This guide explains how to navigate to and use the Invoice Management System to manage and match invoices for GSTR-2B filing.

This section allows you to manage your purchase invoices, compare with GST portal data, and compute GSTR-2B.

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🔹 Step 1: Navigate to IMS – Compute GSTR-2B

1. Go to the “My Company” section.
2. In the company row, click on the “Return” dropdown.
3. From the dropdown, select “IMS – Compute GSTR-2B”.

🔹 Step 2: Download and Upload Data

Once inside the Invoice Management System (Download Data) screen:

• Data Update Pop-up:
  • On IMS data page a Pop-up will appear every two days to remind you for data updation.
  • It will download latest data from portal if available.

Invoice Management System (Download Data):

• Here on this page you have two option to begin process: Compare and Claim and Claim without compare.
  • Compare and Claim: You can compare Portal data with your Purchase Data.
  • Claim without compare: You can proceed without comparing data.

IMS DATA – Supplier’s Data from Portal

• When you select Compare and Claim option, Download data from GSTN and Purchase Data section will be shown.
• Click “Download data from GSTN”.
• This will fetch the supplier’s invoices directly from the GST portal.
• These invoices are required for comparison and claim.

PURCHASE DATA – Your Data from File

• Click “Upload Data” to upload your purchase invoices through Government Excel format.
• This data will be used for matching with the supplier’s data.

🔹 Step 3: Match and Claim

Once both sets of data are uploaded:

• Click “Compare and Claim” to identify matched/unmatched invoices.
• Alternatively, you can choose “Claim Without Compare” if you want to proceed for claim without matching with Purchase Data.
• Finally, click “Let’s Match” to proceed with the comparison and further actions.

🔹 Step 4: Mathing Status, View Data and IMS Dashboard sections

• When you have selected Compare and Claim option and click on Let’s Match button, A pop-up will appear to add the difference value that you want to ignore while matching data.

• After that, you’ll see a comprehensive Matching Status Dashboard that summarizes the comparison between your IMS data (from GSTN) and Purchase data (uploaded manually).

Matching Categories Explained:
Each card represents a different type of match or discrepancy:

Category	Description
ALL	Shows a high-level summary with percentages of each category (Exact Match, Suggested Match, Mismatched, etc.).
Exact Match	Invoices that match perfectly in all key fields (e.g., GSTIN, invoice number, date, amount).
Suggested Match	Invoices that closely match but may have minor differences (e.g., invoice date, minor value mismatch).
Mismatched	Invoices found in both sets, but with major differences (e.g., GSTIN mismatch, incorrect invoice value).
Missing in PR (Purchase)	These invoices are present in GSTN data but missing from your uploaded Purchase documents.
Missing in IMS	These invoices are in your Purchase data but not found in the GSTN-sourced IMS data.

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Type of document: You can filter the data based on the type of document

• Invoices
• CDN (Credit/Debit Notes)
• Ecom (E-commerce documents)

Simply click the appropriate radio button to view relevant matching results.

Download Report:

• Click the “Download Reports” button at the top right to generate a detailed report for documentation or sharing with your accountant.

View Results in Detail:

• Click the “View” link on any card to see the detailed list of invoices under that category.

• Use “View Result in Details” (bottom right) to explore all matches and mismatches comprehensively.
• Once you click on it, it will redirect you to the next section named View Details.

🔹 Step 5: View Detailed Matching Results in View Details Section

After analyzing the document match, you can go to the “View Details” tab to inspect supplier-wise or invoice-wise comparison between IMS Data (from GSTN) and your Purchase Data.

Top Summary Section:

At the top, you’ll see a summary of the documents found:

• Data Types, No. of Docs, Taxable Value and Tax Value

Table View Options:

You can switch between:

• Supplier View (Default): Shows a summary grouped by supplier GSTIN.
• Document View: Lists each invoice individually.

Document Type Filter:

Use the dropdown to choose the document type you want to analyze:

• Invoices
• CDN (Credit/Debit Notes)
• Ecom (if available)

Also, you can click “All Match” to filter records with the Status of Exact Match, Suggested Match, Mismatched, Missing in PR and Missing in IMS (or leave it to view all).

