Accounting

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Automatically tag based on down payment?

We require down payments prior to scheduling projects, and as of now, we have people manually converting "Down Payment Needed" tags to "Down Payment Received." We know that we can attach automatic tags to pricebook items and materials, but is there a...

brspaid by New Contributor
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Cleaning up invoices

We just started using Servicetitan a year ago, some jobs from our new construction department got transferred over and we have invoices that show a balance but the bill has been paid. I remember watching a training video on how to bring an invoice ba...

BrieH by New Contributor
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  • 1 replies
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Bulk Edit chargeable items

This isn't my idea but also would be great to have it.Go vote for it.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3337

spetrie by Contributor II
  • 1444 Views
  • 1 replies
  • 3 kudos

Payables Module and Sage Intacct

How does the payables module flow from ServiceTitan to our Sage Intacct accounting software? We are trying to determine if we want to turn on the Payables. I know that we can pay through ST, but how does that payment flow from ST to Intacct?

JJPOND by New Contributor II
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  • 2 replies
  • 2 kudos

Statement Organization and Discount Issue

Once a statement is reconciled, the dates entered disappear, so I cannot organize by date. This makes it extremely tedious to go through and enter the cash discount we get if we pay early--I end up sorting by price and skipping around for every singl...

mdeaver8 by New Contributor
  • 1108 Views
  • 1 replies
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Auto-assigning Invoices for Review by Business Unit

Customer Support told me that this wasn't a feature but it sure would be a nice one to have!We would love to have the ability to auto assign invoices to certain people by Business Unit. So that X person automatically receives all the Residential Serv...

Monthly Statements

The monthly customer statements include invoices that have not been finalized and exported yet - these are pending invoices that have work to be completed in the future. Needless to say this is not what the customers want, or should be seeing. We wou...

dgagne by New Contributor
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  • 3 replies
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Resolved! AR

New to ST as an owner. I'm looking to clean up AR with regards to old unpaid and non-collectable balances. WHat is best practice so these do not show up on future reports.

BoConner by New Contributor
  • 2113 Views
  • 2 replies
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Hyperlinks for AHRI ratings

I need the ability to add hyperlinks in my estimate template summary so that our customers can be redirected to the AHRI directory where their equipment specific information can be found and used for performance verification or tax credits

Bmwomack by New Contributor
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  • 1 replies
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Quickbooks 2023 Desktop shutting down during export

Hi all.We recently upgraded to Quickbooks 2023 Desktop and we access through Right Networks. When we are exporting, Quickbooks repeatably shuts down and displays an unrecoverable error. Has anyone else had this issue? I have been in touch with Quickb...

kmorgan by ServiceTitan Certified Administrator
  • 2753 Views
  • 6 replies
  • 1 kudos
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