Service Titan Knowledge Base

Bypass exporting a batch to accounting softwareLast updated on 03/02/2023

Bypass exporting a batch if it contains transactions that don’t need to be reflected in your accounting software.

Things to know

  • Enable the permission Allow Bypass Batch Export in employee settings to use this feature. For more on setting employee permissions, see How to set permissions for an individual employee or technician.

  • If you bypass an export for a batch of transactions, you can't undo it.

  • These are common examples of when you can bypass exporting a batch of transactions:

    • The transactions in the batch are already in your accounting software.

    • You create an adjustment invoice in ServiceTitan that correlates with manual changes made to the initial invoice in your accounting software.

    • An inventory adjustment doesn’t need to be exported to your accounting software.

    • You don’t integrate your accounting software with ServiceTitan.

  • If $0 payments are in a batch being exported, ServiceTitan automatically bypasses them.

Bypass a batch export

After you post a batch you can bypass exporting it. For more on batching and posting, see Batch, post, and export transactions.

  1. Go to the navigation bar and click Accounting.

  2. Click the Select a batch dropdown and select a batch you want to post.

  3. Click the dropdown again and click Post the selected batch. A confirmation pop-up opens.

  4. Click YES.

  5. Click the dropdown again and click Bypass export. A confirmation pop-up opens.

  6. Click YES. The status of the batch updates to exported.

Want to learn more?

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.