Exciting New Feature: Multi-Linkage & Cross Linkage Reconciliation
We are excited to inform you about the new features we have added in the IMS Module of the IRIS GST Sapphire Portal designed to provide you with greater control and efficiency in managing your invoices.
Multi-Linkage and Cross-Section Linkage is one of the key features in this launch. It helps the user find all the available comparable matches of invoices against the outstanding open invoices. To ensure you understand its capabilities, here’s a detailed explanation of how it works.
Benefit
The primary benefit of this feature is that it allows users to link one or more open IMS invoices within or across sections to one or multiple purchase invoices.
How it works
- Go to the IMS Recon Result > Invoice Actioning > Open Invoices tab>IMS Only
- Select the invoices you want to match and click on the FORCE LINK button.
- On clicking, a pop-up window will appear, providing you with options to choose from to complete the reconciliation.
- Choose how to match invoice numbers: “Exact,” “Fuzzy,” or “None.” “None” lets you pick any invoice number from all available invoices.
- Choose to match by the supplier’s GST number or PAN. You can now match invoices even if the supplier’s GST number is different, using the PAN.
- Pick the section out of B2B & CDN and click on submit
- The system will provide a list of all invoices based on your selection. Check them, and if you find a relevant match, reconcile them.
- Invoices using “Force Link” will be seen in Mixed Invoices Tab
We have also changed the view of the IMS Recon Results. Now, the reconciliation results will be displayed across three different tabs:
- Matched Invoices: Includes Match, Deemed Match, Invoice Mismatch, and Value Mismatch invoices.
- Open Invoices: Includes IMS Only and Purchaser Only invoices.
- Mixed Invoices: Displays force-linked invoices.
To know more about this feature, kindly click here. It consists of a detailed explanation about this feature.
We hope these updates make your tasks easier and more efficient. If you have any questions or need assistance, please feel free to reach out to the concerned support person, or you can write us at IRIS SUPPORT.
