Accounting

Posts

Inventory/stock in Helpers/Apprentices trucks.

So, we are working with ST since Oct 2021 and 2 weeks ago, our helper/apprentices (which are "technicians" no manageable, and it is because then we can see them on dispatch board and book them as helpers with the plumbers) are having negative stocks....

julianaf by New Contributor III
  • 8059 Views
  • 13 replies
  • 0 kudos

Printing Material List From Invoice & Transfer

It would be a great feature if when viewing the invoice on a job we could print the material list right from the invoice in the same grid like excel layout. Not printing the entire invoice page. Our Pull Sheet report seems to leave items off because ...

bclair by New Contributor II
  • 2856 Views
  • 2 replies
  • 2 kudos

Resolved! Non-Job Purchase Orders

How are those with Inventory and Purchasing turned on creating non-job purchase orders? We used to be able to do that by going to the dispatch board and clicking the technician. Now that option is gone. Now I can't create a purchase order without cho...

smischke by New Contributor II
  • 5435 Views
  • 6 replies
  • 2 kudos

Billing reconciliation - line item order

When we're trying to reconcile Bills against actual vendor sales order bills, it would be so amazingly helpful if we could reorder the line items either through an arrow up/down link or a click and drag. When comparing a bill to a bill from a vendor,...

Resolved! Batch Screen Default Business Unit Settings

I'm struggling to find where to adjust the default business units for the "Batch/Export Transactions" page. Seven months ago, we opened a new location which required me to add 6 more business units. Now, whenever I'm batching invoices, all but the ne...

srootco by New Contributor II
  • 5535 Views
  • 6 replies
  • 1 kudos

Invoice Layout Editing

Service Titan does not allow us to edit invoice layout. I think this is a really basic feature that should be implemented. Changes that I would like to see implemented:Field(s) chooser: I should be able to decide for our company which fields appear o...

Adam_HSSOE by New Contributor III
  • 7162 Views
  • 9 replies
  • 7 kudos

Resolved! Converting Negative Balance to Credit

We have a customer that has overpaid on an invoice, but ServiceTitan only shows the negative balance on the customer record as a "Balance". Does anyone know of any way to convert this to a useable credit on the customer profile?

Introduction - High Velocity Accounting

Hello to the Service Titan Community . My name is Brett Neal, and with my wife Seasha Neal, we are here to learn and share ideas about Service Titan. My first one would be getting Service Titan to match deposits in QBO, haha! But, seriously, we are l...

HVA Logo - Navy Inverted - small.png BrettandSeash.jpg
brettneal by New Contributor
  • 2917 Views
  • 3 replies
  • 4 kudos

Resolved! Dumb question of the day!

Can anybody explain to me what the "Allow AR?" checkbox does in the Customer settings? I can't seem to find much info about it. (yep, this seems like a pretty embarrassing question.)

Screen Shot 2022-05-04 at 1.51.34 PM.png
LeonWright by ServiceTitan Certified Administrator
  • 3978 Views
  • 4 replies
  • 0 kudos
Unanswered Topics
Top Kudoed Authors