iOS

Add a new project

  1. From the Projects tab, tap +, then tap Find or create a contact.
  2. Either:
    • Select one of your existing Xero contacts.
    • Tap +, complete the fields, then tap Save to a new contact.
  3. Give the project a name.
  4. (Optional) Tap Deadline to select a project due date.
  5. (Optional) Tap Total estimate to add the project's estimated sale price.
  6. Tap Create.

Edit a project

  1. Tap the name of the project you want to edit.
  2. Tap the menu icon, then tap Edit.
  3. Make your changes.
  4. Tap Save.