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Change document invalid reasons in bulk

This article applies to:CertCapture

If you have identified a group of documents that are no longer valid, or if you have a group of invalid documents that should be valid, add or remove Invalid Reasons for multiple documents at once.

Steps

  1. In CertCapture, search for the documents you want to edit.
  2. Select the Perform Action on Results menu and then select Change Invalid Reasons.
  3. Select the Invalid Reasons that you would like to add or remove.
    Adding an Invalid Reason to an exemption certificate stops it from applying to transactions in AvaTax.
  4. Select Update Invalid Reasons.
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