JP7042064B2 - Information processing equipment, methods and programs - Google Patents

Description

The present invention relates to information processing devices, methods and programs.

Patent Document 1 states, "In the practice of small-lot clearing in a company, if there is an attachment of the original receipt for which the charges for using transportation by cash have been settled, etc., apply for the attachment of the original receipt in a lump sum. (See paragraphs 0072, 0074, etc.).

Japanese Unexamined Patent Publication No. 2009-176267

In general, companies have established internal rules regarding whether or not to attach a voucher when applying for tax audits and to prevent fraudulent expense applications by employees. Under this rule, it is expected that many small applications such as train fare and bus fare will occur, and it will be a burden on the applicant, so whether to attach a voucher depending on the amount of money and the type of expense etc. Is drawing a line. In addition, from the viewpoint of preventing employees from applying for fraudulent expenses, the line is drawn according to the job title of the applicant and the characteristics of the expenses. However, in the past, each applicant checks the rules of the company's regulations, decides whether a voucher is necessary or not, and applies with the necessary voucher attached. According to the rules of the company regulations, the amount of money required to attach a voucher changes depending on the job title of the applicant, the type of expenses to be applied, the means of transportation used, and the combination thereof, so the applicant side It was easy to make a mistake in overlooking the voucher attachment. In addition, when the boss confirms the contents of the application, it is difficult to visually distinguish the necessity of the voucher, so it is easy to make a mistake of overlooking the omission of the voucher.

The present invention has been made in view of the above, and an object of the present invention is to provide an information processing apparatus, method and program for reducing voucher attachment errors.

In order to solve the above-mentioned problems and achieve the object, the information processing apparatus according to the present invention includes a storage means for storing determination standard information in which the amount of money required for the voucher is stored for each use and voucher type . The application is made by referring to the reception means that accepts the input of application information including the purpose of use and the amount of money, and the determination criterion information of the storage means based on the use and amount of money included in the application information received by the reception means. It is provided with a determination means for determining the necessity of the voucher for the usage and the amount of money indicated by information and the type of voucher required, and an output means for outputting the determination result determined by the determination means. It is characterized by.

Further, in the information processing apparatus according to the present invention, the receiving means receives the application information input in the input area of the display screen, and the output means displays the determination result of necessity on the display screen. It is characterized by outputting as.

Further, in the information processing apparatus according to the present invention, when the voucher is required, the output means outputs the information instructing the attachment of the voucher to the printer as print data, and the application information. It is further provided with a file output means for outputting information including the determination result to a file.

Further, the information processing apparatus according to the present invention is further provided with an acquisition means for acquiring information including the application information output to the file and the determination result.

Further, the information processing apparatus according to the present invention is further provided with a setting means for setting the determination reference information.

Further, the method according to the present invention is a method executed by the information processing apparatus, and is a storage step of storing the determination standard information in which the amount of money required for the voucher is stored for each purpose of use and voucher type. , The application information is indicated by referring to the reception step for accepting the input of application information including the usage and amount of money, and the determination criterion information of the storage means based on the usage and amount of money included in the received application information. It is characterized by including a determination step for determining the necessity of the voucher and the type of voucher required for the usage and the amount of money, and an output step for outputting the determination result of the determination step .

Further, the program according to the present invention is a program for causing a computer to execute, and stores determination standard information in which the amount of money required for the voucher is stored for each use and voucher type for causing the computer to execute. Refer to the determination criterion information of the storage means based on the storage step to be stored in the means, the reception step for accepting the input of the application information including the usage and the amount of money, and the usage and the amount of money included in the received application information. A determination step for determining the necessity of the voucher and the type of voucher required for the usage and the amount of money indicated in the application information, and an output step for outputting the determination result of the determination step are included. It is characterized by.

According to the present invention, there is an effect that the mistake of attaching the voucher can be reduced.

FIG. 1 is a diagram showing an example of the configuration of an information processing device. FIG. 2 is a diagram showing an example of the configuration of the master table. FIG. 3 is a diagram showing a setting example of determination standard information. FIG. 4 is a flow chart showing an example of application processing. FIG. 5 is a diagram showing an example of an application screen. FIG. 6 is a diagram showing an example of the print layout of the mount. FIG. 7 is an explanatory diagram of the confirmation process.

Hereinafter, embodiments of the information processing apparatus, method, and program according to the present invention will be described in detail with reference to the drawings. The present invention is not limited to this embodiment.

[1. Overview]
In this embodiment, application information such as expenses and transportation expenses by the applicant is accepted from the input area of the display screen (application screen), and whether or not the application amount requires the attachment of a voucher as proof (hereinafter). , "The necessity of voucher" may be described) based on the judgment criteria information, and the application information and the voucher necessity judgment result for the application information are displayed on the above display screen as information. Provided are information processing devices, methods and programs that can be output, preferably further output as print data to a mount. In addition, the application information and the necessity judgment result are acquired and displayed on the checker's display screen (confirmation screen), and the checker compares with the voucher attached to the above mount to see if there is any omission of the voucher attached. It provides information processing devices, methods and programs that can be confirmed.

