We're needing work arounds with the AP Compatibility with Service TitanI don't want my AP person having to enter data in twice and it looks like that may be an issue with exporting to QuickBooks Online
Is there a place to see a list of the mobile checks that captured and settlement? Some where similar to the STgateway for the credit cards? We have a debt on our bank account that we think is a returned mobile check capture but we cannot confirm it.
Trying to look for a report that will show payments from customers on invoices that were overdue in the categories mentioned in the subject line. Is there one that already exists or can someone give guidance on creating one? Thanks!
We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...
How can I run a report to see all failed payments?
Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...
Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...
Currently, when an invoice containing bundled items is printed, the bundle name is not displayed and the items in the bundle are individual line items. The items should remain in the bundle and the bundle name should be shown on the printed invoice.
Occassionally a customer will tip our technicians, usually with cash but sometimes on their check. How do I record this accurately? E.G. A customer wrote a check for $225, their invoice total was $200 and they tipped the tech $25.Do I need to add a l...
We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...
