How to determine which employee collected a specific payment

Problem

You need to know who took a specific payment.

Solution

To find out which employee collected a specific payment in ServiceTitan, you can use the All Payments report or the Accounting Audit Trail screen to see who created the payment record.

Use the All Payments report

1. Go to the navigation bar and click Reports.

2. In the side menu, click All Reports.

3. Search for and click the All Payments report.

4. Use the filter options to narrow down and refine the list of payments being displayed.

5. Click Edit Columns.

6. In the Edit Columns screen, select Created By.

7. Click Apply.

8. Click Run Report.

9. In the resulting report, find the associated payment.

10. The employee who created the payment record will be listed under the Created By column.

Use the Accounting Audit Trail screen

To use the Accounting Audit Trail screen, you must have the Allow view Audit Trail page permission enabled.

1. Go to the navigation bar and click Accounting.

2. In the side menu, click Accounting Audit Trail.

3. On the Accounting Audit Trail screen, select a Record Type of Payment.

4. Use the search bar if you have the record number or record ID (payment ID).

5. Find the payment record you want to investigate and click View Details.

6. On the details screen, look for the Created entry under the Action column.

7. The employee who created the payment record will be listed under the Username column.