Filter consumer use transactions
Use filters to process and confirm transactions in groups. Avalara Consumer Use saves new transaction values after each import.
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Avalara Consumer Use is an add-on for AvaTax. Adjust transactions in Avalara Consumer Use and then forward them to your AvaTax company to manage reports and returns. |
Steps
- In Avalara Consumer Use, go to Transactions > Assess and edit.
- Filter your transactions by date or Vendor name. Optionally, expand More filters icon to add more filters and refine your search.
If a particular value is missing from the filter options, add that item value to your settings. - Select Apply to filter your transactions.
Fields
- Transaction components
Basic transaction information. These map to the columns of the basic import template. - Total, taxable, variance, and accrual amounts
Show transactions based on minimum or maximum values. - Modified date
Recently updated or processed transactions. - Import information
Transactions that were part of a specific import file or imported within a particular date range. - Purchase details
Transactions that include a specific purchase order, agent, or revenue account. - Custom fields
Transactions that include specific custom values. These map to the Custom columns of the basic import template.