Accounting

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Closing Your Books at Month End: Why and How

My first job in the trades was answering the phone and administrative duties at a small family roofing company. One of those duties was to provide the owner with an overview of money going out and coming in weekly in what he called a “State of the Na...

I am unable to check Payment History

I have all the permissions - i have double checked. And when I go to open payment history - I get "Permission Denied - contact administrator". Any ideas? Thanks,Marilyn

Marilyn by • New Contributor II
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Expenses versus Payables

We have situations come up where a tech is out in the field and needs a part and the local hardware store is closest, he purchases the part with a company credit card and we will not get a bill from a vendor. Currently in ST my purchasing manager is ...

lasanford by • New Contributor
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Service Titan Payments exported to QB Online

Has anyone experienced a payment made in service titan and it batch over to QB but then the bank from QB also adds the deposit, resulting in it looking like we have a refund due to the customer?

DanaDykes by • New Contributor II
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Payment integrations

Hi all, we're currently starting our tenure with ST and are having issues integrating ST's payment processing systems with how we do business. Are there any other payment processors that reasonably integrate with ST? We would prefer not to give our c...

MattMSI by • New Contributor
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Assign Invoice Notification Idea

Found this idea and figured I would promote it...just starting to dig into invoice assignment.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4340

MirandaMel by • ServiceTitan Certified Administrator
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bills exporting with class

I have quickbooks online, and the bills will export over but they don't export with a class, Why is this? I was told that it wouldn't have class, it needs to have a class

nashvill by • New Contributor
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Service Titan Invoices

Is there a way to get notification of the invoices from Service Titan for the products we are using from Serice Titan?

cmccloug by • New Contributor
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