Reprocess Transactions

Option 2

Reprocess from the Certificate page

Use this option when you are working from a specific exemption certificate that already exists in Anrok and want to apply it retroactively to past transactions. Starting from the certificate page has a time-saving advantage: Anrok automatically pre-populates the jurisdiction filter based on the certificate, so you don't have to set it manually.

Try reprocessing transactions from the certificate details page in the demo above ☝️

1. In the Anrok app , go to Certificates and open the relevant certificate. Take me there!
2. At the top of the certificate detail page, click Reprocess transactions.
3. In the modal, confirm the Start date and End date. Extend the range if needed.
   • The Jurisdictions field will be pre-populated with the jurisdiction from the certificate. Confirm this is correct before proceeding.
4. If applicable, check Prioritize customer address over invoice address to recalculate taxes using the most current customer address from your billing system. See Option 1 for details on when to use this setting.
5. Click Next, review the relevant jurisdiction details. Select the checkbox and click Start to queue transactions for reprocessing.

Option 3

Reprocess when uploading a new certificate

When you upload a new exemption certificate in Anrok, you can kick off reprocessing immediately without having to navigate back to the certificate or customer pages. After saving the certificate, Anrok presents the reprocess modal inline, with the jurisdiction pre-populated from the certificate you just uploaded.

Try reprocessing transactions from a new certificate upload in the demo above ☝️

1. In the Anrok app , click Add or request certificate, then select Upload a certificate.
2. On the Add exemption certificate page, fill in the required fields:
   • Under Customer details, search for and select the customer.
   • Under Certificate details, enter the Exemption start date and upload the certificate file.
   • Under Jurisdiction details, select the applicable Jurisdiction. Add additional jurisdictions if the certificate covers more than one state.
3. Click Save. After saving, Anrok will automatically present the Reprocess customer transactions modal.
4. In the modal, confirm the Start date and End date.
   • The Jurisdictions field will be pre-populated with the jurisdiction from the certificate you just uploaded.
5. If applicable, check Prioritize customer address over invoice address to recalculate taxes using the most current customer address from your billing system.
6. Click Next to review the relevant jurisdiction details. 
7. Select Start to queue transactions for reprocessing.

FAQs

Will reprocessing change my filed returns?

No. Filed returns are locked. When a reprocessed transaction falls in an already-filed period, Anrok auto-negates the frozen entry and creates a fresh one in the current open period. Your historical filings and compliance record are not affected.

I already updated the customer address in my billing system. What option(s) should I select to update my records in Anrok? 

For this update, we recommend reprocessing from the Customer's detail page in Anrok. You can locate this by pasting the Customer Name or ID into the Anrok app search bar. When you select Reprocess transactions, use the following two settings: 

1. Select Reprocess customer invoices from the dropdown. 
   • This option reprocesses the invoice data received from your billing system. Since you updated the address in your billing system, this re-ingests the invoice data with the updated address.
2. Use the Prioritize customer address over invoice address checkbox. 
   • Select the checkbox next to "Recalculate taxes using the most current customer address from your billing system."  In most billing systems, updates are made to the customer-level address, and invoice data itself is already finalized. Without this checkbox, Anrok may use the address from the original invoice rather than the updated customer-level address, resulting in no change applied to the invoice. 

I added a VAT ID in my billing system. What option should I select to update my records in Anrok? 

For this update, we recommend reprocessing from the Customer's detail page in Anrok. You can locate this by pasting the Customer Name or ID into the Anrok app search bar. When you select Reprocess transactions, use the following setting: 

• Select Reprocess customer invoices from the dropdown. This option reprocesses the invoice data received from your billing system. Since you updated the Tax or VAT ID in your billing system, this re-ingests the invoice data with the updated VAT ID.

My Anrok account has an automatic review setting, and I know that any transactions in the last 60 days are automatically reprocessed when I upload an exemption certificate. How does that work with this feature? 

There is no change to your existing Anrok configurations or settings. If your company has already set a default review or "look-back" window, then exemptions will still be applied automatically to any transactions during that window. This Reprocess transactions feature can be used in addition to your existing settings, and now, you can reprocess transactions from any additional historical time period, on demand. 

How far back can I go?

There is no hard limit. You can set a custom date range in the reprocess modal to cover any time period.

What if I make a mistake?

Reach out to your Anrok solutions team. They have the tooling to assist you with correcting accidental changes. Contact Anrok via the Contact us option in your Anrok app sidebar.