Accounting

AutoBatching not working?

Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?

Resolved! Applying a credit/refund to an exported invoice.

I need to apply a credit to an invoice that has been exported, but no payment has been made as of yet. Can I just apply a refund through the payment screen or do I need to do an invoice adjustment?

Cost of Sales Mapping and Reconciliation Report

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...

Accounts Receivable Aging Report - ST reconciliation to QB

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...

export error

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...

Audit Trail for non-job Invoices (Membership Invoices)

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...

Resolved! Contractor Sales Tax

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...

Quickbooks Online - ST invioce export - Sales Tax issue

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...

Accounts Receivable - "FAKE" Adjustment Invoice Required to Show Balance

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...

Purchase Order Limit

Is there a limit to the amount of items that can be put on one purchase order?

ServiceTitan Community

Posts

AutoBatching not working?

Resolved! Applying a credit/refund to an exported invoice.

Cost of Sales Mapping and Reconciliation Report

Accounts Receivable Aging Report - ST reconciliation to QB

export error

Audit Trail for non-job Invoices (Membership Invoices)

Resolved! Contractor Sales Tax

Quickbooks Online - ST invioce export - Sales Tax issue

Accounts Receivable - "FAKE" Adjustment Invoice Required to Show Balance

Purchase Order Limit

Cannot sort invoices by column headers in Collect ...

Invoice Breakdown Per Service Location

SMS Customer Statement Log / Invoices

Customer Statement Log / Invoices

Document Templates - Invoices

Customer Collections

How Do I Fix QuickBooks Point Of Sale Unexpected E...

Trying to Understand the Customer Payments and Ban...

QB Desktop Premier Plus 2024 & ST Web Connector

Having materials show up as a single line on the i...