Column Breakdown:

Column	Explanation
GSTIN	GST number of the supplier.
Name	Name of the supplier (e.g., Fashnear Technologies Pvt. Ltd).
Tax Difference	Difference between tax values of IMS and Purchase records.
Total Tax (₹)	Tax amount from both sources (IMS and PR).
No. of Documents	Count of invoices in both IMS and PR.
Total Taxable Value (₹)	Sum of taxable values found under each source.
Matching Status	Whether the document is found in IMS, PR, or both.
Actions	May include buttons (in future versions) to manually review or resolve mismatches.

🔹Step 6: IMS Dashboard

The IMS Dashboard gives you a summarized overview of your GSTN data (IMS Data), allowing you to take action on the invoices by either accepting, rejecting, or marking them as pending.

When you have selected Claim Without Compare option and click on Let’s Match button, the IMS Dashboard page will open directly.

Table View & Filters:

• Supplier View (default): Aggregates data supplier-wise (by GSTIN).
• Document View: Enables invoice-wise review (when selected).
• Document Type Filter: Allows filtering by invoice types such as:
  • Invoices
  • Credit/Debit Notes
  • E-commerce, etc.

Column Explanation:

Column	Description
GSTIN	GST number of the supplier. Clickable to view invoice-level details.
Trade/Legal Name	Supplier’s business name.
Total Records	Total number of invoices retrieved from IMS (GST portal).
No Action	Number of invoices where no action (accept/reject/pending) has been taken yet.
Accepted	Count of invoices marked as accepted.
Rejected	Count of invoices rejected.
Pending	Invoices marked for review but not finalized.
Total Taxable Value	Sum of taxable amounts from all listed IMS invoices.
IGST, CGST, S/UT GST, CESS	Individual breakup of tax components recorded in the invoices.

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Action Buttons (Bottom Section):

Use the following buttons to take action on selected records:

• 🟢 Accept – Confirms the IMS invoice is valid and acceptable.
• ❌ Reject – Marks the invoice as incorrect or invalid.
• 🕒 Pending – Sets it aside for review later.
• 🧽 Clear Status – Removes any previously set status (restores to “No Action”).

💡 Tip: You must select the checkbox next to a supplier or invoice row before taking any action.

Restriction Reasons:

• Some records’ statuses could not be updated for various reasons, as shown in the screenshot below.
• This pop-up will appear while updating some of the entries’ statuses. Check the reasons and take the necessary action to proceed.

+−⟲

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🔹Step 7: Push to GSTN

The Push to GSTN section is used to upload accepted IMS invoices to the GST portal for Input Tax Credit (ITC) claim. It gives you control over what gets uploaded and shows progress in real-time.

Upload Process Overview

On the left side of the screen, you’ll see a progress tracker with these 4 steps:

1. Connect to GSTN
2. Save Data on GSTN
3. Upload Processed Successfully
4. Summary Generated

You can also check the Preview Govt Summary before uploading.

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Document Classification:

Doc. Details that would be uploaded to GSTN:

• Here in this Table, you will find the Document upload status with the filter of To be Uploaded and Uploded:
  • Accept: Here you can see a number of Accepted Invoices
  • Reject: Here you can see a number of Rejected Invoices
  • Pending: Here you can see a number of Pending Invoices
  • No Action: Here you can see a number of Invoices that are not been set a status yet.

Only invoices marked as Accepted are eligible for upload. Invoices with “No Action” must be handled first from the IMS Dashboard.

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Doc. Details that would not be uploaded to GSTN due to missing action:

• Here in this Table, you will find the Document upload status with the number invoices those are To be Uploaded.

• The same statuses are shown like provided above, like Accept, Reject, Pending, and No Action.

• This table is a reminder of what still needs user input before upload is allowed.

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Upload History:

This section logs past upload attempts, showing:

• Requested Date – When the upload was initiated.
• Status – Whether the upload succeeded or failed.

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Upload Actions

Once everything is done, you can proceed to Upload Data to GSTN for filing. and start the process of Compute GSTR2B.

• Upload Data to GSTN
  Use this to begin uploading accepted invoices to the GST portal.
• Compute GSTR2B
  Click this to prepare your auto-drafted GSTR-2B return based on uploaded invoices.

Need Help?

If you’re facing any issues with data upload, download, or matching, please contact our support.