📢Release Notes - Clear Finance Cloud

This page has details of new features release, enhancements made to existing features and bugs fixes.

Features with the tag EA are available selectively to certain customers. All other features are available to all customers who have purchased the relevant Clear products.

EA products/features are made available to customers on an invite-basis only. Customers can expect some bit of instability and bugs in the product since these will be early versions of the product/features. If you would like to get early access to these, please write to your account manager.

Release 29 |July-2024

July 2024 | Enhanced ITC Bulk Actions

This month, we focused on streamlining compliance and boosting efficiency across your business operations. The Clear Compliance Cloud update brings a host of new features, including simplified GSTN interactions, enhanced GSTR-2B reports, bulk ITC actions and much more! Our Clear Supply Chain Suite now features improved invoice processing with a more accurate OCR model, streamlined workflows in Accounts Payable, and a brand new Vendor Portal for better collaboration.

Key Highlights of This Release

  1. Simplifies GSTN data interactions, easy status tracking, actionable error messages for an elevated user experience (CLEAR GST)

  2. Bulk Actions for 2B vs PR Comparisons for improved efficiency and streamlined ITC action process (CLEAR GST)

  3. E-invoicing & E-way bill (EWB) Dashboard to identify trends, get insights and make informed decisions. (CLEAR E-INVOICING AND E-WAY BILL)

  4. The Optical Character Recognition (OCR) system now supports multiple models for improved invoice digitisation accuracy (CLEAR SUPPLY CHAIN, ACCOUNTS PAYABLE)

  5. Improved vendor search by name or code, unit of measurement comparison between invoices and purchase orders, and editable tax code field for invoice posting (CLEAR SUPPLY CHAIN, VENDOR PORTAL)

  6. Invoices not generated or failed can now be printed with a 'Draft' watermark. Share ungenerated invoices with buyers for verification, and failed ones with the team for corrections (GCC)


Clear Compliance Cloud


1.Enhanced Government Interactions

  • Unified Government Interaction Flow: A streamlined government interaction flow ensures a consistent experience for downloading or uploading data to/from the GSTN.

  • Comprehensive Data Status Page: A "Data Status" page is now available on government interaction pages. It enables you to:

    • Monitor data download status for PAN/GSTINs and different GST forms across all return periods.

    • Download data for all return types and periods at once, up to 3 years, from the same page.

  • Clear and Actionable Error Messages: Issues like non-generation of G2B, the requirement to file a response to DRC-01C before downloading G2B, or inapplicable returns will prompt clear error messages. Users can take necessary actions directly from the page to streamline issue resolution.

  1. Introduction of Bulk Actions for 2B vs PR Comparisons

A new feature allows users to perform bulk ITC actions on GSTR-2B vs PR reconciliation results, making it easier to take ITC actions.

  • Users will now see documents grouped logically, along with recommended actions to take ITC action in bulk.

  • This reduces the need to apply multiple filters and perform actions individually, streamlining the process and improving efficiency.

  1. Enhanced Reconciliation Accuracy and ITC Document Inclusion

    E-commerce operator transactions in GSTR-1 Table 15 (section 9(5)) are now included in the GSTR-2B vs PR reconciliation, improving accuracy and computation of Table 4 e-commerce transactions. Additionally, ITC actioned documents are displayed in reconciliation results if the ITC action month aligns with the return period, regardless of GSTR-2B or purchase register periods. This resolves previous visibility and pending status issues by including ITC documents from prior months in the current return period.

4.Other Enhancements Users can now access the original transaction details for any amended transactions, enhancing transparency.

  • Original Transaction Information: The GSTR-2B report now shows the original details of amended transactions.

  • Data Fetching: System retrieves original details to display alongside the amended ones for a comprehensive view.


  1. Insights and Analytics dashboard for E-invoicing and E-way bill EA

Launching the Insights and analytics dashboard for the users to enable them take informed decisions and improve operational efficiency

  • Sales Revenue Insights: Key sales revenue trends, YoY, YTD, and MoM metrics, Insights on top buyers and product lines from E-invoices.

  • Tax Liability Insights: Track YoY, YTD, and MoM metrics, view splits by CGST, IGST, and SGST.

  • Usage Dashboard: Monitor E-invoice and E-way bill usage and track success rates for product usage.

  • Error Reports: Identify and monitor errors encountered during E-invoice and E-way bill generation

The reports will enable informed decision-making, enhanced operational efficiency and improved financial management.

  1. Improving business continuity by onboarding on both NIC and ClearIRP

  • New User: Add multiple GSTINs during onboarding. Create or add already created authentication credentials for NIC and ClearIRP for multiple GSTINs

  • Existing Users: Add/create authentication credentials for the GSTINs from the API credentials setting for both NIC and ClearIRP

Clear Supply Chain

US Expansion: The Clear Supply Chain Suite, encompassing Accounts Payable, Vendor Management, and Vendor Portal modules, is live in the United States.


  • Enhanced OCR Model for better extraction: The Optical Character Recognition (OCR) system for digitizing invoices and other documents in Accounts Payable (AP) now supports multiple models and includes fallback options for improved accuracy and reliability.

  • Improved search for Vendor Code: Users can search and select vendors by Vendor Name or Vendor Code for Purchase Invoices, removing the need to know ERP and Vendor Code details.

  • Units of Measurement - Invoice <> Purchase Order Comparison: To streamline the posting of invoice line items, users can now compare units with the Purchase Order (PO) before posting. Aliases for each unit have been added to enhance efficiency.

Improvements to support posting of PO related invoices

  • The Tax Code field in PO invoices is now editable for updating tax details pre-posting.

  • Business hierarchy fields are now available for reviewing and modifying business details pre-invoice posting.


Vendor Portal Module is Live.

  • Invoice Sharing: Vendors can now share invoices directly linked to Purchase Orders (POs) with Anchors through the portal. This feature eliminates the need for manual processing and streamlines invoice handling.

  • Vendor Chat: The portal supports direct communication between Vendors and Anchors. Notes and messages can be exchanged against any invoice, facilitating better collaboration and faster issue resolution.



Enabling business to print invoices in any status with a watermark

  • Invoices that are not generated or failed due to an error can now be printed with a 'Draft' watermark

  • Not generated invoices can be shared with your buyer for verification and sign-off

  • Failed or rejected invoices can be shared with the respective team for making corrections

Never make an incorrect invoice by sharing draft invoices over email internally or externally with your buyer

  • Email invoices in any status including ‘Not Generated', ‘Failed’, ’Not Reported', ’Not Cleared'

  • Emailed invoices will have a 'DRAFT' watermark to help with identification

Keep your E-Invoicing web portal clean by deleting unwanted invoices

  • ‘Delete' unwanted or erroneous ‘Not Generated’ or 'Failed’ invoices with a single click

    • Documents in other statuses cannot be deleted as invoice hash has to be preserved for audits

Enhancements and Bug fixes:

  • Additional validation to block creation of multiple invoices with same document number but different document type

    • This validation is as per VAT regulations which mention that document number should be unique by document type in a financial year

    • This validation is not done by ZATCA leading to issues during audit

  • Create ‘Adjustment’ invoices with negative or positive amount due for payment

    • While adjusting ‘Advance' or 'Prepayment’ invoices the payable amount can be positive or negative depending on supplies are more or less

    • Now create adjustment invoices for both positive and negative scenarios

  • Easily download attachments received in an email

    • Attachments in an email triggered are now directly accessible instead of a zip file

    • Easily download and use them for verification or sharing

  • Scroll through thousands of contacts easily

    • Showing large number of contacts in multiple pages to help easily scroll through them and select

  • Showing all numbers in international format on the web portal for easy understanding

    • All currency and numeric fields displayed on the web portal are now shown in millions, billions format for easy understanding

    • This is done on all pages - Dashboard, Documents, MIS Dashboard and reports, Import History

  • View the summary of E-Invoice generation at VAT and branch level in the Dashboard screen

  • Blocking multiple device registration calls at the same time to avoid duplication


Enhancements and Bug fixes:

  • Easily modify between time periods and check the results of reconciliation

    • Change or modify the time period of recon from the date selection option at the top

    • Also understand the time period of the results displayed easily with date label

Easily understand large reconciliation results with numbers in international format

  • All currency and numeric fields in the summary and detailed view page are displayed in international format for easy understanding and consumption

Release 28 |June-2024

Jun-2024 | Streamlined Data Preparation for Compliances

This month, our primary focus has been on streamlining data transformation processes to minimize errors and manual effort. In addition, many new features and updates have been introduced across Accounts Payable, Vendor Management, TDS, e-invoicing etc.

Key Highlights of This Release

  1. Automatically transform ERP data to compliant Purchase Register format, improving accuracy and reliability for compliance. (CLEAR GST)

  2. E-invoicing status page will Auto-Update to include ClearIRP API health status, allowing users to monitor uptime and receive email alerts for performance issues. (CLEAR E-INVOICING AND E-WAY BILL)

  3. Xpedize now offers automated email alerts for API clients. Resellers will receive notifications for both downtime and uptime issues, significantly reducing support escalations. (CLEAR IDENTITY API)

  4. Identify inoperative PANs, calculate potential TDS notices and get excel reports showing tax impact and short deduction amounts for inoperative PANs. (CLEAR TDS)

  5. Enhanced error handling for DRC-01B/01C notices and integration of ADT-02 audit closure reports in Notice Management. (NOTICE MANAGEMENT)

  6. Improved UI for invoice review, easy Excel upload for sales demonstrations and UAT, and automated PO line item matching enrichment. (CLEAR SUPPLY CHAIN: ACCOUNT PAYABLE)

  7. New validation checks on vendor submitted data including GSTIN matching, auto-mapping organization type etc. (CLEAR SUPPLY CHAIN: VENDOR MANAGEMENT)


Clear Compliance Cloud


ERP outputs generally do not align with compliance standards, leading to extensive manual efforts and data preparation tasks. In particular, generating a purchase register is a laborious process. Clear unveils ‘PR Data Transformation’, a new feature designed to tackle the obstacles encountered by tax teams when manually preparing data for compliance. EA

Users can now simply upload raw ERP data (no template changes needed). Through a one-time setup process, Clear automatically transforms it into a compliant purchase register format, eliminating the need to modify raw file templates. With PR Data Transformation,

  • Automate repetitive tasks: Reduce time and effort for data preparation.

  • Minimizes errors, ensuring higher accuracy in compliance and reporting.

  • Reduces the risks associated with Excel, minimizing data corruption or loss.

Experience a simplified data onboarding process, reduce operational inefficiencies and streamline compliance workflows.


ClearIRP: Health Status page

  • Users can subscribe to the status page to receive email alerts for any API performance issues.

