Chapter 4 - Summary
In this chapter, you’ve seen all the features available in AvaTax for designing a transaction reconciliation process. You can choose which process best fits your company.
- For a simple web store, you may prefer to use a direct-commit process, and refund any transaction if an error is discovered. This process only uses two API calls: CreateTransaction and RefundTransaction.
- For a small accounting system, you may prefer to use a one-stage commit process, and void any transactions when an error is discovered. This process would also use CommitTransaction and VoidTransaction.
- More complex processes will use all available APIs, including VerifyTransaction, ListTransactionByCode, and AdjustTransaction.
- Ensure that invoices are posted/committed for reporting appropriately.
- When invoices are deleted/cancelled, the transaction is updated to reflect the status.
- Ensure that Credit Memos are posted/committed for reporting appropriately.
- When Credit Memos are deleted/cancelled, the transaction is updated to reflect the status.
Tests in this chapter:
- 4.1.1 - Committing a Transaction
- 4.1.2 - Committing a Transaction
- 4.2.1 - Modifying a Transaction
- 4.2.2 - Modifying a Transaction
- 4.2.3 - Modifying a Transaction
Connector developers are free to customize the use of the reconciliation API suite to match their business processes.