Skip to main content
CRUSH-logo-badge.png
Register for CRUSH and get three days of on-hands learning and product training from the industry's top tax experts.
Avalara Help Center

Which transactions require review in NetSuite Reconciliation batch?

  1. Last updated
  2. Save as PDF

Overview

You want to know which transactions you need to focus on in review of a Reconciliation batch in NetSuite.

Environment

NetSuite 

Resolution

  • Focus on transactions Only AvaTax, Only NetSuite, AvaTax and Custom Record​, or NetSuite and Custom Record​:
    • Review transactions and confirm the mismatch is intended.
    • Transactions should usually show in both systems, exceptions are manually entered transactions for Use tax, and transactions that did not use Avalara in NetSuite intentionally.
  • Check to confirm that amounts on transactions match in both Avalara and NetSuite when shown as  AvaTax and NetSuite, or AvaTax, NetSuite, and Custom Record
  • Reconciled transactions do not require review, they are in all locations and the amounts match exactly
  • Only Custom Record transactions do not require review, they were voided or deleted in both Avalara and NetSuite, this is not possible to complete in Custom Record