Bypass exporting a batch to accounting software

Overview

Bypass exporting a batch if it contains transactions that don’t need to be reflected in your accounting software. When you bypass a batch, the invoices within that batch are marked as exported in ServiceTitan. However, despite being marked as exported, the invoices are not exported to your accounting software. Once marked as exported, you can no longer edit these invoices.

Things to know

• Enable the permission Allow Bypass Batch Export in employee settings to use this feature. For more, see Set permissions for an individual employee or technician.

• If you bypass an export for a batch of transactions, you can't undo it.

• These are common examples of when you can bypass exporting a batch of transactions:

  • The transactions in the batch are already in your accounting software.

  • You create an adjustment invoice in ServiceTitan that correlates with manual changes made to the initial invoice in your accounting software.

  • An inventory adjustment doesn’t need to be exported to your accounting software.

  • You don’t integrate your accounting software with ServiceTitan.

• If $0 payments are in a batch being exported,  ServiceTitan automatically bypasses them.

• You can find bypassing invoices in the audit trail of the job associated with an invoice.

Bypass a batch export

After you post a batch you can bypass exporting it. For more, see Batch, post, and export transactions.

1. Go to the navigation bar and click Accounting .

2. Click the Select a batch dropdown and select a batch you want to post.

3. Click the dropdown again and click Post the selected batch.  

4. On the confirmation window that opens, click Yes.

5. Click the dropdown again and click Bypass export.

6. On the confirmation window that opens, click YES. The status of the batch updates to exported.

Want to learn more?

• Visit ServiceTitan Academy to enroll in ServiceTitan Invoicing Demonstration