Assign or reassign a billable expense

Edit a billable expense to assign it to a customer, or reassign it to a different customer.

  1. Find and open your bill (or spend money transaction).
  2. Click Bill Options, then select Edit.

    (For spend money transactions, click Options, then select Edit Transaction.)

    Image showing the edit option in a bill.

  3. Click Assign expenses to a customer.

    Image of the Assign expenses to a customer link within a bill.

  4. Enter and select the customer's name you want to assign the billable expense to.

    Image of the Assign a customer to any billable expense box.

    If you can't find the customer's name, you'll need to add them as a contact in Xero first.
  5. Click OK.
  6. Click Update to save your change.