Accounting with GST/Tax brings customer tax invoices, vendor purchase bills, payment records and general ledger review into a shared finance workspace. The GST Position & Tax Periods screen shows recorded output tax, recorded input tax credit and the net recorded tax for a selected period, with drilldown to the source documents.
Purchase bills in one list
Controller approves the supported vendor bill and retains the decision and conditions.
Every feature works on the same records. Pick one to see the screen your team works in.
Trace recorded GST amounts to customer invoices and purchase bills within the period under review.
Approval conditions
| Invoice number | Customer | Organization | Issue date | Due date | Subtotal | |
|---|---|---|---|---|---|---|
| TI-55842 | Amberfield Textiles | Hillcrest Equipment Services | 20 Oct | 29 Oct | 540 | |
| TI-99175 | Riverbend Home Furnishings | Meadowbrook Distribution Ltd. | 13 Oct | 21 Oct | 800 | |
| TI-59970 | Hillcrest Farm Equipment | Saltmarsh Supply Co. | 19 Oct | 22 Oct | 510 | |
| TI-39116 | Amberfield Textiles | Amberfield Retail Ltd. | 18 Oct | 26 Oct | 210 | |
| TI-31696 | Saltmarsh Medical Supply | Riverbend Trading Ltd. | 14 Oct | 17 Oct | 140 |
Prepare vendor bills with tax credit amounts and give the approval decision a traceable record.
Purchase bills
| Bill number | Vendor | Organization | Tax period | Invoice date | Total amount | |
|---|---|---|---|---|---|---|
| PB-56938 | Pinecrest Equipment Parts | Meadowbrook Distribution Ltd. | April 2026 GST | 09 Oct | 710 | |
| PB-43065 | Pinecrest Equipment Parts | Copper Grove Holdings Ltd. | April 2026 GST | 16 Oct | 140 | |
| PB-89292 | Blue Ridge Freight Co. | Hillcrest Equipment Services | March 2026 GST | 11 Oct | 580 | |
| PB-23554 | Stoneleaf Packaging Works | Hillcrest Equipment Services | April 2026 GST | 10 Oct | 570 | |
| PB-50455 | Stoneleaf Packaging Works | Hillcrest Equipment Services | June 2026 GST | 12 Oct | 940 |
Review recorded output tax before sending customer invoices and follow the balance through collection.
Payments
| Payment number | Direction | Payment date | Amount | Bank reference | Bill | |
|---|---|---|---|---|---|---|
| PYM-74719 | Inbound | 22 Oct | 860 | NEFT-20261015-1842 | Office utilities bill, June | |
| PYM-84983 | Outbound | 11 Oct | 640 | RTGS-20261015-0936 | Parts replenishment bill, August | |
| PYM-49040 | Inbound | 21 Oct | 210 | ACH-20261014-5521 | Equipment repair bill, June | |
| PYM-60991 | Outbound | 12 Oct | 630 | UTR-20261013-7318 | Delivery fuel bill, July | |
| PYM-31143 | Inbound | 10 Oct | 30 | WIRE-20261012-4407 | Equipment repair bill, June |
Follow scheduled payments through release and compare the recorded movement with bank evidence.
Purchase bills
| Bill number | Vendor | Organization | Invoice date | Total amount | Amount paid | |
|---|---|---|---|---|---|---|
| PB-85105 | Juniper Grid Utilities | Amberfield Retail Ltd. | 12 Oct | 620 | 200 | |
| PB-24611 | Orchard Bay Maintenance | Riverbend Trading Ltd. | 15 Oct | 710 | 140 | |
| PB-87537 | Harbor Mill Paper Supply | Cedar Gate Wholesale Pvt. Ltd. | 11 Oct | 630 | 770 | |
| PB-45185 | Blue Ridge Freight Co. | Saltmarsh Supply Co. | 11 Oct | 240 | 760 | |
| PB-77734 | Juniper Grid Utilities | Saltmarsh Supply Co. | 21 Oct | 330 | 110 |
Review journal account coding and debit and credit totals in the correct organization and period.
Posting waits for the controller
| Entry number | Entry date | Source | Organization | Tax period | Line debit total | |
|---|---|---|---|---|---|---|
| JE-53579 | 10 Oct | Manual | North Quay Services LLP | June 2026 GST | 320 | |
| JE-29377 | 15 Oct | Accounts Payable | Meadowbrook Distribution Ltd. | April 2026 GST | 180 | |
| JE-83885 | 11 Oct | Accounts Receivable | Copper Grove Holdings Ltd. | March 2026 GST | 940 | |
| JE-48782 | 16 Oct | Payroll | Hillcrest Equipment Services | January 2026 GST | 160 | |
| JE-59118 | 22 Oct | Treasury | Amberfield Retail Ltd. | July 2026 GST | 190 |
Connect the person, decision, operation outcome and supporting document behind a finance action.
