Service Titan Knowledge Base

Guide to ServiceTitan Auto-batchingLast updated on 01/17/2023

ServiceTitan auto-batching helps you automatically group invoices, payments, bills, returns, inventory adjustments, and inventory transfers.


Things to know

  • For the purposes of this guide, invoices, payments, bills, returns, inventory adjustments, and inventory transfers will be referred to as transactions.

  • WARNING: If you are exporting to QuickBooks Desktop and have multiple QBD files, you need to enable Group by Business Unit for each transaction. This allows you to select the correct QBD file when exporting batches.

  • Auto-Batching in ServiceTitan runs for each transaction based on their cadence in Settings settings.png > Accounting > Auto-Batching.

  • When transactions are Auto-Batched, you still need to complete your review and export phase manually.


Auto-Batching cadence

A transaction’s cadence determines how often it will be batched automatically. ServiceTitan Auto-batching settings offer the following cadences:

  • Daily: A new batch for the transaction will be created once per day. 

  • Per Transaction: A new batch for the transaction will be created as soon as the transaction is made.

  • Weekly: A new batch for the transaction will be created once per week.

  • Monthly: A new batch for the transaction will be created once per month. 

  • Manually: This transaction will not be Auto-batched. 

To assign a cadence to each of your transactions:

  1. Go to Settings settings.png > Accounting > Auto-Batching.

  2. Set the Auto-Batching Start date.

    Note: Auto-Batching processes 100 transactions every two minutes. If you select a past date, it may include a large backlog of transactions.

  3. Click the Cadence dropdown for each transaction type and select your preferred cadence.

  4. Repeat this process for each transaction type.

  5. Click Save.

    Note: If you click Restore to Default, every transaction’s cadence reverts back to Daily with the exception of Payments (Invoices), which reverts to Manually.


Grouping

The Auto-Batching settings page includes several grouping toggles that allow you to further customize how many batches are created. To enable a grouping toggle:

  1. Go to Settings settings.png > Accounting > Auto-Batching.

  2. Click each toggle to be on or off.

  3. Save your changes.

Group transactions with the same cadence: Allows you to create one batch for multiple transaction types based on their cadence. For example, if Invoices and Bills are set to a Daily cadence, they will be grouped to create one batch.

Group by Business Unit: Each transaction will be grouped by cadence and business unit. For example, if you have four invoices and each of them is assigned to a different business unit, four batches will be created.

Note: This will increase the total number of batches/journal entries. Group by Payment Type (Payments only): Each payment transaction will be grouped by cadence and payment type. For example, if you have four payments and each of them is a different payment type, four batches will be created.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.