Troubleshooting
Role: Administrator · Accountant · Bookkeeper · Office managerArea: Reporting (custom and prebuilt reports) · Accounting (Batching/Export) · All versions
What you're seeing
You need to see which batches (or invoices) were bypassed — posted and marked as exported in ServiceTitan without actually being sent to your accounting system — and there's no single built-in "bypassed batches" report. You want a reliable way to pull that list.
Why this happens
Reason 1
When you bypass a batch, ServiceTitan marks the invoices in it as exported so they lock, but it doesn't send them to your accounting software.
In reporting, those invoices carry an Invoice Status of Bypassed, which is distinct from a true Exported status. The standard reports don't group results by batch, so to find bypassed items you filter on the Invoice Status of Bypassed — either in a custom report (which can show the batch number) or in a prebuilt report (which won't group by batch).
How to fix it
Run these checks in order. Most needs are met by Check 1.
1Build a custom report (shows the batch number)
On the navigation bar, click Reports.
Click Create Report to build a custom report.
Select the Invoices report template.
Add the Invoice Status and Batch Number columns to the report.
Run the report, then filter the Invoice Status column to show Bypassed.
To add more detail, click Edit Columns, add the columns you want (for example, payment details), then Save and run the report again.
✓ Done · The report lists the bypassed invoices along with their batch numbers, so you can see which batches were bypassed.
2If you'd rather use a prebuilt report
On the navigation bar, click Reports.
In the Templates filter, select Invoices.
Select a built-in report that includes the Invoice Status field, such as Revenue by Job Type, Invoice Summary by Business Unit, Empty Invoices, or Sold by Sales Detail Report by Completion Date.
Run the report, then filter the Invoice Status column to show Bypassed. Built-in reports may apply their own filters or grouping — adjust or remove those as needed.
✓ Done · The report shows bypassed invoices.
Note: Prebuilt reports don't organize invoices by batch, so use Check 1 if you need batch numbers.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The report type or template you used
Whether you added the Invoice Status and Batch Number columns
The filter value you applied to Invoice Status
Whether you're trying to see bypassed invoices, bypassed batches, or both
Which checks from this article you already tried
Want to learn more?
Create custom reports ›
Step-by-step guide to building a custom report from a template.
How to check if a batch was exported or bypassed and who exported the batch ›
Confirm a batch's export status and see who exported it.
Bypass exporting a batch to accounting software ›
How and when to bypass a batch instead of exporting it.