Each company has internal rules regarding whether or not to attach a voucher, and it is possible to set whether a voucher is necessary or not depending on the combination of the applicant's job title, business trip area, transportation method, amount of money, etc. It is decided independently. In this embodiment, as an example of "application information", in addition to "application amount", "position" indicating the position of the applicant, "transportation", "business trip district", and "expense type" are used. Are appropriately combined. In addition, an example is shown when there are two types of "vouchers", a "receipt" and a "reason". As for the "judgment standard information", as an example, an example using a table in which each company can appropriately set internal rules is shown. Hereinafter, a specific configuration and operation will be described.

[2. Constitution]
The configuration of the information processing apparatus according to the present embodiment will be described with reference to the overall view of the settlement application confirmation system shown in FIG. FIG. 1 shows an information processing apparatus 100 as an example of the configuration of the information processing apparatus.

The information processing device 100 is a commercially available desktop personal computer. The information processing device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable type such as a commercially available notebook personal computer, a PDA (Personal Digital Assistants), a smartphone, or a tablet personal computer. It may be an information processing device.

As shown in FIG. 1, the information processing apparatus 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the information processing apparatus 100 is communicably connected via a bus or the like.

The communication interface unit 104 connects the information processing device 100 to the network 300 so as to be communicable. The network 300 is, for example, a LAN (Local Area Network), the Internet, or the like. The communication interface unit 104 communicates with the server 200 via a network 300 by a predetermined protocol.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. Here, as an example, it is assumed that a monitor (such as a liquid crystal display) and a printer are connected as an output device 114. A keyboard, a mouse, a microphone, a touch panel, or the like can be used as the input device 112. In the following, the output device 114 may be described as a monitor 114 which is one of the output destinations, or may be described as a printer 114 which is another output destination. Further, the input device 112 may be described as an example keyboard 112 or mouse 112.

The storage unit 106 stores various programs, data, and the like as "storage means". These are installed by downloading from a portable recording medium or a server. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) / ROM (Read Only Memory), an auxiliary storage device such as a hard disk, a flexible disk, an optical disk, or the like can be used.

In the present embodiment, the database is stored in the storage unit 106. The database includes a voucher type master 106a, a transportation master 106b, an accommodation expense master 106c, an expense type master 106d, an employee master 106e, and a business trip district master 106f. These are master tables, and the settings can be changed as appropriate according to the user (company, etc.). The outline of each master table is as follows. The details of the items included in each master table are as follows [3. Specific example of processing] will be described.

The voucher type master 106a is a master table for setting the voucher type (“receipt”, “reason”, etc.).

The transportation master 106b is a master table for setting an amount of money for which a voucher is required for each transportation means.

The accommodation fee master 106c is a master table for setting the amount of voucher required for each combination of the applicant's job title and business trip area.

The expense type master 106d is a master table for setting an amount of voucher required for each expense type.

The employee master 106e is a master table in which information about employees (such as job titles) is set.

The business trip district master 106f is a master table in which information indicating whether the business trip district is in the metropolitan area or outside the metropolitan area is set.

The control unit 102 has a CPU (Central Processing Unit) that collectively controls the information processing apparatus 100. The control unit 102 executes various information processing based on a basic program such as an OS (Operating System) or a program such as an application. In the present embodiment, the OS and various programs (including application applications, database management software, etc.) are stored in the storage unit 106, and the CPU loads and executes the program of the storage unit 106. A part or all of the above may be stored in the internal memory of the control unit 102 and executed.

The control unit 102 functionally conceptually includes (1) a reception unit 102a as a reception means, (2) a determination unit 102b as a determination means, (3) an output unit 102c as an output means, and (4) setting. It includes a setting unit 102d as a means and (5) an acquisition unit 102e as an acquisition means. Of these, the acquisition unit 102e can be omitted in the information processing apparatus that performs only the application among the application and the confirmation. Each unit is realized by the CPU executing a predetermined program on the control unit 102. For details of the processing of each part, see the following [3. Specific examples of processing] will be described in detail.

[3. Specific example of processing]
Hereinafter, specific examples of the processing according to the present embodiment will be described in detail. Here, the application process and the confirmation process when the setting shown in FIG. 3 (setting for the “judgment standard information”) is performed under the table configuration of each master table shown in FIG. 2 will be described. First, an example of the table configuration of each master table shown in FIG. 2 and a setting example shown in FIG. 3 will be described, and an application process and then a confirmation process will be described in this order.

