"Pull" invoices from Quick Books for editing after exporting

Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...

eladner by New Contributor
  • 3 replies
  • 2 kudos

Accounting/Vendor Receipts table filters

My AP team was looking to be able to filter their Vendor receipts by Location/Business Units to review and batch them separately. It turns out the filter is not applied to the Vendor Receipts table due tot he Business Unit field not in the table for ...

jontiver by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos

New Idea- invoice review status ON batch screen.

Hi Friends! I'd love some votes on my new idea- I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...

JessicaSmith by ServiceTitan Certified Administrator
  • 4 replies
  • 2 kudos

AutoBatching not working?

Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?

KristinS1 by ServiceTitan Certified Administrator
  • 9 replies
  • 0 kudos

Cost of Sales Mapping and Reconciliation Report

Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...

Marc2023 by New Contributor
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Resolved! Technician Invoicing

Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this

ap by New Contributor II
  • 2 replies
  • 1 kudos

Resolved! Old Invoices

When I go into ACCOUNTING then INVOICES on the left I am finding a boat load of old invoices dating back to 2000! How can I clear this out and clean it up without making a mess of QBO?

TheresaK1 by New Contributor
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Accounting Tab--Vendor Bill batches

I would love it if Service Titan could add the total up at the top after all vendor invoices and returns have been entered. Similar to payments and customer invoices where it has the total at the top in the gray squares. It would be helpful to know t...

mbaugh76 by New Contributor
  • 1 replies
  • 0 kudos

Partially Exported Error Don't Understand

Hello, Our accounting team encountered this error which does not help me at all understand what the problem is. We noticed it because on the side it Partially Exported see error and that's what it shows. In the batched tab it shows many that have bee...

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jaquelin by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos

Auto-batching & $0

How does ST manage auto-batching 0$ invoices? Will I just get an error message? Will they be put into their own batch?

charringtonPSB by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos