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Install and Configure Avalara AvaTax for Concur Invoice

This article applies to:Avalara AvaTax for Concur Invoice

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Before you register 

To start using AvaTax for Concur Invoice, ensure that:

  • The Letter of Agreement is signed by you and Avalara. For more details, contact your CAM.
  • Your version of Concur Invoice is the Professional Edition Account and has invoice user permissions for invoice services. 
  • A Concur Invoice's Implementation Specialist activates your Concur Invoice account and creates your wsadmin-Avalara@<client domain> profile with Web Service Administrator permission.
  • Log in to Concur Invoice using the wsadmin-Avalara@<client domain> profile and enable your application. You can create new user credentials and associated test entity key/consumer key that can be used for authorization during the invoice tax calculation.
  • You have an active AvaTax account with user credentials and license key details. If you don't have an account, contact Avalara.
You can now enable the AvaTax service in Concur Invoice and start using the service after you register and configure AvaTax for Concur Invoice. If you need any additional help, contact Concur Invoice's Helpdesk or Support.

Register

To register AvaTax for Concur Invoice:

  1. Go to the AvaTax for Concur Invoice website.
  2. Register for a new account or log in with your existing AvaTax for Concur Invoice account.  
    • To register for AvaTax for Concur Invoice: 
      1. Click Register.
      2. On the Register to create a new AvaTax for Concur account page, fill in the fields, and then click Register.
      3. On the Credentials to access your Concur account page, to authenticate access to Concur Invoice, type your Concur Invoice credentials.
      4. Click Login to Concur. On successful login, Avalara Configuration, Concur ConfigurationConfiguration Audit Logs, and Activity Logs tabs display. If your log in is unsuccessful, reenter valid credentials and try again.
    • To log in to AvaTax for Concur Invoice with your existing account, type your AvaTax credentials and click Log in.

Configure

To configure AvaTax for Concur Invoice:

  1. Go to the AvaTax for Concur Invoice website, and log in to your AvaTax for Concur Invoice account.
  2. In AvaTax for Concur Invoice, add the required information on the following tabs:
    Tab Actions
    Avalara Configuration

    To authenticate access to AvaTax and set your AvaTax options in Concur Invoice:

    1. Click Edit Configuration, enter the following information, and then click Validate Account:
      • Account ID and License Key: AvaTax account ID and associated license key
      • User Name and Password: AvaTax user name and associated password
      • Environment: Select Production
      • Location field: If you've enabled this field in Concur Invoice and mapped locations in AvaTax, select the appropriate custom field in Concur Invoice to send location codes to AvaTax. Selecting a custom field allows you to distribute tax for line items to multiple locations. If you don't use locations for line-level distributions, select None.
      • Save transactions in AvaTax?: Select Yes
      • Integration Status: To integrate AvaTax with Concur Invoice, click Active
    2. Select your company name from the Company Name list to display the company code that you configured when you activated AvaTax, and then click Save Configuration.
    Concur Configuration

    To authenticate access to Concur Invoice:

    • Click Edit Configuration, enter your Concur Invoice and password, and then click Save Configuration.
    Configuration Audit Details

    View a table of configuration updates to AvaTax for Concur Invoice with the following columns:

    • Updated On
    • AvaTax Username
    • Account ID
    • Company Name
    • Company Code
    • Environment
    • Save Transaction?
    • Integration Status 
    Activity Logs

    Set search criteria and view a table of results with the following columns:

    • Date
    • Request ID
    • Log Details
    • Message Type
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