Add or edit an expense in Projects

Add an expense associated with a project to track spending. You can also on-charge the expense to a customer, and set a unit price to add a mark-up.

Projects is currently in development. Learn how to get early access to Projects (xero.com).

Add a new expense to a project

  1. In the Projects menu, select Overview.

  2. Click the project name.

  3. On the Tasks and Expenses tab, either:
    • Under Expenses, click Add an expense.
    • Click Add, then select Expense.
  4. Give the expense a name, or choose from an existing expense.
  5. Enter a Unit cost and Quantity.
  6. Under Chargeable either:
    • Select Yes if you will charge the customer for the expense, then enter a Unit price if you want to add a mark-up.
    • Select No if you won't charge the customer for the expense.
  7. Either:
    • Click Save & add another to save the expense and create a new one.
    • Click Save to save the expense and return to the project overview.

Edit an existing expense

You can only edit an expense if you haven't invoiced the customer for it.
  1. In the Projects menu, select Overview.
  2. Click the project name.
  3. On the Tasks and Expenses tab, click the expense you want to edit.
  4. Make your changes, then click Save.
To give feedback about Projects, please use the blue chat window on each Projects page. For general support about using Projects, click Contact Xero Support at the bottom of this page.