Entities
User can access this module
from Manage Organization > Entity option. On clicking the Entity menu, user
can view the Entities list screen as shown below:
User can view the list of Created Entities from the Entities list Screen.
User can utilize below functionalities available in the Entities list Screen.
- Filters
- Entity Type
- Entities
- Taxpayer Type
- Profile Type
- Purpose
- Auto sync Option
- GST Session Status
- Add Entities
User can choose to create the following entities:
Business
Location
Child Location
User can create new Entity
by providing all mandatory details that are shown below: If user has to select a location to be an GSTR or e-invoice or e-waybill location the module would ask to set User ID and User Password details for respective government Portals.
After furnishing all the information for adding new Entity Type, user can click on 'Save ' Button.
Once the Entity is added, it will
appear in Entities list screen. The added Entity will be available for
selection while creating the locations, child locations etc.
- Actions
User can perform various actions from the drop down menu listed below:
Update Profile
Sync Profile
Autosync Options
Download Excel
Delete
Update Profile
User can update the GST Profile Type if the information has to be changed for the selected quarter or the FY.
Sync Profile
User can sync GST Profile for all the locations with filtered criteria. Profiles would not be synced for inactive GST System session. If user wishes to sync profile for those locations then he may generate session before proceeding further.
AutoSync Options
User has been given furthermore 3 options for syncing E-Way Bill, GSTR and Auto drafted Invoices.
Download Excel
User can download an Excel file with all the Entity details based on the applied filter criteria.
Delete
Admin User has the rights to delete the Entity entirely based on the applied filter criteria.
Related Articles
Manage Entities
Overview: The Manage Entities feature offers you to handle multiple companies and locations for E-Invoice, E-Way Bill, and GST Returns, streamlining administrative tasks. Benefits: It simplifies the management of various companies, locations, and ...Data Sync issue
Error Description:- GST session expired Resolution:- If you are getting this error than you need to guide the client for the resolution Step to correct the error:- While syncing the data if you encounter with the GST session(available in Entities ...Record cannot be imported as Location is not supporting Quarterly Filling.
This error will receive when location purpose is not selected as Quarterly Filing. Please check the location in Entities and select the checkbox for Is Quarterly Filing (If not opted IFF), then you would be able to use that location for Quarterly ...Session not generated for one or more Location
For that error kindly check that all the locations GSTN Session should be active. You can check it in portal Manage Organization>> Entities>>Location name and if it in expired status kindly click on Generate GST OTP and you will receive OTP on ...Users
User can access this module from Manage Organization > Users option. On clicking the Users menu, user can view the Users list screen as shown below: Admin User can view the list of created Users from the Users list Screen. Admin can utilize below ...