Accounting
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Posts

AR Management screen export option

It would be helpful if results on the AR Management screen could be exported to excel. I would also like to see totals for all the columns on the AR Management screen.

ngoggin_ by ServiceTitan Certified Administrator
  • 2189 Views
  • 1 replies
  • 0 kudos

Placement for Technician Notes

It would be great if above the invoice summary there was a box called technician notes where they would live and not populate onto the invoice. The process for our company at the moment is the technician notes and billing notes have to be copied and ...

HD by New Contributor
  • 2282 Views
  • 1 replies
  • 5 kudos

Duplicate items

I'm wondering if others have the issue with duplicate items on an invoice and how you find them easily.It would be nice to be able to sort and find any duplicates and/or it notifies tech's & sales doing estimates they already had that item on there.

darbym by New Contributor
  • 3191 Views
  • 2 replies
  • 0 kudos

Resolved! Technician Names On Invoices

Has anyone else asked this question? How do we get our technician names on the invoices without having to manually type them into the job summary? Has anyone come up with a workaround? I attempted to create a custom field on an invoice, but the "invo...

jroberds by New Contributor II
  • 9636 Views
  • 8 replies
  • 4 kudos

Invoices

The management needs a detailed invoice for each job in order for it to be approved. Right now they are printing them all out, letting management approve each invoice, and then printing again with changes. We were just trying to cut back on paper and...

Cash Basis accounting

Anyone out there on cash basis accounting???? Need help reporting income per business unit on a cash basis...at the invoice item business unit level.

kari_hom by New Contributor
  • 2019 Views
  • 1 replies
  • 0 kudos

Workflows for Batching

Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.

joeviars by New Contributor
  • 2592 Views
  • 2 replies
  • 0 kudos