How long will an Intacct implementation take?
Intacct implementations vary in terms of onboarding time. Typically, customers should expect 3-4 months.
What information does ServiceTitan sync to Intacct?
ServiceTitan syncs both records (Customers, Vendors, Items, etc.) and transactions (Sales Invoices, Payments, Inventory transactions, etc.) with Intacct. For more information on what we send and what fields we map see How ServiceTitan exports data to Intacct.
Please note that transactions exported from NEXT to Intacct will appear in your real Intacct production environment.
What are departments and locations in Intacct?
A department is considered a dimension in Intacct. A dimension is simply a tagging feature for transactions. Typically customers will have departments set up in Intacct similarly to business units in ServiceTitan. Locations are another way to tag transactions, typically users create geographic locations, and group their business units using this tag on ServiceTitan.
Note: Locations are required to be mapped on business units in ServiceTitan.
What is a transaction definition?
A transaction definition in Intacct is simply a transaction on ServiceTitan. A positive sales invoice in ServiceTitan is a Sales Invoice in Intacct, where the Sales Invoice is the transaction definition. Other examples include Sales Credit Memo, Vendor Invoice, and the PO Receiver.
How do GL groups and GL accounts differ?
An Item GL Group is a way to categorize pricebook items so that they all hit the same GL Account when they are used on a transaction definition in Intacct. The GL Account is the account that will be booked with this transaction occurs. You assign GL Groups to pricebook items in ServiceTitan, and you assign GL Accounts to GL Groups in Intacct on the transaction definition itself.
What transaction type do receipts export to?
We do not specify which transaction definition receipts export to in Intacct because users can choose. However, we do recommend that receipts are mapped to the PO Receiver in Intacct.
What transaction type do returns export to?
Returns export to the Purchasing section of Intacct as a Purchasing Debit Memo.
What transaction type do sales invoices export to?
Positive Sales Invoices export to the Order Entry section of Intacct as a Sales Invoice.
What transaction type do credit memos export to?
Negative Sales Invoices export to the Order Entry section of Intacct as a Sales Credit Memo.
What is the difference between a document number and the reference number?
The document number in Intacct is the unique ID field. ServiceTitan maps the ST ID to this field in Intacct. For the reference number, ServiceTitan maps the Invoice number to this field in Intacct.
Why is the GL account not appearing as an option when assigning it to an item in Pricebook?
This may occur if you are integrated with Intacct. Check if the GL account was created as an Intacct GL Group. Only accounts with this association appear in the Pricebook. If not, go to Intacct and create the GL account as an Intacct GL Group. Save your changes in Intacct.
Next, sync your Intacct objects with ServiceTitan to import the new GL account into ServiceTitan and tag it as an Intacct GL Group. After syncing, go to the Pricebook item where you want to assign the GL account. Try to assign the newly created GL account again. It should now appear as an option.
What is the best way to remove vendor receipts and inventory returns from my accounting software after accidentally exporting a batch instead of bypassing it?
Once a batch is exported, ServiceTitan has no option to reverse the export. We recommend you manually delete the transactions from your accounting software. The $0 invoices in the batch would not appear in Intacct as they have no impact on your business. But the vendor receipts and inventory returns should be located and deleted.