Avalara: Documentation Roadmap
Release Date: 4/28/23
Updated: 9/7/23
Version: 8.6 and Above
Introduction
Elliott Business Software previously supports Vertex for national sales tax collection. Starting Elliott V8.6, we are favoring Avalara over Vertex. Existing Vertex users should make plan to migrate to our Avalara interface. Unlike our previous Vertex implementation, Avalara solution is cloud based. Elliott's Avalara Tax Integration allows you to integrate with Avalara's tax solution to track your tax liabilities and validate shipping addresses with rooftop accuracy across more than 13,000 U.S. tax jurisdictions. Elliott supports product taxability rules at the item, product category, and user defined code level. Tax exemption categories are supported at the customer, ship-to, and customer type levels.
For a quick overview of key principals in designing Elliott Avalara integration, please refer to our
Design Principles article.
Setup and Configuration
The following articles explain initial setup and ongoing maintenance of Avalara Integration:
System Manager Changes
Accounts Receivable Changes
Inventory Management Changes
Customer Order Processing Changes
Related Articles
Avalara - Void Invoices
Release Date: 4/28/23 Version: 8.6 and Above Once an invoice is printed and taxes are successfully calculated, the transaction is registered as uncommitted with Avalara. Voiding an invoice in Elliott will void the invoice in Avalara. For example, ...
Avalara Setup Procedures - Elliott Configuration
Release Date: 4/28/23 Version: 8.6 and above Revised: 9/11/23 Elliott Configuration After installing Elliott V8.6 for the first time, you will need to make some configuration changes. Bring up <ElliottRoot>\Bin86\EL860CF.exe utility or alternatively ...
Avalara - Best Practice
Release Date: 4/28/23 Version: 8.6 and Above Consider Setting Up a Sandbox Testing Environment The Avalara interface requires significant setup and training before you can start using it effectively. Therefore, it is a good idea that you do a test ...
Avalara Attribute Support
Release Date: 4/28/23 Updated: 1/26/28 Version: 8.6 and Above For Elliott to work with the Avalara Sales Tax Interface, there are additional data to be stored on the Elliott side. Our implementation chooses to store these data in the following ...
Avalara - Review Tax Queue
Release Date: 4/28/23 Updated: 8/22/23 Version: 8.6 and Above This application shows a list of the transactions in the queue to be processed. A reconciliation status will show which transactions failed calculation and were estimated using a combined ...