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Avalara Help Center

Set Up Preferences

This guide describes how to set preferences for your login so that you don't have to repeatedly make selections in different areas of the Communications Customer Portal. Use the preferences feature to save:

  • Time of day
  • Jurisdictions that are relevant to your business
  • Transaction/service type settings common for your business 
  • Columns you want displayed in results for AFC Viewer and Geo Viewer reports

Access the preferences page 

To access the Preferences page in the Communications Customer Portal:

  1. Click the drop-down beside your user name in the upper right corner of the portal.
  2. Click Preferences

    AccessPreferences.png
  3. The Preferences menu is displayed. 
    PreferencesMenu.png

Set the time zone for the site

  • Click Site Preferences and fill in the Time Zone field to set the time zone for your location.
  • The time that you enter is used in calculations and reports. 
  • All times are listed in UTC (Coordinated Universal Time).  

Set jurisdiction preferences

If you have transactions and reporting responsibilities only in certain jurisdictions, make a customized jurisdiction list for your Select Jurisdiction drop-downs in the Customer Portal. To create a customized selection of jurisdiction preferences from a list of countries, do the following:

  1. Click AFC Preferences in the Preferences menu, and then click Jurisdiction.
  2. Click country names to expand into states and provinces.  Make selections based on your business needs.
  3. Click Save at the bottom of the page.

Set transaction and service type preferences

To enter commonly used transaction and service pairs that will appear in the Select Transaction dropdowns in the Customer Portal, do the following:

  1. Click AFC Preferences in the Preferences menu, and then click Transaction.
  2. Click T/S Type to enter single services or transaction/service pairs.
    1. Be sure to expand transaction types. Click the first item to select all the services within the transaction type. The Satellite Television (18) transaction is shown expanded below, with all services selected. 
      T_S_PairExpanded.png
    2. Select single services by deselecting the top item and then selecting a service.
      singleServicePreference.png
    3. Click Save.
  3. Click Settings to further customize your display.
    1. Under T/S Type Display, choose whether you want the dropdowns separated or combined. 
    2. Make other preference selections as desired. See ADD REF for field explanations.
    3. Click Save.

Set up report columns 

These choices serve as a template for your reports. Adjust the columns for each report in the Customer Portal as needed by designating Selected Columns. To customize reports do the following:

  1. Click Result Grid in the Preferences menu.
  2. Click AFC Viewer to customize reports that are displayed in the AFC Viewer, or click GEO Viewer to customize reports displayed in the Geo Viewer.
  3. Drag and drop columns names from Available Columns to Selected Columns (or vice versa). 
  4. Click Save.
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