Add bills to statements in bulkLast updated on 03/22/2022
Group outstanding bills into statements as you receive them from your vendors. If you add multiple bills to a statement before you make a payment, your remittance vendors can process your payments more efficiently because they receive one payment for a statement instead of multiple payments for each bill. In addition, you can efficiently follow up with your vendors on any discrepancies in your statements and track those items in ServiceTitan.
Note: You can add a bill to a statement if the statement is active and is in Reconciled status.
Things to know
If you haven’t already enabled Payables, see Set up Payables.
Add bills to a statement in bulk
If you want to add multiple bills to a statement, you can do it in bulk to save time without the need to click into each reconciled bill.
Note: You can add multiple bills to a statement only if the bills have the same remittance vendor. See Map remittance vendors for more on remittance vendors.
Go to the navigation bar and click Accounting.
In the side panel, click Bills.
Click the Reconciled tab.
Optional: Select a remittance vendor from the Remittance Vendor dropdown filter to see bills from only one remittance vendor.
Select the bills that you want to add to a statement.
Click Add to Statement.
The Add to Statement pop-up opens.
Click the Statement Name dropdown and do either of the following steps:
Select an existing statement.
To create a new statement, do the following steps:
Enter a name in the Statement Name field for the statement.
Click Create as a new statement.
Optional: Select the Statement Issued Date field and select a date from the calendar.
Click Add to Statement.
Want to learn more?
See other articles in Payables.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.