Commercial Certified Intacct Accountant - Commander

Curriculum

Accounting Fundamentals

• Guide to auto-batching

• Set reporting permissions

• Set up general ledger accounts

• Set up your account for project management

• You must specify a Sales Tax Item for Tax zone error

Invoicing

• Accounting - FAQ

• Technician Scorecards

• Unapply a payment credit

• What is the process for hiding material costs from customer-facing invoices in ServiceTitan, including for technicians using the mobile app?

Pricebook Accounting Fundamentals

• Charge for materials on invoices and estimates

• Dynamic Pricing

• Why can’t I see any membership add-on tasks when I’m trying to use them on an invoice in ServiceTitan?

Month-End

• Accounts Receivable Reconciliation

• Accounts Receivable Summary Report

• Create payroll adjustments from the Payroll Dashboard

• Enable Deposit Workflow

• Manage month-end for work-in-progress projects

• Set up unique prices with client-specific pricing

• Use Accounting Periods

• What is the best way to deactivate items in bulk and remove specific sections from the pricebook in ServiceTitan?

• Work in Progress report

Accounting Integrations - Intacct

• Critical error: Intacct server responded with code 503

• How to Export a Payment When the Payment Period is Closed

• How to navigate Intacct

• Intacct - FAQ

• Intacct Onboarding Step 4: Map pricebook items to Item GL Groups