📢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 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.

  1. Fixing of amendment issue for GSTR-6 prepare page view sections for table 6A and 6C

GSTR-6 Prepare page view sections table 6A and 6C view was giving error "Error Occurred while fetching view data details" when the same file is re-ingested and duplicates are overwritten . This case is now handled and user will now be able to handle to view the sections without any error

  1. Support for Purchase Government template

Release Note for GST: Release 18 of 2023

Date: 4th Sep, 2023

We are excited to introduce several new features and enhancements in this product update. These changes are aimed at improving your experience with preparing and filling GST returns and ensuring compliance with GST regulations. Here is the detail of the key features and updates:

  1. PAN level GSTR- 7/8

a. We are thrilled to launch the v0 version of GSTR-7/8 at a PAN level.

b. In this first version, users can now perform the following actions in addition to PAN level ingestion:

  1. PAN Level Preparation of the form, similar to other forms on CFC.

  2. PAN level Upload to GSTN, which includes a comparison of Your Data vs. Data on GSTN after upload.

  3. Reset Data on GSTN, even if it is not available on GSTN.

  4. Bulk Challan creation, similar to GSTR-3B

2. GST Return Applicability check

  1. To streamline the GST return process, all GSTINs will now be validated at the preparation step of each form.

  2. This validation ensures the GSTIN's applicability for the return period, preventing issues during the upload.

  3. Possible reasons for failure, such as GSTN being Cancelled/Suspended, registered after the return period, or inactive, will be flagged.

  1. Changes in GSTR-3B

  1. Upload time stamp in GSTR-3B

a. We have introduced a new feature that allows users to track when

they last uploaded data to GSTN.

b. This timestamp is conveniently displayed on the GSTR-3B upload page, enhancing transparency and record-keeping.

  1. Logic update for Ineligible ITC in Table 4

a. We have addressed an issue related to ineligible ITC in Table 4 of GSTR-3B.

b. Previously, all ineligible ITC was accumulating in 4A(5) and getting reversed in 4B(1), regardless of whether it was for IMPG or RCM.

c. With this update, if the user selects PR for creating Table 4, ineligible ITC for IMPG, RCM, or other categories will be correctly placed in 4A(1), 4A(3), and 4A(5), respectively, and reversed in 4B(1).

Users can now include custom information in their reports, enhancing their analysis and reporting capabilities.

  1. Custom Column support in Table 4 excel report

a. To provide more flexibility and insight, we have added support for custom columns in the Table 4 Excel report.

b. Users can now include custom information in their reports, enhancing their analysis and reporting capabilities.

  1. ITC Claim as per PR/2B column in Table 4 excel report

a. We have added a new column to the Table 4 Excel report, displaying the ITC claim as per PR/2B.

b. This addition will easier for users to track and manage their ITC claims.

  1. Edit UX improvements in GSTR-3B

a. We have made significant user experience (UX) enhancements across the "view prepared 3B" section.

b. These improvements streamline the process of editing Table 4, providing users with better clarity and ease of use.

Changes in Ingestion

  1. Support for new headers in Purchase for ERP Users

a. We are now supporting additional system fields in purchase for ERP users, ensuring a seamless data ingestion experience.

b. Users can include columns such as Voucher type, ERP Expense GL code, and more during data ingestion.

c. These columns will be part of the UI and will be included in the downloaded report from data ingestion.

  1. Support for new headers in Sales for ERP Users

a. Similar to the purchase module, we are supporting additional system fields in Sales for ERP users.

b. Users can include columns such as Voucher type, ERP_Business Place, and others during data ingestion.

c. These columns will also be part of the UI and the downloaded report from data ingestion.

Release Notes GST 21st August 2023

Changes in GSTR-1

Release Sept 2023


Enabling FVU v8.2 to support of Q1 of FY24 returns.

Changes in Form 26Q

  1. Introduction of section 194BA - 'TDS on winnings from online games' w.e.f 1st April 2023

  2. Introduction of section 194NC - 'TDS on cash withdrawal from co-operative societies' and addition of 3 new columns to capture the value of withdrawal w.e.f 1st April 2023

Changes in Form 27Q

  1. Introduction new column to capture 'Whether deductee opting out of new taxation regime [u/s 115BAC (1A)]?' w.e.f 1st April 2023.

