FAQ > Tasks

Can I create work orders that record expenses and vendor payments once a task is closed?

Yes,You can create Work Orders that record expenses and vendor payments once task is Closed without having to manually enter the transactions on Property Worksheet and Vendor Center. To create Work Orders follow these steps.

1.From the navigation bar click on Tasks.

2.Once in the Task center click on Add Task link and this will open up a new page where you can enter the information about the request. You can enter a brief title about the task and other relevant information.

3.Leave the Status : OPEN. Assign the task to a vendor from the Assignee drop down. Note: For creating a Work Order task,the Assignee should always be a Vendor.

4.Now click on Add transaction.Four fields will be shown.

Expense Amount- This amount gets added on Worksheet when the task is Closed.

Expense Row- The expense will be added to this row. You will pick from the dropdown from current active expense row or you create your own new expense row.

Vendor Amount- This amount gets added as a vendor payment when the task is closed.

Charge to tenant- The added expense on Worksheet will be made due to the tenant when the task is Closed.

Note:If the values entered in Expense Amount and Vendor Amount are both 0, then the transaction won’t be added to Worksheet on Closing the task.

So for transaction to get added at least one of the two amounts should be non-zero. Enter the values for the above four fields and Save.

5.Now Again goto Task Center,for ‘Gardening Work Order Task’ select Edit task from Take Actions menu and make Status: CLOSED.And Save. This will add the expense transaction and vendor payment.