PRING HelpEnter the document issuer (your company)
On the App sets tab of Business apps, enter your company name, registration number (T + 13 digits), phone, office and address under Document issuer (your company). They become the default values of the issuer fields of new apps and of apps that Arrange layout adds them to. You do not retype them on each document.
Steps
1. Open Document issuer (your company) on the App sets tab
On the settings screen, open the App sets tab of Business apps. The ⓘ next to the Document issuer (your company) heading explains what it is for.
2. Enter your company details
Enter Company name, Registration no. (T + 13 digits), Phone, Office (head office / branch) and Address. The registration number is your registration number as a qualified invoice issuer. An item you leave empty gets no default value.
3. Create the apps, or Arrange layout
When you create a set, and when Arrange layout adds fields to an existing app, the values you entered become the default values of the issuer fields. The issuer fields are at the end of each app, under "Issuer (your company; filled in automatically if set on the settings screen)".
4. Output a document and check it
Output a quotation, an order or an invoice and check that your company name, address, phone and registration number are in the issuer fields at the top right. Internal documents do not carry the issuer fields.
Items in the issuer fields
| Item | What it is |
|---|---|
| Company name | The name of the issuer of the document |
| Registration no. | Your qualified invoice issuer registration number (T + 13 digits) |
| Phone | Contact phone |
| Office | Head office or branch (sales invoice and receivables) |
| Address | Entered on several lines |
Related pages
- Create business app sets: creating a set and Arrange layout
- Register a template: document layouts
Frequently asked questions
Which apps have the issuer fields?
Purchase order, sales quotation, received order, delivery note, sales invoice and receivables. They have fields for company name, phone, registration number and address; the sales invoice and receivables also have an office field. Receivables also has a proviso field and a payment method field for receipts.
Do the values also go into apps I have already made?
When Arrange layout adds the missing issuer fields to an app, the values you entered become their default values.
Where are the values saved?
In this browser. If you create apps from another computer or browser, enter them there too.
Which fields follow Japanese business practice?
In Japanese documents: a delivery place on the quotation, "以上" (that is all) at the end of the body, "※ 消費税の端数は切り捨て" (fractions of consumption tax are rounded down) under the total, a bank transfer heading on the invoice (bank, branch, account type, account number, account holder in kana) with the note that the transfer fee is borne by the customer, and the names of the seal boxes (担当, 承認, 決裁; 検収印 on the inspection note; 使用者印 on the employment conditions notice). Thai documents do not carry the fraction note, because Thai VAT is rounded to the nearest.
How are long lists and wide documents printed?
On A4, fitted to the page width, with 1.5 cm margins and "Page n / N" in the footer. A list repeats its heading row on the second and later pages, and a list with 9 or more columns is printed in landscape. Text is 9 pt or larger.
Which apps output the journal list and the cash flow table?
The journal list is output from the journal app of the Finance set, and the cash flow table from the cash flow app. The cash flow table has many columns, so it is printed in landscape.