# GSTR-2A vs Purchase Register Reconciliation

## **How to Configure the Reconciliation?**

**Step 1:** Log in to Masters India GST Software with valid credentials then click Sign In.

<figure><img src="/files/clODnYCQMBDuxZGLwZKw" alt=""><figcaption></figcaption></figure>

**Step 2:** After Signing In, the 'Dashboard' will appear. Click the 'GST Reconciliation' tab on the left Navigation Bar.

**Step 3:** Click on the "GSTR-2A Vs Purchase Register' tile.

<figure><img src="/files/W53ut1a1kmJs05VS0FWn" alt=""><figcaption></figcaption></figure>

**Step 4:** Click on 'Configure New Reco'

<figure><img src="/files/wc5kFlT3MbIWuwZ9iOVU" alt=""><figcaption></figcaption></figure>

**Step 5:** **Configure Reconciliation Job**

1. **Return Period-** Users can select the custom return period for Purchase and GSTR-2A as shown below.

<figure><img src="/files/3yMNyWEOWXqTaVto9JPX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/67f3oAHVrDwoFL9UWT6D" alt=""><figcaption></figcaption></figure>

2. **Select Businesses-** Users can select GSTINs from the drop-down, for which they want to execute the reconciliation regularly.

<figure><img src="/files/Dl2MoZ33U1iTO9O9fabY" alt=""><figcaption></figcaption></figure>

3. **Frequency-** Users can select the frequency for auto-reconciliation by clicking the drop-down.

<figure><img src="/files/jH7BsC5MRp0PgGjocA8e" alt=""><figcaption></figcaption></figure>

4. **Start Date-** Users can select the Start Date for Reconciliation.&#x20;
5. **Start Time-** Users can choose the Start Time to Start Reconciliation.&#x20;

<figure><img src="/files/XNpijSn7GyDfVa6VGlap" alt=""><figcaption></figcaption></figure>

6. **Segregated by GSTIN checkbox:** If a user has multiple registrations and wants to submit a job separately for all their GSTIN, the user can select this checkbox.&#x20;

Note: Preferably, we ask users not to select the checkbox to get results for all their business units under a single Job

7. **2A Refresh Time-** A user can choose a time to refresh their 2A for all the business units at a go using this option.&#x20;

Note: Kindly make sure to have at least 3 hours of Gap in 2A Job Submission & Reconciliation Job Submission so that updated 2A can participate in the reco.

<figure><img src="/files/WNMSASROzO8vakq6qxi9" alt=""><figcaption></figcaption></figure>

8. FTP Settings- in case user is using FTP Mechanism, user need to select below FTP options.
9. Import data from FTP&#x20;

2\) Save Reports from FTP&#x20;

3\) Select FTP settings (Drop down to select different FTP settings)

<figure><img src="/files/C2Q4SZFPlxQWjPVoO3uw" alt=""><figcaption></figcaption></figure>

Step13: Auto Accept Rules - Select to Auto Accept any B2B/CDN mismatched invoices. User can select different options under B2B/CDN to Accept Invoices with these mismatched details

<figure><img src="/files/uAlegPldrC4yxG7AehCU" alt=""><figcaption></figcaption></figure>

Step14: Buffer Tax value- It is a tax tolerance value or tax threshold value a user can input according to their business operations.&#x20;

Step15: Buffer Taxable Value - It is a taxable tolerance value or taxable threshold value a user can input according to their business operations.

Step16:User can select Reconcile CFS -Y only option to reconcile data having Counter party filling status with Y

Step17: After clicking - 'Submit' button , user will be redirected to Job list page - mentioning the Serial Number of Jobs and their GSTIN along with other details.

<figure><img src="/files/WzL45yN1LCdp4Zhu7Ktq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HdKZrVK4DovZ02yG2IBq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/dIbqDiaqp1wymlf8IOWE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YVzUrpc3REE0YzUSNsei" alt=""><figcaption></figcaption></figure>

####

**Step22:** 'Download' Button: User can click global 'Download' button on the top right corner to get Reconciliation Reports 'Consolidated Reports' or 'Vendor Wise Summary Report

<figure><img src="/files/N0OKMDrSbtmIRv39Z7U6" alt=""><figcaption></figcaption></figure>

## **Reconciliation Reports**

### **Consolidate Reports**&#x20;

This is a consolidated report where a user can get Invoice Level Wise (Both 2A \&PR) bucket segregation of Invoices. This includes all the invoices users have accepted or have forced Match.&#x20;

### **Vendor Wise Summary Report**&#x20;

This is a report containing all unique vendors and their status according to 2A, PR, and reconciliation. In other words, the system will generate a summary that provides values against each GSTIN present in 2A, PR, Match, Mismatch, Not Present in PR, Not Present in 2A, Invoice Number Mismatch, and Not Reconcile.

<figure><img src="/files/dn3nZVFA1fP4GAcxUjTt" alt=""><figcaption></figcaption></figure>

**SUMMARY VIEW FEATURES**-&#x20;

● User can view summary of GSTR2A and PURCHASE and can download in excel format

<figure><img src="/files/Y964EVR6Yz2UW7j6djq4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/oNwmEH0j2lLeFtBaJrzP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/hpMX58RjBy9Mq08jOvnS" alt=""><figcaption></figcaption></figure>

## **Bulk Operation**

Users can use the Bulk operations feature in the following cases:-&#x20;

1. **Bulk Accept**: If the user wants to accept a certain number of invoices.&#x20;
2. **Bulk De-Link**: If the user wants to de-link a certain number of invoices.
3. **Bulk Remark**: If the user wants to update remarks on a certain number of invoices.&#x20;
4. **Bulk Force Match**: If the user wants to force match a certain number of invoices.&#x20;

### Steps to use the Bulk Operation Feature:

1. Go to the Reconciliation job list, and click on the Action button for the reconciliation job you want to operate.
2. Select the Bulk Job option from the list.
3. Once the side screen opens for the Bulk operation, click on the "Export" button and select the required action file to download the sample template of the same.

<figure><img src="/files/gmvOOLWLXAOcqeUjKQxQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/N4FVbq3w2Vnx9e9DXG5F" alt=""><figcaption></figcaption></figure>

4. Once the file is downloaded, prepare the file by entering the details as per the headers provided and save it.
5. Now come to the Masters India Portal again and click on the "Upload File" Button to import your prepared data. Select the operation and import the file.

<figure><img src="/files/krSF3XzPRiQvpVdpoSBT" alt=""><figcaption></figcaption></figure>

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

## <mark style="color:orange;">**Latest Added Features**</mark>

### **1. Match Delink Button**

Users can delink matched invoices through the delink button as per their requirements.

<figure><img src="/files/DiPrj5Enz4UCGd4TA0YC" alt=""><figcaption></figcaption></figure>

### **2. Invoice Date Buffer Range in Accept Rule**

While reconciliation, users can provide a date range for accepting invoices which are mismatched on an invoice date basis

<figure><img src="/files/KS9oGZlNU2jZvag4217R" alt=""><figcaption></figcaption></figure>

### **3. Credit/Debit Swap**

If the client is accounting with different note types then there is a feature to make custom changes i.e. Swapping of Note types in profile settings.

<figure><img src="/files/BluMw665DwPxnfLHa4C4" alt=""><figcaption></figcaption></figure>


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