(Table structure of each master table)
As shown in FIG. 2, the transportation means master 106b includes "transportation means", "voucher type", and "voucher required amount" as setting items. Of these, "transportation" and "voucher type" are set as keys. Further, the accommodation fee master 106c includes "post", "business trip area", "voucher type", and "required voucher amount" as setting items. Of these, "post", "business trip area", and "voucher type" are set as keys. Further, the expense type master 106d includes "expense type", "voucher type", and "required voucher amount" as setting items. Of these, the "expense type" and the "voucher type" are set as keys.

The transportation means master 106b, the accommodation expense master 106c, and the expense type master 106d are set so that the "voucher type" refers to the voucher type master 106a. The voucher type master 106a includes the "voucher type" as a key, and passes the data list ("receipt", "reason", etc.) set in the "voucher type" to the reference source.

The accommodation expense master 106c is further set so that the "post" refers to the employee master 106e and the "business trip district" refers to the business trip district master 106f. The employee master 106e includes "employee (employee code)" and "post" as setting items, and passes a list of post to the reference source. The business trip district master 106f includes the "business trip district" as a key, and passes the classification of the "business trip district", in this example, whether it is the metropolitan area or outside the metropolitan area to the reference source.

(Setting example of "judgment standard information")
The control unit (setting unit 102d) sets the "determination standard information". For example, the control unit (setting unit 102d) displays a reception screen on the monitor 114 that accepts data input for the "judgment criterion information" of the master table, and receives data input from the user on the reception screen and accepts the data input. The corresponding data (default value) in the master table is updated according to the obtained data.

The "judgment standard information" is set from the viewpoint of reducing the work load and preventing fraudulent applications by employees. For example, from the viewpoint of reducing the work load, a voucher is not required for small items. Also, although an airplane is required, a train is not required. From the viewpoint of preventing fraudulent applications, the necessity criteria for vouchers are changed according to the job title of the applicant. For example, a receipt is sufficient for managers and above, but general employees need a reason (for example, a noun of a meeting participant) in addition to the receipt. In addition, the standard amount of vouchers will be set differently depending on whether the business trip area is in the metropolitan area or outside the metropolitan area. An example of "judgment standard information" is shown below.

FIG. 3A shows a setting example of the voucher type master 106a. The "voucher type" of the voucher type master 106a shows a setting example when the input of the "receipt" and the "reason" is accepted from the user as an example on the reception screen. If the voucher that needs to be attached specified by the user's company, etc. has a name other than "receipt" or "reason", the user inputs it on the reception screen and uses it as the "voucher type" of the voucher type master 106a. Set.

FIG. 3B shows a setting example of each item of the transportation master 106b. For example, in record B2 shown in the second line, "receipt" is set for "voucher type", "bus" is set for "transportation", and "1000 (yen)" for "required voucher amount". Is set. In this setting, for example, the "receipt" displays a list of all the data set in the "voucher type" of the voucher type master 106a in a pull-down box or the like on the reception screen, and one of them ("receipt"). ”) Is selected and accepted by the user. The "bus" and "1000 (yen)" accept data arbitrarily input by the user on the reception screen. Since the types of "transportation" are limited, for example, a separate table for registering the types of transportation is provided, and the list is displayed as a list on the reception screen using a pull-down box or the like to provide the user with one of the means of transportation. You may let me choose one.

Here, the record information shown in the record B2 is standard information (an example of "determination standard information") that defines that a receipt is required when the bus fare is 1000 (yen) or more. By adding records of combinations of "voucher type", "transportation means" and "required voucher amount" to the transportation means master 106b, a large number of reference information is set as shown in FIG. 3 (b). be able to.

FIG. 3C shows a setting example of each item of the accommodation fee master 106c. For example, in the record C1 shown in the first line, a "receipt" is set for the "voucher type", a "manager" is set for the "position", and a "metropolitan area" is set for the "business trip district". "0 (yen)" is set for the "required voucher amount". In this setting, the "receipt" and the "manager" are set to one of the data (receipt) set in the "voucher type" of the voucher type master 106a and the "post" of the employee master 106e, respectively. One of the data (chief officer) is selected and set.

The "metropolitan area" is set by selecting the "metropolitan area" from the "metropolitan area" and the "outside the metropolitan area" divided in the "business trip area" of the business trip area master 106f. The data of each item can be selected by displaying a list in a pull-down box or the like on the reception screen and letting the user select one of them. "0 (yen)" means that the data arbitrarily input by the user is accepted on the reception screen.

Here, the record information shown in the record C1 is standard information (an example of "determination standard information") that stipulates that a receipt is required regardless of the amount of money when the chief of staff travels within the metropolitan area. By adding records of combinations of "voucher type", "position", "business trip area", and "required voucher amount" to the accommodation expense master 106c, a large number of criteria are shown as shown in FIG. 3 (c). Information can be set.

