Reconcile statements

  • Updated on Apr 3, 2026
  • Published on Feb 20, 2026
  • 1 minute(s) read
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Overview

Statements are generated when you add bills and credits. Review and reconcile each statement  before you make a payment to your remittance vendor.

When you reconcile a statement, ensure the statement received from the vendor matches the statement in ServiceTitan. Review the following details for accuracy and completeness:

  • Statement total

  • Number of bills and credits included in the statement

  • Due dates

Who uses this feature

  • Administrators, office employees, managers, accountants, and bookkeepers

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • The Purchasing Module is required to use this feature.

  • Permission is required to use this feature. Please contact the account administrator on your team.

Things to know

Reconcile a statement

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Statements.

  3. Click the Unreconciled tab if it’s not already selected.

  4. Select the statement you want to reconcile. The Statement record opens.

    Tip: Use the filters to quickly find the statement.

    Table displaying statements with details like statement number, issued date, vendor, and total.

  5. Optional: To edit an unreconciled statement, do the following steps:

    1. Click the Actions dropdown and select Edit. The Editing Statement screen opens.

      Tip: If you want to delete the statement, select Delete from the Actions dropdown.

      Dropdown menu showing actions including edit and delete options for reconciliation actions.

    2. Select the documents you want to remove.
      Selected transaction details showing document number, date, and debit amount.

      Tip: To view the transaction, click the Bill/Credit link in the Document Number column.

    3. Change the Statement Name and Issuance Date if necessary.

    4. Click Save Changes to Statement. The Confirmation pop-up opens.

    5. Click Confirm to delete the documents you selected.

  6. Review the statement and do either of the following steps to update the status:

    1. If the statement is correct, click the Reconciliation Actions dropdown and select Mark as Reconciled.
      User selects 'Mark as Reconciled' from the reconciliation actions dropdown menu.

    2. If the statement has discrepancies, click the Reconciliation Actions dropdown and select Discrepancies Identified. Later, after you resolve the discrepancies, repeat the previous step to mark the statement as reconciled.

      Note: You can add comments to the statement to track the discrepancies and how to resolve them.


The reconciled statement is ready to be paid.

Want to learn more?

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