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?
Posts
quickbooks training
Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can
Workflow to Notify or Alert someone before closing a job out from the Office
Hi All! I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". Thanks in advance!
Resolved! Techs REQUIRED to be Assigned to Materials/Equipment on Invoices Before Batch?! SOS
Hi everyone! I am having a pretty frustrating experience and I am really hoping this discussion board can help. When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able...
Resolved! Is it possible to export patial payments before exporting invoice?
In our business operations, we often encounter situations where partial payments are received from customers before the final invoice is generated. This occurs for various reasons, such as phased project completions or partial payments made in advanc...
"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...
Accounting/Vendor Receipts table filters
My AP team was looking to be able to filter their Vendor receipts by Location/Business Units to review and batch them separately. It turns out the filter is not applied to the Vendor Receipts table due tot he Business Unit field not in the table for ...
New Idea- invoice review status ON batch screen.
Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273 I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (need...
AutoBatching not working?
Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?
Cost of Sales Mapping and Reconciliation Report
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...
