ペーパーロジック Company Profile

This time, we will explain the differences in roles between the "accounting system" and the "document management system," which are surprisingly not well known, as well as points that are often overlooked in legal compliance. ■ The difference between accounting systems and document management systems is their "scope of coverage." - Accounting System = Management of "money (numbers)" - Document Management System = Management of "evidence (documents)" ■ Documents that are often overlooked in accounting systems The accounting system primarily focuses on "accounting processes." - "Estimates" where no money movement occurs - "Delivery notes" and "purchase orders," which are intermediate points in transactions ⇒ There are cases where these are not saved or managed in the accounting system. This could be considered a deficiency under the Electronic Bookkeeping Act. ■ Supplementing the missing parts with an "independent system" While there are high-function ERP (Enterprise Resource Planning) systems that can manage everything from estimates to invoicing seamlessly, the reality is that the cost can be a significant barrier to implementation. Therefore, there is also the option of managing documents with an independent document management system like paperlogic. Paperlogic is currently offering a free trial. Please feel free to contact us.

The Practical Solution Fair is one of Japan's largest IT comprehensive exhibitions, hosted by Otsuka Shokai, held once a year. This year's theme is "Expanding with AI! Complete DX." The venue will showcase the latest business efficiency tools utilizing AI, and Paperlogic will exhibit "Electronic Contracts" and "Construction Document DX Pocket." ■ Date February 18, 2026 (Wednesday) 10:00 AM - 5:00 PM (last entry) February 19, 2026 (Thursday) 9:30 AM - 5:00 PM (last entry) Applications for attendance are accepted until 5 PM on each day. ■ Venue Grand Cube Osaka (Osaka Prefectural International Conference Hall): 5-3-51 Nakanoshima, Kita Ward, Osaka City, Osaka Prefecture ■ Participation method: Free, registration required https://it-event.otsuka-shokai.co.jp/osaka/ ▼ For details on the Tokyo venue, click here https://note.com/paperlogic/n/nb096d59149dc

Regarding the "quotation" used at the forefront of sales activities: "Do we need to save everything when we revise it to Ver.1, Ver.2, etc., every time the amount or specifications change?" "Should we also keep the data from other companies that were not selected in competitive quotations?" Have you ever wondered about these questions? The Electronic Bookkeeping Act strictly demands the "authenticity" of data, but saving all processes is a significant burden for the field. This time, we will clearly explain the boundaries of the preservation obligation in a case study format, incorporating interpretations from the latest National Tax Agency Q&A. *You can read the full text from the note in the "Related Links." [Contents of this article] 1. The boundary of the preservation obligation lies in "sending to external parties." Items sent externally are "generally required to be preserved." Items that have not been sent externally have "no preservation obligation." 2. Judgment from the sending side: "Is it linked to a transaction?" 3. Judgment from the receiving side: "The perspective of the 'Corporate Tax Act' is important." ■ Note! "Version revisions" and "corrections/deletions" are different things. ■ A smart way to ensure reliable "version management." ■ Summary.