Avalara – syncing bills to Scoro

This article will show you how bills are synced from Avalara to Scoro, ensuring your cost tracking 

1. How bills are synced from Avalara to Scoro

Here’s how the following details are matched during the bill sync from Avalara to Scoro:

• Supplier – Scoro attempts to match the document to an existing supplier using the Supplier EndpointID or supplier name. As a fallback, Scoro may also use the Registration Code or the VAT number. If a matching supplier doesn’t exist in your Scoro database, a new supplier profile will be created automatically based on the mapping rules provided in the document.
• Tax – tax rates are matched based on the configured Tax Category codes. If multiple taxes share a code, Scoro uses the Tax % to find the correct match. If the code does not match exactly, Scoro matches by Tax % only.
  • If tax rates aren’t set up, the bills won’t sync with Scoro.
• Product - Scoro matches items by product name. Unmatched lines are saved without a product link, but the specific item details are preserved in the Line description.
• Project - Bills are linked to projects by matching the project number or project name from document references. 
• Purchase Order - Purchase orders are matched by incoming PO reference number. If no exact PO match is found, the reference is still stored on the bill.

2. Before syncing bills to Scoro

Before you can sync bills from Avalara to Scoro, make sure you have:

• enabled the Bills and credit bills toggle in the Avalara integration settings page
• configured and activated the mandates for bill sync

See the Avalara integration overview and setup article for more guidance on all the above requirements.

3. Syncing bills to Scoro

The bill sync from Avalara to Scoro follows a similar manual or automatic approach as for syncing invoices from Scoro to Avalara – meaning, you can sync bills:

• Automatically – bills will be automatically sent to Scoro hourly, daily, weekly, or monthly, depending on the sync frequency you’ve selected in the Avalara integration settings page.
• Manually – click the Synchronize now button to initiate the bill sync.

4. Viewing the synced bills

Make sure to add the Synced with Avalara data column to your bill list view to quickly see at a glance whether the bill came from Avalara.

You can also use the Synced with Avalara filter in the bill list view to filter out the bills that were synced from Avalara.