JP7000899B2 - Information processing equipment and programs - Google Patents

Description

The present invention relates to an information processing apparatus and a program.

Conventionally, an accounting system that supports transaction input is known. Since the use of this accounting system is mainly aimed at businesses that are unfamiliar with transaction input, past transactions can be pointed out by experts such as tax accountants and accountants, or more appropriate journal data can be obtained at the convenience of the business. There are cases where corrections are made so that.

Therefore, in order to easily make the above adjustments, for example, an accounting system equipped with an item correction reflection unit that updates the journal data in which different accounts are registered with the same transaction content to the account determined this time is proposed. (See Patent Document 1). Further, there has been proposed a document processing apparatus capable of replacing only a specific character string in a portion intended by a user among specific character strings existing in a plurality of locations in a document in a short time (see Patent Document 2).

JP 2015-14854 Japanese Patent Application Laid-Open No. 8-77167

However, changing transaction data that is directly related to the profit and loss of the business operator and the amount of tax payment is not tolerant of mistakes, unlike mere change of character strings. However, the accounting processing system of Patent Document 1 and the document processing apparatus of Patent Document 2 do not sufficiently provide functions from such a viewpoint, and as a result, data is changed to unnecessary parts. The mistake was at the user's own risk.

The present invention has been made in view of such a problem, and an object of the present invention is to accurately and collectively replace transaction data.

In order to solve the above problems, the information processing apparatus according to the present invention is
A search method for searching transaction data to be changed based on predetermined search conditions,
A classification means for classifying the transaction data searched by the search means for each input method of the transaction data, and a classification means.
A narrowing means for narrowing down each transaction data classified for each input method by the sorting means based on the narrowing conditions set for each input method.
A designation means for designating the contents related to the change of each transaction data classified for each input method by the classification means based on the user operation, and
A batch change means for collectively changing each transaction data narrowed down for each input method by the narrowing means based on the content related to the change of each transaction data designated for each input method by the designated means.
It is characterized by having.

According to the present invention, transaction data can be accurately and collectively replaced.

It is a block diagram which shows the management support system of embodiment of this invention. It is a block diagram which shows the functional structure of a server. It is a block diagram which shows the functional structure of a terminal apparatus. It is a figure which shows the initial screen when the 1st search condition input form is displayed. It is a figure which shows the state which the item of the search option is additionally displayed in the 1st search condition input form. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a preview screen. It is a figure which shows an example of a journal entry detail screen. It is a figure which shows an example of the replacement result screen. It is a figure which shows the initial screen when the 2nd search condition input form is displayed. It is a figure which shows an example of a search result screen. It is a figure which shows an example of the deletion result screen. It is a figure which shows the initial screen when the 3rd search condition input form is displayed. It is a figure which shows an example of the history screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of a search result screen. It is a figure which shows an example of the batch cancel operation screen. It is a figure which shows an example of the batch cancellation result screen. It is a figure which shows an example of the batch cancel operation screen. It is a figure which shows an example of the batch cancellation result screen. It is a figure which shows an example of the detail screen. It is a figure which shows an example of the detail screen. It is a figure which shows an example of the detail screen. It is a figure which shows an example of the detail screen. It is a flowchart which shows the batch replacement process. It is a flowchart which shows the batch deletion process. It is a flowchart which shows the history search process.

Hereinafter, a specific embodiment of the present invention will be described with reference to the drawings. However, the scope of the invention is not limited to the illustrated examples.

<Configuration of management support system 1>
First, the configuration of the present embodiment will be described with reference to FIG. FIG. 1 is a schematic configuration diagram of the management support system 1 of the present embodiment.

The management support system 1 of the present embodiment is, for example, a system that supports accounting management work, salary management work, and sales aggregation management work performed by a user who is a manager.

As shown in FIG. 1, the management support system 1 includes a server (information processing device) 2 and a plurality of terminal devices 3. The server 2 and the terminal device 3 are connected to each other via the communication network N so that information can be communicated.

The server 2 is, for example, a server on the cloud, and provides an accounting service for supporting the above-mentioned accounting management business, a salary service for supporting salary management business, and a sales service for supporting sales aggregation management business. do.

The terminal device 3 is a terminal device owned by a user such as an owner of a private company, an owner of a small and medium-sized enterprise, or a shop owner of a private store. Examples of the terminal device 3 include a smartphone, a tablet PC (Personal Computer), a mobile phone, a PDA (Personal Digital Assistant), a notebook PC, a desktop PC, and the like.
Further, the terminal device 3 receives the user's operation input by a browser or the like and transmits it to the server 2, and receives and displays the information transmitted from the server 2.

The communication network N is assumed to be the Internet, for example, but may be another network such as a LAN (Local Area Network).

<Configuration of server 2>
Next, the configuration of the server 2 will be described with reference to FIG. FIG. 2 is a block diagram showing a functional configuration of the server 2.

As shown in FIG. 2, the server 2 includes a CPU (Central Processing Unit) 21, a RAM (Random Access Memory) 22, a storage unit 23, an operation unit 24, a display unit 25, and a communication unit 26. ing. Further, each part of the server 2 is connected via the bus 27.

