Ways to view accountingSystemIds
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04-18-2023 06:19 AM
Is there any way for us to see what customers do not have an accountingSystemID? We export our information to a different accounting program to handle transactions but to do this we need to ensure that every customer has an accountingSystemID that is set up a specific way (last name, first name) so that it does not autogenerate a random number for their ID.
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Invoicing- Customer Portal
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04-20-2023 03:40 AM
Hi @mleahy,
Thanks for your posting! I believe this is not the data ServiceTitan can track as this is outside ServieTitan. When you export data to accounting software, let's say Quickbooks, you sync all data between ST and QB.
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04-20-2023 05:09 AM
If this isn't something we can track, why are we able to search for customers using it? I feel as though there has to be a way to determine which customers have no entry for this field.