Simplified GSTR-2B reconciliation for accurate ITC claims
Reconciliation Dashboard
Complete GSTR2B Reconciliation Overview
WhiteBooks provides a consolidated view of ITC status, claim progress, reconciliation counts, and key summary metrics—all in a single, centralized dashboard for easy monitoring and decision-making.
ITC Status Overview
Displays invoice categories such as Safe to Claim, Needs Review, and Can’t Claim. Helps quickly assess which invoices are eligible for ITC and which require further verification.
Eligible vs Claimed ITC
Shows comparison between Purchase Register ITC, GSTR-2B Eligible ITC, and the net claimed ITC amount. Provides clear visibility into differences before finalizing claims.
Reconciliation Counters
Tracks the number of Reconciled Invoices along with ITC Reversal, Pending, and Reclaim counts. Offers a real-time snapshot of ITC impact based on reconciliation and IMS actions.
Reconcile Rules & Summary
Reconciliation Rules & Summary Controls
WhiteBooks lets users configure reconciliation logic, monitor ITC impact, and generate compliance-ready summaries—all from a centralized control panel.
Reconcile Rules Panel
Configure system-driven matching rules for invoice reconciliation. Define parameters such as GSTIN, invoice value, and date tolerance to ensure accurate auto-matching.
Reconciling Summary
Displays summarized totals for ITC Reversal, Pending, and Reclaim amounts. Provides a quick financial snapshot of reconciliation impact before finalization.
Generate ITC Summary
Generate a finalized ITC summary report aligned with GSTR-2B data for reporting and compliance purposes. Helps maintain proper documentation and audit readiness.
ITC Classification Overview
Smart ITC Categorization & Review
WhiteBooks enables users to quickly categorize invoices by reconciliation and validation status, ensuring accurate and compliant ITC claims.
Safe to Claim
Invoices that are fully matched with purchase records and GSTR-2B data. These invoices are eligible and ready for ITC claim without further review.
Needs Review
Invoices with partial mismatches, value differences, or validation flags. Requires manual verification before proceeding with ITC claim.
Can’t Claim
Invoices marked as ineligible or restricted for ITC. These may include blocked credits or non-compliant entries that cannot be claimed.
Eligible ITC Calculation
Accurate Eligible ITC Computation
WhiteBooks displays eligible ITC calculated using Purchase Register data and GSTR-2B claim-fully logic, ensuring accurate and reliable ITC reporting.
Purchases
Shows eligible ITC calculated from the Purchase Register as per claim-fully criteria. Reflects ITC available based on recorded inward supplies.
GSTR-2B
Displays eligible ITC derived directly from GSTR-2B portal data. Ensures ITC is aligned with supplier-reported invoices.
Net ITC Calculation
Shows the final net claimable ITC after applying adjustments, reversals, or reconciliation differences between Purchases and GSTR-2B.
ITC Claimed Breakdown
Detailed ITC Claimed Analysis
WhiteBooks lets users view ITC Available, ITC Reversed, and Net Claimed amounts in a clear, structured format, enabling better financial tracking and accurate reconciliation.
ITC Available
Displays the total ITC available for the selected transaction period based on reconciled purchase data and GSTR-2B.
ITC Reversed
Shows ITC amounts reduced due to mismatches, ineligible credits, or reversal conditions identified during reconciliation.
Net Claimed
Displays the final ITC successfully claimed after applying reversals and adjustments, ensuring compliance and accurate return filing.
ITC Performance Indicator
Visual ITC Claim Performance Meter
WhiteBooks offers a visual gauge-style indicator highlighting ITC claim accuracy and alignment with reconciliation data, providing instant clarity on how precisely ITC has been claimed.
Claim Accuracy Meter
Displays a dynamic gauge representing ITC claim correctness based on reconciliation with GSTR-2B and purchase records. Helps assess claim precision at a glance.
Claimed Perfectly Indicator
Shows whether ITC is fully aligned with eligible amounts. Clearly indicates when claims are perfectly matched without discrepancies.
Performance Feedback
Provides immediate visual feedback on claim efficiency, highlighting whether improvements or corrections are required before finalization.
Transaction Period Selection
Flexible Transaction Period Control
WhiteBooks allows users to select the relevant monthly period and return month, ensuring accurate reconciliation and ITC review.
Transaction Date Filter
Filter invoices based on transaction date to narrow down records for the selected reconciliation period. Ensures accurate period-wise data review.
Monthly Selector
Toggle between monthly reconciliation options to analyze ITC data month-by-month for better compliance tracking.
