Xero Projects & Job Costing Training
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
Trusted by
Xero Projects – what does it do?
If you’re a business that values efficiency and productivity, Xero Projects is the answer to your needs. With its user-friendly interface, you can keep track of time, costs and job progress. Xero Projects connects seamlessly with Xero, providing you with a complete solution for your financial management.
You can easily capture and track the time and budget of each task using Xero Projects. Which in turn will allow you to submit invoices promptly and make wise financial decisions for your projects. This will make managing your funds easier and more efficient.
You can easily capture and track the time and budget of each task using Xero Projects. Which in turn will allow you to submit invoices promptly and make wise financial decisions for your projects. This will make managing your funds easier and more efficient.
Who is Xero Project training suitable for?
- Project managers and team leaders
- Business professionalslooking to gain a better understanding of project management
- Individuals responsible for resource planning, budgeting, and forecasting
- Organisations requiring an efficient way to manage their projects
- Anyone who wants to increase their knowledge of project management
Xero Project training is the ideal solution for businesses looking to take advantage of Xero Project’s powerful features.
What can you do with Xero Projects?
With Xero Projects, you can maximise your profits and efficiency. Track time and expenses against work projects in real-time to easily quote for jobs, manage profitability and get paid faster.
- Quickly capture time and cost on projects
- Identify project profitability in real-time
- Streamline job tracking with ease
- Create and manage tasks to track progress
- Fully integrated with Xero Accounting for efficient financial management
- Generate invoices quickly
- Make informed decisions that benefit your projects financially
- Supports fixed price and time and expenses invoicing
- Real-time view of all your projects in one place
- Add customer and supplier credit notes
Xero Projects training- An overview
The training course for Xero Projects & Job Costing from Xero Experts is structured to help you become an expert in Xero Projects. It thoroughly covers every function of the platform from setting up projects to tracking expenses, invoicing customers, and managing customer credits. You will gain a complete understanding of the features and benefits, allowing you to maximise the use of Xero Projects for your business.
By the end of this course, you will know how to set up and customise projects, assign jobs and figure out how well they are doing, and make reports to stay updated on your projects.
By the end of this course, you will know how to set up and customise projects, assign jobs and figure out how well they are doing, and make reports to stay updated on your projects.
Course content of Xero Projects Training
- Introduction to Xero Projects
- Setting up Xero Projects
- Editing a project
- Reviewing Xero Projects
- Closing/Deleting and Reopening a Project
- Duplicating a project
- Adding time to a project
- Adding/Deleting a task in a project
- Adding an expense to a project
- Adding users to Xero Projects
- Project Details Reports
- Entering transactions in Xero Projects
- Invoicing in Xero Projects
- Creating a Project Amount Invoice
- Assigning bills or spending money transactions to project
- Linking a quote to a project
- Editing/Deleting a quote in Xero Projects
- Editing/Deleting project time
- Editing/Deleting any expense on a project
- Using inventory in Xero Projects
- Project Summary Reports
- Understanding if Xero Projects is right for your business
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£350 (Online Live Via Zoom)
£450 (Classroom)
- 5 hours approx
- Monday - Saturday each week
By the end of this course, you will be able to
- Use Xero Projects to streamline job tracking
- Create and manage tasks to track progress
- Monitor project budgets and profitability in real-time
- Generate invoices quickly and accurately
- Make informed decisions that benefit your projects financially
- Stay informed on the status of your projects with helpful reports
The participant will also receive a certificate of completion, comprehensive training manuals and one month of free email support.
Other Xero training courses
Xero Accounting Advanced Training
This course will cover advanced features such as creating bank rules, fixed asset register, accrual and prepayment.
Xero Payroll Training
The training will help you stay up-to-date on the latest changes in payroll rules and regulations
Xero Training for Business owners
With this training, business owners will be able to take control of their finances and run their businesses more efficiently.
Xero Basic Accounting Training
This course is ideal for those who are new to Xero and wish to learn the basics of accounting with Xero.