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Project/Job Allocaiton

I am VERY new to Xero, in fact just setting up a company now. We do construction and therefore would like to set up jobs so that I can allocate entries to a specific job. I have used Simply Accounting for this feature in the past but would like to use Xero instead but not if it won't do what I need. Help anyone? Thanks!

Tags: allocation, project/job

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Permalink Reply by Chad Davis on January 19, 2013 at 17:28

Hi Lucy,

You'll most likely require the use of an add-on to accomplish proper job allocations, there are a lot out there and all have pros and cons. The tracking categories feature has limits that you'll most likely reach very quickly.

I would start with the Xero job tracking add-on page and see if any fit your needs.

If you'd like to chat about this offline, feel free to reach out directly (www.silverthatch.ca).

Thanks,

Chad

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Permalink Reply by Debra Sermon on January 28, 2013 at 17:04

Hi Chad

The link doesnt work - can you post the web address instead.

Thanks

Debbie

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Permalink Reply by Chad Davis on January 28, 2013 at 17:25

Here you go, looks like the link was changed recently to 'invoices + jobs'.

http://www.xero.com/add-ons/invoicing-jobs/

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Permalink Reply by Phil Denton on April 19, 2013 at 9:30

I don't suppose anyone has put together a comparison or "best of" list of these add-ons? I'm really having a hard time choosing a practice management solution.

I'm based in the US and as much as I'd like to adopt WorkflowMax it seems their primitive sales tax configuration (and ignorance of multi-jurisdictional tax rates) will prevent me from going that route. Any other suggestions would be much appreciated.