  2. Introduction of new items under 'Nature of remittances' in relation to capital gains for returns belonging to Q1 of FY24 and onwards.

  3. Introduction of section 194BA - 'TDS on winnings from online games', section 194B ‘TDS on winnings from Lottery’, Section 194BB ‘TDS on winnings from Horse Race’ w.e.f 1st April 2023

  4. Introduction of section 194NC - 'TDS on cash withdrawal from co-operative societies' and addition of 3 new columns to capture the value of withdrawal w.e.f 1st April 2023.

  5. Bifurcation of section 194LC into LC1, LC2 and LC3 to accurate reporting of transactions applicable with different TDS rates.

Changes in Form 27EQ

  1. Introduction new column to capture "Whether collectee opting out of new taxation regime [u/s 115BAC(1A)]?' w.e.f 1st April 2023 returns

  2. Introduction of section 206C(1G)^T - Remittance under LRS for purposes of education or medical treatment w.e.f. 1-July-23.

Changes in Form 24Q

  1. Enabling original and correction returns to match the updated data structure (without incorporating the FVU feature changes).

Fixed and improvements

  1. Challan Deletion from UI when challan is not tagged to any deductions within the return.

  2. Under LDC tab - show only certificates that are tagged with Reason ^A

  3. Re-enabling 206AB check with speed and scale optimisation

  4. Certificate generation progress bar implementation and state management to cover closing the generation page while generation is in progress, add DSC if the DSC is expired etc.,

  5. Visibility of LDCs in the short deduction report in a few scenarios.

  6. Resolving duplicate PAN creation during deduction template or conso ingestion.

  7. Fixing TRACES request with PAN - TDS combination having 0.00 TDS value.

  8. Other minor fixes and improvements to enrich user experience and product capability

Release Notes GST 21st August 2023

Changes in GSTR-1

  1. Auto-computation of summaries in GSTR-1 flow has now been optimzied basis the latest update time stamp. We will now not automatically compute summaries everytime if there has been no change in data. This implementation will improve performance of Preupload validation and G1 drilldown section

  2. PAN Level summary generation report was failing for a few users. The issue has now been resolved and users should be able to generate and download PAN Level prepare summary in GSTR-1 flow

Changes in GSTR-3B

  1. Users were facing issue while uploading data to GSTN for NIL GSTINs or upload was not working intermittently for a scenario. The issue has now been resolved and users will be able to upload to GSTN seamlessly

  2. Users will now be able to access the last uploaded time stamp in the GSTR-3B upload page. This implementation will help customers to know if they already uploaded data to GSTN or not

  3. In table 4 of GSTR-3B for ineligible ITC docs, the data was going into 4A(5) and 4B(1) for IMPG, IMPS and RCM PR docs. The issue has been resolved and now data will go in the right section of GSTR-3B table i.e. 4A(1), 4A(2), 4A(3)

Changes in GSTR-6

  1. Users were not able to see the ingested data on Prepare page of GSTR-6 even though the data was accessible on data overview. The issue has been fixed and users are able to access the data in GSTR-6 properly

Changes in Reports

  1. Users with large no of GSTINs and data in their registrations were facing failure in report generation. The issue has now been resolved and users will be able to generate reports for their GSTINs with large data

Changes in Ingestion

  1. Support for Increasing the Line Item Level Limit and File Size Limit at Customer Level

We have added a support in ingestion where we can now Increase the Number of Line

items and file size limit at customer level , earlier the default support for line item was

upto 5k ,also the file size supported is now upto 200 Mb( can be configured on the user


Release 9th August 2023

Clear ID

Bank Maturity amount and Date on Confirmation pop up at Fulfilment Screen:

With this release, External Financing points like Maturity amount, Maturity date and Bank interest charges are now visible before submitting the invoices. Buyers can view the exact amount and maturity date beforehand which earlier was populated after allocation to the bank. This gives the buyer flexibility to select the correct option.

Custom Return Posting File for Buyers:

For clients which are not ERP integrated, need for custom return posting files where separate columns should be added after calculation in the CSV was there. With this release, capability of generating custom columns in the CSV is enabled.