  • Fixed Duplicate E-way bill generation issue - Avoid generation of multiple E-way bills on the same invoice number by recalibrating the retry logic in case of govt infra (server downtime or slowness) issues.

  • Partial document number search in filters - Improved the document number filter on the invoices and E-way bill screen to include partial search

    • At-least 3 digit needs to be provided to complete the partial document number search

    • The digits provided is matched against the initial digits of the document number. Pattern search within the document number is not supported

  • Added a 'Generation source' filter on the invoices screen to check which invoices are generated on NIC and ClearIRP. Based on the filter selected the data in the invoice table is refreshed.

  • Improved the HSN code validation for E-invoice and E-way bill for a higher success rate

    • Business turnover >=5Cr - At least 6 digit HSN code is required to generate IRN and E-way bill

    • Business turnover <5Cr - At least 4 digit HSN code is required to generate E-way bill


Automated Customer Alerting: Customer Alerting is now live for all API clients. Now, customers will get an automated email from Xpedize support whenever any API is facing a low success rate. Alerting is live for both downtime and uptime.


Form 24Q Q4 Updates:

  • Identifies inoperative PANs in salary details and calculates potential TDS notices with 20% tax.

  • Excel reports show tax impact and short deduction amounts, along with error message, for inoperative PANs.

Other Updates

  • Download challans from ITR portal instead of OLTAS (after April 1, 2023)

  • Filter Form 26Q salary details by Section 115BAC filter option based on the financial year.


Bug Fixes & Enhancements

  1. More robust DRC-01B and DRC-01C notice handling. We’ve updated the error handling for DRC-01B/01C cases when notices cannot be found on the Return Compliance section of the GST Portal.

  2. Notice Management now fetches Audit Closure reports for ADT-02 notices issued on the Notice Management portal.

Clear Supply Chain


  1. Improved UI for Invoice Review: With the new right navigation panel, user can easily toggle off the errors while they are reviewing or working on data extracted via OCR

  1. Easy Excel upload option to enable Sales POCs and Non-Integrated UAT: An option in Sandbox Environment is now available to upload the master and transaction data via excel. New users can now start UAT for SaaS in Sandbox, without the need for integration

PO line item matching enrichment with LLM classifier

There was always a manual intervention in entering PO Line item number for invoices as this field was not available in Invoice PDF to extract via OCR. We have taken a step towards improving this experience by autofilling this field based on the following criteria -

  1. If the invoice line item has a direct match wrt to PO Line on - HSN or SKU Code or Item Description

  2. Partial Item description matching with LLM

Bugs & Enhancements

  1. VAPT related fixes: Issues identified after security check across the AP solution have been fixed

    1. Improper error handling, where Java text was being exposed

    2. Blocking of any kind of malicious file upload

    3. Implementation of rate limits for the API calls

    4. Fixes for vulnerabilities while accessing data with specific user roles

  2. Other fixes Fixes

    1. Preview Fields - Incorrect values which was coming in Preview screen has been fixed now

    2. Source data was returning blank in the STP, a Backend fix was deployed for it


New Validation checks on Vendor submitted data added:

  • State of GSTIN and registered address Match Check

  • Type of Organisation in Customer’s ERP can now be auto-mapped from Constitution of Business in GSTIN t

  • Public/Private Limited Companies not providing MCA cannot proceed

  • MCA Director Name, DIN auto-fetched

  • PAN MSME Name Mismatch Warning

  • Bank Branch Details auto fetched from IFSC Code

Enhancements and Bug Fixes

  1. Update Vendor Code: Customers now have the capability to update the vendor codes in non-integrated versions, ensuring sync with the ERP.

  2. Re-order Columns: Users can now configure the columns available in the existing vendor’s list view as per their needs

  3. Support for International Vendors ( Country and Mobile no.): For customers having international vendors, earlier there was no option to add details of vendor country and phone no. To address this, support for the same is provided out of the box for all existing and new customers, at the time of inviting the vendors itself.



Enhancements and Bug Fixes

  • Additional custom fields at document and line item level to help businesses

    • Supporting a total of 150 custom fields at document level and line level combined to give flexibility to businesses to include all information helpful to their sales/operations teams

  • Displaying warning messages of an invoice in the edit screen to help corrections

    • Warning messages given by ZATCA for reported invoices are now displayed in the invoice edit screen

    • This will help the IT and finance teams of taxpayers to plan any corrections needed to future invoices

  • Issue time and generated time will be in KSA time for all B2C invoices to help operations teams

    • Generated time which is based on the system time of the signing system is now fixed to be always same as generated time. Both will be in KSA time

    • We have updated the ZATCA SDK file to consider the system time in KSA standard time and the new version of the SDK can be incorporated in those systems generating invoices offline. Please reach out to your CSM to get access to the updated SDK

  • Easy options on the web interface for users to switch from phase 1 to phase 2

  • Also displaying incorrect Arabic values in the error correction screen

    • Arabic values part of the invoice and incorrect are now shown in the error correction screen to help user make corrections

Release 27 |May-2024

Introducing GL-Stream: Directly stream your GLs for indirect tax compliance

This month, we are delighted to introduce GL-Stream, a transformative solution driven by a commitment to simplifying tax compliance and assuring your peace of mind.

GL-Stream removes the burden of managing specific GSTN formats, data transformation, general ledger changes, etc. for tax teams. Instead, it empowers them with complete and accurate data for compliance, ensuring accuracy, efficiency, and peace of mind for the enterprise.

Let's explore the updates we've made across all our products this month!

Key highlights of this release

  1. Introducing GL-Stream: Integrates with general ledgers for automatic, accurate tax compliance (GL-Stream)

  2. Improved data insights, ingestion template fixes, and bug resolutions (Clear GST)

  3. Introduction of a unified Form 24Q template, support for new government changes, and proactive identification of potential notices applicable due to short deductions for inoperative PANs. (Clear TDS)

  4. Faster response time, unified generation, E-way bill support via ClearIRP, advanced filtering options, and back-dated invoice restriction, enhancing business continuity and user experience (Clear E-INV)

  5. Enhanced features include auto-fill tax codes, saved filters, OCR value verification, project element allocation, invoice preview at all stages, increased line item support, and improved PO selection. (Clear Supply Chain & Accounts Payable)

  6. Enables Arabic translation of invoice fields, in-product support ticket creation, and improved reports with detailed tax breakdowns (GCC)


Clear Compliance Cloud

GL-Stream EA

GL-Stream is designed to streamline your tax compliance by integrating directly with your general ledgers in a matter of days. It eliminates the need to adapt your workflows to government tax reporting formats, enabling your company to avoid errors and notices and enabling your teams to work at unparalleled efficiency.

The first release of GL-Stream covers Indirect Tax Compliance (i.e., GST-Purchase Register, GST-Sales Register)

How does it work?

  • One-time installation: Single integration for all product modules, enabling seamless addition of new features without connector updates. (e.g. When future support of GL-stream is extended to Account Payables, TDS Deductions, Invoice Discounting, etc., additional changes in the ERP will be minimal).

  • Auto Scheduler: Automatically pulls raw data from GL as per a scheduled frequency, ensuring your tax data always reflects the latest information.

  • Data Quality Score: Proactively identifies data gaps and potential errors upfront, minimizing inaccuracies and maximizing reporting confidence.

  • Transformation Engine: Complex data transformations are handled at lightning speed without requiring any code changes within your ERP system. This ensures that right data is fetched and transformed into relevant compliance registers.

  • Automated 3-Way User Acceptance Testing (UAT): Clear will validate the accuracy and completeness of your PR and SR, by comparing them against your Tax GL data and government reports (Filed G1, 2B). This eliminates the misses during UAT, ensuring accuracy.

Support limitations:

  • GL-Stream is currently available only for SAP ECC, HANA. We are working to extend support to additional ERPs

  • This capability is currently in Early Availability upon request

What does this mean for you?

  • Achieve 100% accurate and complete sales and purchase registers.

  • Prepare your annual return with confidence every month, avoiding year-end surprises.

  • Adapt to changing regulations and business processes without modifying your ERP.

  • Reduce IT workload with a low-code integration project.

  • Be up and running with GL-Stream in a matter of days, not months.

Clear GST

  1. Addition of document view for GSTR-7 form in the data overview page: We will now support document view for GSTR-7 in the data overview page, this will give an insight to the user for all the documents in GSTR-7 for TDS and TDSA

  1. Fix in ingestion template for Quarterly month selection: Users now can select the quarter month for the period for which they want to ingest the data, earlier the quarter month selection was not getting updated as per the month applicable for quarterly filers in the template, this was also throwing error during ingestion which was leading to failure in the ingestion.

Clear Max ITC

Stability Improvements

Vendor Payment Fiscal Year Issue: Companies have payment settings enabled for their vendors basis the GSTR filing status. We have improved the logic to provide better clarity for cases of transition between financial years (e.g., from 2023-24 to 2024-25)

Clear E-invoicing & E-way bill

Supporting E-way bill generation via ClearIRP EA

  • Faster response time and higher uptime with unified e-invoice and e-way bill generation powered by ClearIRP.

  • Clear E-invoicing and E-way bill users can now generate both IRN and IRN based E-Way Bills on ClearIRP.

  • This will enable uninterrupted business continuity with multliple IRP back-ups (ClearIRP & NIC)

Support Limitations: Only IRN based EWB generation is supported on ClearIRP, other actions like Non-IRN EWB generation, EWB cancel, EWB update etc will be supported via NIC.

Optimization of Filters

  • Users can now apply multiple filters to filter the data by providing the input for different filters and then clicking on “Apply Filter” button to filter the data. Users can click on “Clear” button to remove the filters.

  • Reduction in data filtering and data loading time on screen by taking all user inputs at once and then filtering the data

Restricting back-dated invoices ingestion

  • Users can restrict the ingestion of invoices before a configured date through the import settings. Under the Local Settings → “Import Settings” , user can configure a date and click on “Apply” button.

  • Any invoice before the configured date cannot be ingested and tried for IRN/E-way bill generation.

Product improvements and enhancements

  • Resolved e-way bill quantity issue by replacing missing government API response with user input, now reflected on e-way bill print.

  • Validation added for 6+ digit HSN code to generate IRN and EWB for >= 5Cr turnover, and 4+ digit HSN code to generate EWB for < 5Cr turnover.

Clear TDS

  1. Support available for new government changes for Form 24Q Q4 return

    • New tax regime becomes the default option & users need to opt-out to avail old tax regime.

    • Special allowances under section 10(14): Report utilized per diem expenses (daily allowances provided by companies for business travel outside India) so that the un-utilized expenses are accounted as Taxable Income

    • Deduction under section 80CCH by self contribution (Gross and Deductible)

  2. Unified template to import Salary and Annexure data for Form 24Q Quarter-4 return: TDS import is cumbersome for large payroll companies due to separate salary and annexure templates with repetitive data entry across annexure sheets.

