Hi all, Seeing an issue with orders placed via a vendor's website where the payment is immediately charged to a credit card. When we create a PO to represent this order(create as sent) and then receive it, after being exported this shows in QB Deskto...
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...
Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...
Occassionally a customer will tip our technicians, usually with cash but sometimes on their check. How do I record this accurately? E.G. A customer wrote a check for $225, their invoice total was $200 and they tipped the tech $25.Do I need to add a l...
We are spending a lot of time and doing manual work each month end to reconcile Intacct to ServiceTitan that involves exporting reports from both systems, recreating item IDs, pivot tables, index/vlookup in excel. Mainly: ST Aggregate Inventory repor...
How does anyone handle this issue? When payments export before invoice batches do, we then have to use the "Fix Unapplied Customer Payments and Credits" tool in QB to match all those together. QB says they can't do anything, but is there something an...
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...
When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...
I'm having a real tough time reconciling sales by month and payments/cash deposits. Whatever was synched from ST to QBO is obviously messed up. Anyone have any clues on where i should start?
I would love it if Service Titan could add the total up at the top after all vendor invoices and returns have been entered. Similar to payments and customer invoices where it has the total at the top in the gray squares. It would be helpful to know t...
