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 + 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.
Getting started
Add Projects to your Xero subscription, and the Projects tab will appear in your menu inside of Xero.