    • Introducing a new unified Form 24Q template, eliminating the need for separate salary & annexure templates.

    • Users to import the unified template twice: once for Form 24Q return preparation and again for Form-16 certificate generation. This reduces import complexity and saves valuable time.

    • Single-sheet design in Annexure details template for all columns simplifies data entry

Clear Identity API

Pan Verification API: This API will take PAN, date of birth and Name as input parameters and will verify all the input fields, along with PAN status and Aadhar linking status of the PAN. This API is useful for companies providing KYC service, Customer and Vendor Onboarding services.

Clear Supply Chain

Accounts Payable

  1. Auto-fill tax codes: For non PO invoices, we are now automatically populating the Tax Code based on the Tax Type and percentage extracted from the invoice. If a unique tax code is identified from the tax code table, it will now be auto-filled in the line item dropdown, eliminating manual selection for users

  2. Saved filters and views: Users can now save a combination of filters for easy viewing

  1. Bounding box: For values extracted from OCR for an invoice, upon selecting the field the corresponding values picked up from the invoice will be highlighted. Users an use this to quickly pinpoint the value on the document and can verify the values extracted.

  1. Added support for project elements (WBS): Companies can now allocate invoice line items directly to specific projects, enhancing expense tracking capabilities.

Enhancements and Bug Fixes

  • Preview at all stages: Users can now access the ‘Preview’ page for all invoice states, not just ‘In Process.’ This lets you see simulated ERP calculations for any invoice, regardless of its current stage. Previously, the "Preview" was limited to 'In Process,' leaving users blind to ERP calculations after sending to ERP or in any other state post ‘In process’.

  • Support for 500 line items in invoice: Users can now process invoices with upto 500 line items from earlier support for 50 line items

  • Auto-fill GRN: If only one GRN is available for a PO, then it will be automatically filled instead of user needing to manually selecting it.

  • Filtering of open POs based on vendor selected: Users will now see only open POs available for a vendor for selection of PO number within an invoice, instead of all PO numbers, making it easy to identify and select the required PO number


ClearTax E-INV

  1. Translation of standard and custom fields at document and line level from English to Arabic:

  • Translate custom fields (document and line level) from English to Arabic helps businesses to share invoices with local entities for easy understanding and payment clearance.

  • Download the translated info in the detailed Excel report for internal tax teams.

  1. Support desk to raise tickets in product:

  • Now users can easily create support tickets on both sandbox and production from the product itself with 2 attachments of up to 24 mb

  • Attachments allowed can be in csv, json, xml, xlsx and pdf formats

  • The application has been enhanced to automatically capture entire page screenshots, offering a comprehensive view of full web pages, including scrolling pages and modes

  • You can also track the status of the tickets and the previous tickets all at once place

Enhancements and Bug Fixes

  • Enhanced summary report includes break-up of tax amount, taxable amount, and total invoice by tax category code for VAT filing preparation. Download from Reports section.

  • Improvements to invoice level Lite and offline reports

    • Inclusion of the break-up of tax amounts at tax category code level to help tax teams to reconcile easily with sales data from their source systems.

    • Inclusion of prepaid amount, payable amount and rounding amount to help tax teams track the payments received against advance invoices

  • Document and invoice numbers are now part of the email subject of the emails sent to buyers after invoice generation for easy identification and payment processing

Release 26 |Apr-2024

Improved Vendor Management

This month, we empowered customers with greater control and efficiency in vendor management and tax workflows. The new features are designed to effectively handle vendor details, facilitate seamless onboarding, expedite invoice processing, improve communication efficiency, and ensure tax compliance for improved business outcomes.

Key highlights of this release

  1. Enabled one-way bulk email functionality to request missing documents from vendors and safeguard working capital (Clear GST & Clear Max ITC)

  2. Updated GSTR-1 and GSTR 2B report flows with Tables 14 & 15 details (Clear GST)

  3. Integrated new APIs for generating IRN-based E-Way Bills on ClearIRP and other improvements and fixes (Clear E-INV)

  4. Accounts Payables has been improved with SRN for service invoice matching, estimated tax values preview, up to 5 custom fields addition, prefilling line items from selected sources, and viewing linked documents within an invoice (Clear Supply Chain & Accounts Payable)

  5. Update vendor details (MCA CIN, MSME Udyam) or contact/address information. Reassign or add missing approvers in new vendor onboarding requests (Clear Supply Chain & Vendor Management)

  6. Improved web interface for faster data upload, multi-error correction, new invoice edit flow, refreshed visuals, and MIS dashboard with reports. Introduced E-Invoice vs. Sales data reconciliation feature (GCC)


Clear Compliance Cloud

Clear GST & Clear Max ITC

One-way vendor email functionality has been enabled in GST 2.0 and Max ITC 2.0

Users utilizing this feature can now efficiently communicate with their vendors, prompting them to take corrective actions on any missing or mismatched documents, thereby safeguarding their working capital from being blocked.

Quick Look

  • Go to global settings and choose the vendor contact master flow. Vendors can be added individually through the interface or uploaded in bulk using the provided template.

  • Users can also access the contact master inside the send email flow. For this, the user access should be enabled. Admins will have access by default if resource for same is added.

  • Add vendors, then access email flow by clicking vendor communication card on Max ITC landing page or from ‘vendor view' in '2B vs PR Reconciliation'. Select vendors for communication to activate 'Send Email' button. If vendors are not added through vendor contact master, you can directly send email to vendors from vendor view in reconciliation, 'Select vendor’ and then click on send email. After clicking on send email button users can add email in the email flow.

  • After selecting vendors and landing on email flow, users have option to apply filters according to their preferences for sharing the email with vendors regarding documents that need corrective actions.

  • Upon sending the email, vendors can easily access the report from the received email to take corrective actions. The report has been enhanced to help vendors identify documents that need corrective action. It will only include the essential fields for corrective actions, rather than the entire reconciliation report.

Note: Our current email functionality only supports one-way communication, and we no longer provide a two-way communication facility. Also user access management flow will work in the same manner as in the old flow.

Clear GST

  1. GSTR-1 Table 14 and 15 report changes: Enhanced GSTR-1 report flow now includes the capability to download government data for tables 14 and 15. Users can now conveniently view detailed information for table 14 and 15 directly on the UI, as well as add section-level details for these tables in various reports.

Quick Look

  • View details of table 14 and 15 on UI for GSTR-1 filed report flow

  • Download of government data for table 14 and 15 in GSTR-1 filed report.

  • Addition of Table 14 and 15 section level details in GSTR-1 filed pdf, summary level report, document level report and insight report

  1. GSTR-2B report changes: Improved GSTR-2B report flow now supports downloading govt data for table 14 and 15.

Note: This will be available at PAN/GSTIN Level

  1. Improved GSTR-9 table 8A report

    1. Improved data handling: Previously, users with more than 25 lakh line items encountered difficulties in accessing the report. With our latest update, we now accommodate up to 3 crore line items, ensuring seamless access and consumption for users with larger datasets.

    2. When downloading an Excel file, users will receive the data in chunks if the file contains more than 8 lakh entries.

Note: This is being supported at GSTIN level


E-Way Bill generation on ClearIRP

  • Faster response time and higher uptime with unified e-invoice and e-way bill generation powered by ClearIRP. Users can now generate both IRN and IRN based E-Way Bills on ClearIRP.

  • Implementing the new APIs shared by GSTN with ClearIRP to enable generation of IRN based E-Way Bills.

Product fixes and improvement

  • Enabled the editing of shipping details for export transactions during E-Way Bill generation. Users can now modify the shipping details that were initially provided during IRN generation when generating E-Way Bills, and include the required Indian port details.

  • Enabled the ability to update transporter ID in the ‘Edit Invoices’ flow for generated E-Way Bills.

  • Added the option to import invoices settings to restrict the ingestion of backdated invoices. If an invoice with a date before the configured date in the settings is ingested, it will not be allowed for ingestion and IRN generation.

  • Fixed the issue where address 2 was not being picked and mapped during ingestion for shipping and dispatch details.

  • Fixed the bulk contact addition through Excel template ingestion. The vendor contact can be configured at a business hierarchy level.

  • Fixed the redirection and viewing of the downloaded E-Way Bills from NIC via the option provided in the notifications

  • Showing the full description name instead of enums for supply type, transaction type etc on the product UI for better user understandability

  • Fixed the issue in loading of captcha in NIC API credentials creation automation flow

  • Added an option on the invoice and E-Way Bills page to select all invoices at once

Clear Supply Chain

Accounts Payable

  • Service invoices processing: Users can now process service invoices using Service Reference Notes (SRN) similar to goods invoices and can perform 2/3 way matching using invoice, SRN, and PO

  • Improved ‘Others’ section experience

    • The 'Others' section, designed to manage non-invoice documents, has been enhanced to improve visibility on duplicate invoices or other junk files. Users can now download all items within this section.

    • Additional details have been added to each document entry, if available, like Vendor name, Location, Invoice number, etc. to enable users to make a decision and take action on the duplicate/junk files

  • Preview and Adjustments:

    • Users can now preview estimated tax values for line item entries posted via ClearAP. The ERP handles these tax values directly. Users can compare extracted values from the invoice document with calculated values from the ERP to identify discrepancies, mainly rounding-off values on the invoice documents.

    • To account for these differences, users can add the differential amount as 'Adjustments' as additional line items. This gives users the flexibility to add ad-hoc line item entries for adjustments specifically for invoices backed by POs that need to adhere to entries accounted in the PO, a feature which was previously unavailable.

  • Custom fields: Support has been added for users to add custom fields (up to 5) under each section of an invoice. These can also be configured and posted to ERP

  • Source selection for line item data prefills: Users don’t have to manually fill in all line items, which is a tedious process when the line items in an invoice are in tens or hundreds. They can choose from a reference-linked document GRN/SRN, PO, or e-invoice apart from the OCR extracted values to prefill all line items. Priority of prefill from available sources can be configured as well.

  • Enhancement on the ’Reference doc’ section within an invoice, to show all linked documents (PO, GRN added). Users can directly click on the available linked documents and view the details of these documents

Vendor Management

  • Update Vendor Details

    • Customers can send an update request to their vendors to add missing details (eg: MCA CIN Number, MSME Udyam Registration Number) or Update existing details (eg: Contact or Address details). Updated details submitted by the Vendor are reviewed and approved.

  • Reassign or Add missing Approvers in New Vendor Onboarding

    • When a specific new Vendor onboarding request’s approver is on leave an Admin can reassign it to a different approver. Approvers can also be added to an existing request.


Cleartax E-Inv

E-Invoicing web interface has been upgraded for a brand new experience with refreshed visuals, faster page loads, quicker data upload, easily correct multiple errors and intuitive interactions.