The CPU (search means, classification means, narrowing down means, designation means, batch change means, selection means, first display control means, second display control means, change target designation means, third display control means) 21 is Various programs such as system programs and application programs stored in the storage unit 23 are read out and expanded in the work area of the RAM 22, and the operation of each unit of the server 2 is controlled according to the program. For example, the CPU 21 generates a control signal for causing the display unit 35 of the terminal device 3 to display the execution result according to the execution result of the application program, and transmits the control signal to the terminal device 3 via the communication unit 26. do.

The RAM 22 is, for example, a volatile memory and has a work area for temporarily storing various programs and data read by the CPU 21.

The storage unit 23 is composed of, for example, an HDD (Hard Disk Drive), an SSD (Solid State Drive), an EEPROM (Electrically Erasable Programmable Read Only Memory), a flash memory, or the like.
The storage unit 23 stores system programs executed by the CPU 21, application programs such as Web server programs, and data necessary for executing these programs. Application programs include various programs such as accounting application programs, payroll application programs, and sales aggregation management application programs. These programs are stored in the storage unit 23 in the form of a computer-readable program code. The CPU 21 sequentially executes operations according to the program code.

Further, the storage unit 23 stores journal data used in the batch replacement process and the batch delete process, history information of the batch replacement process and the batch delete process, and the like. Each journal data is stored in association with a replacement category (described later). In addition, each history information includes the contents of changes when the corresponding batch replacement process or batch deletion process is performed, and when the batch replacement process or batch deletion process is canceled, the batch replacement process or batch deletion process is performed. The cancellation contents of the process are stored in association with each other.

The operation unit 24 has, for example, a key input unit such as a keyboard and a pointing device such as a mouse. Further, the operation unit 24 receives the key input and the position input, and outputs the operation information to the CPU 21.

The display unit 25 is composed of, for example, an LCD (Liquid Crystal Display), an organic EL (Electro Luminescence) display, or the like. Further, the display unit 25 displays various screens according to the instructions of the display signal output and input from the CPU 21.

The communication unit 26 is composed of, for example, a network card or the like. Further, the communication unit 26 is communically connected to the communication network N and communicates with a device (for example, a terminal device 3 or the like) on the communication network N.

<Configuration of terminal device 3>
Next, the functional configuration of the terminal device 3 will be described with reference to FIG. FIG. 3 is a block diagram showing a functional configuration of the terminal device 3.

As shown in FIG. 3, the terminal device 3 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35 (display means), and a wireless communication unit 36. Further, each part of the terminal device 3 is connected via a bus 37.

The CPU 31 reads various programs such as system programs and application programs stored in the storage unit 33, expands them in the work area of the RAM 32, and controls the operation of each unit of the terminal device 3 according to the program. For example, the CPU 31 executes an information display input program such as a browser to cause the wireless communication unit 36 to transmit information based on the content of the user's input operation to the operation unit 34 to the server 2, or to send information received from the server 2. It is displayed on the display unit 35.

The RAM 32 is, for example, a volatile memory and has a work area for temporarily storing various programs and data read by the CPU 31.

The storage unit 33 is composed of, for example, an HDD, an SSD, an EEPROM, a flash memory, or the like. The storage unit 33 stores a system program executed by the CPU 31, an application program such as a Web browser, and data necessary for executing these programs.

The operation unit 34 is provided with, for example, a touch panel, receives a touch input from a user, and outputs the operation information to the CPU 31.
The touch panel is formed integrally with the display unit 35, and the XY coordinates of the contact position on the display unit 35 by the user can be set by various methods such as a capacitance method, a resistance film method, and an ultrasonic surface acoustic wave method. To detect. Then, the touch panel outputs a position signal related to the XY coordinates of the contact position to the CPU 31.

The display unit (display means) 35 is composed of, for example, an LCD, an organic EL display, or the like. Further, the display unit 35 displays various screens according to the instructions of the display signal output and input from the CPU 31.

The wireless communication unit 36 is composed of, for example, an antenna, a modulation / demodulation circuit, a signal processing circuit, and the like. Further, the wireless communication unit 36 transmits / receives information by wireless radio waves to a base station, an access point, or the like connected to the communication network N, and communicates with a device (for example, a server 2 or the like) on the communication network N. ..

<Batch change function>
Next, the batch change function as a part of the accounting service provided by the server 2 will be described. Here, the batch change function means, for example, a function of batch changing information of a desired item of journal data (transaction data) registered in the server 2.

FIG. 4 is a diagram showing an initial screen 41 related to the batch change function.
On the initial screen 41, for example, in a state where the top screen (not shown) at the time of starting the accounting application program is displayed on the display unit 35, the user "collectively changes transactions" via the operation unit 34 of the terminal device 3. This is a screen displayed on the display unit 35 by pressing an icon (not shown).