FIG. 3D shows a setting example of each item of the expense type master 106d. For example, in the record D2 shown in the second line, a "receipt" is set for the "voucher type", a "newspaper book cost" is set for the "expense type", and "1000 (required voucher amount"). Yen) ”is set. In this setting, the "receipt" is set by selecting one of the data ("receipt") set in the "voucher type" of the voucher type master 106a. Further, "newspaper book expenses" and "1000 (yen)" are set by accepting data arbitrarily input by the user on the reception screen. Since the types of "expense types" are limited, for example, a table in which expense types are registered is provided separately, and the list is displayed as a list in a pull-down box on the reception screen, and one of them is displayed to the user. You may choose.

Here, the record information shown in the record D2 is standard information (an example of "determination standard information") that defines that a receipt is required when the newspaper book cost is 1000 (yen) or more. By adding records of combinations of "voucher type", "expense type" and "required voucher amount" to the expense type master 106d, a large number of reference information is set as shown in FIG. 3 (d). be able to.

(Positioning of application processing and confirmation processing)
Next, application processing and confirmation processing based on the settings of each master table will be described. Generally, an applicant (for example, an employee) who applies for settlement of transportation expenses, etc. fills in the transportation expenses etc. on the settlement application form, attaches a receipt to those that require a receipt according to company regulations, and is a checker (for example) For example, submit it to your boss). The checker will check the contents of the application, and if there are no deficiencies, it will be sent to accounting, etc., and the procedure for payment of the settlement amount will be proceeded.

In this embodiment, an example is shown in which application and confirmation are performed in the information processing apparatus 100. The information processing device 100 may be the same terminal for application and confirmation, or may be different terminals. To apply, for example, the information processing device 100 starts the application application, inputs the application information from the application screen, and uploads the application information to the server 200. At that time, the applicant outputs a mount if the settlement requiring a voucher is included, attaches the voucher to the mount, and sends it to the checker (boss). For confirmation, the checker acquires application information from the server 200 in the information processing apparatus 100 and displays it, and confirms that there is no omission of entry or forgetting to attach the voucher together with the separately received mount. If the application is complete, approve it and send the procedure to accounting.

(Application processing)
Subsequently, the application process will be described with reference to FIGS. 4 to 6. FIG. 4 is a flow chart showing an example of application processing. FIG. 5 is a diagram showing an example of an application screen. FIG. 6 is a diagram showing an example of the print layout of the mount.

FIG. 4 is a process in the information processing device 100 after the applicant logs in to the information processing device 100 by inputting an employee code or the like and starts the application application. First, upon receiving the activation of the application application from the input device 112, the control unit 102 (output unit 102c) outputs the application screen to the output device 114 (S1).

Subsequently, the control unit 102 (reception unit 102a) accepts the input of one application information in each input item on the application screen (S2).

Subsequently, the control unit 102 (reception unit 102a) determines whether or not the input of one application information has been accepted (S3), and repeats the determination until the input of one application information is accepted (S3: No). .. For example, when the control unit 102 (reception unit 102a) determines whether the input boxes for each input item for one item are confirmed by the enter key or the like, and the input boxes for each input item for one item are all confirmed. It is determined that the input of application information for one case has been accepted.

When the input of one application information is accepted (S3: Yes), the control unit 102 (determination unit 102b) performs the voucher necessity determination process (S4).

When the voucher necessity result is obtained by the voucher necessity determination process, the control unit 102 (output unit 102c) indicates the voucher necessity result corresponding to the input information for the one case input on the application screen. In the display column, the necessity result of the voucher obtained by the necessity determination process is displayed (S5).

Subsequently, the control unit 102 (reception unit 102a) determines whether the input to the input item for the next one is started or the input indicating the end of the application process (for example, the pressing signal of the application end button) is accepted. When the determination (S6) is made and the input to the input item is started for the next one item, the process from step S2 is repeated.

On the other hand, when the input indicating the end of the application process is received, the control unit 102 (output unit 102c) performs the output process of the mount as the "print output means" (S7).

Then, the control unit 102 (output unit 102c), as a "file output means", checks the application information (including the necessity of voucher) of each application as a file (for example, a file in CSV format or the like). Output to the storage area for (S8), and then end this application process (including display of the application screen).

(Specific example of necessity judgment processing)
The control unit 102 (determination unit 102b) performs a necessity determination process for determining whether a voucher is necessary or unnecessary according to the reference information set in each master table for each application for the application information input by the applicant. .. If there are multiple types of vouchers, the necessity is determined for each type. Specifically, an input example of the application screen 114a of FIG. 5 will be described with reference to the input example.

