---
title: "Reconcile statements"
slug: "reconcile-statements"
updated: 2026-10-15T01:59:28Z
published: 2026-10-15T01:59:28Z
canonical: "help.servicetitan.com/reconcile-statements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reconcile statements

## Overview

Statements are generated when you add bills and credits. Review and reconcile each statement before you make a payment to your remittance vendor.

When you reconcile a statement, ensure the statement received from the vendor matches the statement in ServiceTitan. Review the following details for accuracy and completeness:

- Statement total
- Number of bills and credits included in the statement
- Due dates

## 

[Reconcile a Statement Video](https://fast.wistia.net/embed/iframe/pd6djuc60y?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- The *Purchasing Module* is required to use this feature.
- Permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- If you haven’t already enabled *Payables*, see [Set up Accounts Payable](/v1/docs/set-up-accounts-payable).
- You can also [reconcile statements in bulk](/v1/docs/reconcile-statements-in-bulk).

## Reconcile a statement

1. Go to the navigation bar and click **Accounting**.
2. In the side panel, click **Statements**.
3. Click the **Unreconciled** tab if it’s not already selected.
4. Select the statement you want to reconcile. The *Statement* record opens.

> [!TIP]
> **Tip:** Use the filters to quickly find the statement.

![Table displaying statements with details like statement number, issued date, vendor, and total.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reconcile-statements-image-y8snouyw.png?sv=2026-02-06&spr=https&st=2026-10-16T12%3A19%3A54Z&se=2026-10-16T13%3A19%3A54Z&sr=c&sp=r&sig=lIvz3dmrKF81MTtZ1r9zHA7MQclQkKAw7xi3pYXHuZc%3D)
5. Optional: To edit an unreconciled statement, do the following steps:
  1. Click the **Actions** dropdown and select **Edit**. The *Editing Statement* screen opens.

> [!TIP]
> **Tip:** If you want to delete the statement, select **Delete** from the Actions dropdown.

![Dropdown menu showing actions including edit and delete options for reconciliation actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reconcile-statements-image-0cqihnlz.png?sv=2026-02-06&spr=https&st=2026-10-16T12%3A19%3A54Z&se=2026-10-16T13%3A19%3A54Z&sr=c&sp=r&sig=lIvz3dmrKF81MTtZ1r9zHA7MQclQkKAw7xi3pYXHuZc%3D)
  2. Select the documents you want to remove. ![Selected transaction details showing document number, date, and debit amount.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reconcile-statements-image-ylnnawb6.png?sv=2026-02-06&spr=https&st=2026-10-16T12%3A19%3A54Z&se=2026-10-16T13%3A19%3A54Z&sr=c&sp=r&sig=lIvz3dmrKF81MTtZ1r9zHA7MQclQkKAw7xi3pYXHuZc%3D)

> [!TIP]
> **Tip:** To view the transaction, click the **Bill/Credit** link in the Document Number column.
  3. Change the **Statement Name** and **Issuance Date** if necessary.
  4. Click **Save Changes to Statement.** The *Confirmation* pop-up opens.
  5. Click **Confirm** to delete the documents you selected. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reconcile-statements-image-shsb2yvc.png?sv=2026-02-06&spr=https&st=2026-10-16T12%3A19%3A54Z&se=2026-10-16T13%3A19%3A54Z&sr=c&sp=r&sig=lIvz3dmrKF81MTtZ1r9zHA7MQclQkKAw7xi3pYXHuZc%3D)
6. Review the statement and do either of the following steps to update the status:
  1. If the statement is correct, click the **Reconciliation Actions** dropdown and select **Mark as Reconciled**. ![User selects 'Mark as Reconciled' from the reconciliation actions dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/reconcile-statements-image-sjdn2uqq.png?sv=2026-02-06&spr=https&st=2026-10-16T12%3A19%3A54Z&se=2026-10-16T13%3A19%3A54Z&sr=c&sp=r&sig=lIvz3dmrKF81MTtZ1r9zHA7MQclQkKAw7xi3pYXHuZc%3D)
  2. If the statement has discrepancies, click the **Reconciliation Actions** dropdown and select **Discrepancies Identified**. Later, after you resolve the discrepancies, repeat the previous step to mark the statement as reconciled.

> [!NOTE]
> **Note:** You can add comments to the statement to track the discrepancies and how to resolve them.

The reconciled [statement is ready to be paid](/v1/docs/approve-and-pay-bills-and-statements).

## Want to learn more?

- Visit the ServiceTitan Academy to enroll in [Accounts Payable in ServiceTitan](https://servicetitan.docebosaas.com/learn/courses/295/accounts-payable-in-servicetitan)
- See [Set up Accounts Payable](/v1/docs/set-up-accounts-payable)