Xero Projects

Our Xero Projects training session is a one to one training course that can be run at your office using your own paperwork.  Alternatively, it can be run online via Zoom. This course is designed for anyone that uses Xero and wants to start using Xero Project. By the end of this course, you will be confidently set up and using Xero projects in your business.  

This course is suitable for all levels, although basic accounting knowledge would help, but is not essential.

Course Content

  1. Understanding Xero Projects
  2. Set up Xero Projects
  3. Create a project
  4. Create a quote for a project
  5. Edit a project
  6. Add a task to a project
  7. Add an expense to a project
  8. Add time to a project
  9. View time entries in Xero Projects
  10. Enable auto time tracking by location
  11. Assign bills or spend money transactions to project
  12. Link a quote to a project
  13. Use inventory in Xero Projects
  14. Duplicate a project
  15. Edit or delete a quote in Xero Projects
  16. Edit or delete a task on a project
  17. Edit or delete project time
  18. Edit or delete an expense on a project
  19. Close or delete a project
  20. Re-open a closed project

This training session will take around 3 hours to complete and includes time to answer any questions and queries you may have.

To book a training course or for more information, please: