Synonyms include invoice and task.

For example:

 

  • Task #1234 was for some repair work on 101 Beacon. Hank the Handyman did some work, so we added his work order to that task.
  • Work order #1357 was to get Larry the Landscaper to do a Fall clean up in the yard for 100 Main Street.

 

Add a work orderShowHide

Save time! Access this feature from any screen using the shortcuts menu.

  1. Go to the Accounting menu.
  2. Go to the Work Orders page.
  3. Click Add work order.

    Work orders can also be added to tasks.

  4. Complete the form.

    Save time! Use email notifications and the due date field to set up a reminder and stay on top of your work.

  5. Click Create work order.

Change a work orderShowHide

  1. Go to the Accounting menu.
  2. Go to the Work Orders page.
  3. Click the work order that you'd like to change.
  4. Click .

  5. Make your changes.

    Save time! Use email notifications and the due date field to set up a reminder and stay on top of your work.

  6. Click Save work order.

Delete a work orderShowHide

If the work order has a bill attached to it, that bill must be deleted first. Click and then delete the bill before continuing.

  1. Go to the Accounting menu.
  2. Go to the Work Orders page.
  3. Click the work order that you'd like to change.
  4. Click .

     

Add a bill to a work orderShowHide

  1. Go to the Accounting menu.
  2. Go to the Work Orders page.
  3. Click the work order to which you'd like to add the bill.
  4. Click Enter bill button.

  5. Complete the form.

    Work order information, such as the vendor, reference number, and expense details will automatically be added into the bill.

  6. Click Save button.

Bills created from work orders will appear on your Bills page. These bills and work orders are linked and you can easily navigate from the work order to the bill by clicking View bill button.

 

Article #: 111532

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