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Avalara Help Center

Edit a transaction

Edit a transaction if the record in your client's business application doesn't match the transaction details in Managed Returns for Accountants. For example, changing the ship to address can change how an item is taxed. 

Keep in mind that editing a transaction in Managed Returns for Accountants doesn't change the information in your client's business application.

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Important

You can't adjust invoice-level details such as the document date or customer code when you edit an individual transaction in Managed Returns for Accountants. If you need to adjust those invoice-level details, use the transaction import template instead.

Steps

  1. In Managed Returns for Accountants, go to Returns > Transactions.
    The Transactions page opens.
  2. Use the Filters pane to identify the company, and any other optional criteria to find the transaction you want to edit.
  3. Select Go to apply the filters.
  4. In the right pane, find the transaction you want to edit and select the arrow icon to the left of the Doc Code.
    The transaction details open.
  5. Select Line Items to view the line item details.
  6. Add or edit the line items:
    • Add a line item:
      1. Select Add Transaction Line.
      2. Enter the line item details, then select Next.
      3. Add any applicable attributes, then select Next.
      4. Select if the transaction has special tax handling (such as a tax amount override or a tax date override), then select Save.
    • Edit a line item:
      1. Find the line item you want to edit, then select  clipboard_edefeb6be31b99ed75233d7d245538d84.png  > Edit.
      2. Enter the line item details, then select Next.
      3. Add any applicable attributes, then select Next.
      4. Select if the transaction has special tax handling (such as a tax amount override or a tax date override).
      5. Enter an Adjustment Reason and Adjustment Description.
      6. Select Save.

The transaction is saved with the adjusted line item details. The information in your business application remains the same; it's not updated. To stay synchronized, make sure the transactions in your system match the transactions you adjusted in Managed Returns for Accountants.

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