NewIMS actions for October 2026 returns. Accept, reject or keep pending from the same match screen. See how

Ledgerline

Product

Every step between 2B and 3B, on one screen.

Ledgerline does the dull part of GST compliance: pulling, matching, chasing and checking. Your accountant reviews what it found and files. Here is what each part does.

GSTR-2B reconciliation

Line-by-line matching that understands how Indian invoices get typed.

Ledgerline pulls your 2B from the portal on the 14th and matches it against the purchase register in your books. Exact matches clear on their own. Near-misses show both sides with the difference highlighted, and you decide in one click.

  • Match rulesSix, adjustable per GSTIN: invoice number, date window, rounding, tax head, GSTIN, PAN.
  • IMS actionsAccept, reject or keep pending, pushed back to the Invoice Management System.
  • Speed2,000 invoices matched in under 40 seconds.
  • SourcesTally Prime, Zoho Books, Busy, Marg, SAP Business One or an Excel upload.
Deccan Bearings & Seals · DBS-4471Value mismatch

GSTR-2B, as the supplier filed

Invoice date
08 Sep 2026
Taxable value
₹5,38,000
IGST 18%
₹96,840
Place of supply
27 Maharashtra

Your books, Tally Prime

Invoice date
08 Sep 2026
Taxable value
₹6,58,000
IGST 18%
₹1,18,440
Place of supply
27 Maharashtra
Similar invoices2BBooksRule hit
DBS-439802 Sep54,18054,180Exact
DBS/440203 Sep12,96012,960Number format
DBS-447108 Sep96,8401,18,440₹21,600 short
Ask supplier to amendKeep pending in IMSAccept 2B value

Vendor follow-ups

Suppliers get a WhatsApp with the exact gap and the invoice attached.

Most small suppliers do not read email from customers’ accounts teams. They do read WhatsApp. Ledgerline sends from your business number through the WhatsApp Business API, in English, Hindi, Gujarati, Marathi, Tamil or Kannada.

  • TemplatesApproved by Meta, so messages are not blocked as spam.
  • EscalationSecond reminder after 5 days, then an email to the supplier’s accountant.
  • Closes itselfWhen the supplier files or amends GSTR-1, the row re-matches on the next 2B refresh.
Follow-up · Shree Balaji Fabrics24ABJPS8821K1Z6

Namaste, Shree Balaji Fabrics team. Invoice SBF/0918 dated 6 Sep (ITC ₹1,64,700) is not in our GSTR-2B. Please include it in your October GSTR-1, due 11 Nov. Copy attached.

Sent via WhatsApp · 14 Oct, 11:06

Will file today evening sir.

11:31
  1. Reminder sent with invoice PDF
  2. Supplier replied on WhatsApp
  3. GSTR-1 filed, invoice matched, ₹1,64,700 claimable
  4. Escalation email to supplier’s CA, cancelled

ITC at risk

One number your CFO will actually look at.

The rupees of input tax credit you cannot claim this month, and why. Ledgerline tracks the dates that turn a delay into a permanent loss: the Section 16(4) cut-off of 30 November after the financial year, and the 180-day payment rule under Rule 37.

  • By supplierWho owes you the most credit, and how many reminders they have ignored.
  • By reasonNot in 2B, value short, wrong GSTIN, unpaid past 180 days.
  • Weekly digestEvery Monday on email or WhatsApp, for owners who will not log in.
ITC at risk · FY 2026–27Updated 16 Oct, 10:25

At risk now

₹5,44,700

Recovered this FY

₹14,82,000

Lapses in 30 days

₹62,400
SupplierShareITC
Vyas Packaging Industries2,57,100
Shree Balaji Fabrics1,64,700
Marathwada Castings62,400
Meridian Steel Traders38,900
Deccan Bearings & Seals21,600

E-invoice and IRN validation

A purchase bill with a cancelled IRN is a credit you will lose in an audit.

Suppliers above ₹5 crore turnover must issue e-invoices. Ledgerline reads the signed QR on every purchase PDF and checks it against the IRP: is the IRN real, is it still active, do the GSTINs and values match your books, and was it reported in time.

  • Signed QRVerified against the NIC public key, no portal login needed.
  • CancellationsRechecked weekly, because suppliers can cancel within 24 hours.
  • 30-day windowFlags invoices from suppliers above ₹10 crore reported late to the IRP.
IRN checks · purchase bills, Oct 2026412 verified
InvoiceIRNResult
KP/2627/11848f2e…41b9Signed QR valid
VPI/26/2251c07a…9d12IRN cancelled 9 Oct
SE/165031bd…e604Signed QR valid
DBS-43985a6f…0c7eReported after 30 days
PG/26-27/208e91c…72a0Buyer GSTIN differs
AR/2627/552Below thresholdNo IRN required

CA multi-client workspace

Run 140 clients’ GST from one list, with your assistants’ work reviewable.

Each client is a separate workspace with its own books connection and portal consent. Your team sees the clients assigned to them. Partners see everything, sorted by what is due first.

  • AssignmentsGive GSTINs to article assistants, with reviewer sign-off before filing.
  • Client summaryA one-page PDF in plain language: what was claimed, what is stuck, who to call.
  • BillingOne invoice for the firm, or pass Ledgerline’s cost through per client.
Venkatesan & Associates · 140 clientsSep 2026 returns
ClientGSTINs2B status3B
Lakshmi Agencies1ReconciledFiled 17 OctMS
Sundaram Hardware26 openDue 20 OctRK
Coromandel Seafoods3ReconciledReadyMS
Vel Murugan Textiles1Supplier chaseDue 20 OctAJ
Ambattur Fab Works1ReconciledFiled 18 OctRK
Nila Organics22B not pulledDue 20 OctAJ

A month in Ledgerline

Built around the GST calendar you already live by.

Monthly filers, shown below. QRMP filers follow the same steps on the quarter, with IFF in between.

  1. 11th

    Suppliers file GSTR-1

    Ledgerline watches for your suppliers’ filings and pre-matches what has arrived.

  2. 14th

    GSTR-2B generated

    Pulled automatically within the hour. Matching runs, mismatches flag, reminders queue.

  3. 15th–19th

    Chase and fix

    Suppliers amend, your team corrects the books, IMS actions are pushed to the portal.

  4. 20th

    File GSTR-3B

    Claimable ITC by tax head, ready to copy into 3B, with a working paper for your file.

Connectors

How your data gets in.

No re-typing. Read-only access to your books, and you choose which ledgers are visible.

Tally Prime
A small Windows connector on the machine running Tally syncs purchase vouchers every 30 minutes over an encrypted channel. Works with TallyPrime 2.x to 5.x and Tally.ERP 9 Release 6.6.
Zoho Books
Connect with Zoho sign-in. Bills, vendor credits and GSTINs sync through the Zoho API.
Busy and Marg
Scheduled export from the desktop app, picked up by the same connector as Tally.
SAP Business One
Service Layer API, set up with your SAP partner in a one-hour call.
GST portal
Through a licensed GST Suvidha Provider. You approve access with an OTP; revoke it any time.

See your own mismatches in the demo, not ours.

Bring a GSTIN and last month’s purchase register. We’ll run it live.

Book a demo Pricing