sblive Xero Guide

In order to allocate a cost to a project you need to create a new invoice and below the item lines, click on “Assign expenses to a customer or project”.

1. Select which project or customer you want items to be assigned to 2. Tick the items you want to be assigned 3. Click “Assign” and then “Ok” 4. Alternatively, if you wish to assign each line to a different project or customer, you should use this search tab instead

Note: If using receipt bank you will need to allocate the costs uploaded before the purchase invoices (“bills”) are approved as ready for payment.

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