Xero projects desktop app -
Looking for:
Projectworks & Xero integration - Job Management, Project Tracking & Job Scheduling — Projectworks - How it works |
Xero projects desktop app
Add tasks to break down the work. Estimate your time and set your charge rate for each task. Estimate your expenses and send the customer a quote. Record time worked against tasks. Add actual expenses and track them back to your estimates. Invoice your customers and accept online payments. Monitor your project profitability in real time. For example: Link invoice line items, bills and spend money transactions Pay staff for project time in Xero Payroll Xero website Recover staff expenses and mileage by assigning them to your projects from Xero Expenses Xero website Add inventory items to projects Link existing quotes or create new ones Add customer and supplier credit notes Key features Our product team is always looking for ways to add value to Xero Projects, so new features are on the horizon.
Projects and tasks Create a project then create tasks to break the work into smaller pieces. Estimated and actual expenses In Xero Projects, you can create two types of expense : Create estimated expenses to budget for any costs you expect to incur, and plan how you will mark up and invoice them.
Estimated expenses are particularly useful if you send quotes. Create or assign actual expenses when you know the final cost of a material. Quotes There are two types of quotes that you can send from Xero Projects: Tasks and estimated expenses quote — an itemised quote with time and expense estimates. You can choose the level of detail displayed on the quote. Project amount quote — a single-line quote based on the total project estimate or a custom amount.
Time worked In Xero Projects, time is recorded against specific tasks. Invoices With all your project information in one place, you can save time and avoid errors in your invoicing.
There are four kinds of invoices you can send from Xero Projects: Deposit invoice — invoice the customer for a deposit on a project, which can be applied to future invoices.
Project costs including time are added to invoices in Xero Projects. If you subscribe to Xero Projects, you can download and use the mobile app on your iOS or Android device. Add a time entry to record time worked on a task, record time with the built-in start-stop timer, or copy an existing time entry.
Confirm job location and enable your device to work out when you enter and when you leave. Xero Projects creates a timesheet to track time spent at the location. Review suggested time entries for your project team. Use the time tracking software in Xero Projects to get insights into the time your team spends on projects and what proportion of that time is chargeable. See how much time staff have entered over a period, on specific projects, or for a client.
View profitability Keep an eye on project financials so you can maximise profit on any job and see how to improve it in future. More about projects Pay monthly based on employee usage You only pay for employees who use Xero Projects within the month.
See how projects pricing works. See how to add project time into a timesheet. Learn more about tracking job costs. Learn more about tracking time. See how Xero and Trello work together.
See how to get a project summary report. Unable to handle labour with day rates only which some of my clients prefer. 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.. Tasman Simkins. Xero Project lacks a lot of very basic but essential functions. It is not possible to import projects from another system.
It is not possible to assign invoice to projects when entering Invoices with Hubdoc, Purchase Orders cannot be assigned to Projects. Gavin Thomas. For very, very simply projects it's fine. But when you're managing many supplier bills and customer invoices, the lack of integrated purchase orders, the ability to only take one deposit that you cannot bill against incrementally and a range of other issues
Comments
Post a Comment