When you have a large number of invoices to act on, it is more convenient to work in a CSV file than on the screen. You download a file that already contains the reconciliation columns and the action columns, fill in your decisions, and upload the file. The actions are then applied to those invoices in IMS Recon Result, just as if you had marked them on the screen.

Download the action file

1. Open IMS Recon Result and go to the Invoice Actioning tab or the ITC Reduction Actioning tab.
2. Choose the Matched Invoices view or the Open Invoices view, and select one or more reconciliation categories, for example Match, or IMS Only and Purchaser Only.
3. Select Action Upload. A CSV file downloads with the invoices of the categories you selected. It has the reconciliation columns and the action columns.

Fill in the file and upload it

1. Open the file and fill in your actions, your comments and your ITC reduction values where they apply.
2. Save the file, and upload it at Bulk Operation > Bulk Upload > Recon Actions for IMS.

What happens after you upload

If the file is valid, it uploads successfully and the actions are applied to those invoices in IMS Recon Result. If the file has validation errors, you can see them in the upload history, correct them in your file and upload it again. The actions that were applied stay drafts until you save them to GSTN, exactly like actions that you mark on the screen.