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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.

Explore all features of Xero 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

3.1 out of 5 stars
33 Reviews
5 star(15%)
4 star(15%)
3 star(42%)
2 star(18%)
1 star(9%)
TS
Tasman Simkins
Posted
1 out of 5 stars

Very Poor

Xero Project lacks a lot of very basic but essential functions. It is not possible to import projects from another system. It is not possible to assign invoice to projects when entering Invoices with Hubdoc, Purchase Orders cannot be assigned to Projects.
GT
Gavin Thomas
Posted
2 out of 5 stars

It's OK. Lacks functionality.

For very, very simply projects it's fine. But when you're managing many supplier bills and customer invoices, the lack of integrated purchase orders, the ability to only take one deposit that you cannot bill against incrementally and a range of other issues...you quickly outgrow it. Xero have spent more time working on the reports relating to Projects rather than improving the product itself.
JM
Jonathon Macleod
Posted
2 out of 5 stars

Way Too Simple

Lacks functionality you'd expect from a project manager - such as seeing total estimated costs upfront (they have reports for this but need to be re-run every time you make changes). Essentially just Quotes that link to Bills with a new screen, but doesn't provide all the information readily that you'd get by creating a single Quote and multiple Bills and checking each.
Additional info

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
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