March 2024

The following additions and updates were made to the Gotransverse user guide in March 2024:

Gotransverse Overview

• Advanced Search — Additional search information and best practices tip.

• Search Operators — Additional operators information and best practices tip.

• Search Wildcards — Reference to Search Operators.

Customer Billing Application

• Edit Stored Value Register — Related topics were added.

Product Catalog Application

• Create Add-On Product — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

• Create One-Time Product — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

• Create Subscription Product — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

GTV-Connector Application

• Create Integration — Added information about the different file integration types.

Tax Management Application

• Exemption Management Module — Added note about Avalara Communications Tax tax processor.

Accounts Application

• Usage Counters — Moved location in Navigation.

• Service Details — Removed. Refer to Services or View Service Details.

Products Application

• Subscription Product Definition and Edit Subscription Product Definition (new) — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

• One-Time Product Definition and Edit One-Time Product Definition (new) — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

• Add-On Product Definition and Edit One-Time Product Definition (new) — Tax Mode field description was added (this field is only available for users of the Avalara Communications Tax tax processor).

• Configure Approval Operation for Product Action — New topic.

• Add Additional Fees — More details about additional fees was added to the introduction paragraph; Fee Category field description was expanded to include how to add a new charge category.

• Edit Additional Fees — New screenshots of windows; Fee Category field description was expanded to include how to add a new charge category.

• Copy Additional Fee — New topic.

• Delete Additional Fee — New topic.

Rating & Billing Application

• Manually Approve Bill Cycle Run — New topic.

• Add Bill Cycle — Added a note about selecting the Generate Invoice Artifacts checkbox if not using the Content Generation Service (CGS).

Resources Application

• Modify Service Identifiers — Updated definition of the To Identifier field.

Setup Application

• Custom Fields Module — Added types of custom fields.

Knowledge Base Articles

• Gotransverse UI Security Roles, Authorities, and Limits was added to the User Roles, Security Authorities, and User Access knowledge base article.

• Customer Billing Full Access Security Authorities and Customer Billing Read-Only Access Security Authorities (part of the Security Authorities knowledge base article) was updated with additional security authorities, as well as more details about where in the Customer Billing application the security authorities apply.

• Order System Settings (part of the System Settings knowledge base article) was updated with a clearer definition of Show save draft order.