XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.
This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be moved
This issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as easy as moving timesheet.
Arnie Francisco
shared this idea
Thanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
