Introduction

Reprocessing transactions in Anrok recalculates tax on past transactions so they reflect updated customer or invoice information. You can run it yourself, on demand, for any time period.

There are four common reasons to reprocess transactions:

• A VAT ID was added — a VAT ID was added to a B2B transaction in a reverse-charge jurisdiction and needs to be reflected in Anrok so the VAT calculation can be removed.
• A late or expired exemption certificate — a customer provided an exemption certificate after the transaction was filed or more than 60 days old.
• An updated address — an address was changed on the invoice or customer record in your billing system and needs to be reflected in Anrok so tax is recalculated for the updated jurisdiction.
• Product changes — products were updated in Anrok or on the invoice in your billing system and transactions need to reflect those changes.

For transactions in an already-filed period, Anrok creates a negation of the original entry with a :negation suffix and a recreated version with the updates under a :s2 suffix. Returns that aren't in an or status are locked from further updates.

Reprocess transactions for a specific customer

You can reprocess transactions for a specific customer after adding a VAT ID, uploading a late exemption certificate, or correcting a billing address.

Try reprocessing transactions in the demo above ☝️

1. In the Anrok app , enter the customer's name in the search bar to open their customer ID page. Take me there!

   Tip

   If you can't find the customer by name, enter and select the transaction ID in the search bar, then click the customer name under Customer.

2. Scroll down to Transactions, then click Reprocess transactions.
3. Select a Start date and End date for the range of transactions you want reprocessed.
4. If needed, select the specific jurisdictions you want reprocessed.
5. Under Reason to reprocess, select one of the following:
   • Reprocess customer invoices (default) — re-ingests the invoice data from your billing system and attempts external updates where a valid integration exists. Use this for a VAT ID, invoice address, or product change, or for broader recalculations across past invoices.
   • Recheck exemption certificates — recalculates transactions using the latest customer certificate information and attempts external updates where a valid integration exists. Use this when a customer provides a new certificate to apply to past transactions.
6. If you're reprocessing due to an address change on the customer record, select the checkbox next to Prioritize customer address over invoice address.
7. Click Next, then acknowledge the potential impact of these changes.
8. When you're finished reviewing, click Start.

Reprocessing transactions FAQs

We understand you may have questions related to reprocessing transactions in Anrok to reflect updated VAT IDs, late exemption certificates, address changes, or product updates. Many of these questions are common, so let's work through some of these commonly asked questions together.