Accounting

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Payment Collections & Refunds HELP!!

Hello All, Before payment collections got turned on, my workflow for refunds and move payments, I had to create two fake Payment Types in ST. If we needed to move a payment, we called it Transfer Payment since the move button broke and never got fixe...

iguerrer by New Contributor
  • 1195 Views
  • 1 replies
  • 1 kudos

Purchase Orders - Customer Designation

Hello...In QuickBooks Online for vendor bills: the materials exported from ST to QBO - the purchase orders does not reflect the designated customer account it corresponds to after exporting. Is there any way ST can figure out a way to add the custome...

Multiple profile are in quickbooks

Good afternoon,When invoice are being exported to quick books new sub profiles are being made and I am wanting information on how to merge this customer also how to prevent this for the future ?

laulauga by New Contributor
  • 1131 Views
  • 1 replies
  • 0 kudos

PO Returns

Since the update ST-63, is there a way to attach a file to returns on POs?

vdupont_ by New Contributor
  • 4724 Views
  • 12 replies
  • 14 kudos

Edit an Exported payment

Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...

kboysen_ by New Contributor II
  • 2500 Views
  • 4 replies
  • 1 kudos

New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
  • 2459 Views
  • 3 replies
  • 4 kudos

Batch Export Error

In ST, I have a batch that reads "partially exported"; however, it looks like it has fully exported to QB. ST is telling me to "see error report for details", but when I click on this, it tells me "action cancelled, unauthorized access". I've tried u...

SSabol by New Contributor
  • 1696 Views
  • 2 replies
  • 0 kudos

Payment duplicate

Am I the only one having an issue with payments duplicating when a tech takes a payment for a past bill and the bill for that day? this has happened every time now since the last update.

shawnsik by Contributor
  • 1380 Views
  • 0 replies
  • 0 kudos