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
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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

    3.2
    13 Reviews
    5 star
    (23%)
    4 star
    (0%)
    3 star
    (54%)
    2 star
    (23%)
    1 star
    (0%)
    SR
    Sharon Rafferty
    Posted

    Good but needs improving

    In the job estimate there should be a category for the project amount and an additional line for variations. Would also be helpful if the tracked expenses showed the contact instead of having to open the bill.
    SC
    Sarah Clayton
    Posted

    Ok but needs improvements

    A huge downside to projects is the reporting against your bills and expenses. It's only actually a useful tool if you remember to assign every expense as you go but thats an easy thing to forget occasionally. Without being able to run a simple report you have to go into each individual bill to check. Resulting in making the tool itself untrustworthy as I cannot guarantee every expense has been assigned.
    SM
    Stephen Macaulay
    Posted

    Simple and Effective bolt on

    Have really enjoyed this tool. Simple to use and effective in managing multiple task based projects!
    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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