Finish a work order and record what the job cost

When a job is done, mark the work order finished and file the vendor's invoice against it. Wealthru then shows what the job actually cost beside the estimate it was raised with, and the receipt has a path back to the work that caused it.

Mark the job finished

1. Open the maintenance request and find the Work order panel.
2. If you have the vendor's invoice number, type it in the box beside the button. It is optional.
3. Press Mark finished.

You can finish a job whether or not a vendor was assigned, because plenty of work is done in house. You cannot finish a draft. A draft has not been approved to spend yet, so approve it first.

A finished job cannot be called off. "Call it off" and "it is finished" are opposite claims about the same job, so the Cancel control is not offered on one. If you marked it finished by mistake, press Reopen. It goes back exactly where it was, with the same vendor still on it, and the completion is cleared.

Record what it cost

The work order does not ask you to type a cost. It reads the cost from the expenses you have filed against the job, so the number on the job and the number on your tax summary are always the same number.

1. Open the property and go to Financials.
2. Fill in the expense as usual: amount, date, description.
3. Choose the job under Work order, and the contractor under Vendor. Both are optional.
4. Save.

Go back to the work order and you will see a line like Actual $840.00, over the estimate by $340.00. If the cost came in inside the estimate it says so instead, and if there was no estimate it shows the cost on its own.

What the cost line means

| What you see | What it means | | --- | --- | | No cost recorded yet | Nothing has been filed against this job. It does not mean the job was free. | | Actual, with no estimate to compare against | The cost is recorded, but the job was raised without an estimate band. | | Actual, within the estimate | The cost landed inside the band, including exactly on either end of it. | | Actual, under the estimate by ... | It came in below the bottom of the band. | | Actual, over the estimate by ... | It went past the top of the band. |

Why a cost you entered might not be counted yet

If your account uses approvals and you are an operator, an expense you enter waits for someone to sign it off before it counts anywhere. It is still listed under the job, marked waiting for approval, so it is not counted yet, so you can chase it. Once an approver signs it off the actual cost updates on its own.

The same applies in reverse. If you archive an expense, or an approver rejects it, the job's actual cost drops back with no further action from you.

What each vendor has been paid

Open Maintenance and then the vendor directory. Each vendor shows what they have been paid.

This total counts only expenses where you picked the vendor from the list. If you typed a merchant name into an expense instead of choosing a vendor, that cost is not in the total. Wealthru will not guess that a typed name and a directory vendor are the same contractor, because a wrong guess would quietly move money onto someone else's total.

Related

• Call off a work order, even after you sent a vendor
• Handle a maintenance request
• Approve money postings