Warning pop up if approval is being done after payment date:

Each buyer has their payment dates, and if for any reason approval is being done after payment date, a warning pop up is now shown for the buyers. This helps them better understand the calculation of discounting for invoices.

[Tech] Invoice Status Duplicity/ Active MQ Implementation:

To stop the invoice duplicity, stringent database changes were done. In future, if any issue arises for invoices duplicity, the database will mark them duplicate automatically. Along with this, active Queue is implemented. This fix will process the invoice status sequentially and change the status from Available for Posting → Sent to ERP → Posted to ERP.

Release 3rd August 2023


Changes in GSTR-1

  1. Error message addition and improvements in GSTR-1 upload and filing screens. The error messages which were not reflected on the UI will now appear on the UI and in a user understandable manner (E.g. : Latest summary is not generated on GSTN, please retry upload to GSTN from upload step)

  2. The text in the “Upload to GSTN without fixing” modal wasn’t clear to users and what would be its implications. We have updated the text for better clarity.

  1. In the prepare page drill down users were seeing a difference in value if the invoice was linked to an advance which was supposed to be adjusted. We have now addressed this, and users will see consistent values across all pages of GSTR-1 (i.e. Prepare Page, View Sections and Invoice listing screens)

  2. In GSTR-1 users were facing upload error due to negative values in the doc series summary for the cancelled docs column. The issue has been addressed and now users wont find negative values in the cancelled docs column for Doc series summary. Upload failure will also no longer happen due to this.

  3. NIL filing tag was getting removed in the filing page post filing was successfully done. The issue has now been resolved and users will continue to see the NIL tag even after filing is successfully done

  4. There was an inconsistency is displaying Filed with EVC/DSC in the filing screen. The issue has now been resolved and user will see consistent information even after filing is successfully done

Changes in GSTR-3B

  1. For table 3.2 users were getting two options in the dropdown for Andhra Pradesh (State Code : 28 and 37). Now that has been updated and user will see only one option 37-Andhra Pradesh which is the code after division

  1. While editing challan is GSTR-3B, the decimal point at the end was getting removed and additional zeroes were getting added at the end. This led to sharp increase in challan values and users had top put additional effort to fix these. The experience has been updated and no longer additional zeroes will be added at the end

  2. In the Tax Calculation - the taxable w.r.t sec 9(5) was getting adjusted with ITC available. However, based on GSTN notification, it should be paid via cash. The adjustments have now been addressed and tax liability of sec 9(5) will now be considered under cash payment

  1. The users were not clear with what does the deferred ITC In table 4A(5) means. We have now added a ( i ) button beside it which will explain what does it mean when hovered over it. The message will be “ITC present in 2B but not claimed in current month”

  1. NIL filing tag was getting removed in the filing page post filing was successfully done. The issue has now been resolved and users will continue to see the NIL tag even after filing is successfully done

  2. There was an inconsistency is displaying Filed with EVC/DSC in the filing screen. The issue has now been resolved and user will see consistent information even after filing is successfully done

  3. The 3B drilldowns have been made user friendly and users now don't need to scroll left-right and vice versa to edit form or view details like SGST or Cess. The form will be completely visible till cess information

Changes in GSTR-6

  1. In GSTR-6 we were getting errors in different formats from GSTN. This was leading to loss of information during upload errors from a user perspective. We have now taken care of format difference and user will get complete information after there is any error during upload

  2. Users were seeing upload failure for GSTINs whose OTPs weren’t active. We have updated the experience and users will not see any failure for inactive GSTINs

Changes in ITC-04

  1. DSC filing isnt implemented in ITC-04, however it was available on UI. We have now disabled the option of DSC filing in ITC-04

  2. Users were seeing upload failure for GSTINs whose OTPs weren’t active. We have updated the experience and users will not see any failure for inactive GSTINs

  3. Asterik (*) symbol is added in the challan creation flow for ITC-04 to make sure all mandatory fields are clear to users

  4. Users were not able to delete data from the import history screen by simply deleting the file. The issue has now been addressed and data will be deleted if files are deleted from import history

Changes in Reports

  1. Trade name wasn’t coming in the GSTIN verification report. The issue has now been addressed and users will see the correct trade name in GSTIN verification report

Changes in Ingestion

  1. Support for Branch Level Ingestion

    1. Users will now have the option to ingest the data at Branch level , samefeature was supported in GST 1.0 , we came up with this feature to support the users who migrated to GST 2.0 and were having branch level data.

