Xero Projects and Job Costing Course
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Welcome to the Xero Projects and Job Costing course. Please click on the first lesson in the curriculum to get started.
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Curriculum
  • Introduction
    • Introduction
    • When to Use Projects
  • Getting Started
    • Demo Company
    • Quick Tour
  • Setting Up Staff
    • Staff Cost Rates
    • Users and Persmissions
  • Small Project Example
    • Introduction – Small Project
    • Adding Projects
    • Adding Tasks & Estimated Costs
    • Adding Time & Expenses
    • Sending a Time & Expenses Invoice
    • Adding More Time & Expenses
    • Sending a Final Time & Expenses Invoice
  • Quotes
    • Introduction – Quotes
    • Creating & Assigning Quotes
    • Creating Quotes from Tasks & Expenses
    • Creating Quotes from Project Amounts
  • Products and Services
    • Introduction – Products & Services
    • Adding Supplier Bills to Projects
    • Adding Services to Projects
    • Adding Untracked Inventory to Projects
    • Adding Tracked Inventory to Projects
  • Invoicing
    • Introduction – Invoicing
    • Project Amount Invoices
    • Deposit Invoices
    • Task & Expenses Invoices
    • Invoicing from Quotes
  • Reporting
    • Measuring Task Performance
    • Project Summary Report
  • Bigger Project Example
    • Introduction – Bigger Project
    • Bigger Project
  • Projects and Profit & Loss
    • Projects and Profit & Loss
  • Thank You
    • Thank You