Service Titan Knowledge Base

Reconcile statements in bulkLast updated on 03/22/2022

If you’ve already reviewed the unreconciled statements for accuracy, select these statements in bulk and reconcile them all at once. This helps you save time without having to open each statement that you want to reconcile.

Note: Before you reconcile statements in bulk, ensure that you review all bills.

Things to know

If you haven’t already enabled Payables, see Set up Payables.

Reconcile statements in bulk

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Statements.

  3. Click the Unreconciled tab if it’s not already selected.

  4. Mark each statement that you want to reconcile.

    Tip: To select all bills on the page, select the checkbox at the top of the table.

  5. Click Reconcile.

    A confirmation message appears after the statements are reconciled.

The reconciled statements are ready to be paid.

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