New and improved

We added draft transactions to transaction reports, so you can review tax calculations before you commit transactions. Draft transactions are grouped by line item and taxing jurisdiction. Each row includes:

• Gross, taxable, nontaxable, delivery, exempt, recoverable, and tax amounts

• Tax type name

• Related transaction IDs

This change applies to the following reports:

• Simplified Transaction Report

• Simplified Transaction Report with Custom Attributes

• Transaction Detail Report by Line Item

• Transaction Detail Report by Line Item and Taxing Jurisdiction

These reports now include a Transaction State filter, where you can choose to include draft transactions, locked transactions, or both. A Transaction State column shows the state of each row. Reports include only locked transactions by default, so your scheduled reports keep working as before.