I was looking for a best practice method and wondered if anyone could assist with this accounting module question. I'm trying to develop a good workflow to follow as a newer ServiceTitan user. I've been told the best practice is to batch daily for in...
Will service titan be working on a way that the information when entered into the management side will flow automatically in real time into Quickbooks so you would not have to batch anymore and can eliminate mistakes form double entries. Fieldegdge a...
After the lastest update the only way to batch a check that has been entered is to go to the accounting screen. Before the latest update you could batch a check that has been entered by going to the invoice. You were able to just batch the check with...
When reviewing batched invoices in the Accounting page "Batch/Export Transactions" fails to navigate to the correct invoice and returns an application error. This error is because the URL for the invoice is being given the Invoice number rather than ...
Please ad the option/ work flow to edit batch names!
We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...
Mimic the "Add to Batch" button that already exists on the Invoice screen and add the same functionality to the Bill screen.Would save a lot of time!
Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.
How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...
It would be EXTREMELY helpful if Customers were a hyperlink in "Batch/Export Transactions" under the accounting tab. Customer names are already a hyperlink in so many other places throughout the system. Currently the invoice number is a hyperlink, wh...
