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

• 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.

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.

• Watch ServiceTitan Invoicing Demonstration