  1. Dashboard page with E-Invoice generation timeline and announcements section

    • Timeline gives details of E-Invoice generation for the last 30 days as compared to 7 days earlier

    • Easily access government and other announcements immediately after you login

  1. Lightning fast data upload with multi-error correction feature

  • Now upload 40,000 documents in less than 2 minutes

  • Easily navigate between multiple errors and correct them all at once and save it

  • Real-time validations that help you identify if corrections made are right or not

  • New invoice edit flow with capabilities to add new line items

  • Refreshed ‘Documents’ and 'Reports' pages with faster load time and filter interactions:

    • Improved the page load time and filter actions for data larger than 5 mn documents

    • Refreshed visuals to easily navigate through the page and accomplish tasks easily

Launching E-Invoice vs. Sales data reconciliation to ensure that VAT amount calculated from E-Invoices submitted to government is the same as VAT Amount filed to the government by enterprise.

Key functionalities:

  • Auto sync all E-Invoices generated from ClearTax for the selected return period

  • Upload sales data in ClearTax format for the selected return period:

    • Data will be validated upon upload for correctness

    • Multi-document error correction flow to quickly correct errors during upload

    • Add more data to an historical return period i.e. add new documents or overwrite existing ones

  • Reconciliation algorithm which primarily matches on 9 fields to bucket the results into 7 buckets

    • Algorithm can be tweaked to include additional fields and modify thresholds to boost matching accuracy

    • Bucketing logic can be modified as per needs to enable quick decision making

  • Summary and detailed output reports of matching:

    • User can view summary of matching results on the web interface to filter for specific results and plan next steps

    • User can also view document level results to understand the reasons for mismatch and compare the values of the corresponding fields from both datasets

    • Summary and detailed reports can be downloaded in .csv files for further action

Release 25 | Mar 2024

Stability improvements

This month, we made significant improvements across key product modules, enhancing usability, flexibility, and performance.

Key highlights of this release

  1. Enhancements in Tables 14 and 15 in GSTR-1, ensuring ease of use and accuracy in reporting for e-commerce operators (CLEAR GST)

  2. Enhanced ERP data sync logic to ensure ERPs with limitations can still efficiently handle large-scale data (CLEAR MAX ITC)

  3. Performance optimization for faster loading of vendor payments data (CLEAR MAX ITC)

  4. Enhanced reconciliation actions ensuring the integrity of reconciliation actions during concurrent user activities (CLEAR MAX ITC) (CLEAR GST)

  5. New API for Bank Account Verification now available (CLEAR IDENTITY-API)

  6. Support Desk now enables users to submit tickets with uploads in multiple file formats, and other enhancements in the application for a smooth and interactive support experience (SHARED SERVICES)

  7. Multiple fixes like e-way bill bulk operations, mapping and display of feilds etc. were released to stabilise the latest product version release (CLEAR E-INV)

  8. Enhancements to eliminate duplicate invoices and functionality introduced to download archived XMLs (GCC)


Clear Compliance Cloud

Clear GST

  • Enhanced Support for Amendments in Sections 14 & 15: Building on our previous release, which introduced support for Table 15, this update extends our support to include amendments for Sections 14 & 15 in GSTR-1. This ensures that your filings are accurate and reflective of the latest regulatory requirements.

  • Direct Ingestion of Summary Data for Tables 14 & 15: Recognizing the need for flexibility in how our users report their e-commerce transactions, we now offer the option to directly ingest summary data for Tables 14 & 15. This feature is designed for users who prefer not to enter document-level details for the supplies made through e-commerce platforms. To facilitate this, users can utilize the government-provided template attached to this release note.

Quick look

Accessing Tables 14 & 15: Navigate to the GSTR-1/IFF section within our platform. You will find the options to enter data for Tables 14 & 15 for the January 2024 tax period onwards.

Using the Government Template for Summary Data: Download the attached government template for summary data ingestion. Once filled, upload it directly to the designated section for Tables 14 & 15 within our platform.

Clear Max ITC

Purchase recon actions stability improvements

Recon actions being taken by multiple users can be corrupted between GSTIN and PAN levels without user knowledge in a few scenarios. We have added some redundancies to help users avoid such cases.

1: Actions taken at the GSTIN level affect PAN level recon results, and vice versa.

For example:

  • Suppose a user runs GSTIN-level recon and takes actions on GSTIN level recon results

  • If another user views PAN level recon results without rerunning, the updated actions are missed until a PAN level rerun occurs. If this user takes different recon actions on the same documents, actions by 1st user may be overwritten unknowingly.

Update: Recon actions will be restricted, requiring a PAN level recon rerun for subsequent actions.

  1. Actions taken at GSTIN level recon results when PAN recon run is in-progress (or vice versa)

    • Suppose User 1 has already run GSTIN level recon results.

    • User 2 runs a PAN level recon, and User 1 simultaneously undertakes recon actions on the GSTIN level recon results.

    • In such cases, there are possibilities that the actions taken by User 1 will not be updated in the PAN level recon results.

Update: In such cases, the recon action will not succeed for User 1, requiring her to rerun the recon after some time.

Processing of huge matching and vendor payment status results in ERP

Challenges arise in processing huge matching and vendor payment status results in ERP due to system limitations, like 2GB Memory size limitation in SAP, etc.

Update: Matching and vendor payment status results data sent to ERP is now split into multiple chunks which can now be processed at ERP.

Performance optimization in processing vendor payment results

  • Vendor payment data loads 3X faster in Vendor and Document level views.

  • Time for sending matching and vendor payment status results back to ERP decreases by 60-70%, particularly for large datasets (e.g., 100,000 invoices).

  • Reduced system/timeout failures.

Clear e-Invoicing

Stability and bug fixes in the new product UI and ingestion

Multiple fixes were released to stabilize the latest product version release:

  • The scale of e-way bill bulk operations on the product was not the same as in the earlier version. Bulk flows are now enabled to support operations at scale, update transporter flow added, and bulk selection and generation of consolidated EWB is enabled.

  • Improper mapping and display of some ingested fields in the UI under invoice details.

    • ‘Tax collected at Source (TCS)' value mapping is fixed. It is no longer shown under 'Other charges’

    • Mapping of the Address-2 field for shipping and dispatch details is fixed. It is now visible on UI.

  • Emails sent from the product were being sent to all contacts from the contact master instead of only for corresponding GSTIN. The contact master settings is now fixed. The email will now be sent to the correct contacts for the buyer GSTINs.

  • Resolved the issue where shipping details were automatically populated even if the user had not provided this information.

Clear Identity (API)

Bank Account Verification Penniless API: Simplifies bank account verification by eliminating the need for micro-deposits into bank accounts for the supported banks on the list.

Ideal for companies providing eKYC & Onboarding solutions, or any other companies who wants to verify their employee or vendors' bank account numbers.

Shared Services

Support Desk in Product

  • The Support Desk now allows users to directly upload Excel files (as well as csv, xml, and pdf files) when submitting a support ticket, with a maximum file size of 24MB and a limit of two files per submission.

  • Support desk functionality is now live in the sandbox as well, allowing users to report any issues encountered in the sandbox environment.

  • The application has been enhanced to automatically capture entire page screenshots, offering a comprehensive view of full web pages, including scrolling pages and models

  • Experience seamless support with our co-browsing feature, available across all our products. EA

    • Connect with our support team effortlessly, without the hassle of installing third-party apps or using external links.

    • On CFC, our co-browsing allows agents to guide you effectively by highlighting and controlling the screen through scrolling and clicking. This functionality extends to various applications beyond app.clear, providing comprehensive screen sharing capabilities.

    • The functionality extends beyond visuals, incorporating audio and video support to enhance communication between our agents and you, ensuring a smooth and interactive support experience.


ClearTax e-Invoicing

  • Users can now download archive XMLs from the 'Archives' section. This is an additional option alongside existing reports.

    • This feature allows the retrieval of Signed XMLs used for E-Invoice generation from all sources, including store-generated offline invoice XMLs, with a one-day-at-a-time download limit to accommodate large volumes of both standard (B2B) and simplified (B2C) tax invoices.

    • The downloaded zip file organizes data into multiple folders for each branch/store on the ClearTax E-Invoicing platform.

  • Fixed the issue of incorrect unique identifier used while generating an edited invoice from web portal. This eliminates duplicate copies of the same invoice on the web portal and avoids confusion.

  • Custom fields sent through the API will now be included in the E-Invoice payload when the invoice is edited and regenerated from the web UI.

Release 24 | Feb 2024

Seamless compliance with new government regulations

This month, we have introduced an update to GST reporting per the latest government notification. Additionally, stability improvements have been done across modules, to enhance product performance and user experiences.

Key highlights of this release

  1. Introduction of Table 14 and 15 in GSTR-1 forms, ensuring accurate and efficient reporting for e-commerce operators (CLEAR GST)

  2. New APIs added to ensure reliability and operational efficiency (CLEAR E-InV)

  3. New API to access and fetch eInvoice details for a GSTIN and return period (CLEAR IDENTITY - API)

  4. TDS feature, allowing users control over TDS posted in ERP, and enhanced invoice posting with new cost allocations and backdated posting controls for Non-PO invoices. (CLEAR SUPPLY CHAIN)

  5. Improved validations and ICV generation logic for better performance (GCC)


Clear Compliance Cloud

Clear GST

Our GST filing product has been updated to align with the latest government notification (No. 26/2022). Now, it includes two new tables- Table 14 and Table 15, in GSTR-1 forms, enhancing reporting for e-commerce transactions as per section 52 and section 9(5) of the CGST Act, addressing tax collection and payment responsibilities for e-commerce operators (ECOs) and specified services.

These tables capture comprehensive details of supplies made through ECOs, facilitating compliance with the updated regulations. These additions are effective for GSTR-1/IFF forms starting from the January 2024 tax period, enabling

  • Enhanced Compliance: Ensure accurate reporting of e-commerce transactions, complying with the latest GST regulations.

  • Streamlined Tax Filing: Experience a more efficient tax filing process, minimizing the risk of errors and omissions.

Quick look:

  1. For Table 14(i) - Supplies by E-commerce Supplier (Section 52): Input the ECO's GSTIN in the ClearTax Excel template to automatically populate values for supplies subject to tax collection under section 52.

  2. For Table 14(ii) - Supplies by E-commerce Supplier (Section 9(5)): Set the flag to "3.1.1(ii) Furnished by person making supplies through ECO" in the ClearTax template's "Supplies u/s 9(5)" column to report supplies liable for tax collection under section 9(5).

For Table 15 - Details Furnished by ECO: Use the flag "3.1.1(i) Furnished by ECO" in the "Supplies u/s 9(5)" column and provide "E-Com Supplier GSTIN" and "Recipient Billing GSTIN" where applicable for accurate transaction reporting.

Clear E-Inv

  • Introducing 2 new APIs for E-invoice compliance validation.

    • API to validate the data for E-invoice generation to check the success of IRN generation. Sends success response upon passing validations and provides detailed error messages for failures.

    • API for validating IRP authentication credentials enabling users to check if credentials are correct or not

  • Added support to aggregate line item level details (also supported for transformations) at the invoice level and print them on the invoice PDF.

  • Introduced API to attach digital signature to PDFs from SAP and Microsoft Dynamics ERPs, supporting file input in base64 format.

Clear Identity (API)

Purchase & Sales eInvoice Download API: Provides access to details of all eInvoices generated for a specific GSTIN and Return Period.

  • Key Features:

    • Accesses data of both Purchase and Sales eInvoices.

    • Retrieves comprehensive information including buyer and seller details, item descriptions, HSN/SAC codes, total invoice value, etc.

    • Capability to generate PDF of an eInvoice complete with IRN and QR code.

  • Ideal for lending companies for leads evaluation, eCommerce businesses, companies offering financial services aiming to automate the Sales and Purchase register recording process.

Clear Supply Chain

Clear Supply Chain

  1. TDS: Allows the user to select TDS types applicable while posting an invoice. User will get an option to view all the TDS codes assigned against a vendor, select the applicable TDS codes for a particular invoice & then calculate & post TDS in ERP

  2. Invoice upload via FTP: In addition to manual upload of invoices with FTP now users can upload the invoices to Clear AP using an SFTP folder

  3. Invoice Posting Improvements:

    1. Supporting new cost allocations for Non-PO invoices like Profit Centers and Work Breakdown Structure, for budget allocations

    2. Backdated Posting - with proper controls, so that accounting team can do the posting mainly during the financial year-end


Clear E-Inv

  • Values forming the ‘Tax subtotals’ object are now validated at an aggregate level corresponding to each tax category codes against the aggregate value computed for the same tax category code from the line items. This is done to enable users to pass multiple 'Tax subtotal’ object for the same tax category codes.

  • The web portal now shows numbers in universally recognized comma-separated format, enhancing readability.

  • If a failed invoice is retried without correction, a new error message indicating duplication is returned. Also, the original error messages are now shown alongside to aid users in correcting validation errors effectively.

Release 23 | Jan 2024

Intuitive workflows and enhanced efficiency

Throughout this month, our emphasis has been on optimising your operational processes and ensuring adherence to regulatory standards. We've implemented measures to minimise repeated tasks, make workflows intuitive, and prioritise critical business requirements.

Key highlights of this release:

  1. Electronic Credit Reversal and Reclaimed Report to comply with new government rules for reporting ITC (CLEAR GST)

  2. Higher control and efficiency with ‘Bulk Error Report Download’ and ‘Delete History Flow’ (CLEAR MAX ITC)

  3. Improved IRN/EWB generation success, better data handling, and enhanced handling for Eway bills, ensuring reliability and efficiency (CLEAR E-InV)

  4. E-Invoice QR Code Validation API and GSP API Stack for efficient operations and reliability (CLEAR IDENTITY - API)

  5. Direct ticket creation within the product, reducing the need for extensive interactions and touchpoints with customers and CSMs (SHARED SERVICES)

  6. Autofill invoices with data from the government portal, 3-way matching, to identify discrepancies between GRN and invoices, and accelerated MSME invoice processing (CLEAR SUPPLY CHAIN)

  7. Fixes and improvements like FU creation, auto bid acceptance, holiday aware action, multi-level authorization support for better user experience (CLEAR ANCHOR-ID)

  8. Improved validations and ICV generation logic for better performance (GCC)


Clear Compliance Cloud

Clear GST

Introducing ‘Electronic Credit Reversal and Reclaimed Report’ at GSTIN and PAN levels

  • Notification 14/2022 introduced changes to Table 4 of Form GSTR-3B to improve reporting of ITC:

    • The re-claimable ITC earlier reversed in Table 4(B)2 can be re-claimed later in Table 4(A)5 on fulfillment of necessary conditions

    • Re-claimed ITC must be explicitly reported in Table 4D(1).

  • To avoid errors, a new electronic credit and re-claimed report is introduced:

    • Tracks reversed ITC in Table 4B(2) and re-claimed ITC in Table 4D(1) and 4A(5) for each return period (starting August).


  1. View/ download both at GSTIN as well at PAN level in a single shot to save time

  2. Check opening and closing balance for different time frames to know about the unutilised ITC

  3. View/ download the report for the larger time frame in a single shot for efficiency

Clear Max ITC

New ‘Bulk Error Report Download’ Streamlines Data Ingestion

  • Key feature: Combines multiple error files from different ingestion activities into a single, downloadable file.

  • Primary users: ERP customers who prefer batch error correction.

  • Current availability: Purchase use case.

  • Error file timeframe: Downloadable for the past 2 months.


  • Significant time-saver: Users can address errors in bulk, reducing overall time required for correct data ingestion.

  • Enhanced efficiency: Eliminates the need to access and manage multiple error files individually.

Introduction of ‘Delete History Flow’ in Max ITC

  • Details of deleted documents and a complete audit trail.

  • Recover deleted information from the past two months without raising support requests.

Improvements to existing features: Stability improvements to reconciliation, Table-4 and vendor payments.

Clear E-Inv

  • Improved IRN/EWB generation success with GSTIN status validation check and validation to prevent IRN generation for invoices over 30 days, for taxpayers with 100+ Cr turnover.

  • Improved Data Handling: Increased speed and efficiency in searching, filtering and saving e-way bills

  • Enhanced Error Handling for e-way bills: Improved handling of failure for duplicate EWBs and updating details on the portal, fetched from govt systems.

Clear Identity (API)

E-Invoice QR Code Validation API: Scan and validate e-invoices instantly, extracting detailed line item line item level details of the e-invoice.

GSP API Stack: Interact with the GST system to access taxpayers' information for compliance and KYC purposes. Key features:

  • Lookup Capabilities: Access data of return filings, HSN summaries, and sales/purchase registers, etc.

  • Popular APIs: Return APIs (GSTR1 Details, GSTR3B Details), Public APIs (Search Taxpayer, View & Track Returns Filing)

  • Ideal for E-commerce platforms onboarding sellers, Consumer and SME lenders, Companies providing KYC solutions

Shared Services

Support Desk in Product

  • 'Get in Touch' interface is replaced with a more robust Support Desk, with auto-capture functionalities for product-related data to provide faster resolution of tickets

  • Users can easily log support requests through the product UI, tickets will be automatically created and users will receive a unique ticket number immediately within the UI and through email.

  • Convenient tracking and management of tickets in the "All Tickets" section.

  1. Direct Ticket Creation via Product:

  • User details are automatically captured, reducing the need for extensive interactions and touchpoints with customers and CSMs.

    • This includes a screenshot of the active screen, user email, product, GSTIN/TAN, and the last 10 API requests for efficient debugging.

  • Users can alternatively use the shortcut Ctrl+Q to open the ticket-raising window.

  • This flow functions best when customers report issues directly from the page where they encountered the problem.

  1. History of Tickets: Users can now access a comprehensive history of their tickets directly within all products. This feature allows users to review previously created tickets, enhancing transparency and ease of reference.

Clear Supply Chain

Clear Supply Chain

  1. Autofill invoices with e-invoice data directly from the government portal, reducing OCR dependency. The system fetches details from the GSTIN portal directly based on IRN, reducing manual review time and ensuring accuracy through a reliable data source.

  1. GRN & 3-way Matching: AP users will have the option to manually enter or autofill the GRN for a particular invoice. Once the GRN is identified, they can also configure 3-way matching, to highlight any quantity discrepancies between GRN and invoices.

  1. Accelerated MSME Invoice Processing: Processing MSME invoices within 45 days is a priority for Claer AP. The classification feature allows users to swiftly filter and process invoices from MSME vendors, streamlining the workflow for faster processing.

  1. Introduced keyboard shortcuts for reloading pages and performing actions such as opening, navigating, editing, and filtering invoices. This improves the overall performance of invoice processing.


  1. Invoicemart 3.0: Tech enhancements for better user experience:

  • FU Creation eliminates duplicate invoices and resubmissions from Invoicemart End.

  • Auto Bid Acceptance for faster processing

  • Holiday Aware Action adjusts maturity dates to account for holidays etc.

  • Multi-level Authorization support for better management

  1. Return Posting Failure Intimation: In case an invoice fails to be posted to the client's ERP, an email notification will be automatically sent to the Key Account Manager (KAM) and the Technical Support team, prompting them to look for the reasons and reinitiate resubmission.

  2. Invoice Uniqueness Logic Change and Update values: The invoice duplicity maintained in the system is changed from ‘Vendor ID + Internal Invoice number + Vendor Invoice Number + Fiscal year’ to ‘Vendor ID + Internal Invoice number + Fiscal year’

  3. System Update for Invoice Value Changes:

  • The system will automatically update the invoice details if there is a change in the invoice value.

  • This update applies to invoices in the open stage and uniqueness logic defined for invoices must be the same.

  1. Platform Fixes and Improvements:

  • Performance Dashboard: Arrow buttons are added to give results for next 6 months.

  • Rejected Recovery and Auto Offer: Rejected recoveries and invoices are no longer automatically resubmitted through auto offer after rejection.

  • User Role Mapping Screen: Permission for new banks (Axis Bank/ DBS Bank/ HSBC Bank/ ICICI Bank/ Invoicemart) added in the user role mapping screen to ensure visibility of ‘Rejected Invoices.’

  • Bank Financing Display Improvement: Modified the bank financing case to display individual invoice-level interest rate in CSV.


Clear E-Inv

  • Validations for improved experience:

    • Relaxed validation on buyer country code for all invoices in line with ZATCA update. Now export invoices with country code ‘SA’ can be generated

    • Added a validation to prevent the generation of another document with the same document number in the same financial number irrespective of the type i.e. invoice/credit/debit note/prepayment receipt

  • Print PDFs can now be generated or converted using the APIs for prepayment or advance invoices

  • Updates to the ICV generation logic

    • For all cases where there is a genuine validation error from ZATCA which is corrected then a new ICV will be assigned otherwise the same ICV will be used

    • In case of retriable errors or if the ZATCA server has issues, or if there are validation errors from Clear, then a new ICV will not be assigned

  • Increased the number of digits that are accepted in the invoiced quantity field to avoid conversion of the value to scientific format

  • Fixed issues in all CSV reports where error messages are not populated correctly for failed invoices.

Release 22 | Dec 2023

Elevating User Experiences

Enhanced user experience is not just a goal but a guiding principle for Clear. This month, we have focussed on elevating each user touchpoint to ensure ease of use, seamless flow of documents, and improved efficiency. You will see this reflected in all the 30+ features launched this month across all Clear products. A few key highlights from this month’s release are:

  1. Actions in 6A vs PR recon seamlessly flow to GSTR 6, and other improvements such as reports and delete history CLEAR GST CLEAR MAX ITC

  2. Stability improvements in 2B vs PR recon to handle scale, and other improvements such as link / de-link documents via. excel ingestion and vendor’s G3B status in workbench CLEAR MAX ITC

  3. Now create and pay challans directly from the product, and use token-based DSC instead of e-mudhra CLEAR TDS

  4. Renew or upgrade within the product. Test out higher plan features for 30 days, free of charge! CLEAR GST

  5. E-invoicing UI is revamped to make it more user-friendly, addressing gaps for easier and more intuitive interactions CLEAR E-INVOICING : INDIA

  6. Improved invoice reviewing experience is enhanced with a summary listing completed checks and next steps for invoice processing CLEAR SUPPLY CHAIN

  7. Paid invoices can now show payment reference number, payment date, and payment amount, and other improvements CLEAR SUPPLY CHAIN CLEAR ID

  8. ClearTax E-Invoice utility for POS systems: Generate ZATCA compliant E-Invoice from anywhere without the requirement of continuous internet connection


Clear GST

  1. Enhanced Reports for Quicker Data Interpretation

    1. One single sheet for all the GSTINs and PAN level summary

    2. Headers are aligned to enable users to easily filter and get insightful information.

    3. Changes made in the following reports:

  • Filed G3B

  • GSTR-1 vs 3B vs Books

  • GSTR-2B vs 3B Vs Books

  • GSTR-2A vs 3B vs Books

  1. Support for 6A vs PR Reconciliation:

  • Distribute accurate ITC to branches by seamlessly linking documents from 6A vs PR to GSTR-6.

  • Just have to follow three simple steps

    • Run 6A vs PR recon

    • Taken actions on documents

Select the source as “6A vs PR”

All the data and documents accepted either in 6A or PR will seamlessly flow into GST-6, with pending documents automatically carried forward to the next months.

This streamlines the manual creation of the Final Purchase Register based on 6A and PR, enhancing overall efficiency.

  1. Delete History Dashboard for clarity on deletions, audit trail, and reduced support requirements.

    • New dashboard for deleted document details and audit trail.

    • Recover deleted information from the past two months and minimize the need to raise support requests.

      • Track deleted invoices in the Document and Import History sections.

      • Currently supports GST (Sales, Purchase) at the document level.


  1. Ingest ITC Action via Excel: The user can now export the recon results, take actions on excel, and re-ingest on the platform. The user can now not only take actions and remarks but can also link / de-link documents via excelNEW

  1. Now users can check G1 / G3B filing status in Recon in 2B v PR. Even though the GSTR 2B does not share the said information, we are running GSTIN verification to populate such information

  1. Toggle button on / off in VP 2.0 for ease of use of Vendor Payment for existing & new customers, without any delivery team dependency

  1. Introduction of Sub-buckets INDUSTRY FIRST

  • Sub-buckets will give users a granular view of the matches enabling them to take actions at a higher speed and accuracy (Examples of sub-buckets are ‘Matched within tolerance’, ‘Matched at Vendor-PAN level’, ‘Matched but PR or 2B in-eligible’)

  • This feature enables users to:

    • Ease of use for the user since the sub-bucket automatically bifurcates the links in smaller buckets mentioning the reason of the link in that bucket

    • Easier way to claim ITC since the sub-bucket can be used instead of match status filter

    • Ease of correcting data due to incorrect accounting or incorrect reporting by the vendors

Clear Supply Chain

  1. Invoice Reviewing Experience

    • The banner enhances the invoice reviewing experience of an AP user & helps save time by highlighting a summary of what validation/compliance checks have been done & nudges the user to take the next steps to process the invoice

  2. Productivity: Features that enhance AP users' productivity & efficiency in processing invoices:

    • Expanded line items edit option

    • Quick Copy functionality in table

    • Custom columns/reordering List View

  1. Labels allow users to tag an invoice for below use cases

    • Invoice Classification based on common errors, blockers

    • Workflow management using tags & filters

  2. Import Invoice allows users to upload Import invoices (foreign invoices), extract the data, process & send them to ERP

  1. Item Level Configuration sllows users to enable/disable columns at line item level & allows her to keep these as mandatory/optional

Clear E-INV

  1. Enhanced User interface

    • Web product is revamped to make it more user-friendly, addressing gaps for easier and more intuitive interactions.

    • Accelerated page and filter interactions to provide quicker response (2x faster page load and filter refresh as compared to earlier)

Optimized ingestion process

  • Improved invoice ingestion speed and efficiency.

  • Streamlined error correction and updated workflows, making them more user-friendly.

  • Minimized the need for manual steps, simplifying the overall user experience.

Clear Supply Chain: Clear ID

Program Performance Dashboard Changes:

  1. The dashboard is updated to show only the currently active bank products.

  2. Now, when you switch companies, the dashboard accurately reflects the current company's results.

  3. Added arrow buttons to easily navigate and view data from previous months/weeks in the dashboard.

Payment Reference Number introduced for Paid Invoices:

For paid invoices, you can now see the Payment Date, Payment Number, and Payment Amount. This information is retrieved from your ERP and is visible to both buyer and seller.

Password Format Changes - New User Creation:

When a new user is created, a default password is generated and sent to the user via email. The password format has been updated to include one special character (like @, #, $, %, ^, &, +, =!), one numeric character, one lowercase letter, and one uppercase letter.

Platform Fixes and Improvements:

  1. Invoice Date Visibility: Invoice Date is now visible for vendors when they download CSV in all the screens - Amount under offer, Amount under clearing, Days received early

  2. Default invoice data upload template: Lots of columns were present in the default invoice data upload template earlier. The count of columns is now reduced to 9 mandatory fields only, to simplify the process. These fields are - Vendor ID, Invoice Date, Buyer Invoice Number, Vendor Invoice Number, Invoice Amount, Due Date, Location, Fiscal Year, Invoice Type

  3. Internal document number has been added in the Recovery section for both vendors and anchors, to eliminate duplicity.

  4. Default posting configuration: Whenever a new anchor gets onboarded, a default posting information has been added to the system.

  5. Invoice duplicity logic change and updation: The logic for handling invoice duplicity has been updated from “Vendor ID + Internal Invoice number + Vendor Invoice Number + Fiscal year “ to “Vendor ID + Internal Invoice number + Fiscal year”

Clear TDS

  1. Challan creation and Payment: Now create and pay challans directly from the product!

    1. Determine the monthly TDS liability and create challans based on deductions

    2. Alternatively, create independent challans by Excel import.

    3. Generate CRN for the generated challans in the Income-tax portal

    4. Post payment direct import and tagging of challans to the deductions.

  1. Based on customer demand, we have now introduced Token-based DSC support to digitally sign the TDS certificate:

    1. Only the e-Docu signer provided by eMudra was supported to digitally sign the TDS certificates.

    2. Now any token-based signature provided by any provider can be used to digitally sign the TDS certificates

    3. Request, Annexure, Generation and Emailing of digital signature remains unchanged.

Clear Identity (API)

  1. GST Unregistered Applicant Details & Verification (2 APIs): Designed for seamless onboarding and verification of GSTIN unregistered sellers/vendors. Useful for e-commerce platforms for Seller Onboarding, LCs for verification of unregistered Vendor during onboarding

  2. UPI ID Verification: Validates authenticity of a given UPI ID. Useful for corporates, e-commerce companies, and startups, both during onboarding as well as during payment journey.

  3. MCA Detailed API: Offers extensive breakdown of company details, including directorships, signatories, potential related parties, and charges. Useful for verifying legal compliance, financial position etc.

  4. Company Financials: Provides comprehensive financial details of a company, including summaries, establishment details, employee numbers, and credit ratings. Useful for Lending Companies.

Shared Services

GST Auto-Renewals: Exclusively for selected customers- renew or upgrade within the product itself!

  • Alerts: Timely email and product reminders ensure you never miss a renewal.

  • Simple 3-Step Process: Review details, update billing, and choose payment method to renew.

  • Complementary License Upgrade: Test out higher plan features for 30 days, free of charge. After the offer period, you can revert to your current plan, or upgrade to the new plan.

  • Payment Process: Track payment clearance and receive receipts on successful payment.

Renewal & Upgrade flow: 60 days before expiry, users get notified via email and within the product to:

  • Renew their current licence

  • Upgrade to a higher tier and test it for 30 days, for free!

The GST Advantage user upgrades to Premium and sees details of the 30-day free trial, including the end date.

Click ‘Start’ and begin the free Premium trial for 30 days. Reminders on email and in-product keep you informed.

Review billing, choose payment, and close the renewal/upgrade.


Clear E-INV

ClearTax E-Invoice utility for POS systems: Generate ZATCA compliant E-Invoice from anywhere without the requirement of continuous internet connection

A truly offline utility that functions without internet to validate your invoice data, add mandatory fields and generates a ZATCA compliant E-Invoice with signed QR code that can be readily shared with the buyers on the spot. This offline utility is compatible with any POS system and can be installed easily to register devices to generate E-Invoices and also to generate E-Invoices itself. Accepts input data directly from the POS system and enriches it to make it a buyer sharable compliant E-Invoice. Reporting can be done to the government systems subsequently via a file upload strategy. All the E-Invoices generated would be visible on the ClearTax web portal and reports/corrections can also be made if required. NEW

More improvements and Fixes:

  1. Added support to print/generate PDF for prepayment invoices

  2. Added support to convert normal PDF to ZATCA compliant PDF/A-3 invoices for type prepayment invoices

  3. Now force retry is accepted for invoices that are in ‘Pending’ status due to ZATCA server being unresponsive. Retry happens from our cron every 1 hour but in case a taxpayer retries a pending invoice then it will be attempted immediately

  4. Updated the ICV logic for invoices that are failed by ZATCA with a blank error message. New ICV will not be generated and the previous one will be reused during subsequent reattempts

  5. Updated the logic of business hierarchy API calls to handle 4040 errors in async E-Invoice generate calls

  6. Updated the error message for cases where ZATCA error message is blank or in a different format so that no error messages in the response or reports is blank

Release 21 | Nov 2023

Date: 8th Nov, 2023

Boost your cash flows

Managing and improving cash flow is a key agenda for any CFO. For businesses to continuously invest in their growth, it is imperative to be cash-rich. Clear’s product and engineering teams have worked with a laser-sharp focus to launch products and features that help Indian businesses boost their cash flows. This month’s release focuses on three main pillars to accomplish this:

  1. Fixing your cash flow problems at the root with faster and accurate invoice processing

  2. Improving your working capital with an industry-first hybrid early payments program

  3. Maximise ITC with innovative sub-bucketing and ‘terminal state’ of vendor payments


Clear Supply Chain

Fix cash flow problems at the root: AI-powered invoice digitisation, validation, approvals, and automated invoice posting to ERP

AI-powered invoice digitisation NEW

Clear’s superior AI-powered OCR technology provides higher accuracy than other competitors. Invoices can be uploaded to the platform via multiple ways: E-mail, FTP, direct bulk upload, and vendor portal.