In FIG. 5, in the first line B21 of the first input field 11 for inputting the settlement information of transportation expenses, "train" is input as "transportation means" and "1070 (yen)" is input as "amount". Has been done. Since the application in the first input field 11 is an application for "transportation expenses", the control unit 102 (determination unit 102b) designates the transportation means master 106b as a reference destination for the reference information for the application in the first line B21. Then, using "transportation" as the key from the master table, the "required amount of voucher (lower limit)" corresponding to the application content (train) is extracted for each voucher type ("receipt", "reason"). do. In this case, the combination shown in record B1 on the first line (corresponding to "receipt") and the combination shown in record B5 on the fifth line (corresponding to "reason") in the settings shown in FIG. 3 (b). And are applicable. In the case of this setting, if the amount is less than "99999999 (yen)", neither "receipt" nor "reason" is required regardless of the position or business trip area. In other words, in reality, "receipts" and "reasons" are always unnecessary. Therefore, for one application entered in the first line B21 of the first input field 11, the voucher necessity determination result is "receipt: unnecessary, reason: unnecessary", and the necessity determination result is ". It is reflected in the "necessary voucher" display column 1. In the example of the application screen 114a, since no voucher is required, nothing is displayed in the display column B210 indicating the necessity result of the voucher corresponding to the one application.

In the second line B22 of the first input field 11, "taxi" is input as "transportation means" and "720 (yen)" is input as "amount". In this case, the combination shown in the record B4 on the fourth row and the combination shown in the record B8 on the eighth row in the settings shown in FIG. 3B correspond. In the case of this setting, if the amount is less than "0 (yen)", the "receipt" will be treated as unnecessary regardless of the position or business trip area. In other words, a "receipt" is always required. If the amount is less than "99999999 (yen)", the "reason" is not required. In other words, in reality, a "reason book" is not always necessary. Therefore, for one application entered in the second line B22 of the first input field 11, the voucher necessity determination result is "receipt: necessary, reason: unnecessary", and the example of the application screen 114a. Then, a "receipt" indicating the type of voucher that needs to be attached is displayed in the display column B220 indicating the necessity result of the voucher corresponding to the one application. The other display examples of the first input field 11 are also omitted in detail, but similarly to these, the necessity of the voucher is determined from the information indicating the corresponding standard, and the type of voucher that needs to be attached is displayed. ing.

In the first line C21 of the second input field 12 for inputting the settlement information of the accommodation fee, "Metropolitan area" is input as the "business trip area" and "10600 (yen)" is input as the "amount". .. Further, from the employee code of the logged-in applicant, it is found by the employee master 106e that the "position" is the "manager", and it is displayed in the column 14 of the applicant. Since the application in the second input field 12 is an application for "accommodation fee", the control unit 102 (determination unit 102b) designates the accommodation expense master 106c as a reference destination for the reference information for the application in the first line C21. Then, using the "position" and "business trip area" as keys, the "required voucher amount (lower limit)" of each voucher type corresponding to the application content (chief officer, metropolitan area) is extracted from the master table. In this case, the combination shown in the record C1 in the first row and the combination shown in the record C5 in the fifth row among the settings shown in FIG. 3C correspond to each other. In the case of this setting, if the amount is less than "0 (yen)", the "receipt" is treated as unnecessary. In other words, a "receipt" is always required. If the amount is less than "12000 (yen)", the "reason" is not required. Therefore, for one application entered in the first line C21 of the second input field 12, the voucher necessity determination result is "receipt: necessary, reason: unnecessary", and the example of the application screen 114a. Then, a "receipt" indicating the type of voucher that needs to be attached is displayed in the display column C210 indicating the necessity result of the voucher corresponding to the one application.

In the second line C22 of the second input field 12, "outside the metropolitan area" is input as the "business trip area" and "10500 (yen)" is input as the "amount". In this case, the combination shown in the record C2 on the second row and the combination shown in the record C6 on the sixth row in the settings shown in FIG. 3C correspond to each other. In the case of this setting, if the amount is less than "0 (yen)", the "receipt" is treated as unnecessary. In other words, a "receipt" is always required. If the amount is less than "10000 (yen)", the "reason" is not required. Therefore, for one application entered in the second line C22 of the second input field 12, the voucher necessity determination result is "receipt: necessary, reason: necessary", and the example of the application screen 114a. Then, a "receipt" and a "reason" indicating the type of voucher that needs to be attached are displayed in the display column C220 indicating the necessity result of the voucher corresponding to the one application.

For the first line D21 of the third input field 13 for inputting the settlement information of other expenses, "consumables cost" is input as "expense type" and "1070 (yen)" is input as "amount". ing. Since the application in the third input field 13 is an application for "expense", the control unit 102 (determination unit 102b) designates the expense type master 106d as a reference destination for the reference information for the application in the first line D21. , Extract the "required voucher amount (lower limit)" of each voucher type corresponding to the application content (consumables cost) using the "expense type" as the key from the master table. In this case, the combination shown in the record D1 in the first row and the combination shown in the record D3 in the third row correspond to the settings shown in FIG. 3 (d). In the case of this setting, if the amount is less than "99999999 (yen)", neither "receipt" nor "reason" is treated as unnecessary. Therefore, for one application entered in the first line D21 of the third input field 13, the voucher necessity determination result is "receipt: unnecessary, reason: unnecessary", and the example of the application screen 114a. Then, nothing is displayed in the display column D210 indicating the necessity result of the voucher corresponding to the one application.

