GST 2.0 Dashboard: Global Settings Guide

Open your web browser and enter the URL app.clear.in to access the login page of Clear GST 2.0.

Log in to the software. You have two options for logging in: either sign in with Google or enter your email ID and password.

Once logged in, you'll land on the Clear Finance Cloud launchpad. Here, you can view all the software modules provided, such as GST, Max, ITC, E-Invoicing, TDS, and Notice Management.

Click on the GST module to access the GST software homepage.

Here, you'll see the entire dashboard.

Explore the major functionalities of the GST software. First, check out the filing section by clicking on See all. This section includes tools for four filings: GSTR 1, 3B, 9, and 9C, tailored for Chartered Accountants and SME users.

Navigate to the reports section by clicking on See all. This section allows you to view all the reports provided by the software.

Finally, explore the reconciliation tools. Click on See all to view all the reconciliation tools available.

To begin working on the functionalities, click on the desired functionality to start immediately.

To manage features, first add your clients by clicking on Settings.

Choose between Global Settings and Local Settings. This tutorial will focus on Global Settings.

Global Settings are available across all software platforms we provide. Start by selecting Business Setting where you will see multiple clients already listed.

To add a new client, click on Add Business, then add a new GSTN.

Enter the GST number in the provided field.

If required, enter the User ID.

Click Save to add the client.

If you have multiple GSTNs listed on an Excel sheet, copy them and select the cell in the software.

Press Ctrl+V to paste the GSTNs. Repeat this process to copy and paste User IDs.

After pasting, click Save to finalize adding all your clients.

To add a branch, click on Add Branch and enter the required branch information.

View all added clients by clicking on a client's name to see their PAN number and GSTNs.

If you want to add more rows for additional information, select Add More Rows.

Delete, modify, or upload your company logo directly from this section.

To modify or delete any specific PAN, click on Edit.

To modify details for a specific GSTN, click on Edit.

From here, upload a logo, change your GSTN name, or delete entries as needed.

Before deleting any client's GSTN or PAN, ensure you have a complete data backup, as deleted data cannot be retrieved.

To add branches to an existing GSTN, select the Add branch option.

Next, we'll explore the Business setting and GSTN Credential features.

After adding all clients, update your GSTN credentials by clicking on Update Credentials and then Connect.

Enter your GSTN portal user ID, password, and the captcha displayed.

Click on get OTP. The OTP sent to your registered email and mobile number will remain valid for 30 days.

After discussing GSTN credentials, let's move on to User Access.

If you want colleagues to use the software with their own email IDs, click on Invite new user.

Enter the colleague's name, their email ID, select GST from the platform dropdown, and assign user roles accordingly.

User roles are essential as they define the features of the software that your colleague can access. Assigning an admin role allows full access to all functionalities of the software without any restrictions.

To assign a role, start by selecting the respective GSTNs.

If you assign a tax consultant role, the user can perform almost all activities for the assigned GSTNs. However, there are restrictions, such as adding or editing a GSTN or deleting a particular GSTN.

Assigning a Recon User role allows the user to only perform reconciliation reports.

A User role enables viewing and downloading reports provided by the software.

A View Only role restricts the user to only viewing and downloading data available on the user interface of the software. Uploading new data to the government portal or downloading fresh data from the portal is not possible.

Choose the desired user role from the dropdown menu.

Select the business according to your requirements.

Click Add User and Invite Added User. The invitation will be sent to the email ID entered, and your staff will need to accept the invitation to log into the software.

For temporary or limited access, consider the Guest User option, which allows clients to access the GST software.

Enter the client's name and email ID.

Define the duration for which your client can use the software, such as four hours, one day, four days, seven days, or indefinitely.

Select the platform as GST.

Click Add User and Invite Added User to provide client access.

Send an invitation to your clients so they can also use the software.

Click Edit to make any necessary modifications to your organization's details.

Navigate to Profile to view your personal details such as name and email ID.

Click Go to profile setting for further modifications.

Click My Profile to update your personal details, except the registered email ID.

Explore the option NIC Credential, which is useful for keeping a record of your NIC details, although it's not directly connected to GST filing.

Click Add NIC Credential to add your NIC details.

Update your NIC user ID and password.

Note that this information is just for reference and not directly connected to GST-related activities.

Check out the Subscription Details to view your plan details and license validity.

View billing details and invoices for the software you have purchased.

Configure your digital signature by going to DSC Configuration.

Set up your first digital signature, though it is not required from a GST perspective.

Configure your email settings to define how you will access the email or the software. Start by selecting the email configuration option.

Select the domain for your email configuration.

Update the SMTP server port, user ID, and password. Input all necessary information to ensure proper access to the software.

Integrate external software like TALLY or any other ERP systems. Begin by selecting the FT and API client option.

Utilize the API or FTP client functionalities to generate the AUTH token required for integration.