Customer Experience: Troubleshooting TitanAdvisorLast updated on 05/12/2023

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

When navigating to Titan Advisor and clicking on Accounting, two red dots appear with the message Review and post financial transactions and Export financial transactions to Intacct. You’re unsure how to resolve this issue.

First, check if the account is configured to export only bills and not receipts. To do this:

1. Go to Titan Advisor in the main navigation bar.

2. Click on Required Features Remaining in Launch.

3. Click on the dropdown and select Accounting.

   4. Check if the account is set to export only bills by looking at the configuration.

Then, check if there are any exported or bypassed receipts from 31-60 days ago. To do this:

Go to Titan Advisor in the main navigation bar.

2. Click on Required Features Remaining in Launch.

3. Click on the dropdown and select Accounting.

   4. Check if any receipts were exported or bypassed within the given date range.

Export returns constantly to keep the percentage above the threshold. Keep in mind that the metric changes dynamically, so it's essential to keep exporting returns constantly.

If bills have not been posted or exported within 31-60 days, the metric will show 0%. Make sure to post or export any bills that fall within this range.

Note: If the above steps do not resolve the issue, contact Technical Support for further assistance.