Accounting

Posts

Resolved! Business Units

Hello,Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that prides itself for reporting, I find this issue creates inaccurate repo...

Cawigirl by New Contributor III
  • 2254 Views
  • 3 replies
  • 1 kudos

The "Save & Batch" button!!!

Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!

YAYsaveandbatchbuttonisback.PNG
LA_Barker by New Contributor III
  • 1540 Views
  • 2 replies
  • 1 kudos

Communicating with customers time saving idea

In order to be able to see which phone number was contacted, you have to first go to calls, then you have to click the call. It would be a timesaver if another column was added to the details & showed the #.

ST screenshot 1 .jpg ST screenshot 2.jpg
cheryla by New Contributor
  • 1223 Views
  • 2 replies
  • 5 kudos

Invoice email according to Payment terms

Hey everyone, I am new to Service Titan, and there is so much to learn I thought I would ask here before looking too far. Is there a way to have an Email Template for each Payment type, or is it only 1 generic email template for all invoices. Thank y...

Auto-batching & $0

How does ST manage auto-batching 0$ invoices? Will I just get an error message? Will they be put into their own batch?

charringtonPSB by ServiceTitan Certified Administrator
  • 843 Views
  • 1 replies
  • 0 kudos

Auto batching Timing

Is there a way that the Auto Batching can be timed so that it coincides with the settlement reports for STPayments and Translink? Currently it does not and for creating deposits in Intacct using Home Services and the Batch exports, they do no match u...

jeaninec by New Contributor
  • 1469 Views
  • 2 replies
  • 0 kudos

Resolved! QBO connecting invoice & payment

We have a common service we provide that costs $299. If we are exporting all of those payments & invoices to QBO, how does the system know which ones apply accordingly? Am I doing something wrong?In my mind, there would be some level of unique identi...

charringtonPSB by ServiceTitan Certified Administrator
  • 2113 Views
  • 4 replies
  • 0 kudos

Resolved! Invoice Adjustment and Commission

We had a $0 invoice at the time that a job was completed, and the invoice was exported. The customer called back later to pay for the services, so I created an adjustment invoice for this. This isn't a usual issue we have, but the customer was statin...

Cholloway by New Contributor
  • 1461 Views
  • 2 replies
  • 0 kudos

Missouri Tax Jurisdiction

Hey Everyone, We are based out of Missouri, and I had some questions about the tax jurisdiction box for our Missouri customers. When I go to Find Sales and Use Tax Rates on the MDOR website, it gives the city code and the county code but there is no ...