Assign a bill or spend money transaction to a project

When you create a bill or a spend money transaction in Xero, you can choose to assign them to a project. That way you can recover the cost from your customers and record the transactions on the project.

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

Before you start

Make sure the project you want to assign an expense to is already created and is in progress. You can't assign expenses to a project you haven't created, or to a closed project.

Assign a bill or spend money transaction to a project

  1. Either:
  2. On the bill or spend money transaction, click Assign expenses to a customer or project.

    Image of the Assign expenses to a project link within a bill

  3. For each item you want to assign to a project, start typing the project name and select it from the dropdown menu.

    Image showing selection of project when assigning an expense in a bill.

    The line item description field will update to show the customer and project name.

    Image showing line item updated to show it has been assigned to a project.

  4. Click OK.
  5. Save or approve the bill, or save the spend money transaction.

The bill or spend money transaction will appear in the Expenses section of the related project. The Unit price will automatically populate with the Unit cost entered on the bill or spend money transaction. You can edit the expense if you want to add a mark-up.