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  4. [Expert Column] How Long Should You Keep Estimates? The Boundaries of "Obligation to Preserve Estimates"
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  • Jan 20, 2026
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Jan 20, 2026

[Expert Column] How Long Should You Keep Estimates? The Boundaries of "Obligation to Preserve Estimates"

paperlogic Co., Ltd. paperlogic Co., Ltd.
Regarding the "quotation" used at the forefront of sales activities: "Do we really 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 every process 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 the latest interpretations from the National Tax Agency's 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 not sent externally have "no preservation obligation." 2. The sender's judgment: "Is it linked to a transaction?" 3. The recipient's judgment: "The perspective of the 'Corporate Tax Act' is important." ■ Note! "Version revisions" and "corrections/deletions" are different things. ■ A smart way to achieve reliable "version management." ■ Summary
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How long should estimates be kept? The boundary of 'obligation to retain estimates' | Paperlogic note section
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paperlogic Electronic Contract | Mastering "Ensuring Authenticity," Reliable Business Document DX - paperlogic
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Paperlogic > Introduction to Electronic Library Features

Start document DX with 'For the time being, electronic library'!

"With the electronic bookkeeping law, I don't know where to start," "I have a mountain of paper documents and can't find what I need when I need it," "I'm worried about losing or tampering with documents..." If you have such concerns, the paperlogic "Electronic Archive" feature can solve them. 【Key Points of the Electronic Archive Feature】 ● Complies with electronic bookkeeping law storage requirements ● Input assistance with AI-OCR ● Suggestions for invoice numbers 【Easy Operation in 4 Steps】 1. Document Registration: Upload documents 2. Basic Document Information: Enter title and amount 3. Reviewer Settings: Set who will review the documents 4. Confirmation of Registered Information: Review the entered content and apply a timestamp ◆ Easy Upload with Desktop App Integration paperlogic has a dedicated desktop application for users called 'paperlogic DESKTOP.' 'paperlogic DESKTOP' is a convenient app that automatically integrates with the paperlogic electronic archive just by uploading documents to a specific folder. Documents that are integrated can also be automatically timestamped. Additionally, AI can automatically read the "type," "amount," "transaction date," and more from the documents.

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Introduction to Paperlogic > Internal Signature Function

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

The digitization of internal applications is not just about going paperless. It is essential for strengthening internal controls with electronic signatures and certified timestamp providers, 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. You can confirm signatures directly from the received email! Operations can be done from both smartphones and PCs. Feel free to contact us for a free trial!

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Introduction to the document sending feature of paperlogic.

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

The "Document Sending" feature standardly equipped in paperlogic is useful for sending documents such as daily invoices and delivery notes. 【Simple 4 Steps for Document Sending】 1. Basic Information of the Document: Enter the title and amount. 2. Enter Signer Information: Select the signer of 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 send documents compliant with the Electronic Bookkeeping Law easily, 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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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' Operation】 - Easily input document type and amount 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 to complete document preparation - 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 registration information You can confirm the signature just from the received email! Operations can be done from both smartphones and PCs. Feel free to contact us for a free trial!

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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 sync documents on hand immediately 【Choose Your Search Requirement Automation】 ● AI auto-fills search requirements * If the file name rule is set to "ON," AI auto-filling will be disabled ● Automate search requirements with file name rules ■□■ Three Benefits of paperlogic DESKTOP ■□■ 1. No more missed document uploads 2. Peace of mind for those who are not skilled in system operations 3. Easy document management in accordance with the Electronic Bookkeeping Preservation Law Documents uploaded via paperlogic DESKTOP are, of course, granted a certified timestamp to prevent tampering.

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Paperlogic Electronic Contract_Overview

Paperlogic Electronic Contract_Overview

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Paperlogic Construction Document DX Pocket_Flyer

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Understanding occupancy in meeting rooms and private rooms without using cameras | Introducing MotionCatch's applications for offices | You can also download product materials and comparison charts.

