IMS

📋 IMS – Document Summary Tab (Your First Screen in IMS) This is the first view when you open IMS module in Suvit. It shows the summary of your documents — sorted by Document Type like B2B or CN (Credit Note).

1. What is the Document Summary?

This tab gives you a bird’s eye view of how many invoices are matched, pending, or need your action — document type wise.

→ Document Type: This shows the type of documents – like B2B or CN (Credit Note).

→ Total Invoices: Total number of GST invoices available under each type.

→ Tax Value: The combined taxable value of all these invoices.

2. Reco Summary – Match Overview

This is your starting point to check what's matched and what's not.

→ Matched – Data perfectly matches between GST and PR.

→ Manual Matched – You’ve manually linked the entries.

→ Partially Matched – Some values differ.

→ Not In Tally/PR – Missing in your Purchase Register or Tally data.  

Voucher View – Check Row-Wise Mismatches

Voucher View shows invoice-level details under the Action tab.

  → Click the eye icon (👁️) to view full mismatch details.  

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Link Mismatched Invoices

To begin reconciliation:

  → Click Link under the PR column for the mismatched row.

 

→ This opens a panel showing the GST invoice and lets you match it to an existing PR invoice.  

Sync Tally If No Invoice Found

Can’t find the invoice to link?

  → Go to the Sync Invoice tab

→ Click Sync to pull the latest data from Tally  

Then try linking again.

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3. Take Action on Entries

Use the Take Action dropdown:

→ Accept – Confirm the invoice is fine

→ Reject – Not acceptable due to mismatch

→ Pending – Yet to take action  

Understand Upload Status (TBS)

TBS = To Be Submitted

→ This tag appears after you’ve matched or accepted the invoice.

→ It signals that the invoice is ready for submission.  

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4. Add Missing Voucher to PR

Some GST Portal invoices may not exist in your PR.

  → Click the plus (➕) icon and select Add Voucher  

Fill Voucher Details

Add full voucher info:

→ Supplier Invoice No, Date, Party Name, GST No, etc.

→ Ledger Details & Tax Breakdown

→ Then click Save & Close  

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5. Track Who Took Action

→ Click the clock icon under Action column

→ It shows who accepted/rejected the invoice and when  

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6. Vendor view

📇 IMS – Vendor View Screen (See Vendor-wise Mismatch) This view gives you a vendor-wise breakdown of how your GST Portal data matches with your Purchase Register (PR).

What does the Vendor View show?

• 1. This tab helps you compare IMS data and PR data vendor by vendor.

→ Vendor: Name of the supplier and their GSTIN

→ IMS Section: Shows how many invoices and how much tax value was found from GST portal

→ Purchase Register Section: Shows how many entries were found in your PR data

→ Status Columns:

• Matched – Entries match exactly

• Partially Matched – Some differences exist

• Not in PR – Data is missing in PR

• Not in Portal – Data is missing in GST portal

• 2. How does this screen help?

→ It lets you:

• Identify vendors with mismatches quickly  

• Focus on those with “Not in PR” to take action

• See overall tax difference between IMS & PR

✅ Use Case Example: If vendor "DIPAK KIRYANA STORES" has 4 invoices “Not in PR”, that means invoices exist in GST portal but not in your purchase register — so you can now add missing vouchers or link existing ones.

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✅ Summary

Suvit IMS helps CAs and teams:

• Quickly match GST invoices with Purchase Register
• Accept, reject, or link entries
• Add missing vouchers easily
• Track every action taken

This keeps your GST records accurate and team actions transparent!