    2. At UAM Level the users who will be having access to only specific Branches will not be having access to Forms or reconciliation same will also be communicated to end users on UI and user will be blocked using these feature. A Banner clearly having a communication for this will be part of next release.

  2. Improving the experience of ingesting the data having multiple sheets( Sales Govt Template)

    1. Today if the user was having more than 5k line items for a document in any of the sheets we were failing the import for the entire file. Also the error message shown on Ui was incorrect .

    2. We now have improved the experience for the same, the user will get the error message clearly communicating that line item for a particular document has exceeded 5K line items( For some users we have enabled this for more than 8 K Line items and depending on use case by use case we can support the same) and also rest of the sheets and rest of the documents which will not be having any validation failure and will get successfully ingested .

  1. Support for Delete column in Purchase Flat Template

    1. We have added a support for Delete column in Purchase Flat template, using the same user can delete any document from the system. User has to pass the “Y” flag for deleting any document. This feature works at document level.

Notice Management

  1. Reducing notices sync effort

    1. Password for notice sync will be saved upon first usage to ensure from second attempt onwards users only have to enter captcha for syncing cases from portal.

  2. Minor bug fixes to improve user experience

    1. Sorting of cases has been improved to show the latest notice/order on top for a case

    2. Due date population across all case types now being populated

E-Invoicing India

Fixes and Improvements

  • Signed invoice and signed QR code field has been removed from the E-Invoice lite report downloaded from archives section to significantly reduce the time taken for download.

    • If signed invoice and signed QR code field is required, lite report can be downloaded from documents screen for last 12 months

  • Generation of an einvoice is not allowed for a B2B or B2C invoice already in generated or cancelled status. This is mandatory to avoid duplicacy and correctness of invoice data.

    • A sample use case avoided because of this validation - Users generate a B2B invoice and cancel it. Subsequently they generate a B2C invoice with the same invoice number. This leads to the cancelled B2B invoice response getting overwritten with the latest response and B2C contains the govt. response earlier stored for B2B invoice.


Fixes and Improvements

Verify PAN in batches - optimized the PAN verification (from ui to api), it reduced the time taken to verify 100 PANs from 3.30mins to less than 1 min.

Improving the PAN uniqueness - optimised the PAN uniqueness criteria to reduce the write conflicts in DB - it reduces the ingestion/upload time and better handling of the multiple ingestions at a given point in time. Also, additional columns related to deductions such as Address, contact details, NR -Yes/No, PE - Yes/No (applicable for 27Q and 27EQ) are moved to deduction tables from deductee tables, thereby PAN report is simplified.

What are deductee uniqueness criteria? Identification of unique deductee. It is implemented to reduce the number of duplicate PANs thereby verifying PANs and the PAN report will clean data. Post changes, below is the uniqueness criteria..

Structurally valid PAN: TANofDeductor_PANofDeductee_RefNumber/SerialNumber_Country [Country will be considered only in case of form 27Q, If PAN and Country match Ref number will be updated]

Structurally Invalid PAN: TANofDeductor_PANofDeductee_NameofDeductee_RefNumber/ SerialNumber_Country [Country will be considered only in case of form 27Q if the RefNumber is different a new deductee will be created.]

Release 27th July 2023

eInvoicing - India

Changes in onboarding flow

  • Onboarding flow will consist of just the GSTIN addition step and selection of eWay bill requirement for business

  • Upon completion of onboarding steps user will be able to explore the product and ingest invoices

Authorise Clear to Generate IRNs (Adding API credentials)

  • Users will be able to create and add API (NIC/ClearIRP) credentials from the IRN generation action itself

  • Users can register and create API credentials for multiple GSTINs at once

  • Auto detection of registration status, automation has been implemented to reduce manual effort and make process easy

eWay bill for ship transport mode

  • User can provide the vehicle details - vehicle number for ship mode of transport where goods are initially moved by road

  • User can either send the vehicle number details during ingestion or update the transporter details

User role permission

  • User which do not have the permission to add user in other product like GST, MaxITC, but have admin role in eInvoicing would not be allowed to invite users in other product.

