Edit a bill or spend money transaction assigned to a project

If you need to edit an expense you've assigned to a project, you'll need to make the changes on the original bill or spend money transaction. How the project updates depends on whether you're editing or deleting the expense, and if the expense has been invoiced.

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About editing a bill or spend money transaction assigned to a project

  • What you can edit on the original bill will depend if the bill is draft, or if it is paid.
  • If you edit an expense on the original bill or spend money transaction, it will only update the project if you haven't invoiced the customer for that expense.
  • If you delete the original bill or spend money transaction, and the project expense has not been invoiced, the project expense will be removed from the project.
  • If you delete the original bill or spend money transaction, and the project expense been invoiced, the project expense will remain on the project, but the link to the original transaction will be removed from the expense on the project.

Open a bill or spend money transaction from a project

If you need to edit a bill or spend money transaction that has expenses assigned to a project, you can open it directly from the project itself. To do this:

  1. In the Projects menu, select Overview.

  2. Click the project name.

  3. On the Tasks and Expenses tab of the project, click the menu icon Image of menu icon. next to the expense associated with the bill or spend money transaction you want to edit.

  4. Select Go to item.

    Image of Go To Item button in Projects

Edit a bill or spend money transaction assigned to a project

  1. Find or open your bill or spend money transaction.
  2. Then:

    • To edit a bill, click Bill Options, then select Edit.
    • To edit a spend money transaction, click Options, then Edit Transaction.
  3. Make your changes, then click Save.