IMS Dashboard

ExpressGST || Invoice Management System (IMS) Dashboard

The Invoice Management System (IMS) is an integrated feature within the GST framework that enables recipients to manage invoices filed by suppliers through GSTR-1, GSTR-1A, or IFF. Recipients can take necessary actions—Accept, Reject, or Mark as Pending—to ensure accurate and timely availment of Input Tax Credit (ITC).
Additionally, users can import their book data to reconcile it against GST data, facilitating informed decisions directly within the IMS Dashboard.
      
IMS Dashboard – Process Flow
1. Sync Data
  1. Action: Click the Sync button to update all invoice data up to the current date.
      
      
  1. Next Step: Once synchronization is complete, select No Action to proceed.
      

2. Import Book Data for Reconciliation
  1. Action: Click on the Import Book Data icon.
      
  1. Outcome: The system will display both reconciled and unreconciled invoice data, allowing users to verify invoice statuses.
3. Filter and Sort Invoices by Status
  1. Action: Use the Sort by Status option on the right-hand side of the data table.
  2. Available Statuses:
    1. Matched
    2. Partially Matched
    3. Books Only
    4. IMS Only
            
  1. Purpose: This functionality helps users quickly identify discrepancies and take appropriate action with greater efficiency.
4. Manage Invoices
  1. Action: Select invoices individually, in bulk, or party-wise.
  2. Available Actions:
    1. Accept – for verified invoices.
    2. Reject – for incorrect or invalid invoices.
    3. Mark as Pending – when further verification is required.
            

5. Return to Dashboard
  1. Action: Click the Back to IMS Dashboard button to return to the main dashboard.
      

6. Compute GSTR-2B
  1. Action: Click the Compute 2B icon.
      
  1. Follow-up: Click Compute 2B again to push the reconciled data into your GSTR-2B records for accurate return filing.
      
      

We hope this addresses your concern clearly.

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