Use the Commit API

The Commit API gives your application the ability to choose the data that should appear in your compliance reports. A Document Code’s default commit status is uncommitted.

To use the Commit API:

Create new transactions at any point in the billing cycle.
Populate the Document Code (doc) with a unique identifier (for example, a randomly generated GUID). Document Codes can be used to group transactions together between invoices, but be aware of associating too many transactions with a single Document Code. This makes it more difficult to uncommit specific transactions later.
Use the Commit (cmmt) flag to identify transactions to include in or exclude from the compliance report for the reporting cycle.

It’s not necessary to set the cmmt flag immediately on a transaction. You can use the Commit API to update the cmmt flag.

Important

If you send a Document Code through the CalculateTaxes API as uncommitted, you can only change its commit status through the Commit API; you can’t change a Document Code's status through the CalculateTaxes API.