Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...
When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...
I am currently trying to export a couple invoices and payments. However I am getting an error msg saying 500- internalservererrorr. What does this mean. I tried pulling a pending export report but there is no errors on there. Not sure why this is all...
I was at Pantheon this week and got to speak with Gene Jaeger about Audit Trails for Invoices. It would be awesome to be able to see it, on the invoice page itself, and Not have to go to Job page to view it.Now I am seeing another HUGE reason to have...
We are considered a contractor in Florida. In Florida once a job is over $5,000 you don't need to charge the county surtax, only the state sales tax rate. Many of our larger jobs are well over $5,000. Not charging the surtax on larger jobs can save o...
ST CANNOT export invoices correctly to Quickbooks online. The sales tax shows as a line item instead as the tax rate nor does it show the correct tax rate on the invoice in QBO. Does anyone have a fix for this? ST says they cannot export properly bec...
There is a flaw in Service Titan Accounting where a customer pays an invoice (Let's say $20 for simplicity) and shows the invoice as PAID but if the payment is rejected due to "Invalid Account" or "NSF" or any other reason I have to manually add a ne...
Is there a limit to the amount of items that can be put on one purchase order?
I need to edit a Tech's driving time, and so I was wondering if there was a way to do that without having to go into the mobile end? This is what I need to do: 9 miles for mileage reimbursement for pressure switch replacement. It's for a warranty cla...
Hey everyone,Just a quick question, Is ST still requiring processing of credit card through only one company?Looking to reduce our fees.
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| 01-22-2025 11:24 AM | ||
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| 11-19-2024 05:31 PM | ||
| 10-16-2024 08:50 AM |
