Reconciliation tool for GSTR 2B and Purchase Register (PR) that includes Purchase Invoices, Credit and Debit Notes
if the matching is not satisfactory, change the threshold in
CD GSTR 2B Settings. It is recommended to keep it as 12 and enable account freezing.
Account freezing option also given in settings.
acceptedstate or viceversa based on match status (Both Bulk and individual update actions are applicable).
Link/unlink PRwith the corresponding 2B entry.
Create new invoiceif no PR matched with 2B Entry.
viewoption to see differentiate view of the linked entries.
Supplier view - Supplier wise (tax difference, total pending document, total 2B and PR entry) will be shown.
Document view - (** By default it will show all supplier documents. You can also view documents by applying supplier or gstin filters, otherwise just click on supplier or gstin in
supplier view rows to auto apply filters)
Exact Matchwill be highlighted with blue,
Acceptedstate in green.
Here you can find tax account head wise summary