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Avalara Help Center

Excise username menu

This article applies to:Excise

 

This site is only for Avalara customers licensed for Returns Excise, AvaTax Excise and Government.
Documentation of operation, usage and release dates is confidential and proprietary information of Avalara.
Content last updated: 2021-01-28

Hover over your username to see the menu with Profile, Change Password, Messages, Help and Sign Out.
username-menu.png

The Help sub-menu has Avalara Support, Support Cases, Keyboard Shortcuts, User Guide, Walk Me, and About.

Profile

Enter your Current Password and click the  Unlock Profile  button to enable changes. Admin > User Profile from the main menu also shows this.

Profile tab

First Name, Last Name, Title and  Telephone
Optional
Email Address
Used to sent notices, such has upcoming password expiration. Be sure to update this if your email address changes.
Time Zone
Controls the time shown in the software, emails and messages.
WalkMe
Guides you through specific tasks in Avalara Excise production. Advanced users may want to disable the WalkMe tutorial widget by checking this box.
Schedule Query Wizard Drop Down Filter
Choose the default filter type in the Schedule Query Wizard.
Schedules Filter On
The Schedule Transactions page will not have the Filter on by default. Checking this option enables the filter when the page is first selected.
  • From the main menu, click Tax Filing > Transactions or
  • From Tax Filing > Tax Sessions grid, click a session and then Schedule Transactions from the popup menu

The Schedule Transactions filters will still be cleared when changing between schedules and when changing tax sessions.

Security Questions tab

Add or delete a Question and Answer to reset your password. Make sure the answer is memorable, but not too easy.

Support Case Options tab

If your organization chose you as a Support Contact, see Support Cases Setup in Avalara Excise.

Change Password

Enter your current password, new password, and confirm new password. Requirements are shown on the page. This is the same as Admin > Change Password from the main menu.

Messages

Shows your most recent messages, which can also be seen on the Home page and when you click the messages icon or unread messages number to the right of your username. From here you can click on one of the messages or click on the Message Center button to read all your messages. You can use all the normal grid controls like Columns and Filter. At the bottom of the grid, you can also Export and Mark All Read.

Help

Avalara Support

Takes you to the home page of this Avalara Help Center - Excise.

Support Cases

Takes you to Admin > Support Cases. If you have permission and were chosen as a Support Contact by your organization, you can view all the Support Cases created by your Support Contacts. Click Support in the orange banner above for details.

Keyboard Shortcuts

Shows a list of key combinations to move around in Avalara Excise.

User Guide

Shows the most recent version of the Avalara Excise User Guide.

Walk Me

Shows the list of WalkMe tutorials you can run right from the Avalara Excise software.

About

Shows the master company key name, expiration date, products and allows you to run the Export License Information to list all available Returns Excise and AvaTax Excise options and has an X for licensed items.

SIgn Out

Self explanatory.

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