Purchase Date Filter As

YouTube: How to Set the Purchase Date Filter as Voucher Date or Bill Date in GST Returns?

How to Set the Purchase Date Filter as Voucher Date or Bill Date in GST Returns?

In this tutorial, we will learn how the Purchase Date Filter As option works during GST Return generation in Logic ERP. This feature allows users to generate purchase-related GST return data based on either the Voucher Date or the Bill Date, depending on their business and compliance requirements.

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Objective of This Feature

• Filter purchase transactions using Voucher Date or Bill Date.

• Improve GST return accuracy.

• Support different accounting and reporting practices.

• Provide flexible GST data generation.

• Ensure correct transaction inclusion in GST returns.

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Access to GST Returns Configuration

• Navigate to Reports/Queries and then Sale Registers.

• Select GST Reports/Returns.

• Open GST Returns Module.

• Click on Configuration.

• Locate the option labeled as:

"Purchase Date Filter As"

• This option allows you to choose how purchase transactions should be filtered during GST Return generation.

• Available Options

  • Voucher Date

  • Bill Date

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Option 1: Voucher Date

• When this option is selected, the GST Return considers the Voucher Date for filtering purchase transactions.

Example Scenario

• Open a Purchase Voucher where:

Field	Value
Voucher Date	04-June-2026
Bill Date	01-June-2026

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Generate GST Return

Action

• Set Purchase Date Filter As = Voucher Date

• Select the relevant GST Return Type.

• Enter the date range including 04-June-2026.

• Click Generate.

Result

Since the filter is based on Voucher Date:

• The purchase voucher is successfully included in the GST Return.

• The transaction appears in the generated return data.

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Option 2: Bill Date

• When this option is selected, the GST Return considers the Bill Date for filtering purchase transactions.

Change Configuration

• Return to GST Returns Configuration.

• Change: Purchase Date Filter As → Bill Date.

• Save the configuration.

Implement Using Voucher Date

• Generate the GST Return using the date range of 04-June-2026.

Result

• No data is displayed.

• This occurs because:

  • The configuration is filtering records using the Bill Date.

  • The selected date range contains the Voucher Date instead of the Bill Date.

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Implement Using Bill Date

• Enter the Bill Date range including 01-June-2026.

• Generate the GST Return again.

Result

• The purchase voucher is successfully included in the GST Return.

• Since the Bill Date matches the selected date filter, the corresponding purchase transaction is accurately reflected in the GST Return data.

Comparison

Configuration Setting	Date Used for GST Filtering
Voucher Date	Purchase Voucher Date
Bill Date	Supplier Bill Date

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Key Benefits

• Flexible GST reporting.

• Supports different accounting practices.

• Improves GST reconciliation.

• Enables accurate purchase transaction filtering.

• Helps align GST reports with internal business policies.

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Best Practice Tips

• Use Voucher Date when GST reporting is based on accounting entry dates.

• Use Bill Date when GST reporting is based on supplier invoice dates.

• Ensure users understand which date filter is active before generating returns.

• Verify date ranges carefully to avoid excluding valid transactions.

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Final Outcome

The Purchase Date Filter As option allows Logic ERP to generate GST Return data using either the Voucher Date or the Bill Date of purchase transactions. Depending on the selected configuration, the system filters and displays only those records that match the chosen date basis, ensuring accurate and flexible GST reporting.