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      Reporting
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        Reporting

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          Article Summary

          Available in Classic and VPC

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

          Sum Table of Sales/Purchase

          In the Sum Table of Sales/Purchase, you can view the total amount of sales/purchase invoice issued by business place.

          Note

          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.

          workplace-workplace-17-4_sum_ko

          AreaDescription
          ① Content tabClick to display the details by invoice issuance type
          ② Search windowSearch invoice according to business place, management number, supplier/recipient and creation date conditions
          ③ Business place informationThe 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 DownloadDownload the purchase/sales invoices list as an Excel file (refer to Download Purchase/Sales Total)
          ⑤ PrintPrint the sum table of purchase/sales invoices (refer to Print Sum Table of Sales/Purchase)
          ⑥ Purchase/Sales HistoryDisplays 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. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
          2. Click the Report > Sum Table of Sales/Purchase menu.
          3. If necessary, enter the conditions to search in the search window, and click the [Search] button.
            • The list of electronic tax invoices that meets the entered conditions is shown.
          4. Click the [Download] button.
            • The total of purchase/sale invoices issued to the business place is download as an Excel file.
          Note
          • 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.

          Note

          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. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
          2. Click the Report> Sum Table of Purchase/Sales menu.
          3. If necessary, enter the conditions to search in the search window, and click the [Search] button.
            • You can view the total purchase/sales invoice list that matches the entered conditions.
          4. Click the [Print] button.
            • The total of purchase/sale invoices issued to the business place is printed.

          View by Vendor

          In the View by Vendor menu, you can view the purchase/sales invoices and total amount issued by vendor.

          Note

          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.

          workplace-workplace-17-4_sum_ko

          AreaDescription
          ① Content tabClick to display the list by invoice issuance type
          ② Search windowSearch invoice according to business place, management number, supplier/recipient and creation date conditions
          ③ Business place informationThe 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 DownloadDownload the invoice list issued by vendor as an Excel file (refer to Download Invoice List by Vendor)
          ⑤ Invoice listDisplays 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. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
          2. Click the Report> View by Vendor menu.
          3. If necessary, enter the conditions to search in the search window, and click the [Search] button.
            • The list of electronic tax invoices that meets the entered conditions is shown.
          4. Click the [Download] button.
            • The invoice list and total by vendor are downloaded as an Excel file.
          Note
          • The downloaded file is saved as ReportCustomerSheet.xlsx in the Download folder.

          Consolidated View by Period

          In the View by Vendor menu, 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.

          workplace-workplace-17-4_period_ko

          AreaDescription
          ① Search windowSearch invoice by business place, invoice type, issuance type, and period
          ② DownloadDownload the purchase/sales/consignment issuance list by period as an Excel file (refer to Download Invoice List by Period)
          ③ Invoice listDisplays 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. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
          2. Click the Report> View by Vendor menu.
          3. If necessary, enter the conditions to search in the search window, and click the [Search] button.
            • The list of electronic tax invoices that meets the entered conditions is shown.
          4. Click the [Download] button.
            • The invoice list and total by period are downloaded as an Excel file.
          Note
          • The downloaded file is saved as ReportPeriodSheet.xlsx in the Download folder.
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