Duplicates on quick books
I Noticed that when we export batches over any customer in our current system with an underscore in its name it creates a duplicate in quickbooks. Can anyone help and give an idea why?
Showing topics with label Job Costing-Accounting.
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Job Costing by Vendor
I need to preface this by saying we may not have set this up properly I am looking for job costing by vendor on a Project. Under this project, we have built 10 jobs, some with multiple appointments. The GC is looking for lien releases for each vendor...
Discarding Job Generated $0 Invoices - AIA Used Instead
Hello ST Community,We currently use AIA billing over invoices in projects 85% of the time. During the project, labor and material are being costed to the jobs within the project, resulting in invoices being generated. However, we never use those auto...
Tax Zone Issue
I would appreciate some votes for an issue that has been bothering our accouting department for awhile now with the way service titan applies taxes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6832
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?
Resolved! What are rebate best practices?
Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate descri...
Trane Warranty Credits
How do you all set up ServiceTitan to process Trane warranty repairs? We'll perform a warranty repair where Trane sends us the part for free, and reimburses us for the labor costs (a set amount per labor hour.) For job costing purposes, how should we...
Resolved! Customer Collections
Does anyone have a good process for following up on invoices at regular intervals for collections? I need my collections department to have a process for this that works with ST and so far I am unable to build a report to accomplish this - it would b...
Resolved! Reports
How can I run a report to see all failed payments?
QuickBooks Desktop Classes
We have an issue where anytime hours are tied into customer jobs it does not classify in QuickBooks Desktop. All other hours for office employees, idle time auto classify. The only thing not classifying is tech hours on a job.Any help or insight is a...
