Use inventory in Xero Projects for iOS

Create inventory items in the Xero web app for tasks and expenses you’ll regularly use with Projects. Then when you create a task or new expenses from a project mobile, Xero automatically adds the account codes and tax information associated with each inventory item.

Add an inventory item to a task or expense on a project.

  1. Tap the project name, then add task or add expense.
  2. Either:
    • Tap Task name or choose a task, then give the task a name.
    • Tap Choose an item type, start typing the name of the inventory item, and select the item from the list.
  3. Fill in the rest of the fields.
  4. (Optional) Rename the task or expense, or update the unit cost or unit price to customize it for the project.
  5. Either tap Save & Add Another or Save.