Xero Projects Training & Job Costing
Learn how to manage jobs, track time, and monitor profitability with our Xero Projects training. We show you how to use project budgets, expenses, invoicing, and real-time reporting so you can stay in full control of your project financials. Perfect for agencies, contractors, and businesses that bill by time or job.
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.
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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 with ease. Xero Projects connects seamlessly with Xero, giving you a complete financial management solution in one place.
You can easily capture and track the time and budget of each task using Xero Projects, allowing you to submit invoices promptly and make informed financial decisions. As a result, managing your project funds becomes more organised, accurate, and efficient.
This is where Xero Projects Training plays a key role. With expert guidance, you’ll learn how to set up projects, allocate time and costs correctly, generate reports, and invoice clients effortlessly. Our training helps you understand every feature step-by-step, so you and your team can use Xero Projects confidently and get the most value out of the tool.
Who is Xero Projects training suitable for?
- Project managers and team leaders
- Business professionals looking 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?
- 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
An Overview of Xero Projects training
The training course for Xero Projects & Job Costing from Xero Experts is structured to help you become an expert in Xero Projects. Our Xero Projects Training covers every function of the platform in detail — 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 Xero Projects Training course, you will know how to set up and customise projects, assign jobs, monitor project performance, and generate reports to stay fully updated on your work. You’ll finish feeling confident in using Xero Projects to manage budgets, track time, and improve project profitability.
Course content of our 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
Why Choose us for Xero Projects Training?
Choosing the right training provider makes all the difference when learning payroll. Our Xero Payroll training programme is designed to give you practical knowledge, real-world skills, and complete confidence using Xero Payroll. Here’s why learners consistently choose us:
- raining delivered by certified Xero experts
- Step-by-step guidance tailored for beginners
- Real-time demonstrations and hands-on learning
- Strategies to improve project workflow and profitability
- Ongoing support even after your training session
- Trusted by Businesses Across the UK
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.
Want to know more about our Xero Projects Training?
Ready to get more out of Xero Projects and improve the way you track jobs, costs, time and profitability? Our Xero Projects Training gives you the skills and confidence to use the platform at its full potential. Book a discovery call today and speak with a Xero expert who can help you get started with the right setup, guidance, and support for your business.