Once the invoice is uploaded on the platform, all header and line item data is extracted via OCR.

Invoice enrichment and validation NEW

On top of our OCR, we also have the capability to enrich the invoice fields from multiple other sources like EINV, QR, EWB, 2A, Purchase Order, Goods Receipt Notification, and Vendor Master. This feature adds value especially when invoices are of poor quality and OCR accuracy drops, the feature will ensure your overall digitisation accuracy stands at 95% on key fields.

45+ validation checks against EINV, QR, EWB, Purchase Order and Vendor Master to make sure the invoices are booked accurately in the ERP. This will also ensure there are no downstream impacts during payments or ITC.

Ability to run extensive 2-way and 3-way matching on invoices to make sure you account/pay accurately. The 2-way and 3-way matching feature is also completely configurable to suit every business need.

Approval workflows NEW

Once invoices are all digitised, validated, and assured of accuracy, some of them might require approvals from other stakeholders/P&L owners before they get posted to the ERP. You can use Clear’s robust approval workflow to set approval policies, so that the required invoices are approved before being booked in ERP.

In case you need to follow up with the approver or collaborate with other team members on a particular invoice, you can do that from the platform too. There is a built-in chat facility for seamless communication.

Automated invoice posting NEW

All invoices can be automatically booked in ERP. It seamlessly works both for PO and Non-PO invoices. And we have the feature of tagging the expense to the right cost center so that the expenses are booked at the right place.

We are currently live with a 2-way integration on SAP ECC and SAP HANA. Integration with other ERPs such as Oracle, Microsoft, and Tally will be live soon.

Clear ID

Improve working capital with an industry-first hybrid early payment program, new financing partners, convenient ways to onboard vendors and finance dashboard

Hybrid Early Payment Program INDUSTRY FIRST

Extend DPO (days payable outstanding) at no cost with Hybrid Early Payment Program: A unique product to avail longer credit periods with suppliers by leveraging funds from external financiers at lower interest rate. This provides a significant boost to the company's cash flow, offering more time for repayment and reducing immediate financial pressure.

Program performance dashboard NEW

A new dashboard has been launched to aid cash flow planning:

  1. track due dates of payables across vendors and banks

  2. identify gaps in available capital vs cash outflow due in the next 6 weeks

  3. identify the savings generated from early payment programmes

  4. impact on DPO (days payable outstanding)

Unified WhatsApp based vendor onboarding and transacting NEW

Improve vendor participation with a convenient channel for onboarding and transacting. Vendors can now be onboarded via a convenient WhatsApp channel owned by Clear. Vendors can also directly raise discounting requests via their mobiles.

Previously there were two separate flows for onboarding and transaction, but we have now integrated these two flows in one WhatsApp business number and incorporated additional features such as "Raise a ticket," "Contact us," and "Visit our website."

HSBC Bank as Financing partner NEW

Yet another banking partner has been added to the platform. You now have the option to select from the following financiers:

For MSMEs Only - Invoicemart and RXIL (TREDs Platform)

For MSMEs / Non MSMEs - Citi Bank, Axis Bank, ICICI Bank, DBS Bank, HSBC Bank

Clear Max ITC

Maximise ITC with innovative sub-bucketing and 'Terminal State' of vendor payments

Introduction of Sub-buckets INDUSTRY FIRST

  • Sub-buckets will give users a granular view of the matches enabling them to take actions at a higher speed and accuracy (Examples of sub-buckets are ‘Matched within tolerance’, ‘Matched at Vendor-PAN level’, ‘Matched but PR or 2B in-eligible’)

  • This feature is very powerful to -

    • Reduce mind-space for the user since the sub-bucket automatically bifurcates the links in smaller buckets mentioning the reason of the link in that bucket

    • Easier way to claim ITC since the sub-bucket can be used instead of match status filter

    • Ease of correcting data due to incorrect accounting or incorrect reporting by the vendors

More Improvements and fixes:

Clear GST

  1. G1 Settings for Document Series and HSN Summary Auto-compute: You can now configure how Document series and HSN summaries are auto-computed, making it easier to manage these activities for PAN and multiple GSTINs, eliminating any confusion.

  1. Pre-upload Validation for Inactive GSTIN: Enhanced pre-upload validations in GSTR 1 now provides accurate results for inactive GSTINs, improving data accuracy.

  2. Increase in the Number of challans shown per page in G3B: You can now view and download a higher number of challan details on a single page. This allows for more efficient data retrieval in a single Excel file, simplifying your workflow.

  1. In Product Announcements by GSTN: Stay updated with in-product announcements about advisories and GSTN changes, ensuring you are always informed of the latest developments.

  2. Performance Boost for G9 and 9C Form: We've optimised data retrieval for G9 and 9C forms, enhancing overall productivity when preparing these forms.

  3. Bulk Error Report Download: Using this functionality ERP users can now download multiple error files belonging to different ingestion activities in a single consolidated file. This will significantly reduce the time taken to correct errors. This is currently supported for Purchase documents and users can download the error files for the latest 2 months.

  1. Licensing and Metering: Users can now track number of invoices ingested by them against the invoice count limits as agreed upon in the signed order form. An invoice will not be accounted:

  • If a document is duplicate and being overwritten

  • If a document is ingested and then deleted same

Note: This has now only been enabled for GST 2.0 for Sales and Purchase documents

Clear TDS

  1. Challan and LDC tagging from UI:

    • Now TDS product can be used for monthly compliance checks rather than only for quarterly filing.

    • Challan details are no more mandatory while ingesting deductions details.

  2. Option to append Digital signature only on the last page of TDS certificate: Now users can add digital signature only to the last page of the TDS certificate in addition to All pages and Custom pages.

  3. Removal of PAN-Aadhaar linking status column from Deductee tab: Reporting portal is not providing the PAN-Addhar linking status. Now PAN-Adhaar linking status is available in TRACES, non-linked PANs will be flagged as 'Active & inoperative'.

  4. Import Conso file changes: New section codes 194BA, and 194NF were introduced as a part of FVU 8.2 along with other changes. Conso files having those sections can be easily imported for making necessary corrections.

  5. Validation for ITDREIN during 206AB check: Validation check for ITDREIN format. Expected value <TAN>.<2 Alpha><3digits>. Sample JLDA05637C.TU683

  6. Other improvements:

  7. Updation of latest utility to extract Justification Report - v3.0

  8. Enabling removal of LDCs not tagged to any of the deductions from the return.

  9. Correction return optimisation to fasten the detection of changes in correction return

  10. Accurate definition of date range for challan file download during FVU generation.

Clear Identity (APIs)

New APIs have been added to the API Suites:

  1. GSTIN Ownership Verification API: Verifies ownership of a GSTIN against provided Mobile and Email ID.

  2. Contact Validation APIs: Validates Phone and email using OTP. Useful for Corporates that need a plug and play service to verify contact details during partner onboarding.

  3. GST Unregistered applicant Verification APIs: Validates and provides details of unregistered GST applicants. Useful for ecommerce companies in Seller onboarding, NBFCs and other corporates for KYC of unregistered vendors/partners.

  4. MCA Company Details API: Provides Company’s status as per MCA and additional information on as registration details, directorship information, filings, compliance status. Useful for due diligence of potential. Useful for Large corporates (partner due diligence) lending institutions.

  5. Company Financials API: Provides extensive data on company’s financials such as paid-up capital, turnover, profits or losses, total equity, liabilities, and assets for a specific financial year, along with whether the data is standalone or consolidated. Useful for lending institutions.

Clear Supply Chain

  1. Vendor Onboarding:

  • You can create a customised vendor onboarding form with document upload, validations (e.g., if PAN entered for AADHAR). You have the flexibility to decide which fields are optional or mandatory. Clear will provide a few standard templates.

  • Anyone in your org can send this form to any vendor to be onboarded. Vendor gets the form, fills it quickly like a Google Form / Survey Monkey

  • Vendor details are verified using 20+ KYC APIs while being filled out (viz. GSTIN validity, Bank Account validity and ownership, MSME status etc.)

Clear ID

  1. Integrated ERP - Invoice Retrieval and seamless Return Posting: Invoices and vendor details are automatically fetched from Client’ ERP on a daily basis. It seamlessly works for PO invoices / Non - PO invoices / Credit- Debit Note/ Quality Rejects and all types of Recoveries. After the Financing is done, the system also does the return posting of all invoices. We are currently live with a 2-way integration on SAP ECC and SAP HANA, Oracle and Microsoft.

  2. Anchor based Configurations: Platform allows multitude of configurations for anchors to manage the program construct:

  • Setting up Approval Workflow

  • Managing Payment Dates & Holiday Calendar

  • Interest Rates Assignment (Fixed/ Variable / Flat Rate)

  • Activate- Deactivate Vendors

  • Minimum Discount Config

  • Ability to add/delete banking product

Release 20 | Oct 2023

Date: 16th Oct, 2023

Uninterrupted compliance with new rules and tight deadlines for businesses in India and GCC

So far the year of 2023 has brought with itself 15+ new regulations for businesses in India and GCC. All of these changes have increased the cost of non-compliance for businesses.

In India, a new electronic credit and reversals ledger was introduced. DRC-01B and DRC -01C intimations were announced. 2 factor authentication was mandated on NIC for E-Inv and EwB generation. TDS for gaming companies was introduced.

The second half of the year is a fairly busy time for finance professionals. In addition to dealing with audits and the regular monthly compliances, there are indirect and direct tax related annual compliances to focus on. Businesses also need to prepare for seeing an increase in notices since the government will be sending out notices for FY 18-19 from Oct 2023 to 31st Dec 2023.

In GCC, phase 2 of ZATCA E-Invoicing was announced on 1st Jan 2023, creating another level of complexity for businesses. This move mandates that all businesses with annual turnover greater than SAR 3 Bn (wave 1) to generate ZATCA compliant E-Invoices for all B2B and B2C transactions.

To ensure that our customers have the assurance of compliance despite new rules and upcoming deadlines, Clear has enhanced its products. In this release, you will see 13 exciting new features and 15+ improvements to existing features across all products.


