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
  • 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
  • 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
  • 3 replies
  • 0 kudos