IMS Invoice Actions
Last updated
Last updated
Check the suggested actions for invoices under the "Reco Action" column. The recommendations are listed under "Reco Action".
You can also check the reconciliation match status of that particular invoice under the "Reco Match Status" Column.
The reconciliation match status would be used to determine the action recommendations.
Match / Accepted / Force Match
Accept
Mismatch / Invoice Number or Date Mismatch
Reject
Rejected / Probable Match
Reject
Not Present in Purchase
Pending
Users can filter the action recommendation based on their requirements.
Users can also filter the reconciliation Match status as per the requirements.
To enhance your analysis, add more columns to the table.
Click the arrow beside the "Action" column header, select the desired columns, and click OK to update the table.
Once the required action is determined, the invoice needs to be acted upon.
Identify the invoices for which actions are to be taken.
Select these invoices by clicking the checkbox next to each invoice.
Scroll to the bottom of the invoice table and use the action buttons to perform the necessary actions on the selected invoices.
Now the actions taken on the invoices need to be uploaded on the GST portal.
Go to the Action buckets at the top of the invoice listing and select one of the actions to upload.
Choose the invoices by clicking the checkbox next to each invoice.
Click on the "Update to GST" button at the top, to upload the actions taken on invoices to the GST Portal.
Check the status of the uploaded invoice in the table listing.
Users can reset their invoice actions to make changes/amendments as per the requirements.
Choose the invoices by clicking the checkbox next to each invoice.
Click on the "Update to GST" button at the top, to upload the actions taken on invoices to the GST Portal.
