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  4. [Expert Column] How Long Should Estimates Be Kept? The Boundaries of "Obligation to Retain Estimates"
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  • Jan 20, 2026
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Jan 20, 2026

[Expert Column] How Long Should Estimates Be Kept? The Boundaries of "Obligation to Retain Estimates"

ペーパーロジック ペーパーロジック
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.
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How long should estimates be kept? The boundary of 'obligation to retain estimates' | Paperlogic Note Department
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paperlogic Electronic Contract | Mastering "Ensuring Authenticity," Reliable Business Document DX - paperlogic
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Paperlogic > Introduction to Electronic Contract Features

【Electronic Contract】Easy operation by uploading the PDF as is.

"Compliance with laws and regulations fully supervised by certified public accountants" and "Simple operability and overwhelming ease of use." With 'What You See is What You Get' operation, anyone can easily conclude electronic contracts. 【Points of 'What You See is What You Get'】 - Easily input document types and amounts using AI-OCR for received contracts. - Once you register a counterparty, inputting business partners becomes a selection option! - Simply upload the PDF according to the screen, and the document preparation is complete. - Quickly find necessary documents through period, counterparty, and fuzzy search. - Check the status of the recipient's viewing, downloading, and signing. 【paperlogic's operation is easy in 6 steps】 1. Input basic information of the document. 2. Input signer information. 3. Set guest signers. 4. Set viewers. 5. Drag and drop the document. 6. Confirm and send the registration information. You can confirm the signature just from the email received! Operations can be done from both smartphones and PCs. Feel free to contact us for a free trial!

  • Electronic Contract System

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Introduction to the internal signature function of paperlogic.

[Internal Signature] Streamline applications, circulation, and signatures with digitization!

The digitization of internal applications is not just about going paperless. It is essential for strengthening internal controls with electronic signatures and certified business timestamps, thereby enhancing corporate reliability. Paperlogic's internal signature feature assists in the digitization of internal applications. It visualizes the approval process and solves the question, "Where is this application now?" with excellent search functionality. 【Easy Operation in 4 Steps】 1. Basic document information: Enter the title and amount. 2. Enter signer information: Select the signers for the document. 3. Prepare the document: Upload the document to be sent. 4. Confirm registration information: Review the entered details and complete the sending. 【5 Benefits of Digitizing Internal Applications】 ● Cost reduction in paper, printing, labor, and storage space. ● Streamlined operations with online completion from application to approval. ● Visualization of the approval process allows real-time tracking of progress. ● Strengthened internal controls with electronic signatures and timestamps. ● Supports remote work and promotes work style reform. Signatures can be confirmed directly from the received email! Operations can be performed from both smartphones and PCs. Feel free to contact us for a free trial!

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Introduction to the document sending function of paperlogic.

[Document Submission] Rapid processing of delivery notes and invoices while complying with the Electronic Bookkeeping Law!

The "Document Sending" feature standardly equipped in paperlogic is useful for sending documents such as daily invoices and delivery notes. 【Easy 4 Steps for Document Sending】 1. Basic Information of the Document: Enter the title and amount. 2. Enter Signatory Information: Select the signatory for the document. 3. Prepare the Document: Upload the document to be sent. 4. Confirm Registration Information: Review and send the entered details. ◆ Bulk Sending and Lightning Fast Processing! - Bulk sending with mail merge using Word templates. - Bulk document sending via CSV. ◆ Easy Compliance with Electronic Bookkeeping Law through "Email Integration" With paperlogic's document sending, there is a feature called "Email Integration" that allows you to send documents with a certified timestamp and electronic signature simply by emailing them to a designated address you set up. This enables you to easily send documents compliant with the Electronic Bookkeeping Law even in environments where you cannot log into the system, such as when you are out and about or on-site. ◆ "Seamless Integration" for Efficient Receipt Handling For companies using paperlogic, by setting up integration, documents received will automatically be saved to the paperlogic electronic archive. Feel free to contact us for a trial!

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Introduction to the features of Paperlogic > Electronic Library

Start document DX with 'For the time being, Electronic Library'!

If you're struggling with issues like 'I don't know where to start with the electronic bookkeeping law,' 'I have a mountain of paper documents and can't find what I need when I need it,' or 'I'm worried about document loss or tampering...' then the paperlogic 'Electronic Archive' feature can solve these problems. 【Key Points of the Electronic Archive Feature】 ● Complies with electronic bookkeeping law storage requirements ● Input assistance with AI-OCR ● Suggests invoice number entries 【Easy Operation in 4 Steps】 1. Document Registration: Upload your documents 2. Basic Document Information: Enter title and amount 3. Reviewer Settings: Set who will review the documents 4. Confirm Registration Information: Review the entered details and apply a timestamp ◆ Easy Upload with Desktop App Integration paperlogic has a dedicated desktop application for users called 'paperlogic DESKTOP.' This convenient app allows you to upload documents to specific folders, automatically linking them to the paperlogic electronic archive. Documents linked in this way can also be automatically timestamped. Additionally, AI can automatically read the document's 'type,' 'amount,' 'transaction date,' and more.