In the second line D22 of the third input field 13, "newspaper book cost" is input as "expense type" and "1070 (yen)" is input as "amount". In this case, the combination shown in the record D2 in the second row and the combination shown in the record D4 in the fourth row in the settings shown in FIG. 3D correspond. In the case of this setting, if the amount is less than "1000 (yen)", the "receipt" is treated as unnecessary. If the amount is less than "99999999 (yen)", the "reason book" will be treated as unnecessary. Therefore, for one application entered in the second line D22 of the third input field 13, the voucher necessity determination result is "receipt: necessary, reason: unnecessary", and the example of the application screen 114a. Then, a "receipt" indicating the type of voucher that needs to be attached is displayed in the display column D220 indicating the necessity result of the voucher corresponding to the one application.

(Specific example of output processing of mount)
The control unit 102 (output unit 102c) outputs the application information input by the applicant to the mount in a predetermined arrangement. In addition, for applications that include "receipt: necessary" or "reason: necessary" as the judgment result of the necessity judgment process, the information indicating each pasting column in the output area corresponding to the application ( Adds ruled lines and information indicating the "type of voucher", etc.) and outputs. Specifically, an output example of the mount 114b shown in FIG. 6 will be described with reference to the example.

On the mount 114b shown in FIG. 6, the application information input on the application screen 114a (see FIG. 5) and the pasting column for the voucher displayed in the "necessary voucher" display column 1 are associated with each case. It is printed in the layout that was printed. In this example, in order to facilitate the confirmation of the voucher, an output example is shown in which only the application that requires the voucher to be attached is output from the application information collectively applied by the applicant. In the case of output in this way, if it is not necessary to attach a voucher to all the applications in the application information, the output of the mount 114b itself can be omitted.

An example of the output of FIG. 6 will be described as follows. In the first line B21 of the first input field 11 shown in FIG. 5, nothing is displayed in the display field B210 of the "necessary voucher". Therefore, the application for the first line B21 is not output to the mount 114b shown in FIG. 6 and is not printed. Regarding the application in the second line B22 of the first input field 11, a "receipt" is displayed in the display field B220 of the "necessary voucher". Therefore, the application for the second line B22 is output and printed as data for one case on the mount 114b shown in FIG. In this example, printing is performed on the left side area B2200 on the upper side of the mount 114b.

The control unit 102 (output unit 102c) reads the application information and the required voucher (type) displayed on the application screen 114a of FIG. 5 for each case (for example, from top to bottom), and for those having the required voucher. , Place the application information for one case in the predetermined print field of the application information, and paste the required voucher, one or more in this example depending on the type of required voucher (two in this example) Place the paste column (up to) in the position corresponding to the application information, and place the information of the applicant etc. (application date, applicant, job title, slip number, etc.) in the applicant column 14 and print the data. Generate.

For example, the control unit 102 (output unit 102c) applies to the application information printing field 2201 corresponding to the area B2200 of the mount 114b shown in FIG. 6 for the application of the second line B22 of the first input field 11 shown in FIG. Place the information and place the "receipt" paste field (including ruled lines) below it. Further, the control unit 102 (output unit 102c) arranges the application information and the pasting column for the application of the third line B22 shown in FIG. 5 on the right side of the area B2200 of the mount 114b shown in FIG. Further, the control unit 102 (output unit 102c) arranges the application information and the pasting column for the application of the first line C21 shown in FIG. 5 on the left side of the lower part of the area B2200 of the mount 114b shown in FIG. Further, the control unit 102 (output unit 102c) arranges the application information and the pasting column for the application of the second line C22 shown in FIG. 5 in the area C2200 on the lower right side of the area B2200 of the mount 114b shown in FIG. do. In this case, since there are two required vouchers, "receipt" and "reason", there is a "receipt" pasting field (including ruled lines) under the application information printing field 2201 in area C2200. Place it side by side with the paste field (including ruled lines, etc.) of the "reason book". Further, the control unit 102 (output unit 102c) arranges the application information and the paste column for the application of the second line D22 shown in FIG. 5 on the left side of the lower row.

The control unit 102 (output unit 102c) outputs the print data arranged in this way to the printer 114, and the printer 114 executes printing based on the print data, so that the mount 114b of the layout is output. As shown by the arrow Y in FIG. 6, the applicant attaches the corresponding voucher X to each pasting column of the mount 114b.

The arrangement shown in FIG. 6 is an example, and other arrangements may be appropriately set. For example, they may be arranged side by side from top to bottom in the same order as the order of the application information of each case on the application screen 114a.

