"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

Expenses versus Payables

We have situations come up where a tech is out in the field and needs a part and the local hardware store is closest, he purchases the part with a company credit card and we will not get a bill from a vendor. Currently in ST my purchasing manager is ...

lasanford by New Contributor
  • 1 replies
  • 1 kudos


Is there a way in Payables to make only partial payments? I have not turned on payables in our live account, only tested in Next but I don't see a way to make them partial. We have vendors that we have 30/60/90 terms or sometimes have special terms. ...

MirandaMel by ServiceTitan Certified Administrator
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  • 0 kudos

Payables Module and Sage Intacct

How does the payables module flow from ServiceTitan to our Sage Intacct accounting software? We are trying to determine if we want to turn on the Payables. I know that we can pay through ST, but how does that payment flow from ST to Intacct?

JJPOND by New Contributor II
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Exporting Payables to QBO

I'm able to export my BILLS to QBO, but my VENDOR CREDITS (even though I get the "batch was successfully exported" message) don't seem to be appearing. Am I missing something? Am I looking in the wrong place in QBO? I have tons of experience with QBD...

JessicaSmith by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos

Edit an Exported payment

Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...

kboysen_ by New Contributor II
  • 4 replies
  • 1 kudos

Payables - Vendor editing permission

It would be helpful for employees who do not have access to Settings to have the ability to edit vendor information for the Payables feature. For example, we would like to grant permission for our Accounts Payable specialist to edit the remittance ve...

ngoggin_ by ServiceTitan Certified Administrator
  • 1 replies
  • 1 kudos

NY Capital Improvement Process in ST - Advice

We operate solely in NYS, and to comply with NYS capital improvement laws, when a job meets the CI criteria, rather than collecting tax from the customer like on our regular service/maintenance jobs, it is our responsibility to sum the total of parts...

dollface by New Contributor III
  • 2 replies
  • 3 kudos