GSTR-2B Month Workspace
Once a month's GSTR-2B is uploaded, you do all the checking in one place: the month workspace. It shows what your suppliers reported, what you recorded, and the two side by side, and lets you fix each difference without leaving the screen.
Availability depends on your plan and your role. You need View access to Tax compliance to open a month. Everything that changes something (auto-match, linking, ignoring, claiming later, marks, matching rules, deleting the month) needs Edit access to Tax compliance. Without it those buttons are greyed out and explain why when you hover over them. GSTR-2B reconciliation is for businesses registered for GST in India.
Open a month
- Click Finance in the sidebar, then Tax Compliance, then 2B Reconciliation.
- Click the month you want on the financial-year view.
If nothing has been uploaded for that month yet, you see an Upload GSTR-2B button instead (it needs Add access to Tax compliance).
You can also arrive here from the Suppliers needing attention list. That opens the latest uploaded month already filtered to the supplier you clicked.
The header
The top of the workspace tells you which month you are in and how it was uploaded (for example Uploaded as Portal JSON). It also holds the month's main controls.
| Control | What it does |
|---|---|
| Credit from 2B | The input tax credit your suppliers' filings give you for the return period (excluding reverse charge). If you file GSTR-3B quarterly, this is the figure for the whole quarter, and the label says so. |
| Open GSTR-3B | Takes you to the GSTR-3B screen. See GSTR-3B. |
| Auto-match | Links every 2B line that matches a bill or expense exactly. When it finishes, a message tells you how many it linked, how many need review as a mismatch, and how many have no matching document. |
| Matching rules (sliders icon) | Opens the rules Bizconnekt uses to decide whether a line and a document match. See below. |
| Delete (bin icon) | Deletes this month's 2B after you confirm. Its lines go and their links to bills and expenses are released. Your bills and expenses are not touched. Only people with Edit access see this button. |
Matching rules
- Tolerance (₹): how far apart two amounts can be and still count as the same. The default is ₹1. You can enter up to ₹100, with at most two decimals.
- Invoice date must be: Same day, Same month, or Not compared.
Press Save. The rules apply to the next auto-match and the next link you make. They do not change links that already exist.
Filters
Open the filter bar above the tabs to narrow what you see. The same filters apply to all three tabs, and each one you set appears as a chip you can remove. Clear all removes them together.
| Filter | What it does |
|---|---|
| Month | Switches to another month. |
| Or dates | Shows a range of dates instead of one month. A range can cover at most 12 months. |
| Supplier GSTIN | Shows one supplier only. Type or paste the GSTIN and press Enter. A supplier is a filter, not a tab. |
| Status | One status, such as Mismatch or Only in 2B. |
| Document type | A 2B section (such as B2B or CDNR), or a Bill, Expense or Debit note from your books. |
| Mismatch reason | Invoice value, Taxable value, Tax heads, Place of supply, Invoice date, Supplier GSTIN or Invoice number. |
While a supplier filter is on, an Email supplier button appears in the filter bar. See Email a supplier.
The three tabs
2B tab
Every line your suppliers reported for the month. The columns are invoice number, supplier, GSTIN, date, total, the tax heads, Status, Reasons (why a line is a mismatch) and Linked doc (the bill or expense it is linked to). Use the column picker to show or hide columns.
What each status means, and what you can do with a line in that status:
| Status | What it means | Actions |
|---|---|---|
| Matched | Linked to a bill or expense that agrees. | Claim later, Unlink |
| Partly matched | Linked, but the linked documents cover only part of the line. | Link, Unlink |
| Mismatch | There is a bill or expense that looks like it, but a figure differs. The Reasons column says which. | Link, Create bill or expense, Ignore |
| Only in 2B | The supplier reported it and you have nothing recorded for it. | Link, Create bill or expense, Ignore |
| From 2B | A credit that goes straight into GSTR-3B from the 2B, such as a supplier credit note or an ISD credit. There is no bill to match. | Ignore |
| Claim later | Matched, but you have chosen to claim the credit in a later return. The status names that month. | Claim as usual, Unlink |
| Ignored | You set the line aside. | Restore |
The actions appear as icons at the end of each row.
Books tab
Purchase documents in your books that have no line in the 2B: bills, expenses and debit notes the supplier has not reported (yet). Columns: document number, type, supplier, the supplier's invoice number, date, total, ITC, Status and ITC deadline.
Each document can be marked, so you remember why it is still open:
- Mark awaiting supplier — you have asked the supplier to file it. You can pick the month you expect it in the 2B (optional) and you must give a reason.
- Ignore — you do not expect it in the 2B. Pick why (Not ours, Blocked under section 17(5), Duplicate, Ineligible or Other) and give a reason.
- Remove mark — takes the mark off again.
- Open document — opens the bill, expense or debit note.
A mark is only a label for your own review. It does not change GSTR-3B.
Combined tab
Everything for the month on one screen, in three groups:
- Matched pairs — each linked pair on one row. In every amount column the 2B figure sits above the books figure. Where the two differ by more than your tolerance, the figure is highlighted with a warning icon. Dates are compared the same way.
- Only in 2B — lines with no document in your books.
- Only in books — documents with no line in the 2B.
The Combined tab is for reading. Do the fixing from the 2B or Books tab.
The reconcile drawer
Clicking Link, Create bill or expense, Ignore or Claim later on a 2B line opens a drawer on the right.
Link a line to a bill or expense
The drawer lists your bills and expenses that look like the line. Press Link next to the right one. If nothing fits, the drawer says so.
If the document you pick differs from the line, the drawer first shows what differs (2B figure against your books figure) and asks you to Confirm and link. GSTR-3B claims no more than your books show, so check the differences before you confirm.
Create the missing bill or expense
If the purchase was never recorded, create it from the line inside the drawer. Bizconnekt fills the new bill or expense from the 2B line and links it. You need Add access to Tax compliance and Add access to Bills or Expenses. If the new document still differs from the line, you are asked to confirm the differences, as above.
Ignore a line
Choose Why (Not ours, Blocked under section 17(5), Duplicate, Ineligible or Other) and write a note; both are required. Two reasons, Blocked under section 17(5) and Ineligible, are still reported in GSTR-3B and then reversed. For a From 2B line the drawer also warns you which GSTR-3B table loses the credit before you confirm. Use Restore later to undo it.
Claim later
On a matched line, Claim later holds its credit back from this return. Choose the return month to claim it in and give a reason. The latest month offered is the last return inside the section 16(4) time limit. If no later return is inside the limit, the line cannot be claimed later. Some lines cannot be held back: amendments, credit notes, reverse-charge lines and sections other than B2B, import and e-commerce lines. Hover over the greyed-out button to see which applies. Claim as usual puts it back.
Unlink
Unlink breaks the link between a line and its bill or expense. The bill or expense itself is untouched.
Related guides
- Tax Compliance overview — what reconciliation is and why it matters
- How to reconcile GSTR-2B — the step-by-step from upload to claim
- Email a supplier — send a supplier the invoices they need to check
- GSTR-3B — compute and file the return the credit goes into
- Bills — the purchase bills you match against
Need help? Contact support at support@bizconnekt.com