Edit Tasks

You can update or edit a task from the Task dashboard (Tasks -> List Tasks)

Select the task Name you want to edit to open the task detail page

Edit the task details as required:

• Overview tab:
  • Name - Task name.
  • Description - Task description.
  • Payroll Accounting Code - If you are sending timesheets to your accounting system's payroll, map the task to a Xero pay rate if it is different than the ordinary rate.
  • Unit Cost - Forecast task cost. Only used for quoting.
  • Cost Multiplier - Number timesheet costs is multiplied by to reflect overtime etc (eg 1.5 for time and a half, 2 for double time).
  • Sell Rate - Task rate for invoicing (task rate invoicing only).
  • Sell Tax Code - Default tax rate.
  • Revenue Account - Alternate accounting general ledger code, leave blank to inherit the accounting defaults.
  • Schedule Colour - Assigned colour to display on project and task schedules.
  • Force Task Rate Costing on Timesheets? - Over-ride the actual costing on a timesheet added to this task to the task's unit cost, instead of the staff members cost rate.
  • To Do: - Add, edit or remove the tasks to do list. Note: Click on the to do text to edit from the pop-up.
• Price Tiers tab:
  • Sell Price - Assign price tier specific sell pricing to override the default rate.

Click Save to apply the changes.

Note: Changes will NOT be retroactively applied to tasks on current or historical transactions.