Note: GSTR-2B Automated Reconciliation is an add on feature, contact your Shipmnts Account Manage or write to us on support@shipmnts.com for a trial.
1. Click on Taxation
2. Click on GSTR-2 Reconciliation Statement
3. Enter the GSTIN and period details for which you'd like to reconcile, because we are trying to reconcile the unreconciled transactions, the status has has been set to so.
4. Once the report is generated you can Fetch 2B from actions.
5. Reconfirm the dates and click on fetch from the pop up
6. At this point you might be asked for an OTP on your GST registered contact number.
7. Click on Actions
8. Once 2B is fetched from actions you can click on Reconcile
9. Here's a sample of how summary of Reconciled Entries will be shown.
Auto reconcile means transactions that the system was able to automatically reconcile because both PR and 2B entries matched, Present in 2B and missing in PR indicates entries that were found in 2B but their Purchase Voucher is not created or vice versa.
# Reconciling Partial Matches for GSTR2B
10. For the ones that do not find exact match, you can re-generate the report with unreconciled status and reconcile individual transactions by reviewing the partial matches.
11. Here's a sample of it. As we click on this reconcile button.
12. You will notice the partial match with the discrepancies marked in red, you can either fix the discrepancies from here or over ride and click on reconcile if the differences are intentional.
