AI Accountant documentation: Tally automation guides

Set an action on each invoice

In Invoice View, each invoice takes an Action that classifies the credit:

Action	Use it when
ITC Claim	The credit is eligible and you are claiming it this period.
ITC Ineligible	The credit cannot be claimed.
ITC Pending	You are holding the credit, for example while the supplier files.
ITC Reverse Charge	The liability sits with you under reverse charge.
ITC Reject	The entry is rejected.
No Action	You have not decided yet.

These actions feed Table 4 of your GSTR-3B, so setting them here means your return is built on reconciled, verified figures rather than an estimate.

Export the workbook

Click Export Results at the top right. In a couple of seconds you see “File downloaded successfully”.

The workbook contains:

Sheet	What is in it
Overview	Executive summary with financial year, period, and GSTIN, an auto-generated Table 4 of GSTR-3B with ITC split across IGST, CGST, SGST, and Cess, and a books-versus-portal variance summary.
Reconciled	Every invoice in the reconciliation.
One tab per status	Fully Matched, AI Matched, Manually Matched, AI Probable Match, Missing in 2B, Missing in PR.

The per-status tabs are what you send a client or a reviewer when they want to drill into one problem area.

This report is a strong assist, and you remain responsible for verifying the figures. Do a final review with your tax professional before filing.

Classify ITC and export the report