Using xero projects to track profitability by client: a real-world setup guide
I use Xero Projects every week to check which clients are profitable and which ones quietly erode margins. If you’re like many small business owners I work with, you want clarity without adding admin — not another spreadsheet that needs babysitting. Below I’ll walk you through a realistic setup that I’ve tested with retail, consultancy and creative clients so you can start tracking profitability by client in Xero Projects and take action...
