Enable GST reporting
The GST Mapping tab appears for a Transaction when GST reporting is enabled. Select the business direction and document type before mapping fields.
- Direction: OUTWARD for sales/income documents or INWARD for purchases/expenses.
- Document type: Invoice, Credit Note, Debit Note, Advance or Advance Adjustment.
- Line source: the parent for a one-service document or a selected submodule for itemised documents.
Header mappings
Header mappings identify the GST document and its party. Required fields depend on the selected flow, but a normal invoice needs a document number, document date and invoice value.
- Financial year and supplier document reference where relevant.
- Party account, name, GSTIN/UIN and state or place of supply.
- Reverse charge, export/import, online supply or composition flags when applicable.
- Currency, conversion rate, invoice value and add/less total.
- Cancellation status where the business flow supports cancellation.
Line mappings
Line mappings describe the goods or service and taxable breakup. For a one-service invoice the parent may act as its single GST line.
- Item or service name and HSN/SAC.
- Quantity and unit/UQC when the document uses them.
- Taxable amount and total amount.
- IGST rate/amount or CGST and SGST rate/amount.
- Cess, discount, other charges and non-GST classification when applicable.
When every record represents the same service, a validated fixed SAC such as 9983 may be used through supported metadata. Otherwise map the HSN/SAC from the selected item or service source.
Tax mode must remain consistent
For Indian GST, tax mode should normally be derived from the company state and billing-party state on the server. The mapped amounts must match that authoritative mode.
- Interstate: IGST applies; CGST and SGST remain zero.
- Intrastate: CGST and SGST apply; IGST remains zero.
- GST reports and voucher posting must use the same tax decision.
- Test parties in the same state and a different state before release.