero Expenses and assign them to a project to recover all your costs.

Reviews & ratings

2.9 out of 5 stars
45 Reviews

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Most recent reviews

KF
Kylie Fazen
Posted 17 Nov 2023
1 out of 5 stars

Too time consuming

I really want to utilise Projects to help support our business, but it is far too time consuming. You should be able to link bills and invoices directly to the project that you have set up. Instead you have to double up on everything.
One person found this review helpful.
AP
Accounts Payable
Posted 19 Oct 2023
3 out of 5 stars

So Much Potential!

So much can be done with Projects that is great but why doesn't it talk to the rest of Xero like Expenses add-on does? Infuriating - just needs a little extended development and the system will fly!
CG
Christopher Grubb
Posted 13 Oct 2023
1 out of 5 stars

Projects is useless

I cannot see the point of this. You cannot run reports on Projects. Expenses or Bills assigned to projects are unknown. You cannot search by Project and Date, for example. You cannot link Expenses relating to a Project to an Invoice you are sending the client, for example. Honestly, it's useless. You end up having to keep a manual list of costs.
One person found this review helpful.

Additional info

Functions

Invoicing and jobsTime tracking

Industries

Construction and tradesProfessional services

App details

By Xero
Added in 2018

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom

Languages

English

Support

Setup walkthrough

Get started with Xero Projects

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.