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Install and Configure Avalara AvaTax for Concur Invoice

This article applies to:Avalara AvaTax for Concur Invoice

After you activate AvaTax Update and set up your company profile, install and configure AvaTax Update for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Before you register 

To start using AvaTax Update for Concur Invoice, ensure that:

  • The Letter of Agreement is signed by you and Avalara. For more details, contact your CAM.
  • Your version of Concur Invoice is the Professional Edition Account and has invoice user permissions for invoice services. 
  • A Concur Invoice's Implementation Specialist activates your Concur Invoice account and creates your wsadmin-Avalara@<client domain> profile with Web Service Administrator permission.
  • Log in to Concur Invoice using the wsadmin-Avalara@<client domain> profile and enable your application. You can create new user credentials and associated test entity key/consumer key that can be used for authorization during the invoice tax calculation.
  • You have an active AvaTax Update account with user credentials and license key details. If you don't have an account, contact Avalara.
You can now enable the AvaTax Update service in Concur Invoice and start using the service after you register and configure AvaTax Update for Concur Invoice. If you need any additional help, contact Concur Invoice's Helpdesk or Support.

Register

To register AvaTax Update for Concur Invoice:

  1. Go to the AvaTax Update for Concur Invoice website, and then register or log in with your existing AvaTax Update for Concur Invoice account.
  2. To register for AvaTax Update for Concur Invoice:
    1. Click Register.
    2. On the Register to create a new AvaTax for Concur account page, fill in the fields, and then click Register.
    3. On the Credentials to access your Concur Account page, to authenticate access to Concur Invoice, type your Concur Invoice credentials.
    4. Click Login to Concur. On successful login, Avalara Configuration, Concur ConfigurationConfiguration Audit Logs, and Activity Logs tabs display. If your log in is unsuccessful, reenter valid credentials and try again.

Configure AvaTax Update for your accounting software

To configure AvaTax Update for Concur Invoice:

  1. Go to the AvaTax Update for Concur Invoice website, and log in to your AvaTax Update for Concur Invoice account.
  2. In AvaTax Update for Concur Invoice, add the required information on the following tabs:
    Tab Actions
    Avalara Configuration

    To authenticate access to AvaTax Update and set your AvaTax Update options in Concur Invoice:

    1. Enter the following information, and then click Validate Account:
      • Account ID and License Key: Use the information provided in an email from Avalara (sent to the email account you used to activate your account). It must match what's saved in AvaTax.
      • User Name and Password: Select Development if you have an AvaTax development account or Production if you have an AvaTax production account.
      • Environment: Select Sandbox if you have an AvaTax Update development account or Production if you have an AvaTax Update production account.
    2. In the new fields that display, enter the following, and then click Save Configuration:
      • Company Name: Select the company to use as the default company to save transactions to in AvaTax Update unless otherwise specified with the Company Entity Code Mapping field and the Entity Code Field field. The company code you configured for the company in AvaTax Update displays next to Company Code.
      • Company Entity Code Mapping: To enable saving transactions from a specific company (a.k.a. entity) in Concur Invoice to a company in AvaTax Update other than the default you selected, click +, enter the entity code for the desired Concur Invoice company, and then select the AvaTax Update company to which it should map.
      • Entity Code Field: Select which custom field in Concur Invoice contains the Concur Invoice entity code used by the Company Entity Code Mapping field to map to AvaTax Update companies other than the default.
      • Reporting Location Field: Select which custom field in Concur Invoice contains the reporting location information to send to AvaTax Update. If you don't select a field, Concur Invoice doesn't send reporting location information to AvaTax Update.
      • Allocation Location Field: Select which custom field in Concur Invoice contains the allocation location information to send to AvaTax Update. If you don't select a field, AvaTax Update calculates taxes based on the transaction header-level ship-to address.
      • Save transactions in AvaTax?: Select Yes to save transactions to AvaTax Update.
      • Integration Status: Click Active to integrate AvaTax Update with Concur Invoice.
      • Document Commit Date: Select when documents are committed in AvaTax Update. Regardless of what you select, AvaTax Update calculates taxes when invoices are saved in Concur Invoice.
        • Invoice Date - Documents are committed when invoices are saved in Concur Invoice.
        • Extracted / Approved Date - Documents are committed when invoices are approved in Concur Invoice.
    Concur Accoun To authenticate access to Concur Invoice, click Edit Configuration, enter your Concur Invoice user name and password, and then click Save Configuration.
    Configuration Audit Details Enter a date range to view a list of logs of changes made on the AvaTax Configuration tab in the date range.
    Activity Logs Enter search parameters to view a list of activities related to configuration changes and transaction calculations that meet your parameters.
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