Unable to Download Payments to ExcelLast updated on 05/19/2023
This article provides step-by-step instructions to resolve the issue of not being able to download payments to Excel from the Accounting screen.
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.
Problem
When attempting to download payments to Excel on the Accounting screen, the system displays an error message: "Oops... something went wrong. You can go back and try again. If the issue persists, please contact support." This issue can caused by the dates for payments being changed to something incorrect or invalid.
Solution
Go to Accounting > Batch/Export Transactions.
Click the invoice for every selected payment.
Click the pencil icon to edit the payment.
Change the Paid on date to the correct date the payment should have been processed on.
Click Save.
Repeat steps 2-5 for all payments.
Download the payments to Excel.
If you’re still receiving an “Oops… something went wrong” error, please contact technical support.
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.