As shown in FIG. 4, on the initial screen 41, as a default, the first search condition input form F1 for searching the journal data to be batch-replaced is displayed. In the upper left portion of the first search condition input form F1, a batch replacement tab tb1 for switching and displaying the first search condition input form F1 is displayed. On the right side of the batch replacement tab tb1, the batch deletion tab tb2 and the history search tab tb3 are displayed. The batch deletion tab tb2 is a tab for switching and displaying the second search condition input form F2 (described later) for searching the journal data to be batch deleted. The history search tab tb3 is a tab for switching and displaying a third search condition input form F3 (described later) for searching the history of batch changes (batch replacement and / or batch deletion) that have already been executed.

In the first search condition input form F1, the designated input unit A1 for designating the search period, and the information related to each search item of the input method, transaction category, control number, description, and account item are designated and input. Designated input units A2 to A6 for this are displayed. The designated input unit A1 is composed of a radio button A1a for selecting a designated method (month or date) and a select box A1b for selecting a start timing and an end timing. In the initial screen 41 of FIG. 4, a message MS indicating that additions / changes are restricted for transactions before October 31, 2017 is displayed above the first search condition input form F1. The period that can be input to the input unit A1 is limited to after November 1, 2017.

Further, on the initial screen 41, a search button B1 for executing a search and a clear button B2 for clearing the information input to each designated input unit are displayed at the lower left of the first search condition input form F1. At the same time, the search option button B3 for additionally displaying the search option item is displayed at the lower right of the first search condition input form F1.
The user can additionally display the search option item on the first search condition input form F1 by pressing the search option button B3.

FIG. 5 is a diagram showing a state in which search option items are additionally displayed on the first search condition input form F1.
As shown in FIG. 5, in the first search condition input form F1, designated input units A7 to A11 for designating and inputting information related to each search option item of business partner, business category, affiliation, amount of money, and image. Is displayed.
The user can hide the search option item by pressing the search option button B3 when the search option item is additionally displayed on the first search condition input form F1. .. That is, it is possible to return to the state of the initial screen 41 of FIG.

Next, a search result screen displayed when the search button B1 is pressed on the initial screen 41 will be described.

FIG. 6 is a diagram showing a search result screen 42 when a search is performed based on the information input in the first search condition input form F1.
As shown in FIG. 6, in the search result screen 42, as a default, the first replacement condition input form F4 used when performing batch replacement for journal data whose transaction category is "income" is the first search condition input. It is displayed below Form F1. Further, below the first replacement condition input form F4, a list L1 that picks up journal data that corresponds to the search condition and whose transaction category is "income" is displayed. In the search result screen 42 of FIG. 6, the display of the first search condition input form F1 is omitted.

In the first replacement condition input form F4, according to the structure of the journal data whose transaction category is "income", "settlement method", "account", "control number", "summary", "account", "affiliation" "Item is set. In the first replacement condition input form F4, the designated input units A12 to A17 for designating and inputting the information to be batch-replaced (information to be batch-replaced) and the information after replacement are designated for each of these items. The designated input units A18 to A23 for input are displayed in association with each other. As shown in FIG. 6, when "cash" is input to the designated input unit A12 of the "payment item" item, while the designated input unit A18 is blank, the information of the "payment item" item is Even after batch replacement, it is taken over as "cash" (same for other replacement condition input forms F5 to F8). Further, when the designated input unit A15 of the item of "summary" is in a blank state, while "recorded sales" is input in the designated input unit A21, the item of "summary" is in a blank state before replacement. For the journal data that was, "Sales have been recorded" is added to the "Summary" item after batch replacement (the same applies to other replacement condition input forms F5 to F7).

In the list L1, for each journal data picked up, "date", "settlement method", "customer", "control number", "summary", "account", "transaction amount (yen)", " Information on each item of "Affiliation" is displayed. Further, in the list L1, the check box CB1 associated with each journal data is displayed on the left side of the "date" item, and the check box CB1 associated with each journal data is associated with the right side of the "affiliation" item. The magnifying glass button B4 is displayed. The check box CB1 is a check box for designating whether or not the journal data associated with each check box CB1 is to be subject to batch replacement. The magnifying glass button B4 is a button for displaying information that could not be displayed in the list L1 in the journal data associated with each magnifying glass button B4.

Further, on the search result screen 42, the confirmation button B5 and the batch replacement button B6 are displayed at the lower right of the first replacement condition input form F4.
By pressing the confirmation button B5, the user confirms the information before and after the batch replacement for each journal data displayed in the list L1 and the check box CB1 is checked. You can display a preview screen (confirmation screen). Before the confirmation button B5 is pressed, the batch replacement button B6 is in a state in which the pressing operation cannot be performed (inactive state).

Further, on the search result screen 42, the all selection button B7 and the all release button B8 are displayed in the upper left of the list L1.
The user can check the check box CB1 of all the journal data picked up in the list L1 by pressing the all selection button B7. On the other hand, by pressing the all release button B8, the check box CB1 of each journal data picked up in the list L1 can be unchecked.
When the check box CB1 is checked, each information of the journal data corresponding to the check box CB1 is displayed in bold characters. On the other hand, when the check box CB1 is unchecked, each information of the journal data corresponding to the check box CB1 is displayed in fine characters.