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We would like to introduce MotionCatch as a monitoring sensor that can be used to understand office occupancy. Using millimeter-wave radar and AI, it non-contactly detects human movement and occupancy status. Since it does not use a camera and does not record images, it can be considered for installation in places where cameras are difficult to place, such as conference rooms, private rooms, and work areas. 【Suitable for the following situations】 - Understanding whether conference rooms are actually in use - Monitoring occupancy and absence in private rooms and work areas - Checking if absences are prolonged It can be installed on walls or ceilings and has a design that easily blends into existing spaces. Product materials and a comparison table of monitoring sensors can be downloaded from the related catalog below. We also welcome inquiries regarding the conditions for rooms where installation is possible and the number of units, so please feel free to contact us.

Sep 14, 2026

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Hyper CLT flooring panel

Reasons for Being Chosen for Public Works | NETIS Registered "Hyper CLT Paving Slab"

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One of the major strengths of the Hyper CLT sheet is that it is a technology registered with the Ministry of Land, Infrastructure, Transport and Tourism's NETIS. The NETIS registration number is **"TH-250021-A."** In public works, it is important to explain to the client "why we are introducing it" and "what effects we expect" when adopting new materials. If it is a NETIS registered technology, it becomes easier to connect it to proposals for the utilization of new technologies and creative ideas. The Hyper CLT sheet is a civil engineering sheet that utilizes wood CLT. It is lightweight and easy to install and remove, and it has characteristics unique to wood, such as reducing summer heat reflection and noise, and fixing CO2. It is important to be able to propose it not just as "wooden sheets," but as a civil engineering technology registered with NETIS. The Hyper CLT sheet, which combines wood, NETIS, civil engineering, and CLT, is a new temporary material that makes it easier to clearly demonstrate the reasons for its introduction in public works.

Sep 14, 2026

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Metal Crack Repair: MS Method for Repairing Cracks and Fractures in Machinery Equipment

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Metal cracks are one of the concerns in equipment maintenance operations. Conventional welding repair methods can alter the base material around the crack due to heat, leading to residual stress and deformation, which always carries the risk of "crack recurrence" and "secondary damage." Hinode Water Supply Equipment Co., Ltd.'s "Mechanical Stitching Method" is a new technique that allows for the repair of metal cracks without applying heat. By using special bolts and reinforcement plates, the crack is physically removed without affecting the base material at all. Repairs can be made even in environments where open flames cannot be used. Since no heat is applied, the disassembly of equipment is minimized. For more details, please contact us or download the catalog.

Sep 14, 2026

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Hyper CLT flooring panel

There are many places that can be considered as alternatives to steel plates | Hyper CLT flooring.

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The applications of Hyper CLT sheets are not limited to specific locations. Essentially, many civil engineering sites that have previously used steel plates are candidates for consideration. Wood CLT can be utilized in various places such as temporary roads, access routes, heavy machinery work yards, material yards, storage areas, temporary parking lots, and worker pathways. Of course, there are cases where steel plates are more suitable depending on site conditions, such as in areas with heavy loads or where heavy machinery needs to turn. The important thing is not to replace everything, but to use them appropriately according to the ground conditions, machinery, and intended use. Hyper CLT sheets are lightweight, easy to install and remove, and have unique characteristics of wood, such as reducing glare and metallic sounds, and fixing CO2. Furthermore, it is a **registered technology with the Ministry of Land, Infrastructure, Transport and Tourism NETIS "TH-250021-A."** By utilizing wood, NETIS, civil engineering, and CLT, it provides a new option for places that have previously used steel plates.

Sep 13, 2026

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We will be exhibiting at the 29th Design and Manufacturing Solutions Expo (Osaka).

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Event Date: October 7 (Wednesday) to October 9 (Friday), 2026 Time: 10:00 AM to 5:00 PM Venue: Intex Osaka Our company will be exhibiting at the 29th Monozukuri World Design and Manufacturing Solutions Exhibition, which will be held at Intex Osaka from October 7 (Wednesday) to October 9 (Friday), 2026. At the venue, we will showcase the upgraded "ReMacs Hybrid," as well as the eagerly awaited production management system for the precast concrete industry, "ReMacs TypePca," which will be unveiled for the first time following its release at the end of May! We will also display various solutions, including the newly equipped "AI Drawing Search System" with OCR functionality! We sincerely look forward to your visit.

Sep 12, 2026

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