ServiceTitan Community

zelbur · 10-26-2023

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...

zelbur · 10-26-2023

Hello, We are currently using Standard Cost. Whereas our accounting system uses Average value for inventory items, so there is often a discrepancy between inventory value between the two systems. Will switching to weighted average cost correct this? ...

zelbur · 10-26-2023

When inventory count is submitted through inventory mobile app, is it possible for that to automatically update the quantity in Service Titan? Otherwise there is still a manual step to post an adjustment to update to the counted quantities.

zelbur · 11-01-2023

Thank you Miranda. Would be great to have this create an adjustment automatically that the office manager approves before it gets posted. There is a lot of double entry and increased data entry error otherwise.

zelbur · 11-01-2023

Thank you Miranda, sound advice! We will ensure we do a count if we decide to switch.

zelbur · 11-01-2023

Thank you so much. To confirm, if our accounting (Intacct) is average value, then this should work well with ST weighted cost?

zelbur · 11-01-2023

Thanks for the feedback. Despite our efforts the systems do not reconcile and we need to do a manual check. I was hoping to learn if anyone from the community is successfully using API to automate reconciliation? Like linking ST with Intacct and havi...

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