Review decisions
| Decision number | Subject type | Subject reference | Decision | Decided at | Reviewer | |
|---|---|---|---|---|---|---|
| RD-45762 | Bill | Bill PB-2026-0418 | Approved | 26 Oct | Kabir Sethi | |
| RD-70981 | Invoice | Invoice TI-2026-0623 | Returned | 20 Oct | Aarav Menon | |
| RD-25714 | Payment | Bill PB-2026-0521 | Approved | 16 Oct | Rohan Desai | |
| RD-37248 | Journal Entry | Invoice TI-2026-0714 | Returned | 16 Oct | Maya Fernandes | |
| RD-34614 | Vendor | Payment PAY-2026-0830 | Approved | 27 Oct | Rohan Desai |
Bill to tax period review ships ready to use. One step needs a named approval before the work moves on: Approve bill (Controller).
Prepare the supplier charge with its tax amount and source evidence.
Review the supported amount and retain the approval decision.
Run the scheduled payment action and inspect its recorded outcome.
Compare the movement with bank evidence and review the remaining balance.
Trace recorded output tax and input tax credit to their source documents.
Resolve open finance work and record the period conclusion.
Open any purchase bill to see its payments, the roles that work on it, its process stages and its approvals on one page.
Vendor, Invoice date, Due date and Tax period.
Each line is linked to this purchase bill.
Admin, AP Specialist and Staff Accountant, each with their own permissions.
Capture bill and Approve bill, with the role that acts.
Approve bill, with who decides.
Pinecrest Equipment Parts · Draft
| Payment number | Direction | Payment date |
|---|---|---|
| PYM-76614 | Inbound | 20 Oct |
| PYM-49555 | Outbound | 16 Oct |
| PYM-85895 | Inbound | 12 Oct |
Signed in as Controller
| Decision | Approver | |
|---|---|---|
| Approve billReview the supported amount and retain the approval decision. | Controller | |
| Approve purchase bills | Controller |
Everyone opens Accounting with GST/Tax to the work that is theirs. Pick a role to see what it starts with.
Configures user access, organization scope and the finance workspace without substituting technical access for a business approval.
Prepares vendor bills, account coding and supporting documents for Controller review.
This is the first screen this role sees.
Purchase bills · AP Specialist
Prepares and sends customer tax invoices and follows the remaining receivable.
This is the first screen this role sees.
Tax invoices · AR Specialist
| Invoice number | Customer | Organization | Issue date | Due date | Subtotal | |
|---|---|---|---|---|---|---|
| TI-55842 | Amberfield Textiles | Hillcrest Equipment Services | 20 Oct | 29 Oct | 540 | |
| TI-99175 | Riverbend Home Furnishings | Meadowbrook Distribution Ltd. | 13 Oct | 21 Oct | 800 | |
| TI-59970 | Hillcrest Farm Equipment | Saltmarsh Supply Co. | 19 Oct | 22 Oct | 510 | |
| TI-39116 | Amberfield Textiles | Amberfield Retail Ltd. | 18 Oct | 26 Oct | 210 | |
| TI-31696 | Saltmarsh Medical Supply | Riverbend Trading Ltd. | 14 Oct | 17 Oct | 140 |
Reviews journal coding and recorded tax amounts before the period review.
This is the first screen this role sees.
Journal entries · Staff Accountant
| Entry number | Entry date | Source | Organization | Tax period | Line debit total | |
|---|---|---|---|---|---|---|
| JE-53579 | 10 Oct | Manual | North Quay Services LLP | June 2026 GST | 320 | |
| JE-29377 | 15 Oct | Accounts Payable | Meadowbrook Distribution Ltd. | April 2026 GST | 180 | |
| JE-83885 | 11 Oct | Accounts Receivable | Copper Grove Holdings Ltd. | March 2026 GST | 940 | |
| JE-48782 | 16 Oct | Payroll | Hillcrest Equipment Services | January 2026 GST | 160 | |
| JE-59118 | 22 Oct | Treasury | Amberfield Retail Ltd. | July 2026 GST | 190 |
Prepares scheduled payments and reconciles recorded movement to bank evidence within the agreed release authority.
This is the first screen this role sees.
Payments · Treasury Analyst
Approves purchase bills and owns financial review of journal balances and tax periods.
This is the first screen this role sees.
