IMS

🔄 IMS (Invoice Matching System) in Suvit – Simple Guide for Easy Reconciliation. IMS helps you compare GST Portal data with your Purchase Register (PR) to spot and fix mismatches. Here’s how to use it step-by-step with helpful visuals.

📋 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.

a.webp → 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

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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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To begin reconciliation:

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

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

Sync Tally If No Invoice Found

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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.


3. Take Action on Entries

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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)

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TBS = To Be Submitted

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

→ It signals that the invoice is ready for submission.  


4. Add Missing Voucher to PR

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Some GST Portal invoices may not exist in your PR.

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

Fill Voucher Details

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Add full voucher info:

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

→ Ledger Details & Tax Breakdown

→ Then click Save & Close  


5. Track Who Took Action

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→ Click the clock icon under Action column

→ It shows who accepted/rejected the invoice and when   10.webp


6. Vendor view

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📇 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

    1. 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.


✅ 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!