The IMS Inward Supplies report is generated as on the current date and not for a specific return period. Hence the date is not available on the report. However, you can filter supplier invoices date-wise using F2 (Period)
You can use the Save View feature and save the Action View as the default view for the IMS Inward Supplies report. To learn more, refer to the Save View of Reports in TallyPrime topic.
If you have filed your GSTR-3B, invoices with No Action, Accepted, or Rejected status will be removed from the report. You can track these invoices separately from the GSTR-2B report.
The IMS Inward Supplies report is generated as on the current date, so saving a view based on a return period is not supported.
You need to download the IMS Inward invoices to view them in the IMS Inward Supplies report.
To download invoices, press Alt+Z (Excahnge) > All GST Options > Download IMS Inward Invoices.
Setting the Effective date for GST Returns and the option to exclude the invoice from GSTR-3B is only available for linked vouchers, that is, vouchers on the portal with a corresponding entry in the books. For vouchers that are Available Only on Portal, these options are not available.
Yes, you can drill down from any of the ITC Category and press F10 (Set Action Status) to change the Action Status.
No, you need to drill down into each ITC category individually to see the invoices of the respective group. The ITC Summary groups are designed to be viewed separately.
Yes, you can drill down from any of the ITC Category and press F12 (Configure) and enable the option Show Upload Status.
If the section has invoices Available Only on Portal, then the Effective Date cannot be set. As it can be only set for books data.
The Rejected ITC section is for your reference. These invoices will not be included in GSTR-3B and cannot be claimed as Input Tax Credit.
No, you cannot hide any section of the IMS – ITC Summary. All three sections are essential for understanding your Input Tax Credit position and are shown by default.
No, IMS upload is supported only in online mode.
Only invoices with Action Status set to Accept, Pending, or Rejected are considered for IMS Inward upload. Invoices with the action status as ‘No Action’ will not participate in the upload.
In the Upload IMS Inward screen, select the invoice and press Ctrl+Enter. If a corresponding Book invoice exists, it will open in Alteration mode.
The GST Portal View is available only for invoices downloaded from the GST portal. It will not appear for invoices available only in your books.
Yes, if the invoice is downloaded through the Invoice Management System (IMS), the portal view is available even for invoices with status as Uncertain.
No, if a invoice is deleted in the books, the portal view will not be available. However, if the ‘Counterparty Return Signing Status’ is enabled and the invoice was fetched earlier, you can still view details marked as ‘Deleted in Books’ upon drill-down.
No, the Invoice Management System cannot download cancelled or optional invoices; therefore, the portal view will not be displayed for them.
By default, the portal view displays the B2BA invoice. You can press F10 (Invoice History) within the portal view to switch and view the B2B entry.
In Differential Mode, if the values in the books and the portal match, the system shows ‘0’ to indicate no difference in the book data.
The Invoice History button is highlighted only if the ‘Counterparty Return Signing Status’ is available for the invoice. Otherwise, it remains inactive.
No, currently, the IMS portal view cannot be printed.
The portal view feature is not supported in Remote Access mode.
No, IMS does not support invoices under the ECOM/ECOMA sections.
On the IMS Inward – Voucher Register screen, select the invoice and press Alt+W (Add Remarks) to add remarks.
Yes, you can edit or delete remarks added in an invoice.
Open the invoice and press Ctrl+I (More Details) > GST Remarks > drill down to edit or delete the remarks.
Alternatively, on the IMS Inward – Voucher Register screen, select the invoice and press Alt+W (Add Remarks) to edit and delete remarks.
Yes, you can add the same remarks to multiple invoices at once. Select the required invoices in IMS Inward – Voucher Register, and press Alt+W (Add Remarks) to enter the remarks. The remarks will be added to the selected invoices.
Yes, you can add remarks for invoices from both Book and Portal data.
To view the added remarks in the IMS Inward – Voucher Register screen:
- Press F12 (Configure) and enable the option ‘Show Remarks‘.
- Press Alt+F5 (Detailed) to view the complete remarks in detailed mode.
Remarks longer than 33 characters will appear as ellipses (…); scroll horizontally to view them.
No, remarks are not displayed in the Portal View screen.
Yes, in Print/Export/Mail configurations, enable the option ‘Show Remarks‘ to include remarks in the output.
No, reason for rejection are predefined from the portal and cannot be edited or deleted.
No, you cannot filter the IMS – Potential Matches report based on the groupings available in the report. However, you can press Shift+Enter to show or hide specific groups.
No, linking multiple book invoices to one portal invoice (or vice versa) is not possible.
Manually updating the document number and date is only available for book invoices and is not for portal invoices. Hence, the button will be active only when the cursor is on a book invoice.
Yes, you can edit the document number or date directly from the Potential Matches screen using the using the right-button, Alt+W (Copy Doc No & Date from Portal). This will copy the details to the book entry from the portal data without opening the invoice.
Note that the button will only be active when the cursor is on a portal data.
You can update the books beginning date and clear old IMS data by using Reset GSTN Data option.
