View Data and Invoice Actions
This will demonstrate what actions a user can take on the imported data.
Last updated
This will demonstrate what actions a user can take on the imported data.
Last updated
Sales and purchase data successfully imported will appear in the "View" section of the Data Import module. From there user can view and take actions on the invoices.
Data can be filtered based on the business units, the return periods (both yearly or monthly) and the invoice type.
If the users want to make some changes in these invoices then that can be done using the edit icon.
Click on the three dots, under the "Actions" column and click on Edit.
Changes can be made in the invoice details like Invoice number, date, place of supply, etc and line item-wise details like HSN and item descriptions, Quantity, etc.
If the user wants to delete unwanted invoices then that can be done in 2 ways:
Selecting Invoices: Invoices can be selected individually by clicking on the check box on the left and then proceed to click on the "Delete" button.
Invoices can also be deleted individually, by taking the action from the "Action" column as well.
Delete All: This button deletes the complete data of that month in one click.
User can also Lock their invoices. Locking is a feature which prohibits users from deleting or editing the locked invoice. Using this feature, every user who has permission to lock the invoices can lock them and avoid any changes by the users who don't have permission to lock/unlock.
Selected invoices individually by clicking on the check box on the left and then proceed by clicking on the "Lock" button.
Locked invoices can be unlocked as well. Then they will return to their previous state where they can be edited and deleted.
Users can download the data that they have imported into the GST Software, they can do it using the "Export" button in the "View Data" section.
Users can download complete data by directly clicking on "Export" or download selected data by:
Select invoices using checkboxes and click the "Export" button. This will download only ticked invoices.
Apply filters as per requirement on Invoice type, Return period and Business units.
Now, this data will be downloaded in an Excel that the user can download with a single click. For this, the user has to go to the "Download Data" section.
When data is exported, a job will be created in the "Download Data" section.
The user will be able to see the GSTIN in which the job was executed, the invoice type downloaded, the user who downloaded it, the time when the export job was created, the status of the job and actions. Till the job is in the pending status, the users can refresh the page by clicking on the and after some time the status will change to "Completed".
Users can download the data using the "Download" button in the Action column. An Excel file containing data on the invoices will be downloaded.
Also, user can delete the job if needed using the "Delete" button.
