Use filters to process and confirm transactions in groups. Avalara Consumer Use saves new transaction values after each import.
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.
- In Avalara Consumer Use, go to Transactions > Process transactions.
- Filter by document date or vendor. Click +Filters to see more options.
If a particular value is missing from the filter options, add that item value to your settings.
- Select Apply to filter your transactions.
- 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.