Xero Projects
50 Reviews
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Steve Crowe
Posted 15 Aug 2024
Project Reporting - 50% Downtime!
XeroProjects works well in terms of getting data in but there's serious issues with running Reports on your Projects. We raised issues months ago when we first migrated to Xero and there's been no action from Xero. See dates below showing when we have been unable to run Reports related to the Projects Module:
01/07/2024 Ok
02/07/2024 Ok
03/07/2024 Unavailable
04/07/2024 Unavailable
05/07/2024 Unavailable
08/07/2024 Ok
09/07/2024 Ok
10/07/2024 Ok
11/07/2024 Unavailable
12/07/2024 Unavailable
15/07/2024 Ok
16/07/2024 Unavailable
17/07/2024 Unavailable
18/07/2024 Unavailable
19/07/2024 Ok
22/07/2024 Ok
23/07/2024 Unavailable
24/07/2024 Ok
25/07/2024 Unavailable
26/07/2024 Ok
29/07/2024 Ok
30/07/2024 Ok
31/07/2024 Unavailable
01/08/2024 Unavailable
02/08/2024 Ok
03/08/2024 Ok
05/08/2024 Unavailable
06/08/2024 Ok
07/08/2024 Unavailable
08/08/2024 Ok
09/08/2024 Unavailable
12/08/2024 Am ok, PM unavailable
13/08/2024 Unavailable
14/08/2024 Unavailable
One person found this review helpful.
DJ
Donna Jamieson
Posted 30 Apr 2024
Could be so much better
We like using Projects and have found it useful to track staff time against a job and particular tasks.
Where it could greatly be improved:
* When opening an invoice or quote from projects, it would be great if it opened in a new tab as currently it doesn't so then I have to reopen Projects and find the project again
* Tasks is linked to Products and Services which is also great and helps with consistency but when generating an invoice using tasks and expenses, it doesn't automatically put in the description of the product/service so for each line item in the invoice, I have to edit it.
* It would also be super helpful if a quote is linked to the project then the option to covert selected line items to tasks.
2 people found this review helpful.
CV
Christo van der Merwe
Posted 21 Mar 2024
NOT ABLE TO PURCHASE AGAINST PROJECTS
Although quotes, invoices and bills can be done against a project, there still is not way of linking an purchase order against a project. Projects also do not have project addresses and the customer's (contact) address is used. Pity when you do various projects for a single customer with many project managers. Xero's Projects might be perfect for a small one man contracting business.
7 people found this review helpful.
PW
Peter Williams
Posted 1 Feb 2024
Timesheets
Would be ideal if you could tag a project off a xero timesheet particularly the Xero me app.
The time capture in Projects is clunky at best and not ideal for self serve when there is non project time.
Will need to find a different solution
10 people found this review helpful.
EH
Edward Hollis
Posted 7 Dec 2023
Added projects to my package recently. Has lots of potential. Need to be able to assign quotes and expenses from xero to be worth it.
7 people found this review helpful.
KF
Kylie Fazen
Posted 17 Nov 2023
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.
9 people found this review helpful.
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