If you encounter issues with the Avalara integration in ProcureDesk, there are two primary methods to troubleshoot the problem: reviewing errors on the invoice screen and checking detailed logs. Here's how to use both methods:
Method 1: Review Errors on the Invoice Screen
Open the Invoice:
Navigate to the invoice where the issue occurred.
Attempt to Calculate Tax:
Click on the Avalara button to calculate tax.
Check for Errors:
If there is an issue, an error message will appear at the top of the invoice screen, highlighted in red.
The message will provide specific details about the error, helping you identify and address the problem directly within the transaction.
Method 2: Access Detailed Logs for In-Depth Troubleshooting
Log in as an Admin:
Admin access is required to view the detailed logs.
Go to the Logs Section:
From the Admin Panel, navigate to Logs.
Select the Avalara Tab:
Under the Logs section, click on the Avalara tab to view logs related to the Avalara integration.
Review Log Details:
The logs will show information such as:
Transaction Endpoint: The specific transaction that was called.
Timestamp: When the transaction was created.
Status: The current status of the transaction.
Response Time: How long the transaction took.
View Transaction Details:
On the right-hand side, click on the eye icon to view the details of a specific transaction.
This will show the exact request sent to Avalara and the response received, including all data exchanged.
Analyze the Data:
Use the detailed information to troubleshoot and understand any issues with the integration, such as incorrect data being sent or errors in the response.
Summary
Invoice Screen: Check for immediate errors when trying to calculate tax on an invoice. Errors will be highlighted in red at the top of the screen.
Detailed Logs: For more in-depth troubleshooting, use the Logs section under Admin to view detailed transaction data and diagnose the issue.
By following these steps, you can effectively troubleshoot and resolve any issues with Avalara integration in ProcureDesk.