  • User will be shown only the product for which they have permission in the user invitation flow

Release 21st July 2023


Changes in GST

  1. Help and Support (v0)

    1. We are launching our first version (v0) of Help and Support on GST 2.0

    2. User’s can now easily create a support ticket using Help and Support

    3. User’s will be able to provide Feedback for all flows

    4. User’s will be able to access the release notes directly from the product

  1. A GSTIN can have a password length of max 15 characters and GSTN has restricted it on their UI. We were however accepting more than 15 characters as well which led to confusion amongst the user. We have added validations for it and now user can only enter a max of 15 characters in the password field

Changes in GSTR-3B

  1. 4D(2) others has now been updated and user can also see the breakdown of 4D(2). The breakdown will give user details about ISD Ineligible ITC and others

  1. User Experience Improvements

    1. User were seeing a shift in columns while editing prepared 3B. The issue has been fixed and user would see a consistent behavior in edit and saved mode

    2. In the edit mode, the copy paste of values was not working as per expectation and some users were experiencing page breaks. The issue has now been resolved

    3. While downloading the data from GSTN, we error messages were wrongly populated. The messages have now been updated

    4. Some users were experiencing intermittent page breaks while accessing the recon flow from GSTR-3B. The issue has been resolved

    5. Text changes have been made on several CTAs for better user understanding and clarity

  2. Negative value in 4B(2) - Banner for user clarity

    1. GSTN doesn't accept negative values in 4B, however while using Table 4 autopopulation table 4 does get negative values in 4B due to presence of excess Credit Notes. We have now added a banner for user communication which will make it clear to them that how they can fix this

  1. GSTR-3B Multi GSTIN Template update

    1. Null/Zero values in the template were not handled correctly on the product, which has now been resolved

    2. PoS validation didn't exist in the multi GSTIN template and that also now been added

    3. Adding additional rows in table 4 with similar description in no longer a challenge now. User can add rows with same description (e.g. “Others” can be a added multiple times)

  2. Ineligible ITC was appearing in 4A(4) - Inward supplies from ISD while updating table 4. The values should have been part of 4D(2). The issue has now been resolved and the ineligible ITC will now correctly be part of 4D(2) instead of 4A(4)

  3. Table 4 population from 2B vs PR -

    1. Users were seeing different values in Table 4 in 3B and Generated Table 4 in reconciliation. The issue has now been resolved. Users will see consistent table 4 across forms and reconciliation

    2. Users were seeing zero values in Table 4 after pushing data from reconciliation. The issue has now been resolved and users will see expected values in table 4 after pushing data from reconciliation

Changes in Reports

  1. User Interface for Multi PAN Filed 3B Reports

  2. User can now access the information for Multi PAN Filed 3B reports on the GST 2.0 UI itself. No need to download multiple excels and work on it

  3. Generate report and access insights on the UI in a matter of clicks

Clear ID

I2F Banner Live: With this release Invoice to Finance Banner is visible to all proprietor companies. Vendors can login and on clicking on the banner is redirected to the I2F product.

Changes in Roles and Privileges: Roles and privileges Screen is modified to accommodate all the newer features in the platform. For eg: New Banks added in the roles. And previously unused roles and privileges are removed. Now Each Action on the platform can be controlled fully by Roles and Privileges Screen.

RXIL Code Refactoring: RXIL code was refactored from previous 3 year old version to new -

  1. Replaced Withdraw API from Soft Delete API

  2. RXIL Logs are created

  3. Transaction Withdraw - Invoice Status Issue fixed

FTP Magnet Solution: Anchor Companies can drop invoice and payment files at FTP Magnet link. This gives input capability to Clear ID to solve for more companies.

[Tech] Axis Bank Allocation Changes : Bank Allocation wrt one anchor company was modified to keep a clause that “Invoice maturity period” should not exceed 120 days than invoice date. This check was implemented in the fulfillment section and system will throw an error if the criteria is not matched.


