Manage the Accounting sectionLast updated on 03/22/2022
You can manage your accounting transactions, accounts receivable (AR), and statements in the Accounting section. This section has a side menu where you can select Batch/Export Transactions or AR Management. In Batch/Export Transactions you can view and manage all your transactions. In AR Management, a table lists your customers with outstanding balances from which you can send statements to customers and collect payment.
Batch and export transactions
Go to the navigation bar and click Accounting to access the Batch/Export Transactions screen. From here you can:
View transaction types
Create, post, and export batches
View summary of transactions
Within the Batch/Export Transactions screen, transactions are grouped by transaction type and are collapsible to help you navigate each type. For invoice, payment, and bill transactions you can click download to Excel to download a list of the transactions to your local computer. Also, transactions that are displayed under each transaction type can be sorted by clicking the arrow icons in the column header.
You can use the filters at the top to only display specific transactions.
Find a posted batch—Enter batch name or number
Quick filter—Enter invoice number or date, customer name, or location
Business Units—Select one or more business units
Technicians—Select one or more technicians
In the Batch/Export Transactions screen, you can:
Create a new batch
Post an existing batch
Export a batch
For more on how to perform these actions, see Batch, post, and export transactions.
In the Batch/Export Transactions screen, a summary of transactions displays above all the transaction types.
Payment types—Sum of each payment type
Paid—Sum of all payments
Tax—Sum of taxes on all invoices
Revenue—Sum of revenue on all invoices
Balance—Sum of balance remaining on all invoices
Note: The totals are for all pages for each transaction type.
In the Batch/Export Transactions screen, click the batch activity feed tab on the right side to display batches that are currently being exported, have export attempts, and have successfully exported. Click the X at the top right to collapse the batch activity feed tab.
Go to the navigation bar and click Accounting, in the side menu, click AR Management to view a list of customers with outstanding balances. From here you can print and email statements to you customers and collect payment for outstanding balances. For more on AR Management, see Send customer statements and Charge customers for outstanding balance.
See Accounting FAQs.
Want to learn more?
Go back to Accounting for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.