Pushing Work Orders into OwnerRez as Expenses

Pending work orders can be created as Expenses in OwnerRez from Issues and Completed Tasks. 

In Operto Teams, Allow Work Order Functionality

1. Navigate to   Setup --> System Settings.

2. Click the   Edit button in the upper right.

3. Scroll down to the   OwnerRez Work Order Integration section.

4. Check the desired options for Allowing issues and/or tasks to be sent into OwnerRez

Usage: How to Push Work Orders Into OwnerRez and View Results

Issues

1. Navigate to   Issues

2. Select an Issue to push into OwnerRez and click the   Manage button

3. Click the   Send Work Order to OwnerRez option

4. Once clicked, view the status of the work order underneath the  Manage button by clicking view work order.   

Tasks

1. For any completed task, open the Task Popup window from any screen (such as  Reports --> Task History)  

2. Click the  Send Work Order to OwnerRez link

3. Once clicked, view the status of the work order push in the Task Details section.

4. Additionally, view the status of the work order push in  Reports --> Task History.