Period Picker(MM-YYYY)
Select a specific return period to align reconciliation data with the applicable GST return cycle, including verification with GSTR-2B.
ITC Reversal / Pending
ITC Reversal & Pending Invoice Tracking
WhiteBooks lets users track invoices categorized under reversal, pending review, or reclaim, providing clear visibility of ITC impact during reconciliation.
Reversal Count
Displays the total ITC amount and number of invoices marked for reversal based on reconciliation with GSTR-2B and purchase data.
Pending Review
Shows invoices awaiting validation, clarification, or confirmation before final ITC action is taken.
Reclaim Tracking
Monitors invoices eligible for ITC reclaim after corrections or subsequent matching updates, ensuring no eligible credit is missed.
Reconciled Invoice Tracking
Reconciled Invoice Monitoring
WhiteBooks allows users to view and manage all successfully reconciled invoices in a single, structured table, enabling quick review and streamlined action handling.
Invoice Table View
Displays key details such as Invoice Type, GSTIN, Invoice Number, Invoice Value, Tax Amount, and Reconciliation Status. Provides a complete snapshot in one view.
Sorting & Search
Quickly search invoices by GSTIN, invoice number, or value and sort columns for efficient data analysis and navigation.
Status & Actions
Perform invoice-level actions directly from the list, such as viewing details, updating status, or verifying alignment with GSTR-2B.
One-Click Reconcile
Instant Automated Reconciliation
WhiteBooks enables users to quickly reconcile invoices using system-defined rules, ensuring faster ITC validation and accurate matching with portal data.
Reconcile
Trigger the automated reconciliation process with a single click. Initiates system-driven matching between purchase records and GSTR-2B data.
Smart Matching Logic
Matches invoices based on GSTIN, invoice value, tax amount, and defined tolerance rules. Ensures precise identification of matched and mismatched records.
Real-Time Status Update
Instantly updates reconciliation counters and invoice statuses after processing. Provides immediate visibility into matched, mismatched, and pending results.
Manual Match Option
Manual Invoice Matching Control
WhiteBooks allows users to manually match invoices when automated reconciliation fails, ensuring no eligible ITC is missed and all discrepancies are properly resolved.
Manual Match Action
Manually pair mismatched invoices between purchase records and GSTR-2B data. Enables direct selection and linking of corresponding invoices.
Correction Flexibility
Edit invoice details such as value or tax amount before finalizing the match. Helps resolve minor mismatches and validation differences.
Override Capability
Override automated reconciliation rules where necessary with proper justification. Provides controlled flexibility while maintaining compliance transparency.
Generate ITC Summary
Generate Final ITC Summary Report
WhiteBooks enables users to generate a comprehensive ITC summary report after reconciliation, supporting accurate filing and efficient compliance tracking.
Summary Generation Button
Generate the ITC summary instantly with a single click after completing reconciliation. Consolidates all ITC calculations and actions into one structured report.
Period-Based Report
Generates the summary based on the selected return period (Month & Financial Year). Ensures alignment with GSTR-2B and reconciled purchase data.
Claim-Ready Output
Provides a claim-ready ITC summary suitable for filing reference and internal documentation. Helps maintain audit readiness and compliance accuracy.
Bulk Actions & Controls
Bulk Invoice Management Controls
WhiteBooks enables users to perform bulk reconciliation, actions, and controls on multiple invoices, improving efficiency and reducing manual effort during IMS processing.
Bulk Reconcile
Reconcile multiple selected invoices at once using system-defined rules. Quickly match purchase data with GSTR-2B records in a single action.
Actions Dropdown
Access grouped actions such as Accept, Reject, or Pending for multiple invoices simultaneously. Simplifies large-volume invoice processing.
Manual Match Shortcut
Use a quick bulk manual match option to resolve multiple mismatches efficiently. Enables faster correction and reconciliation without handling invoices individually.
Detailed Invoice View
Comprehensive Invoice Detail Access
WhiteBooks provides a single, detailed view panel giving complete invoice information, including GSTIN, values, tax breakdown, and reconciliation status.
Invoice Metadata
View key details such as GSTIN, Return Period, and Invoice Date as reported in Goods and Services Tax Network records. Ensures proper identification and period alignment.
Tax Breakdown
Displays Taxable Amount, CGST, SGST/IGST, and Total Tax for accurate ITC verification and reconciliation comparison.
Action Controls
Perform reconciliation actions such as Accept, Reject, Pending, or Manual Match directly at the invoice level for precise control and validation.
Get started with WhiteBooks
WhiteBooks automates GSTR 2B reconciliation with rule based matching, real time ITC tracking, and compliance ready summaries for accurate, audit ready filing.
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