Further, on the search result screen 42, the income tab tb4 for switching and displaying the first replacement condition input form F4 is displayed in the upper left portion of the first replacement condition input form F4. Further, on the right side of the income tab tb4, the expenditure tab tb5, the transfer tab tb6, the transfer slip tab tb7, and the cash register cooperation tab tb8 are displayed, respectively. In the example of FIG. 6, the income tab tb4, the expenditure tab tb5, the transfer tab tb6, the transfer slip tab tb7, and the cash register cooperation tab tb8 are all displayed in a state where they can be pressed. This is the journal data that corresponds to the search conditions for all the journal data whose transaction categories are "income", "expenditure", and "transfer", and the journal data whose input method is "transfer slip" and "registration linkage". Indicates that That is, for example, when the journal data corresponding to the search condition does not exist in the journal data whose transaction category is "transfer", the transfer tab tb6 is displayed in a state where the pressing operation cannot be performed.

The expenditure tab tb5 is a tab for switching and displaying the second replacement condition input form F5 (described later) used when performing batch replacement for journal data whose transaction category is “expenditure”. The transfer tab tb6 is a tab for switching and displaying the third replacement condition input form F6 (described later) used when performing batch replacement for journal data whose transaction category is "transfer". The transfer slip tab tb7 is a tab for switching and displaying the fourth replacement condition input form F7 (described later) used when performing batch replacement for journal data whose input method is "transfer slip". The registration linkage tab tb8 is a tab for switching and displaying the fifth replacement condition input form F8 (described later) used when performing batch replacement for journal data whose input method is "registration linkage". Here, "registration cooperation" refers to an input method for inputting sales data of a register used in a store or the like managed by a user to the server 2.

When the expenditure tab tb5 is pressed, the second replacement condition input form F5 is displayed below the first search condition input form F1 on the search result screen 42, as shown in FIG. Further, below the second replacement condition input form F5, a list L2 that picks up the journal data that corresponds to the search condition and whose transaction category is "expenditure" is displayed.

In the second replacement condition input form F5, according to the structure of the journal data whose transaction category is "expenditure", "settlement method", "account", "control number", "summary", "account", "affiliation" "Item is set. In the second replacement condition input form F5, the designated input units A24 to A29 for designating and inputting the information to be batch-replaced (information to be batch-replaced) and the information after replacement are designated for each of these items. The designated input units A30 to A35 for input are displayed in association with each other.

In the list L2, for each journal data picked up, "date", "settlement method", "customer", "control number", "summary", "account", "transaction amount (yen)", " Information on each item of "Affiliation" is displayed. Further, in the list L2, as in the list L1, a check box CB1 associated with each journal data is provided on the left side of the "date" item, and on the right side of the "affiliation" item. The magnifying glass button B4 associated with each journal data is displayed.

Further, when the transfer tab tb6 is pressed, the third replacement condition input form F6 is displayed below the first search condition input form F1 on the search result screen 42, as shown in FIG. Further, below the third replacement condition input form F6, a list L3 that picks up the journal data that corresponds to the search condition and whose transaction category is "transfer" is displayed.

In the third replacement condition input form F6, the items of "transfer source", "transfer destination", and "summary" are set according to the structure of the journal data whose transaction category is "transfer". In the third replacement condition input form F6, the designated input units A36 to A38 for designating and inputting the information to be batch-replaced (information to be batch-replaced) and the information after replacement are designated for each of these items. The designated input units A39 to A41 for input are displayed in association with each other.

In the list L3, for each journal data picked up, "date", "transfer source", "transfer source business partner", "transfer destination", "transfer destination business partner", "summary", "amount (yen)" , And the information of each item of "fee" is displayed. Further, in the list L3, as in the list L1 and L2, the check box CB1 associated with each journal data is displayed on the left side of the "date" item, and the check box CB1 associated with each journal data is displayed on the right side of the "commission" item. Next to it, the magnifying glass button B4 associated with each journal data is displayed.

Further, when the transfer slip tab tb7 is pressed, the fourth replacement condition input form F7 is displayed below the first search condition input form F1 on the search result screen 42, as shown in FIG. .. Further, below the fourth replacement condition input form F7, a list L4 that picks up journal data that corresponds to the search condition and whose input method is "transfer slip" is displayed.

In the fourth replacement condition input form F7, according to the structure of the journal data whose input method is "transfer slip", "account", "control number", "summary", "debit (account and affiliation)", " The item of "credit (account and affiliation)" is set. In the fourth replacement condition input form F7, the designated input units A42 to A46 for designating and inputting the information to be batch-replaced (information to be batch-replaced) and the information after replacement are designated for each of these items. The designated input units A47 to A51 for input are displayed in association with each other.

In the list L4, for each journal data picked up, "date", "customer", "control number", "summary", "account", "transaction amount (yen)", and "affiliation" respectively. Item information is displayed. Further, in the list L4, as in the list L1 to L3, the check box CB1 associated with each journal data is displayed on the left side of the "date" item, and the check box CB1 associated with each journal data is displayed on the right side of the "affiliation" item. Next to it, the magnifying glass button B4 associated with each journal data is displayed.

