Adding expenses to a calendar-based task

Adding expenses to a calendar-based task or series of tasks provides context to an expense by linking it to the information provided on the task itself. The task ID will be displayed on the owner statement for easy reference. 

This can replace the step of adding an expense as a transaction for tasks.

Add expense when creating a new task

Step by step:

1. Sign in to your Guesty account.
2. In the top-right corner, click then select New task.
3. Fill in the task name, task type, etc. See full details here.
4. In the gray column to the right, scroll down to "Applies to", then select the relevant property or reservation.
5. In the main task section, under "Expenses" click Add expense.
6. Enter the relevant information, then click Add expense.

Add expense to an existing task

Step by step:

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

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