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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

3.0 out of 5 stars
36 Reviews
5 star(14%)
4 star(14%)
3 star(39%)
2 star(25%)
1 star(8%)
HD
Heather D
Posted
2 out of 5 stars

Does not link purchase orders to Projects

Works well except no way of keeping track of purchases until invoices received from supplier. Tried using estimated expenses but duplicated a lot of work.
One person found this review helpful.
AW
Audrey Whisker
Posted
2 out of 5 stars

Disappointing

Disappointing and lacking proper support. Essential functions such as progress claims, rearranging items, and templates are just not possible. Support has been classic Xero - they send you from one forum to another, never answer your questions, and reset the feature request numbers.
One person found this review helpful.
RM
Robert McNamara
Posted
2 out of 5 stars

High expectations, but disappointing

Found the app to be inconsistent with the rest of the in-built quotes tool. Unable to handle labour with day rates only (which some of my clients prefer). Unable to support discounts on labour/line items (again, a feature thats standard on quotes, missing in Projects). Just feels like its still work in progress and nobody is improving it. Not sure I'll continue paying for it, might as well go back to using excel or look at another addon, pity when a single platform could so easily be the answer..

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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