Further, when the cash register cooperation tab tb8 is pressed, the fifth replacement condition input form F8 is displayed below the first search condition input form F1 on the search result screen 42, as shown in FIG. .. Further, below the fifth replacement condition input form F8, a list L5 that picks up journal data that corresponds to the search condition and whose input method is "registration cooperation" is displayed.

In the fifth replacement condition input form F8, only the item of "business category" is set according to the structure of the journal data whose input method is "registration cooperation". Here, in the journal data whose input method is "Registration linkage", items such as "Summary", "Account", and "Transaction amount (yen)" are set in addition to the item of "Business category". However, since it is not necessary to replace the information of each item other than the item of "business category", only the item of "business category" is set in the fifth replacement condition input form F8. In the fifth replacement condition input form F8, in the item of "business category", the designated input unit A52 for designating and inputting the information to be batch-replaced (information to be batch-replaced) and the information after replacement are designated. The designated input unit A53 for input is displayed in association with each other.

In the list L5, the information of each item of "date", "summary", "account", "transaction amount (yen)", and "business category" is displayed for each journal data picked up and organized by date. Is displayed. Further, in the list L5, as in the list L1 to L4, a check box CB1 associated with each journal data is displayed on the left side of the item of "date", and the item of "business category" is displayed. On the right side, the magnifying glass button B4 associated with each journal data is displayed.

Next, an example of a preview screen (confirmation screen) displayed when the confirmation button B5 is pressed on the search result screen 42 will be described.

FIG. 11 is a diagram showing a preview screen 43 when the confirmation button B5 is pressed on the search result screen 42 of FIG. On the preview screen 43, it can be confirmed whether or not the journal data picked up in the list L1 is the target of batch replacement, and the journal data targeted for batch replacement is before and after replacement, respectively. You can check the information.

In the example of FIG. 11, as the pre-replacement condition, "cash" is input to the designated input unit A12 of the "payment method", "customer A" is input to the designated input unit A13 of the "account", and the "account item" is entered. "Miscellaneous income" and "Other miscellaneous income" are input to the designated input unit A16 of "Affiliation", and "All" is input to the designated input unit A17 of "Affiliation" (see FIG. 6). Matching journal data (1st to 3rd and 6th journal data from the top in the list L1) is the target of batch replacement. Regarding whether or not to be the target of batch replacement, if at least one of the information input to each of the designated input units A12 to A17 matches, the batch replacement may be performed. In such a case, only the matching information is subject to replacement.

Further, in the example of FIG. 11, since "customer B" is input to the designated input unit A19 of "customer" as the condition after replacement (see FIG. 6), each journal data targeted for batch replacement. Information before replacement of "Business partner" "Business partner A" is marked with a red strikethrough (indicated by a broken line in the figure), and information after replacement "Business partner B" is directly below the information before replacement. Is displayed in bold red letters (indicated by white letters in the figure). In addition, the information of each item of "Summary", "Account", and "Affiliation" entered as the condition after replacement is displayed in the same manner as the item of "Business partner". However, since the pre-replacement condition has not been entered for the "Summary" item, the information "Sales have been recorded" after the replacement is blank.

Further, on the preview screen 43, the circled "!" Mark M1 is displayed directly below the magnifying glass button B4 corresponding to the first journal entry data from the top in the list L1. This "!" Mark M1 is when the information that could not be displayed in the list L1 (for example, consumption tax classification, consumption tax amount, etc.) is changed due to the replacement when the confirmation button B5 is pressed. It is a mark attached to.

The user indicates that the information that could not be displayed in the list L1 is changed by moving the pointer (not shown) so as to overlap the "!" Mark M1 via the operation unit 34. You can display a message (for example, "The sales tax category and sales tax amount will change. Please check the details."). In addition, by pressing the magnifying glass button B4 on which the "!" Mark M1 is displayed directly below, as shown in FIG. 12, the total credit consumption tax amount (yen) and the credit tax classification are changed in the journal. The detail screen 44 can be displayed. The close button B9 is displayed on the journal detail screen 44, and the user can close the journal detail screen 44 by pressing the close button B9.

Next, the replacement result screen displayed when the batch replacement button B6 is pressed on the preview screen 43 of FIG. 11 will be described. The batch replacement button B6 changes from a state in which the pressing operation cannot be performed (inactive state) to a state in which the pressing operation can be performed (active state), triggered by the pressing operation of the confirmation button B5. Will be converted.

FIG. 13 is a diagram showing a replacement result screen 45 when the batch replacement button B6 is pressed on the preview screen 43 of FIG. 11.
As shown in FIG. 13, on the replacement result screen 45, the journal data that has been collectively replaced can be confirmed. Specifically, all the information of the journal data targeted for batch replacement is displayed in bold characters, and in the "Status" item provided to the left of the "Date" item of the journal data, "Replaced" in bold is displayed. On the other hand, all the information of the journal data excluded from the batch replacement is displayed in gray characters (indicated by fine characters in the figure), and the "status" item of the journal data is "targeted" in gray characters. "Outside" is displayed.
In addition, the information after replacement of the journal data targeted for batch replacement (for example, the information "customer B" in the item of "customer") is displayed in red characters (indicated by white characters in the figure). To. For journal data whose information that could not be displayed in the list L1 due to batch replacement (for example, consumption tax classification, consumption tax amount, etc.) has changed, the magnifying glass button B4 of the journal data is the same as the preview screen 43. The circled "!" Mark M1 is displayed directly below.