Clear Max ITC

Track all deferred/unclaimed ITC claims with ease: first in market Table 4 automation, convenient ways to take claim actions and avoiding double claims

It is now mandatory to accurately declare all ITC reversals in the new ECRS. This means that every business in India will now have to improve the diligence on tracking all unclaimed ITC month-on-month, adding more burden to an already burdened tax team. Clear has released several new features to ensure all reversals are tracking accurately and with absolute ease.

Table 4 automation IMPROVED

Instead of a completely manual, complicated process of maintaining multiple excel sheets, tracking unclaimed ITC has been reduced to a simple 3 step process:

  • Run 2B vs PR reconciliation

  • Take ITC claim actions on each document (use filters to take actions in bulk)

  • Generate and review Table 4 (detailed calculation trail is downloadable from the platform)

    • You can now add custom columns in the downloadable excel to meet company-specific reporting requirements

    • A new column has been added in Table 4 excel report to clarify whether ITC has been claimed as per PR or 2B

Table 4 automation is also available in ClearGST.

Here is the user manual for running reconciliation and generating Table 4.

Convenient ways to take claims actions

Configurable settings: Users can now configure the reconciliation rules and match buckets (exact, suggested match etc.). Based on their accounting practice and risk tolerance, they can now determine which match should go under which match bucket. NEW

Example: Currently any transaction where the tax tolerance is within the limit (eg: Rs. +/-10) goes to Suggested Match bucket, and anything beyond that always goes in Mismatch bucket. With the new configuration, users now have an option to configure cases where Tax value as per 2B > Tax Value as per PR and beyond the tolerance limit under suggested bucket.

Actions via excel re-ingestion: Now update actions and remarks (including claim %) using excel. Simply export the recon results, take actions on the excel and re-ingest on the platform. NEW

Enriched recon results: 25 new columns have been added to the recon results excel. Some of the new columns added are filing frequency, vendor risk, amendment / deletion flag etc. This will provide you with information that help you take the right decision on ITC claims. NEW

Avoiding double claims

Actions taken on 2A v PR reconciliation(where G1 is filed) will now automatically traverse to 2B v PR recon thereby reducing double effort and avoiding dual claims. NEW

Clear E-Inv & EwB

Skip the OTP: No 2 factor authentication required on Clear

With Clear, you don’t have to worry about dealing with OTPs every time you login to NIC to generate E-Inv. This not only saves you time but ensures a hassle-free E-Inv generation experience. NEW

Clear GST

Meet your annual compliance needs: File GSTR 9/9C accurately in less than 1/10th time

Enterprises spend days to file GSTR 9/9C each year. Businesses can now rely on Clear to ensure that this return form is filed accurately in the minimum time possible.

  • One Click Download of Filed G1, 3B, 2B, 8A (Documents details), G9 (PY), Draft G9 for 19months for all GSTINs

  • PAN-level data preparation, reconciliation and filing NEW

  • Auto-preparation of 9C from draft GSTR 9

  • A comprehensive 19-point checklist ensures only 100% accurate data is filed and highlights any possible discrepancy

  • Compare different sources of data to determine the right turnover (TO), net ITC available/claimed etc.(Example: TO from filed G1, SR, filed 3B, G9 (CY)) NEW

  • View a month-wise break up of each source of TO, tax liability, ITC claimed to determine the right source for filing NEW

  • Option to select the source of data for filing the different tables of the form NEW

    (Example: Table 4, 5, and 9 can filled from GSTR-1, or SR)

  • View important reports right on this screen - G1 vs 3B vs SR, 2B vs G3 vs PR, Filed G1, Filed G3B, Filed G9 NEW

Here is a step-by-step guide for filing GSTR 9/9C on Clear.

Clear TDS

Improved user experience: Updated version of FVU, Edit challan details from UI and integrate with ERP

To make our customer’s experience even better and help them meet all upcoming deadlines for 27EQ, 24Q, 26Q and 27Q, the below new features have been released:

Updated version of FVU generation NEW

The govt released an updated version of the RPU utility on 1st Sept 2023. Accordingly, the FVU generation of forms 24Q, 26Q, 27Q and 27EQ has been updated on ClearTDS.

Edit challan details from UI IMPROVED

User can now make changes to

  • all the challan fields, where challan status is blank or unmatched

  • amount break-up only without impacting Total challan amount, where challan status is Matched

  • none of the fields if the challan is tagged to correction return

Integration with ERP NEW

Users can now send all relevant data for filing Form 26Q from their ERPs to ClearTDS

Clear Managed Services

For enterprises that want additional support in meeting their annual compliance needs, Clear’s expert managed services team can provide the below services:

  • Filing of GSTR 9/9C

  • Claiming of airline credits

  • Preparation of Form 3CD

More Improvements and fixes:

Clear GST

  1. GSTR 7 and GSTR 8: Users can now perform the following actions in addition to PAN level capabilities already supported on the platform

    1. Download the “Rejected By Supplier” information from GSTN

    2. File NIL returns

    3. PAN level error file post Upload to GSTN, similar to GSTR-1

    4. Download Draft and Filed PDFs from GSTN, like GSTR-1 draft and filed PDFs

  2. GSTR 6: View late fees information, if any, in GSTR 6 filing flow

  3. Data Ingestion:

    1. Support for Voucher merge option at GSTIN and Org level, while ingesting purchase documents

    2. No longer need to map Custom fields in Custom mapper. Custom fields will be directly ingested without mapping if the same is added under “Custom fields” settings.

Clear TDS

  1. PAN/Deductee tab: Addition of “Active & inoperative” filter, fixed the count of invalid PANs to exclude the PANs with Active & inoperative status.

  2. TRACES Requested files: Handled the use-case wherein TRACES status is Available but no-files present in TRACES portal, there by re-setting the status to “Failed”

  3. TRACES user id validation: TRACES user id should be no more 11 characters with no spaces

Clear Notice Management

  1. Improved case handling experience for new cases received in case of errors in syncing with portal to ensure user knows what are the next steps to be done to resolve the error.

Clear identity (APIs)

Several new APIs have been added to the list of APIs already available:

  1. HSN Search & GST Rate Finder API: Get GST Tax rate for a given HSN/SAC Code. Find HSN/SAC code for a given product/service name

  2. FSSAI Verification API: Verifies FSSAI licenses by providing details such as license status, entity name, license type, address, list of products given license was given for.

  3. Company Name to GSTIN Search API: Takes company name - full or partial, as input and gives list of legal names of companies that have the given search name and gstins associated with that name

  4. Company Name Verification API: Takes company name - full or partial, as input and gives list of legal names of companies that have the given search name and pans associated with that name

  5. International Business Name Search API: Search for, verify name of a company in ~50 countries

  6. Driving License Details API: Verify validity and other details for a given driving license information

  7. Vehicle Registration Details API: Verifies validity of the vehicle registration and provides details about the owner, the vehicle's details and the insurance details

Updates to existing APIs:

  1. PAN Verification API: Added a new field panOperativeStatus classifying PANs based on Aadhaar linkage

  2. MSME Verification API: New fields provide MSME classification history in addition to the latest year's MSME status

  3. New API Versions released for 3 APIs - MSME Verification V2, MCA Status Check V2 and Bank Account Verification V2


Clear E-Inv - GCC

Be audit ready: Archive and store all your E-Invoices at a single place

As per ZATCA regulations, E-Invoicing data should be stored and archived by taxpayers for a period of six years plus one year which includes the financial year to which the document belongs to. Now, ClearTax offers you the option to easily access all the stored data which is older than 365 days from the new 'Archives' section. Access lite, detailed and offline reports from the archives page while pdf with embedded xmls can be accessed in the upcoming release. NEW

In case you have not yet opted for the data storage option then do it from the option available in the archives page or reach out to your account manager.

More Improvements and fixes:

  1. Updated the ZATCA SDK to the latest version 3.2.6

  2. New feedback module to capture the user’s experience with major flows within the E-Invoice product

  3. Updated the QR Code generation step to match the timestamp in QR Code with the Invoice Issue time in XML which has to be in KSA local time

  4. Detecting the branch code or store code from the filename of xmls

Release Note for GST: Release 19 of 2023

Date: 21st Sep, 2023

  1. PAN level GSTR- 7/8

a. We are thrilled to launch the v1 version of GSTR-7/8 at a PAN level.

1. In this second version, users can now perform the following actions in addition to PAN level ingestion, preparation and upload to GSTN:

PAN level computation of liability which will calculate the Interest, Late Fee on GSTN and fetch it on app.clear bringing it more closer to E2E form

  1. Autofill capability of challans similar to GSTR-3B

b. OTP active date was showing +30 days from current date and not +30 days from the date of activation. This issue has been resolved and users will see the correct date of expiry

Changes in GSTR-1

  1. Pre upload validation improvements

a. Users were getting error during pre upload validation for cases which seemed incorrect. We have made fixes for the following cases which will improve user experience and user will not be facing the error

  1. Validation error for suspended GSTIN

  2. Validation error for active GSTIN due to status mismatch between GST portal and clear

  3. Validation error for B2BA for previous FY and B2B in current FY

Changes in GSTR-6

File with EVC is now live for GSTR-6 which makes our form on app.clear an E2E GSTR-6 form. Users can complete the process easily on app.clear without even logging to GSTN portal

Changes in Reports

  1. For all comparison reports like (G1 vs 3B vs Books, 2A vs 3B vs Books, 2B vs 3B vs Books) users will have the flexibility to show/hide books or G1/2A/2B data as per their need. User will also be able to download excel reports without books)

Changes in EWB vs Sales/GSTR-1 recon

  1. There was a restriction to run EWB recon for a return period which is older than 12 months from the current month. This restriction is removed & EWB vs Sales / GSTR-1 recon is now supported for older return periods as well.

a. Only those users for whom the older return period EWBs are already available on the Clear Tax system will be able to utilize the same.

b. Note: When running EWB recon for older than 12 months, count of EWB docs available for the selected month will not be shown in the data preparation step prior to recon run.

c. In-case there are no EWBs to reconcile, EWB recon will fail stating there is no EWB data to reconcile.

d. EWB recon run for older return periods shall take longer time than usual as the EWB data needs to be retrieved from archives.

Changes in Ingestion

  1. Adding of banner for users who only have branch level access and can’t access Forms, Reports and reconciliation

We came up with a banner on the UI for communicating with end users for no access to forms, reconciliation and reports if they have access to some branches and for getting access they need to connect with their admin for getting access for GSTIN/Pan level access to use above features.

  1. Purchase and Sales Tax rate not visible on Ui while editing the documents

In the Edit flow on Ui for both sales and purchase if the user edits the tax rate having 3 decimal places and tries saving it , it gets rounded off to 2 decimal places. The above issue is now fixed .

  1. Fixing of functionality of Get error file under import history

In Import history user was not able to download the error file on Ui under the actions tab, the fix for same has been done and now user after clicking on “ Get error file” can download the error file Seamlessly.