Can’t tell if a batch was exported or bypassed, or who did it

 Troubleshooting
Role: Administrator · Accountant · Bookkeeper · Office managerArea: Accounting (Batching/Export) · Reports · Accounting Audit Trail · All versions

Reason 1

Export status is stored on each invoice, not on the batch.

When you bypass a batch, ServiceTitan marks its invoices 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 different from Exported. A custom report can show the batch number next to that status. Accounting reports, including payment and AR reports, show Bypassed separately from Exported in their export status columns and filters. A bypassed transaction still counts as exported in ServiceTitan. Bypassed tells you it was never sent to your accounting software.

Reason 2

Prebuilt reports don't group invoices by batch.

You can filter a prebuilt Invoices report by Invoice Status, but it won't show batch numbers.

Reason 3

Reports don't show who exported or bypassed a transaction.

That's recorded in the Accounting Audit Trail. A bypass is recorded as its own entry, separate from a true export, and shows whether it was manual or automatic. Manual bypasses show the employee and the time. Automatic bypasses are attributed to the system.

1Build a custom report (shows the batch number)

Create the report

1. On the navigation bar, click Reports.

2. Click Create Report.

3. In Choose report type, select All.

4. In Select a report template, select Invoices.

5. In Columns to be displayed in the report, select Invoice Status and Batch Number.

6. Click Next.

7. Enter a name for the report and select a category.

Run and filter the report

1. Click Save.

2. Select a date range that includes the transactions in your batch.

3. Click Run Report.

4. Filter the Invoice Status column to show Bypassed or Exported. Exported shows only invoices that were sent to your accounting software.

5. To see only one batch, filter the Batch Number column to that batch.

6. To add more detail, click Edit Columns, add the columns you want (for example, payment details), click Save, and run the report again.

✓ Done · The report lists each invoice with its batch number and shows whether it was exported or bypassed.

2If you'd rather use a prebuilt report

1. On the navigation bar, click Reports.

2. In the Templates filter, select Invoices.

3. 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.

4. 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.

Tip: To find bypassed payments instead of invoices, run the All Payments or AR Transactions report and filter its export status column (Payment Status in All Payments) to Bypassed.

3To see who exported or bypassed it, check the Accounting Audit Trail

1. On the navigation bar, click Accounting.

2. In the side menu, click Accounting Audit Trail.

3. Set the Record Type filter to Invoice.

4. In the search bar, enter the invoice number or record ID.

5. Find the invoice and click View Details.

6. Review the export or bypass entry. The User Name column shows who did it, and the Date and Time column shows when.

✓ Done · The entry shows whether the invoice was exported or bypassed, whether a bypass was manual or automatic, and who did it and when. Automatic bypasses show the system instead of an employee.

Tip: You can also open an invoice record and click the View Audit Trail icon to go straight to that invoice's history. The job's History section also still logs invoice bypasses.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The batch number and invoice numbers you're checking

• The report type or template you used, and the filter you applied to Invoice Status

• What the Accounting Audit Trail showed for the invoice, if anything

• Your accounting integration (for example, QuickBooks Online, Intacct, or NetSuite)

• Which checks from this article you already tried