Next, a second search condition input form F2, which is switched and displayed when the batch deletion tab tb2 is pressed on the initial screen 41, will be described.

FIG. 14 is a diagram showing an initial screen 41 when the second search condition input form F2 is displayed.
As shown in FIG. 14, in the second search condition input form F2, as in the first search condition input form F1, the designated input unit A1 for designating the search period, the input method, and the transaction classification. , The designated input units A2 to A6 for designating and inputting information related to each search item of the control number, the description, and the account item are displayed. The designated input unit A1 is composed of a radio button A1a for selecting a designated method (month or date) and a select box A1b for selecting a start timing and an end timing.

Next, a search result screen displayed when the search button B1 is pressed on the initial screen 41 when the second search condition input form F2 is displayed will be described.

FIG. 15 is a diagram showing a search result screen 46 when the search button B1 is pressed on the initial screen 41 of FIG.
As shown in FIG. 15, on the search result screen 46, a list L6 picking up journal data corresponding to the search condition is displayed below the second search condition input form F2. In the search result screen 46 of FIG. 15, the display of the second search condition input form F2 is omitted.

In the list L6, for each journal data picked up, "input (input method)", "customer", "classification (transaction classification)", "date", "control number", "summary", "account item" , And the information of each item of "transaction amount (yen)" are displayed with a red (indicated by a broken line in the figure) strike-through line. Further, in the list L6, a check box CB1 associated with each journal data is displayed on the left side of the "input (input method)" item, and on the right side of the "transaction amount (yen)" item. The magnifying glass button B4 associated with each journal data is displayed.

The check box CB1 used in the list L6 is a check box for designating whether or not the journal data corresponding to each check box CB1 is targeted for batch deletion. When the check box CB1 is checked, each information of the journal data corresponding to this check box CB1 is displayed in bold characters, and when the check box put in the check box CB1 is unchecked, the journal data corresponding to this check box CB1 is displayed. Each information is displayed in fine characters.

Further, on the search result screen 46, the batch delete button B10 is displayed at the upper right of the list L6.
The user can display the deletion result screen by pressing the batch deletion button B10.

Next, the deletion result screen displayed when the operation of pressing the batch deletion button B10 is performed will be described.

FIG. 16 is a diagram showing a deletion result screen 47 when the batch deletion button B10 is pressed on the search result screen 46 of FIG.
As shown in FIG. 16, on the deletion result screen 47, the deletion result of each journal data picked up in the list L6 is displayed. Specifically, all the information of the journal data targeted for batch deletion is displayed in bold with a red strikethrough (indicated by a broken line in the figure), and the "input (input (input)" of the journal data is displayed. "Deleted" in bold is displayed in the "Status" item provided to the left of the "Method)" item. On the other hand, all the information of the journal data excluded from the batch replacement is displayed in gray characters (indicated by fine characters in the figure), and the "status" item of the journal data is "targeted" in gray characters. "Outside" is displayed. Further, on the deletion result screen 47, the batch deletion button B10, the all selection button B7, and the all release button B8 are all in a state in which the pressing operation cannot be performed (inactive state).

Next, a third search condition input form F3, which is switched and displayed when the history search tab tb3 is pressed on the initial screen 41, will be described.

FIG. 17 is a diagram showing an initial screen 41 when the third search condition input form F3 is displayed.
As shown in FIG. 17, in the third search condition input form F3, the designated input unit A1 for designating the search period, and the information related to each search item of the batch operation, the replacement category, and the state are designated and input. The designated input units A54 to A56 for performing the above are displayed. The designated input unit A1 is composed of a radio button A1a for selecting a designated method (month or date) and a select box A1b for selecting a start timing and an end timing. The designated input unit A54 is a select box in which any one of "all", "batch replacement", and "batch deletion" can be selected. Further, the designated input unit A55 is a select box in which any one of "all", "income", "expenditure", "transfer", "transfer slip", and "registration cooperation" can be selected. Further, the designated input unit A56 is a select box in which any one of "all", "replaced", "deleted", "cancelled", and "cancellation error" can be selected.

Next, a history screen displayed when the search button B1 is pressed on the initial screen 41 when the third search condition input form F3 is displayed will be described.

FIG. 18 is a diagram showing a history screen 48 when the search button B1 is pressed on the initial screen 41 of FIG.
As shown in FIG. 18, on the history screen 48, a list L7 picking up batch change data corresponding to the search condition is displayed below the third search condition input form F3. In the history screen 48 of FIG. 18, the display of the third search condition input form F3 is omitted.