Release dt 25th July 2023


  1. Enabled direct import of challans from IT portal along with Section code and Major head information.

  2. Enabled Form 24Q salary reconciliation report, this will help to reconcile Annexure 1 (deductions) with Annexure 2 (salary details) and accessible only by TAN Admin, data preparation, salary admin and data preparation, not by non-salary admin and data preparation.

  3. PAN Verification changes - incorporated new status to PAN

    1. Active and inoperative - this will be marked as Active and inoperative in ClearTDS - applicable for individual PANs only and represents PAN-Aadhaar are not linked. TDS is to be made at a higher rate.

    2. Active and operative - this will be marked as Active in ClearTDS - applicable for individual PANs only and represents PAN-Aadhaar are linked. TDS is to be made at a normal rate.

    3. Deleted - this will be marked as Inactive in ClearTDS - represent PAN is surrendered on account of entity closure or death of PAN holder.

  4. Data preparation role access changes - restricting the user from accessing the creation of new deductor, edit of deductor, TRACES certificate generation.


  1. Blocking FVU generation for Q1 - Form 26Q, 27Q and 27EQ for FY 2023-24 until next RPU version update.

  2. Due date update for Q1 - Form 26Q, 27Q and 27EQ for FY 2023-24 to 30th Sept 2023, helps in accurate calculation of late filing fees under potential notices.

  3. Incorporated the short deductions in Form 27Q as per Rule 37BC of the IT Rules.


  1. Enabling FVU download option post e-filing Successful or Failure as well will help the user to download the filed FVU file and keep a copy of form 27A for future reference.

  2. Fixing the issue of signing on all the pages when no cover page and signing on custom cover pages is selected.

  3. Fixing the date calculation for determining the period for which the interest on the late deposit is to be levied. Number of months or part of the month = [(date of deduction+ 1 day)] till the date of deposit after the due date.

  4. Minor fixes in salary details ingestion rules in Form 24Q, Q4.

Release 6th July 2023


Changes in GSTR-1

  1. Pre-Upload Validation - Min 6 Digit HSN/SAC code

    1. We are continuously improving our pre-upload validations and now have added the validation for the requirement of a minimum 6 digit HSN/SAC code in the HSN summary

    2. Earlier users were blocked at the time of ingestion and that took more time to import data. Now users can simply update their HSN summary after pre-upload validation

    3. The fix will also resolve the issue with the Sales sync feature where data was not getting synced directly from Clear E-invoicing to Clear GST as sales data in E-inv didn't have proper HSN details.

  2. User experience improvement during Upload to GSTN

    1. After triggering the upload, users will see a banner on the upload page indicating that information is being fetched from GSTN for the "Uploaded to GSTN" row.

    2. This enhancement builds more trust with users by providing real-time updates.

  3. Error Handling Improvement:

    1. Previously, when users encountered errors such as 403, 404, or 500 in our internal system, the product showed the data as if it was still being processed. However, we have made an enhancement to provide more accurate feedback.

    2. In case of a failed request due to internal system errors, users will now see a clear message informing them that the request has failed. They will be advised to retrigger the same request for further processing. This improvement ensures better transparency and helps users take appropriate action

  4. Filtered PAN Summary

    1. Excel PAN summary will now be prepared only for the filtered GSTINs, instead of all GSTINs.

    2. This improvement ensures users receive relevant summary data based on their selection.

  5. Ordering of GSTINs across screens

    1. Fixed the inconsistency in the ordering of GSTINs when viewed on different pages and dropdowns.

    2. The ordering will now be consistent based on the state code, providing a better user experience.

  6. Delete document on GSTN

    1. Introduced a new action, "Delete from GSTN," allowing users to delete single or bulk documents directly from the GSTR-1 listing screen.

    2. Users can now delete documents from GSTN without the need for reconciliation.

  7. Performance Improvement of Auto Compute

    1. We have optimized the performance of the auto computes, resulting in faster summary generation and page loading times.

Changes in GSTR-3B

  1. Edit GSTR-3B UX updates

    1. Resolved an issue where number formats were not updated properly when copying and pasting values from sheets, eliminating errors and ensuring a smooth user experience.

