Introducing New Features & Enhancements Added
Earlier, if you linked invoices manually using “Force Link,” they were removed when new data was fetched. Now, those links will stay even after multiple data fetches and reconciliations.
They’ll only be removed if:
- 2P data is uploaded again
- When the IMS data fetched from GSTN no longer contains the force-linked invoices
Purpose
To save time and avoid doing the same work again and again.
How to Use it
Use a force link like before. Your links will stay unless one of the given conditions happens.
A summary table will now show the key figures for uploaded data in all tabs of GSTR1 and GSTR2.
Purpose
To help you quickly check the summary of the data that has been uploaded.
How to Use it
After uploading data, check the summary at the top of each tab in the view section of GSTR1 or GSTR2.
Now you can send emails one-by-one or in bulk for open invoices directly from IMS.
Purpose
To make it easier to follow up on pending invoices with vendors.
How to Use it
Use the “Send Mail” or “Bulk Mail” options in the Open Invoices section.
New filters have been added in the mixed invoices view and bulk download option.
Purpose
To help you find and download invoices more easily.
How it Works
Bulk Operations > Bulk Download > IMS Recon > Mixed Invoices > Select GSTIN> Select Filters and Download
A new validation check has been added to restrict users from taking pending actions on such invoices where taking pending action is restricted by GSTN.
Purpose
To prevent errors and unwanted actions.
How it Works
If action is not allowed, the system will show a message and stop the action.
When selecting and reviewing invoices for force linking, you’ll now see total values on the screen.
Purpose
To help you make better decisions while linking invoices.
How it Works
Now, you can force link invoices where,
- CFS value is Y
- Taxpayer GSTIN is same
- Counterparty GSTIN is same
Purpose
To ensure proper linking based on rules.
How it Works
If an invoice doesn’t meet the condition, it won’t be allowed for force link.
New advanced reconciliation rule added “Reconcile Amended Supplier Only Invoices with Original Purchaser Invoices”.
Purpose
This rule will help to reconcile amended BOE with Original 2P BOE. And the original Supplier BOE will get moved to Original SO amended category
How it Works
Reconciliation>Import Reconciliation>Perform Reconciliation>Advance 2B Reconciliation Rules >Rule No. 2
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.
