How to Assign a Bill to a Project in Xero



Guide

  1. On Xero's main dashboard, head over to the top menu bar and click 'Business'.

  2. Choose 'Bills to Pay' from the list of options.

  3. After that, find and open the specific bill you want to edit.

  4. Tap 'Assign Expenses to a Customer or Project' to proceed.

  5. Subsequently, tap the search bar and type the name of the project you want to use.

  6. Find and select it from the recommended matches.

  7. Once done, click 'OK' to apply the changes.

  8. Review your input, then click 'Save' or 'Approve'.

  9. After completing these steps, the selected Xero bill will be assigned to your preferred project.

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