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Avalara Help Center

Transaction status in Avalara Consumer Use

Use transaction statuses to filter transactions and track your allocations.

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.

 

Statuses

2019-08-28_12-54-466.png Data that's been imported and calculated. 

2019-08-28_12-54-4662.png

Data that's been marked to allocate. Becomes blue after allocation.
2019-08-28_12-53-59.png Automatically confirmed by an auto-processing rule.
2019-08-28_12-53-52.png Manually confirmed by a user.
2019-08-28_12-54-43.png Automatically committed to AvaTax by an auto-processing rule.
2019-08-28_12-54-44.png Manually committed to AvaTax by a user.

Change transaction status

In Avalara Consumer Use, a transaction's status can be changed at Transactions > Process transactions.

  1. Select the transaction or transactions you want to change.
  2. Use the bubbles to choose a status, and then click Apply.
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