Implementing Xero Projects in Your Existing Accounting and Project Workflow
Since Xero Projects is a built-in module of Xero rather than a separate system, implementation starts by enabling it within your existing Xero account and creating projects tied to your existing customer/contact records, rather than setting up a new integration or migrating data between systems. Staff can then log time against specific projects and tasks either through the Xero web interface or the dedicated Xero Projects mobile app, which matters for field-based or on-site work where logging time from a desktop isn't practical.
Practical Details
Because tracked time and project expenses convert directly into Xero invoices, setting up your project and task structure to match how you actually want to bill clients (by project phase, by task type, or as a lump sum) during initial configuration avoids needing to restructure this later once real project data exists. For teams already tracking time in a separate tool, migrating that workflow into Xero Projects eliminates the reconciliation step between time tracking and invoicing that a separate system would otherwise require.
Actionable Considerations
- Enable Xero Projects within your existing Xero account rather than expecting a separate integration setup
- Structure projects and tasks to match your actual billing approach (by phase, task type, or lump sum) during initial configuration
- Use the mobile app for field-based or on-site staff who need to log time without desktop access