In the list L7, information of each item of "date and time", "operation", "replacement classification", "status", "number of cases", and "cancellation date and time" is displayed for each picked up batch change data. Further, in the list L7, the detail button B11 or the cancel button B12 associated with each batch change data, and the search button B13 are displayed on the right side of the item of "cancellation date and time".

Here, the "date and time" is the date and time when the batch change was made. The "operation" is a mode of batch change (batch replacement or batch deletion). The "replacement category" is a category (income, expenditure, transfer, transfer slip, cash register cooperation) that is the target of batch replacement. The "status" is the status of batch changes (success, canceled, cancellation error). The "number of cases" is the number of journal data subject to batch change. The "cancellation date and time" is the date and time when the batch change was canceled.

The detail button B11 is a button displayed in association with batch change data in which the item of "status" is either canceled or canceled error, and the button is pressed by pressing the button. You can check the details of the batch change data corresponding to.
The cancel button B12 is a button that is displayed in association with the batch change data in which the item of "status" is successful, and is related to the batch change data corresponding to the button by pressing the button. The operation (batch replacement or batch deletion) can be canceled.
The re-search button B13 is a button that is displayed in association with each batch change data, and when the button is pressed, the operation related to the batch change data corresponding to the button is performed. You can move to the search result screen.

Next, the search result screen displayed when the re-search button B13 is pressed in the list L7 will be described.

FIG. 19 is a diagram showing a search result screen 49 displayed when the re-search button B13 of the batch change data operated at 15:55 on December 25 is pressed in the list L7. Is.
As shown in FIG. 19, on the search result screen 49, the search conditions are satisfied and the transaction category is "", as in the case where the operation (collective replacement operation) was performed at 15:55 on December 25. The list L1 that picks up the journal data that is "income" is displayed. In the search result screen 49, the first search condition input form F1 (not shown) and the first replacement condition input form F4 (not shown) are the same as when the operation was performed at 15:55 on December 25. Omitted) is also displayed. Further, on the search result screen 49, a button B14 for returning to the upper right of the list L1 is displayed.
The user can move to the history screen 48 by pressing the back button B14.

FIG. 20 is a diagram showing a search result screen 50 displayed when the re-search button B13 of the batch change data operated at 12:01 on November 11 is pressed in the list L7. Is.
As shown in FIG. 20, on the search result screen 50, a list of journal data corresponding to the search conditions is picked up in the same manner as when the operation (collective deletion operation) is performed at 12:01 on November 11. L6 is displayed. On the search result screen 50, the second search condition input form F2 (not shown) is also displayed in the same manner as when the operation was performed at 12:01 on November 11. Further, on the search result screen 50, a button B14 for returning to the upper right of the list L6 is displayed.

Next, in the list L7, a batch cancel operation screen displayed when the cancel button B12 is pressed will be described.

FIG. 21 is a diagram showing a batch cancel operation screen 51 displayed when the batch change data cancel button B12, which was operated at 09:17 on December 05, is pressed in the list L7. Is.
As shown in FIG. 21, on the batch cancellation operation screen 51, a list L8 that picks up the replaced journal data that was collectively replaced at 09:17 on December 05 is displayed. In the batch cancellation operation screen 51, the first search condition input form F1 (not shown) and the second replacement condition input form F5 (not shown) are the same as when the operation was performed at 09:17 on December 05. (Not shown) is also displayed.

In the list L8, for each journal data picked up, "status", "date", "settlement method", "account", "control number", "summary", "account", "transaction amount (yen)" ) ”And“ Affiliation ”item information is displayed in bold, and the information after replacement (for example, the information“ Kake ”of the“ Payment method ”item) is red (in the figure, it is a broken line. (Indicated) is marked with a dashed line, and the information before replacement (for example, the information "cash" in the "Payment method" item) is in bold red (white letters in the figure) directly above each information after replacement. Shown).

Further, on the batch cancel operation screen 51, the return button B14 and the batch cancel button B15 are displayed at the upper right of the list L8.
The user can display the batch cancellation result screen by pressing the batch cancellation button B15.

Next, the batch cancellation result screen will be described.
FIG. 22 is a diagram showing a batch cancellation result screen 52 displayed when the batch cancellation button B15 is pressed on the batch cancellation operation screen 51 of FIG. 21.
As shown in FIG. 22, on the batch cancellation result screen 52, a list L9 showing the canceled journal data for which batch cancellation has been performed is displayed. The batch cancellation result screen 52 also displays the first search condition input form F1 (not shown) and the second replacement condition input form F5 (not shown), as in the batch cancellation operation screen 51.

In the list L9, for each canceled journal data, "status", "date", "settlement method", "account", "control number", "description", "account", "transaction amount (yen)" ) ”And“ Affiliation ”item information is displayed in bold letters, and the canceled and restored information (for example,“ Payment method ”item information“ Cash ”) is displayed in red bold letters (figure). (Indicated by white letters).

Further, on the batch cancel result screen 52, the return button B14 and the batch cancel button B15 are displayed as in the batch cancel operation screen 51, but the batch cancel button B15 cannot be pressed (inactive). State).

