Reporting

This feature is available after applying for the Electronic Tax Invoice option.

In the Report, you can view the purchase/sales/consignment electronic tax invoice by business place, vendor or period.

Sum Table of Sales/Purchase

You can view the total amount of sales/purchase invoice issued by business place.

In the Sum Table of Sales/Purchase, only the data for the invoices that have been issued and submitted to NTS are summed. (excluding consignment invoices)

The Sum Table of Sales/Purchase is laid out as follows.

Area Description
① Content tab Click to display the details by invoice issuance type
② Search window Search invoice according to business place, management number, supplier/recipient and creation date conditions
③ Business place information The business place information specified in ‘Settings > SmartBill Linkage Settings’ as the default (if you have permission), if the default business place is not specified, the information of the first business place in the business place list with permission is displayed

  • Available for selection if there are multiple business places with permission
④ Download Download the purchase/sales invoices list as an Excel file (refer to Download Purchase/Sales Total)
⑤ Print Print the sum table of purchase/sales invoices (refer to Print Sum Table of Sales/Purchase)
⑥ Purchase/Sales history Displays the purchase/sales amount and total amount by vendor issued by the business place

  • Count: Click to view the purchase/sales invoice by vendor (refer to View by Vendor)

Download Total Sales/Purchase

The following describes how to download the total of purchase or sales invoice issued by business place.

  1. Click 'Admin Menu' at the top right of the PC web screen, and then click 'Electronic Tax Invoice' in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Report > Sum Table of Sales/Purchase’ from the menu.
  4. If necessary, enter the conditions to search in the search window, and click ‘Search’.
    • The list of electronic tax invoices that meets the entered conditions is shown.
  5. Click 'Download'.
    • The total of purchase/sale invoices issued to the business place is download as an Excel file.
  • The downloaded file is saved as ReportSummarySheet.xlsx in the Download folder.

Print Total Sales/Purchase

The following describes how to print the total purchase or sales.

The print form of sum table of sales/purchase is different from the report document form of ‘Sum Table of Tax Invoices by Purchase/Sales’ by NTS. Use it for internal viewing purposes.
  1. Click 'Admin Menu' at the top right of the PC web screen, and then click 'Electronic Tax Invoice' in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Report > Sum Table of Sales/Purchase’ from the menu.
  4. If necessary, enter the conditions to search in the search window, and click ‘Search’.
    • You can view the total purchase/sales invoice list that matches the entered conditions.
  5. Click 'Print'.
    • The total of purchase/sale invoices issued to the business place is printed.

View by Vendor

You can view the purchase/sales invoices and total amount issued by vendor.

In the View by Vendor menu, only the data on invoices that have been issued and submitted to NTS are summed. (excluding consignment invoices)

The View by Vendor page is laid out as follows.

Area Description
① Content tab Click to display the list by invoice issuance type
② Search window Search invoice according to business place, management number, supplier/recipient and creation date conditions
③ Business place information The business place information specified in ‘Settings > SmartBill Linkage Settings’ as the default (if you have permission), if the default business place is not specified, the information of the first business place in the business place list with permission is displayed

  • Available for selection if there are multiple business places with permission
④ Download Download the invoice list issued by vendor as an Excel file (refer to Download Invoice List by Vendor)
⑤ Invoice list Displays the invoice list and total amount by vendor

  • Supplier/Recipient: Click to view the vendor details
  • Management Number: Click to view the invoice details

Download Invoice List by Vendor

The following describes how to download the purchase/sales invoice list by vendor as an Excel file.

  1. Click 'Admin Menu' at the top right of the PC web screen, and then click 'Electronic Tax Invoice' in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Report> View by Vendor’ from the menu.
  4. If necessary, enter the conditions to search in the search window, and click ‘Search’.
    • The list of electronic tax invoices that meets the entered conditions is shown.
  5. Click 'Download'.
    • The invoice list and total by vendor are downloaded as an Excel file.
  • The downloaded file is saved as ReportCustomerSheet.xlsx in the Download folder.

Consolidated View by Period

You can view the purchase/sales and consignment electronic tax invoices issued by vendor by period.

The Consolidated View by Period page is laid out as follows.

Area Description
① Search window Search invoice by business place, invoice type, issuance type, and period
② Download Download the purchase/sales/consignment issuance list by period as an Excel file (refer to Download Invoice List by Period)
③ Invoice list Displays the invoice list and total amount for the period of inquiry

  • Count: Click to view the invoice details

Download Invoice List by Period

The following describes how to download the purchase/sales invoice list viewed by period as an Excel file.

  1. Click 'Admin Menu' at the top right of the PC web screen, and then click 'Electronic Tax Invoice' in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Report> View by Vendor’ from the menu.
  4. If necessary, enter the conditions to search in the search window, and click ‘Search’.
    • The list of electronic tax invoices that meets the entered conditions is shown.
  5. Click 'Download'.
    • The invoice list and total by period are downloaded as an Excel file.
  • The downloaded file is saved as ReportPeriodSheet.xlsx in the Download folder.
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