  2. IMPS SEZ details in 4A(5)

    1. Addressed the issue where IMPS SEZ details were incorrectly placed in 4A(2) instead of 4A(5).

    2. Users will now find the IMPS SEZ details in the correct line item of 4A(5).

  3. Improvement in Logic of populating ISD ITC from 2B in Table 4 of GSTR-3B

    1. Fixed the issue where both eligible and ineligible ITC were being populated incorrectly in 4A(4) instead of segregating them appropriately.

    2. Now, eligible ITC is correctly populated in 4A(4) and ineligible ITC in 4D(2), ensuring compliance with GST regulations.

    3. This improvement ensures accurate reporting and management of ISD ITC.

  4. Improvement in the Table 4 Excel report downloaded

    1. PAN Level and GSTIN Level Summary Sheets for Table 4 will now include a new row, 4C, representing "Net ITC Available."

    2. Reordered columns in the GSTR 3B summary Excel report for better clarity and consistency.

      1. "Original Doc IGST," "Original Doc CGST," "Original Doc SGST," "Original Doc Cess," "Original Doc Total Tax," and "Original Doc Taxable value" columns are now positioned before the "4A5 Total Tax" column.

      2. This reordering improves the logical flow of information and facilitates easier analysis of the report.

  5. Delete summary from import history

    1. Users were able to the see GSTR-3B summary on UI even after deleting the file from the import history. The issue has now been resolved and data will be deleted from the UI if the file has been deleted via import history

Changes in GSTR-6

  1. Error Report Generation

    1. Resolved the issue where users couldn't see data in the error report post-upload due to case sensitivity differences in the document numbers between GSTN and Clear.

    2. The error report will now provide detailed information even in cases of document number case sensitivity mismatch.

  2. Previously, ISD Docs were generated for all GSTINs regardless of user selection.

    1. This issue has been resolved, and ISD Docs will now be generated only for the selected GSTINs.

    2. Generate ISD docs for selected GSTINs

Change in Sales Recon

  1. EWB vs Sales / GSTR-1 Recon improvements

    1. Added support for custom fields in the Recon report, making custom fields imported as part of the Sales register available in the Recon results report.

  2. E-invoice (GSTR-1) vs Sales Register Recon improvements

    1. Improved matching results

      1. Previously, differences in document sub-section details were not highlighted, leading to potential errors. Now, such differences are flagged, categorizing the documents as mismatched.

      2. Previously, scenarios with multiple documents (Invoices, CDNs) sharing the same document number on Sales and GSTR-1 did not get matched. The improved matching rules now facilitate 1-1 matching for such scenarios, improving accuracy and reducing missing matches.

    2. Customer name not appearing in Matching results issue

      1. There was a long pending issue that the customer name was not appearing in matching results for Export, B2CL and also B2B documents in some cases. This issue is resolved.

      2. Customer names present as part of the Sales register will be considered and shown in the matching results (both Product UI and Excel report). In case the customer name is not present in the sales register, the system will try to fetch & show the customer name from the Govt data

Changes in Ingestion

  1. Disabling the duplicate file ingestion

    1. Disabled the option for users to ingest the same file when the ingestion is already in progress.

    2. Users will now receive an error message stating, "This is a duplicate file. Data import for this file is already in progress. Please refer to the import history section for more details."

  2. Ingestion issue fixes

    1. Added support for selecting the current FY (financial year) in the Sales summary. Users can now select 23-24 from the dropdown.

    2. Supported the selection of port codes along with port names. Previously, users were unable to pass the port code and name, but this fix enables seamless data entry in the backend.

Changes in Reports

  1. PAN Level G1 vs 3B vs Books - Individual GSTIN sheets

    1. Updated the G1 vs 3B vs Books report to include individual GSTIN level sheets in the Excel report.

    2. Users will now have access to specific GSTIN-level data for better analysis



  1. Enabling the users to get multiple RRR/PRN in correction returns.

  2. Improving the correction return filing related to section 194Jb having no TDS with lower deduction reason.

  3. Enabling manual upload of csi file for FVU generation along with existing IT portal and NSDL automation.