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Communications Customer Portal Release Notes

August 10, 2019 - Version 5.31.2

Version 5.31.2 of the Communications Customer Portal contains the following new features.

  • You can now download only 2 reports at a time from the Reporting -> Downloads tab page. 

June 2019 - Version 5.30

Version 5.30 of the Communications Customer Portal contains the following new features.

  • Explorer has been re-enabled for REST reporting.

    • The Transaction Detail template is limited to pulling 31 days of data.  The 31-day value may be limited further for larger clients with more data

    • Avalara AvaTax for Communications SaaS Pro (SOAP) user: continue to contact communicationsupport@avalara.com for reporting requests.

    • The Reconciliation and Transaction Overview templates are no longer available.  Add or remove columns and filters on the Transaction Detail template to create reports.

  • New fields have been added to the /api/v2/afc/calctaxes endpoint and Explorer for reporting purposes.
    Key Description Found in...
    qty

    Quantity

    • Quantity to be applied to the line item - taxation is equivalent to repeating the item the number of times of the quantity.
    • Positive integer greater than or equal to 1
    • Quantity not supported on Tax Inclusive or Prorated line transactions.
    LineItem
    glref

    General Ledger Reference

    • Optional field for use in reporting
    LineItem
    proadj

    Pro-Rated Adjustment Type

    • Defines the adjustment type for pro-rated credit or adjustment calculations.
      • 0: Default
      • 1: Don't return non-proratable fixed taxes in the response
      • 2: Return non-proratable fixed taxes in the response
    LineItem
    acct

    Account Reference

    • Optional field for use in reporting
    Invoice
    custref

    Customer Reference

    • Optional field for use in reporting
    Invoice
    invn

    Invoice Number Reference

    • Optional field for use in reporting
    Invoice
    bcyc

    Bill Cycle Reference

    • Optional field for use in reporting
    Invoice
    bpd

    BillingPeriod object

    • Optional object for passing billing period
    • Fields included in BillingPeriod:
    Key Description
    month Billing period month
    year Billing period year

     

    Invoice

    ccycd

    Currency Code

    Invoice
    cfg

    RequestConfig object

    • Define what data is returned in the response
    • Fields included in RequestConfig:
    Key Description
    retnb

    Return Non-Billable Taxes

    • Flag indicating if non-billable taxes should be returned.
      • true: Return non-billable taxes.  Setting retnb to true overrides the account-level setting.
      • false: Don't return non-billable taxes.
    • Defaults to the account-level setting if not provided
    retext

    Return Extended Data

    • Flag indicating if extended tax information should be returned in the response.
      • true: Return the extended tax information.
      • false: Don't return extended tax information.
    • Forces Return Detail (dtl) to true
    • The return list resulting from this configuration option may change over time as additional data elements are added. 
    incrf

    Return Reporting Information

    • Flag indicating if reporting information should be returned in the response.
      • true: Return the reporting information.
      • false: Don't return reporting information.
    • The return list resulting from this configuration option may change over time as additional data elements are added. 

     

    CalcTaxesRequest
    incrf

    ReportingInformation object

    • Returns reporting information if incrf in RequestConfig is set to true.
    • Fields included in ReportingInformation:
    Key Description
    acct Account Rerence
    custref Customer Reference
    invn Invoice Number Reference
    bcyc Bill Cycle Reference
    ccycd Currency Code for invoice
    ccydesc Currency Description
    InvoiceResult
    taxpcd

    Taxing PCode

    • Returns the PCode for taxing jurisdiction
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
    usexm

    Use Exempted flag

    • Indicates if the tax was user exempted
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
    notax

    No Tax Transaction

    • Flag indicating if the its is a no tax entry
      • True: No tax entry
      • False: Taxes returned
    • If not taxes are returned, this entry is to convey the tax jurisdiction used in the response
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
    trans

    Transaction Type

    • Transaction Type used to calculate the tax
    • For bundles: Specific bundled item 
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
    svc

    Service Type

    • Service Type used to calculate the tax
    • For bundles: Specific bundled item 
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
    chg

    Charge

    • Charge used to calculate the tax
    • For bundles: Percentage of charge applied to bundled item
    • For tax inclusive calls: The calculated charge 
    • Only returned if retext in RequestConfig is set to true
    Tax and SummarizedTax
  • New fields have been added to Explorer for reporting purposes.

