> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/ims-console/ims-console-walkthrough-navigating-and-managing-invoice-matching.md).

# IMS Console Walkthrough: Navigating & Managing Invoice Matching

In this guide, you'll learn how to navigate the IMS section, view documents, upload actions to IMS, and apply filters efficiently. By the end of this tutorial, you'll be able to complete these tasks seamlessly and with confidence.

{% embed url="<https://youtu.be/wb-7u2QyPJ8?feature=shared>" %}

{% stepper %}
{% step %}
Click **GST** to access the GST section of the platform.

![](/files/iTaRnb7jrM21LSmQiUyi)
{% endstep %}

{% step %}
Now click on **IMS**.

![](/files/wC7hKaDqiabEemvuu2pd)

Step : Choose GSTIN or PAN

![](/files/ybl7liOEZDXUgb6m8RF2)

![](/files/4nS7do2QJdQjPTm1kivF)
{% endstep %}

{% step %}
Click **Continue** to proceed to the next section.

![](/files/FrpWeJM9jmQD9utnnmf2)
{% endstep %}

{% step %}
Navigate through the GST details page. This section provides a detailed breakdown of your GST data, including transaction summaries and compliance statuses. Use the filters on the page to refine the data displayed.

![](/files/VOGfSPEGcSY3WBDIBFaX)

![](/files/P7PlKPW9KFpBLMnJQ0kG)

![](/files/GW921DyjIrTUGQ8ynFHB)

![](/files/r8iRqg19uhjEESiImcl8)
{% endstep %}

{% step %}
Click **Document View** to access the document repository.

![](/files/0R6ZcMj94h7GnHtSrJVd)
{% endstep %}

{% step %}
In the document repository, locate and review the uploaded GST-related documents. Use the search bar or filters to find specific files quickly.

![](/files/J8TXP1VUHMEcnm9XUHh5)

![](/files/juEcVzEj02oAbTJlYcq5)

![](/files/gv65T3yOrsKzMTTBXZcu)
{% endstep %}

{% step %}
Click **Pending** to view actions that require your attention.

![](/files/HavFjnrHEWa3P8i4I3SS)
{% endstep %}

{% step %}
Review the list of pending actions. For each action, check the associated details and deadlines to prioritize your tasks effectively.

![](/files/znqeffWdALPGoUePoSHo)
{% endstep %}

{% step %}
Click **Upload Actions to IMS** to upload the required actions to the IMS system.

![](/files/VIxYlWGX4SCXi5IYnTt5)
{% endstep %}

{% step %}
Confirm the upload by reviewing the summary of actions being uploaded. Ensure all necessary details are accurate before proceeding.

![](/files/rwMj5uGvvCKKl8Ui0f0z)

step : click on Filter to apply filters.

![](/files/UKtGfHg4pdRl0IqPwY5k)

![](/files/DAZcekYOlnfEKx77YtSY)
{% endstep %}

{% step %}
Click **Apply** to finalize the changes and apply the selected actions.

![](/files/HSo2EwGwK96w09a9CdHN)
{% endstep %}

{% step %}
Verify that the changes have been applied successfully. Check the updated status of the actions in the system.

![](/files/x33biLP9wZOHXU2QwNoo)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4uwb5mG6PSDHF1eQAEBiFrw-6BEm0CjEjQM7w4pFCCgasNMoPfKv71T0WNQyU7f_Sd_Xam6HBIwky6H7T50C_-YEyO_SPNx0XR1rnB2cl551YPEphnu44euAzicnl-JQA8qq-5Q?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdwhixdQTfAmbsEy7qTjDslSaev4H7AW8GXF_18Zvhn7-LyHMM9ULZgIaA0_v1qMwNumlGKQRSYiH_M-iY8V_wV5OvvmjnmQjk8h2yRLAYv1xa9kca_97NgG7YD07PHY2H8yFme?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcDJiUZm_FFL501UfOGUg6ZHWDMzqTur8MObtMCyWPsF4JaGm2S-OcJ7bSwF_tASaxYfvjhYqHFWQpMcVvMmpwglRx4Wgo66WNjJkK1jIbkaQsZirU7zhfuMEN-3mCap9Rw2-LB?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsTH4CtxwMo3tNEFY_C-tFVpxPKVUfx4WTLegN2nHH7dUxWuWYHyDYGhzafqwBIDT16FP9kroYFezRLP1OSD6xa9fIY5E5J6eIPDcQtrX4wQOKKMRqerItlH8HzgiEISyDpjv6tg?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeqHEW_tSLn_5-KJ-t8VkKEJ53FB0JmZEnZCOjN6Fv0KFZXmYBUMhBUoGSU-p0WoSq0VJ_FCgE9lShq-OrbVWd0Bs0Roae_hARI6iB32aJrwxy4S6W6cg5ef1vhNLHBhAbRtpHndQ?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click Actions to access the actions menu.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe4vhNknj3w7dqd2lt2zfB-pJsYVcuvV5bvrspMxqM9XKwF8fp1ejQCQ8L4jEKYA3sygLzSMbxLMKAh92YvGeZdjU_QO_f-dKzoNJuGLQQ7wt6yLdcrgerJKBtdLq3pomkwVuKR?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
From the actions menu, select IMS Actions (Clear Platform) Accept, Reject, Pending, Reset, Other actions like Ingest IMS Action Via Excel, Table Actions like Download Excel, Show/Hide Reorder Column, Sort to apply specific filters or perform other actions.

