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Journal Entries

This guide explains how Journal Entries from ServiceTitan sync seamlessly into Spectrum.

✅ Prerequisites & Requirements​

Ensure you've completed the following before syncing Journal Entries:

PrerequisiteNotes
Customer SyncedThere must be a link between the Customer in ServiceTitan and Spectrum.
Department SyncedThere must be a link between the Business Unit in ServiceTitan and the Cost Center in Spectrum.
In ServiceTitan: Close Accounting Period + press "Start Syncing"
GL Accounts mappedAll GL Accounts used to generate Journal Entries in ServiceTitan must match your GL Accounts in Spectrum.
Spectrum GL Period configuredThe Fiscal Calendar must be setup for the current period. System Administration > Installation > General Ledger
Spectrum Info-Link Tables addedSee: What Info Link Tables do I need?

🔄 Quickstart Workflow​

Step 1: Review the Data Map​

The following data map details the fields we support in our sync:

ServiceTitanSpectrumNotes
See NotesFiscal Year + PeriodSee: Custom Accounting Periods
Number + Name*Description
Post Date*Transaction DateFormatted MM/DD/YYYY
Line Items
Credit AmountCredit Amount
Debit AmountDebit Amount
Business Unit*Cost Center
GL Account*GL Account
Transaction Reference #Line Description
N/AJob #Can be configured
N/APhase CodeCan be configured
N/ACost TypeCan be configured

*Fields with asterisks are required

warning

Updates are not supported. If you re-open an accounting period and modify journal entries that have been synced, Agave will attempt to sync those as new journal entries.

Step 2: Sync Configuration​

Configurable Settings for Journal Entries:

  1. Direct Cost GLs: Agave can work with you to support other required fields when Direct Cost GLs are involved, like Job/Phase/Cost Type.
  2. Custom Accounting Periods: If your accounting periods do not line up with the calendar month, Agave can help you configure a custom accounting period given a list of accounting period start and end dates.

Reach out to your Agave Implementation Manager, who will handle the configuration of sync settings internally.

Step 3: Perform a Test Sync​

Watch this short video to learn how to push Journal Entries from ServiceTitan to Spectrum, and where to find the records in each system.

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Sync Trigger​

Journal Entries are syncable as soon as the "Start Syncing" button is pressed in ServiceTitan. Journal Entry Trigger

Sync Filters​

Sometimes, you may not want to sync all Journal Entries. Your Agave Implementation Manager can set filters. For example:

  • ST - Transaction Type Filter: Filter out all journal entries that have a certain transaction type. For example, most customers filter out AP Invoice transactions since those are still sent via document integration.
  • ST - Status Filter: Use these filters to ensure records are only syncable once they are in a certain status. ServiceTitan Statuses are customizable, so make sure your statuses are finalized before setting this.

🔎 Common Errors and FAQs​

The following Info-Link tables are required when syncing Journal Entries from or to Spectrum:

  1. GL_JOURNAL_ENTRY_HEADER_MC
  2. GL_JOURNAL_ENTRY_DETAIL_MC
  3. GL_JOURNAL_ENTRY_LOG_MC

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.