Set up your organisation to use Projects

Learn how to activate Projects once your organisation has access to it. Then set up access for your staff who will use Projects. You can only set up Projects to work with an actual organisation at this time. It won't work with the demo company.

Set up your organisation to use Projects

  • If you're the subscriber for your organisation, add Projects to your Xero subscription.
  • If you're not the subscriber, contact the person in your organisation who manages your Xero subscription and ask for access to Projects.

If you have standard services that you offer your customers, you can set them up as untracked Xero inventory items. That way, when you create a task on a project, you can have it already set up with an hourly rate and related accounting information.

Next, set up your staff to use Projects.