(Confirmation process)
The checker (boss) operates the information processing apparatus 100, acquires an application file from the server 200, and displays it on the monitor 114. Specifically, the control unit 102 (acquisition unit 102e) acquires the application file specified by the checker from the folder for the checker of the server 200, and the control unit 102 (output unit 102c) monitors the application file 114. Output with the specified layout.

FIG. 7 shows a confirmation screen when the application contents are displayed in the same layout as the application screen 114a, and the application contents displayed on the confirmation screen and a pair of mounts side by side. As shown in FIG. 7, on the confirmation screen, information indicating the type of voucher is displayed in association with the application requiring the voucher. Therefore, the checker can easily find the application that has forgotten to paste the voucher by comparing this display with the mount. That is, it is possible to reduce the oversight of deficiencies in the application contents by the checker. For example, if the order of the print layout is decided, in FIG. 7, the checker simply moves his / her eyes to the position indicated by the arrow in FIG. 7 for the top-level application that requires a “receipt” on the confirmation screen. It can be found, and if the receipt is not attached, it can be immediately judged that the application is inadequate. Further, in this example, since only the application requiring the voucher is printed on the mount, the omission of the voucher attachment can be detected at a glance.

As described above, in the present embodiment, when the applicant inputs the application information on the application screen, a determination result indicating whether or not a voucher is required is displayed for each input application. If there are multiple types of vouchers such as receipts and reasons, as in this example, the information to identify each is displayed. In other words, there is no need for the applicant to remember the internal rules that stipulate the necessity of vouchers, or to check the rules if they do not remember them. Also, if you make a mistake in the rules and apply without attaching the voucher, you will need to reapply, and the checker will repeat the check at the time of initial application and at the time of reapplication, but no mistake in the rules will occur. Therefore, the work load of the check can be reduced.

That is, since information on whether or not a voucher is required and what kind of voucher is required is displayed for each application, the applicant can reduce the omission of attachment of the voucher by this display. In addition, when printing only the application that requires the voucher to be attached to the mount, the applicant can paste the voucher on the mount without omission so that the omission of the voucher can be confirmed at a glance, preventing the omission of the voucher. can do.

For the checker, the display of the voucher can be compared with the mount on the confirmation screen, so the risk of overlooking the voucher attachment omission can be reduced.
Further, in the present embodiment, since the setting in each master table can be updated to the judgment standard information of each company, there is an advantage that it is not necessary to build a system according to each company.

(Applicable range of information processing apparatus according to this embodiment)
The information processing apparatus 100 used for application and confirmation may be common to application and confirmation, or may be provided separately for application and confirmation. For example, the information processing apparatus 100 may be provided as a common dedicated terminal used for application and confirmation, and may be performed by connecting to the server 200 from this common dedicated terminal. Further, the application may be made by connecting each information processing device 100 such as an employee to the server 200, and the confirmation may be made by connecting the information processing device 100 of the checker (boss) to the server 200. ..

Further, the application information may be sent via a portable recording medium without going through the server 200 on the network 300. For example, each information processing device 100 is used offline, the application information is stored in the portable recording medium in the information processing device 100 of the applicant, and the portable recording medium is stored in the information processing device 100 of the checker at the time of confirmation. Wear it and read the application information.

(Modified example of the embodiment)
In the present embodiment, the information processing device is applied to the information processing device 100, and the information processing device 100 includes a reception unit 102a, a determination unit 102b, an output unit 102c, a setting unit 102d, an acquisition unit 102e, and a database. Although an example of implementing the above is shown, this implementation is performed by mounting the reception unit 102a, the determination unit 102b, the output unit 102c, the setting unit 102d, the acquisition unit 102e, the database, and the like on the server 200 side. The information processing apparatus according to the embodiment may be applied to the server 200 side.

For example, the server 200 is a Web application server that has the database and provides a series of functions including a reception unit 102a, a determination unit 102b, an output unit 102c, a setting unit 102d, and an acquisition unit 102e to a client. To construct. The information processing device 100 is operated as a Web client by equipping a conventional PC, a portable information processing device, or the like with Web client software.

The information processing apparatus 100 sets the URL (Uniform Resource Locator) of the server 200 in a Web viewer or the like, and starts HTTP (Hypertext Transfer Protocol) communication with the server 200. The information processing apparatus 100 displays an application screen (screen information such as HTML (HyperText Markup Language) and XML (Extensible Markup Language)) transmitted from the server 200 on the monitor 114, and displays the application information input from the input device 112 on the server. Send to 200.

When the server 200 receives the application information transmitted from the information processing apparatus 100, the reception unit receives the application information, and the determination unit connects to the database to determine the necessity of the voucher. The output unit designates the determination result as the request source, and the display information of the determination result is transmitted from the server 200 to the information processing apparatus 100 of the request source. Upon receiving the display information, the information processing apparatus 100 displays the determination result on the application screen. Further, when the button indicating printing is pressed on the application screen of the information processing apparatus 100, the output unit of the server 200 outputs the print data to the designated network printer on the network 300, and the network printer prints on the mount. Will be printed. Further, when the application is completed on the application screen of the information processing apparatus 100, the output unit of the server 200 outputs the application information and the determination result as a file to the storage unit of the server 200.