    Field Description
    Currency Code The Currency Code used on the transaction.
    Taxing Jurisdiction PCode The PCode for the taxing jurisdiction.  This can be different from the Reporting PCode.
    User Exempt Flag indicating if the tax has been exempted by the user via Exemptions (exms)
    Is No Tax Transaction Flag indicating that the transaction processed successfully but returned no taxes
    Initial Commit Status Field indicating the initial commit status of the transaction
  • Implemented automatic conversion of unsupported countries

    • Valid but unsupported countries no longer return an error.  The response contains no taxes.

    • Using the retext configuration option within a request returns no taxes, but the Unsupported Country PCode (5190000).

  • A Currency Code can now be set for the invoice and used in Explorer for reporting purposes

    • Tax calculations are not impacted by currency code.

  • Bridge Conferencing functionality has been removed from Avalara AvaTax for Communications SaaS Pro (REST) v2 and Avalara AvaTax for Communications SaaS Pro (REST) v1.

May 2019 - Version 5.29

Version 5.29 of the Communications Customer Portal contains the following new features.

  • Explorer reports are undergoing maintenance and remain disabled. Please use AFC Reports (Legacy) until further notice.
  • Avalara AvaTax for Communications SaaS Pro (REST) now supports Zip-only tax calculations.
    • If the city or county name does not match and a postal code is provided, jurisdiction determination is retried with Zip only.
    • Includes USA (5 or 9 digit Zip Code) and Canada (6 byte Postal Code with or without a dash) 
    • Supports full state names (for example, Alaska or Quebec) and full country names (for example, Switzerland or United States of America)
    • Ignores spacing and punctuation in the city and county names
  • Avalara AvaTax for Communications SaaS Pro (REST) bundled tax calculations now return summarized taxes when more than one bundle item returns the same tax type.

April 2019 - Version 5.28

Version 5.28 of the Communications Customer Portal includes the following new features and enhancements.

  • Explorer reports are undergoing maintenance and are now disabled. Please use AFC Reports (Legacy) until further notice.
  • For REST v2 CalculateTaxes API calls, you are now limited to sending 1,000 invoices per request.
  • Backend performance and stabilization updates.

March 2019 - Version 5.27.2

Version 5.27.2 of the Communications Customer Portal includes these enhancements:

  • Tax Amounts (and other monetary values) are now stored with greater precision in our reporting database.
  • Performance optimizations were made to the application cache.

December 2018 - Version 5.26

Version 5.26 of the Communications Customer Portal includes the following new features and enhancements.

  • In the Explorer
    • The speed of report previews was enhanced for performance.
    • Displaying filters is now working as expected
  • For REST v2
    • Removed unsupported Sales and Use only T/S Pairs from the /api/v2/afc/tspairs response
    • Line Item Location overrides are now being applied correctly for invoices where "To" or "From" location is missing.
  • Updated Product Rate (UPR) files were added to the Downloads page. 

October 2018 - Version 5.25

Version 5.25 of the Communications Customer Portal includes the following new features and enhancements.

  • For REST v2
  • In the Explorer
    • The  Reconciliation Report template has been updated.
    • The column header format on downloaded reports has been updated.
  • In the Swagger interface
    • The version of Swagger has been updated.
    • Field-level descriptions were added

September 2018 - Version 5.24

Version 5.24 contains no new enhancements. 

August 2018 - Version 5.23

Version 5.23 of the Communications Customer Portal includes the following new features and enhancements.

  • The Explorer reporting feature is now available. Under the Explorer tab, you can:
    • Use report templates and save your own custom templates.
    • Preview reports before downloading. 

August 2018 - Version 5.22

Version 5.22 of the Communications Customer Portal includes the following new features and enhancements.

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