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  • Package Quantity Feature:

    • Added a 'Allow Quantity' setting on the Options tab of the Packages screen under the product catalog

    • This setting acts as a multiplier for billing so that the number of services in the package can be billed at the quantity specified (e.g. a package with one service and a quantity of ten set will generate one transaction/one invoice line item at ten times the normal service charge amount)

    • This setting can only be enabled on packages configured with non-recurring charges at this time

    • This setting can only be enabled for non-usage based NRC services

    • Quantity has been added to the Account Package data source to allow reporting on package quantities

    • Account packages can be imported with a quantity value provided so long as the quantity value is supported for the given package configuration (i.e. the package contains only non-recurring, non-usage based services)

    • Package quantities will be listed in the Customer Portal

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  • Tax Adjustments:

    • Added a Tax Adjustments button on the Transactions screen which allows zero dollar transactions to be created with a user defined tax amount

    • positive Positive and negative tax adjustments can be made

    • Tax Adjustments can be viewed on the Transactions tab and reversed

    • Tax adjustment invoice items can be imported into the system

    • Tax adjustments are not submitted to Avalara. The 'Tax Adjustment Reconciliation' report can be used to reconcile taxes with the compliance reports in the Avalara Communications Customer Portal

  • AvaTax Incorporated Configuration:

    • Added an 'Incorporated' option to the Address tab on the Contact screen which is displayed when AvaTax is configured as the tax vendor

    • When this setting is enabled it will indicate to AvaTax that the customer is inside an incorporated city area

    • See the Avalara user manual for more information

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