By default, when projects is enabled it allows you to attach entire invoices and purchases to a project.  This guidance advises on how to instead attach individual line items to a project.

Setting Up

To set your projects at line level, go to Settings > Project Settings > Tick Enable Projects on invoice lines and Enable Projects on receipt lines as required > Update.

Assign to Invoice Lines

Existing Invoice

Assign to a line item on an invoice by going to Sales > Select the invoice > Click Edit next to the line item > Select the project using the drop down > Update.

New Invoice

Assign new line items to a project by clicking the Add A New Item To This Invoice button > Use the project drop down to select the project to attach this to > Proceed to create the line item.

Assign to Purchase

Existing Purchase Receipt

Assign to a line item on a receipt by going to Purchases > Select the receipt > Click Edit next to the line item > Select the project using the drop down > Update.

New Purchase Receipt

Assign new line items to a receipt by clicking the Project drop down to select the project to attach this to > Proceed to create the line item.