--- title: "Summer 2025 Release - Accounting" slug: "summer-2025-release-st-74-accounting" tags: ["Area - Release Notes", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant"] updated: 2026-07-11T15:10:46Z published: 2026-07-11T15:10:46Z canonical: "help.servicetitan.com/summer-2025-release-st-74-accounting" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Summer 2025 Release - Accounting The ServiceTitan Summer 2025 release contains several new features and feature updates that impact Accounting. ## --- ## ST-74 ### Core Products #### Accounting - **See accurate WIP numbers with the new Hold and Completed Project Status filters in the WIP report:** Before, missing project statuses meant not all projects showed up in the productized WIP report. Now, you can filter for *Hold* and *Completed* projects, so month-end numbers are more complete. A new date filter lets you include projects completed on or after a selected date, starting 90 days prior by default. - Knowledge Base: [Work in Progress (WIP) Active Projects report](/v1/docs/work-in-progress-wip-active-projects-report) #### Equipment - **Manage equipment records more efficiently with the redesigned Equipment screen, now generally available:** Previously, finding and updating equipment details required navigating multiple screens. Now, a centralized landing page, advanced search, in-line editing and equipment estimate history streamline workflows. You can also upload and manage documents directly within each equipment record. - Knowledge Base: [Manage installed equipment](/v1/docs/manage-installed-equipment) --- ### Early Access #### Financing - **Access Financing details faster with the new Application Management feature, now in Early Access:** This provides a clear view of all loan applications in one place. Before, you had to check different partner portals or ask technicians for updates. Now, you can track everything from submission to funding without leaving ServiceTitan. - Knowledge Base: [Application Management overview](/v1/docs/application-management-overview) #### Navigation - **Experience the new and improved left navigation bar, now in Early Access:** Before, top navigation was cluttered and didn't scale well. Now, the new left navigation bar and integrated submenus allow for more content on the page with quicker access to tools you use. - Knowledge Base: [Navigate ServiceTitan with enhanced layout](/v1/docs/browse-servicetitan-with-the-enhanced-navigation-layout) --- ## ST-74.1 ### Core Products #### Financing - **Send financing application links straight from the desktop to help close sales faster:** Before, back office teams had to use external tools to share these links with homeowners. Now, you can set up email templates and send links right from the job or invoice page. - Knowledge Base: [Email financing application links from ServiceTitan](/v1/docs/email-financing-application-links-from-servicetitan) #### Roofing - **Select measurements by building in GAF QuickMeasure and EagleView:** Before, if a report included multiple buildings, you could only use measurements from the main structure. Now, you can pick the data you need for each building, making estimates more accurate and complete. - Knowledge Base: [Create estimates with GAF QuickMeasure](/v1/docs/create-estimates-with-gaf-quickmeasure), [Create estimates with GAF QuickMeasure on mobile](/v1/docs/create-estimates-with-gaf-quickmeasure-on-mobile) #### Search - **Search installed equipment details faster with the Installed Equipment in Global Search update:** Before, you couldn't search by equipment name, type, or model in Global Search. Now, typing a keyword brings up matching installed equipment with details like serial number or service date, and you can filter results by category. - Knowledge Base: [Use Global Search in ServiceTitan](/v1/docs/use-global-search-in-servicetitan) --- ## ST-74.2 ### Core Products #### Accounting - **Add specific completed forms to summaries with the updated TI Invoice Summary drawer:** Now, anyone with access can pick specific completed forms and see the number of forms selected. The drawer layout also matches the latest design and groups extra info under one section. - Knowledge Base: [Automatically generate invoice summary using Titan Intelligence](/v1/docs/automatically-generate-invoice-summary-using-ti) - **Show taxes separately on AFP continuation sheets to meet Canadian invoicing rules and reduce manual steps:** Before, taxes were rolled into totals. Now, the continuation sheet shows clear rows for Sub-Total, Tax, and Grand Total. You can also toggle a new setting in AFP and global AFP settings to display taxes in their own row. - Knowledge Base: [Progress Billing overview and setup](/v1/docs/progress-billing-overview-and-setup) - **Enable Avalara API to include business unit ID in estimates for improved reporting:** The Avalara API now records the business unit ID in the reporting location code during estimate calculations, ensuring accurate sales tax calculation and streamlining compliance reporting. - Knowledge Base: [Avalara integration guide](/v1/docs/avalara-integration-guide) --- ## ST-74.3 ### Core Products #### ServiceTitan Academy - **Get more training power with the new Academy Integration, built to improve your learning experience, now generally available:** The new Academy, powered by an upgraded learning platform, delivers a simplified training experience in both Academy and TitanAdvisor. > **Note:** Incomplete training won't transfer—make sure to finish it by September 3, 2025; completed training will carry over. Everyone will be fully moved to the new system on September 11, 2025. - Knowledge Base: [TitanAdvisor administrator overview](/v1/docs/titanadvisor-administrator-overview-1) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end. **What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project. **Also called:** Milestone billing, Staged invoicing **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)