Unlock Bypassed Batches - recommended workflowLast updated on 05/12/2023
This article explains the recommended workflow for when you have bypassed a batch and are requesting that ServiceTitan unlock the batch so you can make edits and re-export.
Things to know
If you have bypassed a batch and would like for ServiceTitan to unlock the batch, we advise that you manually add the items from the batch in your accounting software. This is the most effective way to prevent duplicates from occurring due to re-exporting the same data.
Workflows
Reach out to the ServiceTitan Support team
In cases where unlocking a bypassed batch needs to be done:
Contact the ServiceTitan Support team. For more information, see Contact Technical Support.
Please be prepared to do the following:
Provide your ServiceTitan account PIN number.
Agree to the terms of our consent form: “We are confirming that this action is being taken at your direction and that you have sole responsibility for ensuring that the appropriate financial changes are being made in QuickBooks. ServiceTitan is unable to assist with or verify that these changes are made in QuickBooks, and therefore assumes no liability.”
After you agree to the terms of the consent form, we will unlock your Batch so that you can export the Batch to your accounting software.
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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.
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.