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 automatically record expenses and vendor payments once the task is closed, eliminating the need to manually enter transactions in the Property Worksheet and Vendor Center. To create Work Orders, follow these steps:

1. From the navigation bar, click on “Tasks” to open the Task Center.
2. In the Task Center, click on “Add Task.” This will open a new page where you can enter task details, such as a brief title and other relevant information.
3. Leave the task status as “OPEN” and assign the task to a vendor from the Assignee dropdown. Note: The Assignee must always be a vendor for creating a Work Order.
4. Click on “Add Transaction,” and four fields will appear:
• Expense Amount: This amount will be added to the Property Worksheet when the task is closed.
• Expense Row: Choose an existing expense row from the dropdown or create a new one to allocate the expense.
• Vendor Amount: This amount will be recorded as a vendor payment when the task is closed.
• Charge to Tenant: The expense will be made due to the tenant once the task is closed.

Note: If both the Expense Amount and Vendor Amount are zero, no transaction will be added. At least one of these amounts must be non-zero.

5. After saving, go back to the Task Center, select “Edit Task” for the Work Order, change the status to “CLOSED,” and save. This will automatically add the expense transaction and vendor payment.