295 views A Multi-Month E-Invoice Report involves consolidating and analyzing the e-invoice data for multiple months.
This is useful for businesses that want to review and reconcile e-invoices over a longer period to ensure accuracy and compliance.
Here are the steps for performing a Multi-Month E-Invoice Report:
Enable E-Invoice Option First:
- Before starting reconciliation, you must ensure that the E-Invoice option is enabled for the selected company.
- To enable this feature, go to the Company Settings module from the main menu. Locate the company you want to update and click Edit.
- Scroll down to the bottom of the settings page, where you will find the Enable E-Invoice option. Turn it on and click Save.
- Check this helpdesk for more details: Enable E-Invoice/E-Way Bill Option
1. Access the Report
- On the My Company page, click the Reports button, then go to the Sales section and select “Multi Month E-Invoice Report”.
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2. Open the Report Page
- You will be redirected to the Multi-Month E-Invoice Report page based on the selected financial year.
- In the Month View page, you can select specific months or click the Select All option to choose all available months for downloading data.
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4. Download data from GSTN Portal
- Click the Download from GSTN button, and a pop-up will open with two options:
- Download without OTP: Enter your GST portal credentials with the captcha to download the selected months’ data.
- Download with OTP: Enter your username and request an OTP on your registered number. After entering the OTP, the data fetching process will begin.
- (Note: The With OTP option is recommended if the data set is large and contains more than 500 invoices in a month. You must use the Munim Desktop app to download data via the Without OTP option.)
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5. Track Download Status
After downloading, the page will show the status of each month:
- If the data for a month has not been downloaded, you will see a Download button.
- If the data has already been downloaded, you will see a Download Again button.
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6. View Month-Wise Data
- Once the download is complete, you can view data month-wise by clicking on the View icon (👁).
- In the Invoice Data section, you can check B2B Invoices and Credit/Debit Notes and other data.
- You can utilise the month selection fields to check the report on an annual basis. Also, you can Download Reports in Excel format
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- Here, you can click the Download With OTP button at the top right to go to the Data section page.
- Additionally, a “Get Supplier Name” button will be available to retrieve supplier details within the entries.
- This consolidated data can also be used for further reconciliation, such as GSTR-1 vs E-Invoice.
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