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Manage company defaults in Avalara Consumer Use

This article applies to:AvaTax

Company defaults automatically populate transactions values based on other fields. Company default relationships are useful for frequent purchases, common cost centers, or familiar vendors. Assign defaults manually or use automatic processing rules to import them in bulk.

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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.

How to assign company defaults 

  1. Set company default values manually
    Assign default values one by one.
  2. Use transaction imports to set company defaults in bulk
    Take advantage of Avalara Consumer Use's automatic processing setting to import item defaults in a spreadsheet.

How default values are assigned

Default values are assigned in a specific order during import processing, starting with the Vendor field down. 

  • For example, say we're importing a single transaction with values for vendor, cost center, item code, and purpose fields. The vendor sets the corresponding default value for a cost center and item code. The cost center then sets the default value for purpose, and so on.
Field Available defaults
Vendor Vendor Name
Cost Center
Item Code
ExemptionCert
Location Cost Center
Purpose
Cost Center Item Code
Purpose
Item Code Item Name
Tax Code
Purpose
Purpose EntityUseCode

 

 

Set company defaults manually

Company defaults automatically populate fields based on other transaction criteria, making them useful for frequent purchases and familiar vendors or cost centers. Assign default values manually to expedite future imports. 

If you're setting up default values before you begin importing, Avalara recommends starting with Item Code.

Before you begin

Review how automatic processing settings work
Review how default values are assigned

Steps

  1. In Avalara Consumer Use, go to Settings > Manage your company's <Field Name>
  2. Find the item and select the pencil icon to edit its default assignments.
  3. Available default values vary by item type. Select the drop-down and choose the default value you wish to add. 
    • For example, vendors can only be assigned default item codes or cost centers.
    •  
      If a default value is missing from the drop-down selector, you may need to add that item.
  4. Select Save.

Return to Settings to manage defaults for another transaction component. You can remove or change company defaults at any time.

See also

Link
Link

 

Use import files to set company defaults in bulk

Company defaults automatically populate fields based on other transaction criteria, making them useful for frequent purchases and familiar vendors or cost centers. Assign default values manually or use automatic processing rules to import them in bulk.

Avalara Consumer Use can automatically populate default values based on specific transaction criteria. Leveraging this functionality, import a data file of placeholder transactions containing important company values like vendor, cost center, or locations. Avalara Consumer Use saves these company default relationships even after you delete the placeholder transaction data. Use this import-and-delete process to set up company defaults and speed up imports when you begin uploading actual purchases.

If you're setting up default values before you begin importing, Avalara recommends starting with Item Code.

Before you begin

Review how automatic processing settings work
Review how default values are assigned

Steps

  1. In Avalara Consumer Use, go to Transactions > Import Transaction data.
  2. Step 2.
    .
    If a default value is missing from the drop-down selector, you may need to add that item.
  3. Step 3.

 

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