Adding expenses to a calendar-based task or an auto task

Adding expenses to a calendar-based task, a series of tasks, or an auto task, provides context by linking costs directly to the task information. You can split the cost between the PMC and owner, and the task ID appears on the owner statement for easy reference.

Understanding expense posting

By default, an expense is added to the posting journal on the date the task is completed.

• Status changes: If a task status changes from "Completed" back to "Pending", the posting journal date does not change. Even if the task is completed again later, the expense remains posted on the original completion date.

• Recognition date: For calendar-based tasks, you manually enter a recognition date. The expense then posts on that specific date instead of the task completion date.

Add expense to a new task or auto task template

For a new calendar-based task

Step by step:

1. Sign in to your Guesty account.
2. In the top-right corner, click and select New task.
3. Enter the task name, type, and other relevant details. 
4. In the right-side menu, scroll to "Applies to" and select the property or reservation.
5. In the main task section, under "Expenses" click Add expense. 
6. Enter the relevant information and click Add expense.
   • Recognition date: Enter the date for the expense to be posted. If left blank, it posts on the task completion date.

For a new auto task template

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Operations mode.
3. Click Properties and select the relevant property.
4. Click the listing. For multi-units, access the main settings or a sub-unit. 
5. In the left-side menu, select Task templates.
6. Click Create task template and fill in the information.
7. Under "Expenses", click add item.
8. Enter the details and click Add expense.
9. Click Save.

Add expense to an existing task or auto task template

Step by step:

1. Sign in to your Guesty account.
2. From the top navigation bar, click the mode selector and select Operations mode.
3. Click Field operations and select Tasks.
4. Select the relevant task.
5. To the top-right, click Edit.
6. For calendar-based tasks, select Edit instance or Edit series.
7. Scroll to "Expenses" and click Add expense.
8. Enter the details and click Add expense.
9. At the top right click Save.