Editing Business Units

rmarchman
New Contributor III

Does anyone know if it is possible to edit the Business Unit for a job after the job has been completed and exported to QuickBooks? I am currently not able to do this, but I am wondering if there is a particular setting that allows this. Is there a way to merge Business Units together or something to that degree?

1 ACCEPTED SOLUTION

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I believe if it's vital to have it changed you could ask ServiceTitan to do it from the back end.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

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4 REPLIES 4

RyanGay
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

What is the name of the configuration that can add the following permission to make edits to exported invoices?

RyanGay_0-1731097369281.png

 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you can't wait for support to fix it, the work around we have come up with is through adjustment invoices. Create a negative adjustment invoice to cancel out the one for the wrong BU and then create a positive adjustment invoice (duplicating the original) there you can update the BU, then export both adjustments. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I believe if it's vital to have it changed you could ask ServiceTitan to do it from the back end.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

joywilke
New Contributor III

I don't think it's possible once it is exported.  I tried this myself.  You can go and unbatch the batch that the work order is in and then it can be changed.  Then you would have to repost & re-export.