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Xero Projects

By Xero
2.82 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.
Rated
2.8
out of 5
Reviewed by
49
Xero users
Listed for
5 years
November 2018
Key functions
Invoicing and jobs
Time tracking

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

2.8 out of 5 stars
49 Reviews

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Most recent reviews

DJ
Donna Jamieson
Posted 30 Apr 2024
3 out of 5 stars

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.
One person found this review helpful.
CV
Christo van der Merwe
Posted 21 Mar 2024
1 out of 5 stars

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.
4 people found this review helpful.
PW
Peter Williams
Posted 1 Feb 2024
1 out of 5 stars

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
8 people 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.