Accounting
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Posts

Project invoices

On Project Invoices, why is it possible to combine the labor charges from each invoice attached to the project and show it as one, but it shows multiple payments pulled form each invoice attached to the project? This is very confusing to customers an...

robinp by New Contributor
  • 7 Views
  • 0 replies
  • 0 kudos

Purchase Order Entries Show Job Type

When the office is entering purchase orders - after the job number is entered we need to know the 1. business unit (which populates)2. Job Type (Can it be added to populate when the job number is entered on the create purchase order screen) ? This wi...

Piccinini by New Contributor II
  • 76 Views
  • 1 replies
  • 1 kudos

Exporting aging reports in excel

I have a customer who has 38 main accounts and wants a ledger for a year of their accounting in excel. It sounds excessive from what I have been reading, if possible, at all.

Resolved! Review posted invoices for tax zones

Hello, I've been trying to help bring out titan score up along with understanding more about Service titan. We have been on ST for around a year. I have gone through invoices and customers many times trying to find where the .50% is still missing. It...

LizzySG by New Contributor
  • 605 Views
  • 4 replies
  • 0 kudos

Duplicates on quick books

I Noticed that when we export batches over any customer in our current system with an underscore in its name it creates a duplicate in quickbooks. Can anyone help and give an idea why?

Refunds in Service Titan (entering negative payments)

Am I the only one that absolutely can not keep it straight about when to add an adjustment invoice for negative payment (refund check for overpayment)? Or how to apply the correct amount and which task to delete to have it show up as a balance and no...

j_earlst by New Contributor
  • 214 Views
  • 0 replies
  • 0 kudos

Reopening exported jobs

Is there a way you can reopen a completed job that should have been placed on hold due to the customer cancelling with the technician showed up, but the job was exported? This does not happen often but would be nice if we could as the recurring servi...