  • Document Management System

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Introduction to paperlogic DESKTOP in the electronic library.

Easily streamline search requirements with paperlogic DESKTOP!

"paperlogic DESKTOP" is a dedicated application that allows you to upload documents directly from your PC's desktop to an electronic archive, making it easier to meet the search requirements of the Electronic Bookkeeping Preservation Law. Even those who are not skilled in system operations can significantly improve their daily work efficiency with its intuitive and simple features. 【The Best of Both Worlds: Cloud and Desktop】 ● "Folder Monitoring" to prevent forgetting to upload documents ● "Drop" to instantly sync documents at hand 【Automated Search Requirements: Choose Your Option】 ● AI auto-fills search requirements * If the file name rule is set to "ON," AI auto-filling will be disabled ● Automate search requirements using file name rules ■□■ Three Benefits of paperlogic DESKTOP ■□■ 1. No more missed document uploads 2. Peace of mind even for those who struggle with system operations 3. Easy document management in accordance with the Electronic Bookkeeping Preservation Law Documents uploaded via paperlogic DESKTOP will, of course, have a certified timestamp attached to prevent tampering.

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Related catalog(3)

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Construction Document DX Pocket_Flyer

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[Please introduce this to the management and general affairs department] Update on the expense reimbursement system implementation case! The input and verification work for FB data that used to take 2-3 hours is now completed in just 5 minutes!

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An article has been published about the case of introducing the expense reimbursement system "Rakuraku Seisan" at TSP Corporation. ~ In the case of TSP ~ Before the introduction, there were challenges such as dealing with the "paper" sent from various locations and the reliance on specific individuals for the tasks. After the introduction, the input and checking of FB data, which used to take 2 to 3 hours, can now be completed in just 5 minutes. Additionally, the mindset of the accounting department, which was previously reliant on manual entry, has changed. [Case Overview] ■ Challenges before introduction - Dealing with "paper" sent from various locations, reliance on specific individuals ■ Key points of introduction - A robust support system for setup and operation - Easy to start from a small scale both financially and functionally *For more details, please refer to the related links or feel free to contact us.

Jul 02, 2026

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Event Report: AI Startup Engineering Meetup Held with Four AI Startups

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Engineering Meetup Report is Now Available! We have published the event report from the AI Startup Engineering Meetup, held at Google for Startups Campus Tokyo. The event brought together four AI startups, where engineers and engineering leaders with backgrounds at major companies shared insights on: ◆Product development ◆Career journeys ◆AI-related initiatives Kort Valuta was represented by our Chief Operating Officer and a Backend Engineer, who shared perspectives on product development in the fintech industry and the unique development environment of a startup. The networking session that followed sparked meaningful conversations on technology and career development, creating valuable new connections among participants. At Kort Valuta, we will continue to value collaboration with the technology community while striving to build even better products. Read the event report: https://prtimes.jp/main/html/rd/p/000000126.000076589.html We're hiring! If you're interested in building the future of fintech with us, check out our careers page: https://recruit.kortvaluta.com/?utm_source=WEB&utm_medium=sns&utm_campaign=ipros

Jul 02, 2026

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We have released the document 'Half a year of slacking vs. full operation in 3 months - Conditions for companies that should use initial setup support!'

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We have published a white paper titled "Half a Year of Procrastination vs. Full Operation in 3 Months - Conditions for Companies That Should Use Initial Setup Support," aimed at companies considering the introduction and operation of attendance management systems. This document clearly explains the key points of initial setup that are prone to difficulties during implementation, as well as the differences between handling it in-house and utilizing specialized support. If you want to smoothly launch an attendance management system, please take a look.

Jul 01, 2026

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Summer Grand Thanksgiving Festival 2026

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From July 2026 until the end of September, we will hold a Summer Grand Appreciation Festival! High-pressure washers at great prices! Plan 1: A special set of SP60L/60new/60DX/60GE comes with a free Z swivel joint set! Plan 2: Customers who purchase a compressor will receive a new red hose (30m) for free! Plan 3: Washing hose [6M] available at a special price! A wide range of popular high-pressure washer series, cleaning accessories, painting machines, compressors, and other products are also available! Items listed can be purchased at great deals! Don't miss this opportunity!

Jul 01, 2026

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Notice of Envu Ant Bait Certification Renewal

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(Japan) Termite Control Association Hachikusan FL No. 3359 (Japan) Termite Control Association Hachikusan MC No. 3511 The update from July 1, 2026, is now available.

Jul 01, 2026

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