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 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. 

Add expense to a new task or auto-task template

For 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.

For a new auto-task template

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector, then select Operations mode.
3. Click Properties.
4. Select the relevant property.
5. Click the relevant listing.
   • If the listing is a multi-unit, access the listing's main settings or click a sub-unit. Learn how to do this here.
6. In the left-side menu, select Task templates.
7. Click Create task template.
8. Fill in the relevant information.
   Learn more about each field for auto task templates.
9. Under "Expenses", click add item.
10. Enter the relevant information, then click Add expense.
11. 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, then select Operations mode.
3. Click Field operations, then select Tasks.
4. Select the relevant task.
5. To the top-right, click Edit.
6. In case of a calendar based-task, select Edit instance or Edit series from the dropdown menu.
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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