Accounting
cancel
Showing results for 
Search instead for 
Did you mean: 

Posts

Auto Batch

My credit card payments haven't auto batched the past 2 days, my other payment methods are still auto batching. I work with multiple service titan accounts and none of them are batching credit card payments. Is anyone else having this issue?

LoriBal by New Contributor II
  • 310 Views
  • 5 replies
  • 0 kudos

Posted batches did not update the Classes field

I am not sure which forum this would go in. I apologize if it is not this one. I work for a MSP and we have a customer that has issues with their QB. Several months ago, their QB company file was having issues opening up. The company file was essenti...

Credit Card payment "Approved," why?

Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...

LA_Barker by New Contributor III
  • 316 Views
  • 1 replies
  • 1 kudos

Auto batching

Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?

quickbooks training

Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can

jessylong by New Contributor III
  • 784 Views
  • 2 replies
  • 0 kudos

"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
  • 1176 Views
  • 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 ...

Capture.JPG
jontiver by ServiceTitan Certified Administrator
  • 850 Views
  • 1 replies
  • 0 kudos