Service Titan Knowledge Base

Map business units in ServiceTitan to Intacct reporting dimensionsLast updated on 02/28/2023

To use multi-dimensional reporting in Intacct, map Locations, Departments, and Classes to business units (BUs) in ServiceTitan.

Things to know

  • Be sure to sync Entities and Locations, Departments, and Classes from Intacct before you map BUs in ServiceTitan to the Intacct reporting dimensions.

  • If you use a multi-entity instance of Intacct, you must map Locations to BUs.

Map business units to Intacct

  1. Go to the navigation bar and click Settings settings.png. In the side panel, go to Operations > Business Units.

  2. Select the business unit you want to edit.

  3. Click the Intacct tab.

  4. Click the Intacct Location dropdown and select a location.

  5. Click the Intacct Department dropdown and select a department.

  6. Click the Intacct Class dropdown and select a class.

  7. When you're finished, click Save.

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.