Record costs associated with work order

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Daniel Sourani

January 02, 2012 03:02

Is it possible to record costs associated with the completion of specific work orders and attach them to the unit/tenant?

 

Thank you in advance,

Daniel

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  Jacob Thomason January 02, 2012 19:28

  Hey Daniel,

  I got your email, but figured it'd be best to tackle this topic here for others reading.

  It is possible to record expenses associated with work orders.  You will want to record this as a payable in RentPost.  Here is a brief introduction to adding a payble and payee...

  http://support.rentpost.com/entries/20556166-adding-payable-payee

  With this, you'll want to setup the payee as the vendor who completed the work order.  If this was your company, you'll likely want to setup your company as the payee.

  Next you'll want to add in some details and setup the unit or the owner to expense the work order to, the amount of each expense (you can add multiple line item expenses per work order (bill)).  Then, finally, just save the payable, noting, at the top, whether it's paid or unpaid.  Unpaid will add it as a payable in the system, otherwise, paid will mark it as such.

  Hope this helps, please let me know if you need any clarifications.  P.S. - we will be adding the ability to convert a work order to a payable soon.

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  Jacob Thomason January 14, 2013 08:37

  I wanted to go ahead and mention, that we've released a new document storage system that allows you, now, to attach documents to any work order.  So, attach an invoice/bill, or other document.  In the future these will be directly tied in with expenses as they're converted.  Thanks.

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