22

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeMTWIFxhcTr5cA-yLJZz0nWvunk7b0_zqRlrmOPuVkzJfrmVwhFEByhBOVXcEVvJ00VXaJnVLIk44m5T_TY7lb-iWLr0ZknyDNxQUn6jkbadtx7RPKXB15ExRenssPkxjhi3P9?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Review the filtered results or perform the selected action. Ensure the data displayed aligns with your requirements.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcHtTb8mQeFMRRpqxQcPz_j37-EGHdcORByL7TTTsHc49FA16sUyfyRvFCEle-Z9BN0_WbRkL8H5te7HO65S80eiv8JFZqRBjFOQ3YChkrFRxV9Pjpr5k6UDyZdCHH_qkf2L1TYmQ?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfqbtILzuvuJAbTJACNaxszC_weYKXGdm2xs-H1wOo_iBrxukvcPMWLwBM9UQCiIo1fxqoXlqRNV5oyhZYrhW9G1QS2W78o1_QxxXBsMIDVRfpRzptiJLGrPoPEYqGgG2P49EV3?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXexnfM_mDlZIUJKeeMzFxJtDMmQeKhYZApuaI3UDgaQwQYi69UTr4T-AHK64tozZ3Jr8k4fcQ-IN2KJarWYLDOyV5b2aaIxJ0IV6a1Jt7VpvvisQQTQ6nRIQqyT87Hv21RhVgjU?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Copy unique key like f4311efd9919d8ee to access the corresponding details.
{% endstep %}

{% step %}
Review the details associated with f4311efd9919d8ee. Check for any discrepancies or required updates.

{% endstep %}

{% step %}
Click f4311efd9919d8ee again to confirm or revisit the details.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcljpTjWhKuU5zDpSveOHNW8cGk23igiPvtntQ7g2668Ze9PtkJcgHy7m38e7AUD56t0QLO_EmRE9QEwd3beiGfdsGQ6tuY3ww6db7q5I52QO-73CytF0NH0peibaLvr3rpHPl0Fg?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click d99e959205ed53f7 to access its details.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeozGCROvP-LYgDoztciG3XdFbAfo07oLDJ8eWeAsN79gT5G_Vc3n6Q37vbpHH0huIPeGk_o7V9t8MWYB8TWf5dTqKyCVQs41Q1jWw5v8vW5b66E3dsv2bjUXwiCjbvTe5xOJYxYw?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Review the details associated with d99e959205ed53f7. Ensure all information is accurate and up-to-date.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcjVlSSiLaHSws7lL61yILO7fdopkOKCWmdOXlyPApD_BgZXaSRo1GpDfcsd7UBDlNlh4koLJyOxzV7hzxxHM3OIWnsocn9NzZy6C9Z-0on1hl1p0xd_oneq5yx3qx9apNk7r_N?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Type the required information in the designated field. Double-check for accuracy before proceeding.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd0cIPK1pzeKKyAscJPa-8GcrsdQAVBldgCBO6s_80v6ZrPZnNQv5hMqaV7ehJDaBM38ivyc6o8Nonzc0IWgKWlZjbFgfqv9cCFc5Fhv9N0FAKwPqvH2foRkyH_mzhpGG4uaxKQEQ?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Continue through the remaining steps, ensuring all actions are completed and verified. Once done, confirm that the process is finalized.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeAM8v-5_iSSUTpbbKvkTo02TkQo3SghuqTMEgfEVgsLftSp_8na8w70lVqc0Ah88jDKJHsNLRXgGmu6bupjY0q8Fkn1q_dNWEkXlTNyBUylwRd5o2DTHVg02gkZbna0X_0V_Xi?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcUDzl6plKyq0pBSbOLgI3omSE4gaKOVxtLTpUEe1Qrys_3whhFr-ugV5vlUmrYmc-FCMbqSCx6Hxq2iKS_YjvdMidYl3lfAdWRkUiTIknSnTYIKvnrbdn0ojkUJ6visCndFmxPEA?key=11G3kNz5bA2xxkzOs3wedA" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

<br>


---

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