Overview
ServiceTitan lets you look up the batches a specific employee created by searching and filtering by user. This is useful for reviewing batching activity, checking accountability, or auditing who created which batches. Office staff with accounting access can run this lookup in a few clicks without building a custom report.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
You need permission to access batching and search in Accounting. Batching permissions are role-based and managed under Settings > People > Role Permissions.
Find batches created by an employee
Go to the top toolbar and click Search
.On the Search screen, click the Search dropdown and select Batch.
In the Filters section, enter the employee's user name in the User dropdown.
Click Search.
Review the resulting table. It shows all the batches created by that user.
