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Avalara Help Center

Why are there no customers linked to a certificate in the Expiring Soon report?

Overview

You are reviewing the Expiring Soon report in CertCapture and there is a certificate which shows Active: "Inactive" and Customers:"No Customer Data Found", you want to know why it shows on the report without customers.

Environment

Avalara CertCapture

Resolution

  • The Expiring Soon report includes any certificate that expires within the day range that you enter when running the report
    • Expect to see certificates without any customers attached when "Include Replaced" is selected
  • To see why there are no customers attached to the certificate, click on the certificate number and review the certificate:
    • Review the certificate image to see which customer should be attached
    • Go to History to see if any customers were removed and which user removed them
    • Go to Customers and click + Link Customer to add a customer