Xero has released an early version of Xero Projects, a lightweight project management module that businesses can buy with a Xero subscription. Xero also sells a heavier duty PM tool called WorkflowMax.
Wondering what you will miss out on with Xero Projects? Here’s a list I have compiled from playing with the module and talking to Xero support.
Given that this is a launch for Xero Projects, some of these may change as Xero improves features.
In their blog, Xero have advised that they are already working on improvements, namely:
- Project user permissions
- Timesheet insights and reporting
- Project templates
- Integration with Xero Quotes
- Integration with Xero Expenses
- Xero Payroll integration
- iOS and Android apps
If you see a must-have feature on this list then you should stick with WorkflowMax or similar software.
Omissions in Xero Projects
- Projects are not included in the Find and Recode tool
- Can’t link existing invoices/bills to projects
- Can’t add custom fields to projects
- No defaults for client or supplier
- Can’t set up rules, automations or alerts
- No project templates
- Can’t give a default hourly rate for each staff member
- There are no cost and margin rules
- No sub-projects, work packages, or milestones
- No approval process on expenses
- No link to expense claims
- No default margin rules on expenses
- You can’t re-order tasks
- Projects don’t show up in Xero’s global search
- It is not linked to quoting process
- Expenses in Projects are not created as bills (you have to re-enter them)
- Staff cost is manual, it is not linked to payroll in Xero
- Timesheets are separate to the payroll timesheet
- Projects don’t show on the contact record in Xero
- There is no link from a project invoice to the project it relates to
- Can’t default a project to an income account
- Can’t remove the link to an invoice (can void the invoice), or have some of the lines not be part of the project
- Don’t seem to have many undo/re-do options
Latest posts by Inbal Steinberg (see all)
- The Warning Signs You’ve Outgrown Xero Accounting Software - July 25, 2018
- Better Cloud Software Reporting - June 25, 2018
- Accounting Information Systems End of Course Address at the Australian National University - May 22, 2018
Leave A Comment