Quick summary
Assigning a bill to a project in Xero lets you track project-specific costs directly within your accounts payable workflow. This process uses Xero's expense assignment feature to connect a bill to the correct project in just a few clicks.
Steps
- On Xero's main dashboard, head over to the top menu bar and click 'Business'.
- Choose 'Bills to Pay' from the list of options.
- Find and open the specific bill you want to edit.
- Tap 'Assign Expenses to a Customer or Project' to proceed.
- Tap the search bar and type the name of the project you want to use.
- Find and select the project from the recommended matches.
- Click 'OK' to apply the changes.
- Review your input, then click 'Save' or 'Approve'.
- The selected Xero bill will now be assigned to your preferred project.