The setting unit passes the reception screen to the information processing device 100 when instructed by the information processing device 100, and sets the determination standard information set on the reception screen from the information processing device 100 in the database. When the checker's information processing device 100 requests an application file, the acquisition unit 102a acquires the target application file from the storage unit and transmits it to the checker's information processing device 100. After that, a process of accepting an approval file in which the approval information of the checker is added to the application file and storing the approval file in the storage unit may be appropriately provided.

As described above, the information processing apparatus according to the present embodiment can be applied not only to the information processing apparatus 100 but also to the server 200. Needless to say, when applied to the server 200, the same effect as when applied to the information processing apparatus 100 can be obtained.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the automatically performed processes may be manually performed, or all or part of the processes described as being manually performed may be performed. It can also be done automatically by a known method.

In addition, the processing procedure, specific name, database configuration, number of items and names of each master table, screen configuration, etc. shown in the present specification and drawings can be changed as appropriate.

Further, in one example, the configuration shown in the information processing apparatus 100 does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the information processing apparatus 100, particularly each processing function performed by the control unit 102, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus 100 to execute the process described in the present embodiment, and information processing is performed as necessary. It is read mechanically by the device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit 106 such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM, and constitutes the control unit 102 in cooperation with the CPU.

Further, this computer program may be stored in an application program server connected to the information processing apparatus 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. be.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Probe Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disc), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium". Therefore, a recording medium containing a program for executing a process or a process method as described herein also constitutes the present invention.

Further, the "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as multiple modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. As for the specific configuration and reading procedure for the information processing apparatus 100 shown in the embodiment to read the recording medium, the installation procedure after reading, and the like, well-known configurations and procedures can be used.

Further, the information processing device 100 may be configured as an information processing device such as a workstation in addition to the personal computer.

Furthermore, the specific form of distribution / integration of the device is not limited to that shown in the figure, and all or part of the device may be functionally or physically in any unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful in a company or the like that independently defines the rules for settlement application.

100 Information processing equipment
102 Control unit
102a Reception department
102b Judgment unit
102c output section
102d setting unit
102e acquisition unit
104 Communication interface section
106 Storage unit
106a Voucher Type Master
106b Transportation Master
106c Accommodation Expense Master
106d Expense type master
106e Employee Master
106f Business trip district master
108 Input / output interface section
112 Input device
114 Output device 200 Server 300 Network

Claims (7)

A storage means for storing the judgment standard information in which the amount of money required for the voucher is stored for each purpose of use and voucher type, and
A reception means that accepts input of application information including usage and amount ,
By referring to the determination criterion information of the storage means based on the usage and amount of money included in the application information received by the reception means, the necessity of the voucher for the usage and the amount of money indicated by the application information is required. And a judgment means to determine the type of voucher required ,
An output means for outputting the determination result determined by the determination means, and an output means.
Being equipped with
An information processing device characterized by. The reception means receives the application information input in the input area of the display screen, and receives the application information.
The output means outputs the determination result of the necessity and the type of the voucher required as display information on the display screen.
The information processing apparatus according to claim 1. The output means is
When the voucher is required, a print output means for outputting the information instructing the attachment of the voucher to the printer as print data, and
A file output means for outputting information including the application information and the determination result to a file, and
Further prepared,
2. The information processing apparatus according to claim 2. Further provided with an acquisition means for acquiring information including the application information output to the file and the determination result.
The information processing apparatus according to claim 3. Further provided with a setting means for setting the determination criterion information,
The information processing apparatus according to any one of claims 1 to 4. It is a method executed by an information processing device.
A storage step for storing the judgment standard information in which the amount of money required for the voucher is stored in the storage means for each purpose of use and voucher type, and
A reception step that accepts input of application information including usage and amount ,
By referring to the determination criterion information of the storage means based on the usage and amount of money included in the received application information, the necessity and necessity of the voucher for the usage and the amount of money indicated by the application information are required. Judgment step to determine the type of voucher ,
An output step that outputs the determination result of the determination step, and
To include,
A method characterized by. A program to run on a computer
To make the computer run
A storage step for storing the judgment standard information in which the amount of money required for the voucher is stored in the storage means for each purpose of use and voucher type, and
A reception step that accepts input of application information including usage and amount ,
By referring to the determination criterion information of the storage means based on the usage and amount of money included in the received application information, the necessity and necessity of the voucher for the usage and the amount of money indicated by the application information are required. Judgment step to determine the type of voucher ,
An output step that outputs the determination result of the determination step, and
To include,
A program featuring.

Images