IMS Invoice Actions

Upload Actions

Step 1: Determine Actions to be taken on IMS Invoices

A) Reconciliation Recommendation

1. Check the suggested actions for invoices under the "Reco Action" column. The recommendations are listed under "Reco Action".

1. You can also check the reconciliation match status of that particular invoice under the "Reco Match Status" Column.

1. The reconciliation match status would be used to determine the action recommendations.

Reconciliation Match Status	IMS Action Recommendation
Match / Accepted / Force Match	Accept
Mismatch / Invoice Number or Date Mismatch	Reject
Rejected / Probable Match	Reject
Not Present in Purchase	Pending

1. Users can filter the action recommendation based on their requirements.

1. Users can also filter the reconciliation Match status as per the requirements.

B) Additional Columns for determination

1. To enhance your analysis, add more columns to the table.

1. Click the arrow beside the "Action" column header, select the desired columns, and click OK to update the table.

Step 2: Select Invoice and Take actions

Once the required action is determined, the invoice needs to be acted upon.

1. Identify the invoices for which actions are to be taken.

2. Select these invoices by clicking the checkbox next to each invoice.

1. Scroll to the bottom of the invoice table and use the action buttons to perform the necessary actions on the selected invoices.

Step 3: Upload Invoice Actions to GST Portal IMS

Now the actions taken on the invoices need to be uploaded on the GST portal.

1. Go to the Action buckets at the top of the invoice listing and select one of the actions to upload.

1. Choose the invoices by clicking the checkbox next to each invoice.

1. Click on the "Update to GST" button at the top, to upload the actions taken on invoices to the GST Portal.

1. Check the status of the uploaded invoice in the table listing.

Reset Actions

Users can reset their invoice actions to make changes/amendments as per the requirements.

1. Choose the invoices by clicking the checkbox next to each invoice.

1. Click on the "Update to GST" button at the top, to upload the actions taken on invoices to the GST Portal.

Bulk Actions

Users can use the Bulk operations feature to import actions for the IMS invoices via Excel in one go.

Steps to use the Bulk Operation Feature:

1. Go to the IMS module, and click on the "Bulk Action" button.

2. Click on the "Upload File" button.

3. Once the side screen opens, download the sample template file.

4. Once the file is downloaded, prepare it by entering the details according to the headers provided and then save it.

5. Now come to the import module again and click on the "Upload File" Button to import your prepared data.

6. Once the file is imported, a job will be scheduled, and the same will be reflected on the Bulk Actions listing. Once the job status is completed, the operation will be completed.