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Find taxed Rillet invoices that never went through AvaTax
For finance teams who want to see which Rillet invoices carry tax but have no Avalara AvaTax transaction, just by asking.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Taxed invoices that never went through the tax engine
Invoices raised outside the tax engine slip through with hand-entered tax. Finding them means comparing a Rillet invoice list with Avalara AvaTax by eye.
Without PopdockAI
- Export taxed invoices from Rillet
- Search AvaTax for each one
- Check whether matched transactions are committed
- Miss the gaps in a long list
With PopdockAI
- Taxed Rillet invoices read for your date range
- One AvaTax query for the whole window
- Invoices with no transaction and uncommitted matches flagged
- A warning when AvaTax returns nothing, and nothing written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Rillet invoices dated from `{from-date}` to `{to-date}` (format YYYY-MM-DD) that carry tax but have no AvaTax transaction, optionally only for the customer named `{customer-name}`. AvaTax company is the default company.
**Step 1: Read Rillet invoices**
Call `rillet-get-invoices` and keep rows with invoice-date in the range and tax-amount above zero. If `{customer-name}` is given, call `rillet-get-customers`, find customers whose name contains it, and keep only invoices for their customer-id. If several customers match, list them and stop.
**Step 2: Check AvaTax for each**
Call `avalara-avatax-get-transaction` once with `date.from` and `date.to` widened by seven days either side and a high `max-records`. Build the set of transaction codes. For each Rillet invoice, check whether its invoice-number is in that set. Do not call the tool once per invoice.
**Step 3: Report**
List each invoice with no matching code: invoice-number, customer name, invoice-date, tax-amount, status. Give the count and the total tax involved. Then list invoices that matched but whose AvaTax status is not Committed, since those tax amounts are not yet final.
**Rules & Guidelines:**
* Tools whose names start with avalara-avatax are on the avalara-avatax server; tools whose names start with rillet are on the rillet server. Both servers must be connected.
* This prompt is read-only. Never call any AvaTax action tool (for example `avalara-avatax-transaction-create`, `avalara-avatax-transaction-adjust`, `avalara-avatax-transaction-void`, `avalara-avatax-transaction-commit`) or any Rillet add, update, apply or set tool (for example `rillet-add-invoice`, `rillet-update-invoice`, `rillet-add-credit-memo`).
* Report what the two systems show. Do not present the result as a filed tax return or as tax advice.
**Validation:**
* If AvaTax returns no transactions at all for the window, say the AvaTax company or dates may be wrong rather than listing every invoice as missing.
* If Rillet returns no taxed invoices in range, say so and stop.Who it's for
One answer, three teams that use it
Tax analysts
Find invoices taxed by hand
Invoices with no AvaTax transaction are listed in one pass, ready to review before filing.
Which taxed Rillet invoices from last month are missing in Avalara AvaTax?
Controllers
Close the period with complete tax records
Uncommitted transactions are flagged too, so the period closes with tax that ties out.
Check Rillet invoices for Q3 against AvaTax and flag any that are not committed.
Billing specialists
Check invoices raised outside the usual flow
Confirm manual invoices still reached the tax engine.
Did the invoices we raised for Contoso in October go through Avalara AvaTax?
How it works
What PopdockAI does when you ask
You give a date range and your AI assistant matches taxed Rillet invoices with Avalara AvaTax transactions. It only reads, and it warns you rather than list everything as missing.
01
Ask
You give a date range.
02
Read
It reads the taxed Rillet invoices and queries AvaTax once for the window.
03
Match
It matches them and warns if AvaTax returns nothing.
04
Report
You get invoices with no transaction and matched ones not yet committed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-invoices
rillet-get-customers
avalara-avatax-get-transaction
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Every taxed invoice accounted for in AvaTax
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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