Projects - Assign projects to external staff without inviting them into the Xero organisation
Assign staff to projects without having to invite them into the file
My client runs a maintenance business with external contractors doing the work. We want to be able to assign the contractors to the Project so we know which contractors have been assigned the work (as there could be up to 10 contractors doing parts of the one Work Order) but Xero won't let us do this unless the contractor is invited into the file.
We don't want this as we don't want any of the contractors to see any of the details of the jobs.
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Freya Pieroz commented
One of my clients also uses projects to keep track of multiple projects that use multiple contractors (both company-to-company and direct via payroll (which allows us to pay their super for them as the ATO requires)). None of these contractors use Xero timesheets, they use timesheeting that meets Defence contract requirements. And company-to-company contractors wouldn't use timesheeting in our company file anyway, they'd use it in their own company file!
The only workaround we've found is to create each contractor as an estimated expense for each project that they're working on. We then assign each bill for each contractor's work to the estimated expense with their name on it. It's cumbersome and clunky but it lets me see useful information.