Tax invoices · Controller
| Invoice number | Customer | Organization | Issue date | Due date | Subtotal | |
|---|---|---|---|---|---|---|
| TI-55842 | Amberfield Textiles | Hillcrest Equipment Services | 20 Oct | 29 Oct | 540 | |
| TI-99175 | Riverbend Home Furnishings | Meadowbrook Distribution Ltd. | 13 Oct | 21 Oct | 800 | |
| TI-59970 | Hillcrest Farm Equipment | Saltmarsh Supply Co. | 19 Oct | 22 Oct | 510 | |
| TI-39116 | Amberfield Textiles | Amberfield Retail Ltd. | 18 Oct | 26 Oct | 210 | |
| TI-31696 | Saltmarsh Medical Supply | Riverbend Trading Ltd. | 14 Oct | 17 Oct | 140 |
Reads the agreed finance scope and traces recorded decisions to supporting evidence.
This is the first screen this role sees.
Purchase bills · External Auditor
Read tax contributions, outstanding balances and action outcomes with their source context.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 39 | ||
| Pending Approval | 26 | 67% | |
| Approved | 13 | 50% | |
| Scheduled | 9 | 69% |
Sample totals per stage
Which customer invoices contribute recorded output tax to the selected interval and organization?
Which vendor bills carry the recorded credit, and which need a closer review of status or evidence?
Which customer invoices still have an amount outstanding against their due date?
Which supplier obligations remain unpaid, including charges being disputed?
Which payments have a bank reference and which still need comparison with bank evidence?
Which journal totals or account choices need Staff Accountant's attention?
Who decided the charge and which conditions accompanied the decision?
Which action failed, was skipped or completed only partly, and what details explain the result?
See how Accounting with GST/Tax fits your kind of team.
Keep service invoices, supplier costs and recorded tax amounts connected through the finance cycle.
Review supplier obligations and customer invoices with their recorded tax amounts and payment evidence.
Keep organization context and decision evidence clear when a finance team supports separate books.
Each stage of bill to tax period review names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare finance review work with Proto while keeping decisions with the responsible operator.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tablesStart with one team and one process, then add the rest once the basics are running.
Controller chooses the first organization and tax period with Staff Accountant. Confirm the base currency, document inclusion policy, invoice date basis and treatment of recorded tax amounts.
Admin maps users and finance staff. Import the chart of accounts, period calendar and active counterparties before dependent documents. Agree bill approval and payment release authority with Controller.
AP Specialist enters a vendor bill and AR Specialist prepares a customer invoice. Review source files, line coding and tax amounts before using the approval and send actions.
Treasury Analyst releases a scheduled payment and follows it to bank evidence. Include a partial receipt, a failed action and an invalid status transition. Staff Accountant tests an unequal journal and a closed-period entry against the agreed controls.
Compare the GST position with the native documents, reconcile balances and read the action receipts. Controller records the review conclusion. Expand the scope after ordinary role accounts can perform their tasks and unauthorized actions are rejected.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Accounting with GST/Tax for your business. Pilot a current tax period with a vendor bill, a customer invoice and their payment evidence. Agree the account mapping, recorded tax treatment and review responsibilities before expanding access.
GST Position & Tax Periods shows recorded output tax, recorded input tax credit and the net recorded tax for the selected period. Open the contributing documents to check the amounts and dates. Controller agrees the inclusion policy before the team relies on a comparison.
Controller reviews the supported amount and uses the bill approval action. The action records a review decision and operation receipt when it moves the bill to Approved. AP Specialist prepares the source document and follows any correction requested during review.
Review the recorded credit on the vendor bill against its supporting invoice and assigned tax period. Use the bill lines to inspect coding and the selected tax code. Agree the applicable treatment with the responsible finance reviewer during setup.
The invoice send action operates on a draft, records its operation result and moves the invoice to Sent. Agree the customer delivery connection during setup and inspect its delivery evidence separately when confirming that the customer received the document.
Released records the local payment stage after the release action. Treasury Analyst still compares the payment with bank evidence and records the reference before completing reconciliation. Review the linked bill or invoice balance after that comparison.
Compare the invoice total with the amount received, or the bill total with the amount paid. Keep the remaining balance and due date visible during follow-up. AR Specialist uses Partially Paid for customer invoices that retain an unpaid amount.
Staff Accountant checks the tax documents, journal totals and unresolved payments for the selected interval. Controller records the conclusion and close notes under the agreed period policy. Rehearse closed-period posting restrictions during setup.
Set External Auditor access to the agreed finance scope and test the path from a document to its decision, action receipt and attachment. Include the file permissions in that test so the intended reviewer can open the evidence without changing financial records.
Start with the bank evidence source, customer invoice delivery and document store. Name each owner and agree references and retry behavior. If the business uses a tax filing provider, configure that handoff separately and retain the provider's own acknowledgement.
Start free, then use Proto to change fields, steps and approvals before your team goes live.