FIG. 23 is a diagram showing a batch cancel operation screen 53 displayed when the batch change data cancel button B12, which was operated at 12:01 on November 11, is pressed in the list L7. Is.
As shown in FIG. 23, on the batch cancellation operation screen 53, a list L10 that picks up the deleted journal data that was collectively deleted at 12:01 on November 11 is displayed. On the batch cancel operation screen 53, the second search condition input form F2 (not shown) is also displayed in the same manner as when the operation was performed at 12:01 on November 11.

In the list L10, the information of the item of "status" is displayed in bold black letters for each journal data picked up, and "input", "account", "category", "date", "control number". , "Summary", "Account", and "Transaction amount (yen)" are displayed in bold red letters (indicated by white letters in the figure) and black (indicated by white letters in the figure). (Indicated by a solid line in the figure) is marked with a strike-through line.

Further, on the batch cancel operation screen 53, the return button B14 and the batch cancel button B15 are displayed at the upper right of the list L10.

FIG. 24 is a diagram showing a batch cancellation result screen 54 displayed when the batch cancellation button B15 is pressed on the batch cancellation operation screen 53 of FIG. 23.
As shown in FIG. 24, on the batch cancellation result screen 54, a list L11 showing the canceled journal data for which batch cancellation has been performed is displayed. In addition, on the batch cancellation result screen 54, the second search condition input form F2 (not shown) is also displayed as in the batch cancellation operation screen 53.

In the list L11, for each canceled journal data, "status", "date", "settlement method", "account", "control number", "description", "account", "transaction amount (yen)" ) ”And“ Affiliation ”item information is displayed in bold, and the canceled and restored information (for example,“ Financial partner ”item information“ Customer B ”) is displayed in red bold. It is displayed as (indicated by white letters in the figure).

Further, on the batch cancel result screen 54, the return button B14 and the batch cancel button B15 are displayed as in the batch cancel operation screen 53, but the batch cancel button B15 cannot be pressed (inactive). State).

Next, in the list L7, the detail screen displayed when the operation of pressing the detail button B11 is performed will be described.

FIG. 25 is a diagram showing a detail screen 55 displayed when the detail button B11 of the batch change data operated at 15:55 on December 25 is pressed in the list L7. ..
On the detail screen 55, the same contents as the batch cancellation result screen displayed when the batch cancellation operation is performed at 16:09 on December 25 are displayed. Specifically, as shown in FIG. 25, on the detail screen 55, the first search condition input form F1 (not shown), the first replacement condition input form F4 (not shown), and the list L12 are displayed. Will be done. Further, on the detail screen 55, the return button B14 is displayed at the upper right of the list L12.

In the list L12, for each canceled journal data, "status", "date", "settlement method", "account", "control number", "description", "account", "transaction amount (yen)". ) ”And“ Affiliation ”items are displayed in bold letters, and the canceled and restored information (for example, the information in the“ Customers ”item“ Customer A ”) is displayed in bold red letters. It is displayed as (indicated by white letters in the figure).

FIG. 26 is a diagram showing a detail screen 56 displayed when the detail button B11 of the batch change data operated at 10:33 on October 03 is pressed in the list L7. ..
On the detail screen 56, the same contents as the batch cancellation result screen displayed when the batch cancellation operation is performed at 10:33 on December 03 are displayed. Specifically, as shown in FIG. 26, on the detail screen 56, the first search condition input form F1 (not shown), the fourth replacement condition input form F7 (not shown), and the list L13 are displayed. Will be done. Further, on the detail screen 56, the return button B14 is displayed at the upper right of the list L13.

In the list L13, "status", "date", "settlement method", "account", "control number", "summary", "account", "transaction amount" for each journal data that caused a cancellation error. The information of each item of "(yen)" and "affiliation" is displayed in bold characters, and the information of the item of "status" (for example, "error confirmation date") and the source of the information that could not be canceled. Information (for example, the information "stamp fee" of the item of "summary") is displayed in bold red characters (indicated by white characters in the figure). As shown in FIG. 26, since the journal data targeted for batch cancellation was the journal data corresponding to the date on which the change is restricted (see message MS in FIG. 4), it was 10:33 on December 03. The batch cancellation performed in was a cancellation error.

FIG. 27 is a diagram showing a detail screen 57 displayed when the detail button B11 of the batch change data operated at 18:05 on November 08 is pressed in the list L7. ..
On the detail screen 57, the same contents as the batch cancellation result screen displayed when the batch cancellation operation is performed at 18:05 on December 08 are displayed. Specifically, as shown in FIG. 27, the second search condition input form F2 (not shown) and the list L14 are displayed on the detail screen 57. Further, on the detail screen 57, the return button B14 is displayed at the upper right of the list L14.

In the list L14, for each canceled journal data, "status", "input", "account", "classification", "date", "control number", "description", "account", "transaction". The information of each item of "Amount (yen)" is displayed in bold, and the information that was canceled and returned (for example, the information of "Account" item "Account B") is displayed in red bold (. In the figure, it is displayed in white letters).

FIG. 28 is a diagram showing a detail screen 58 displayed when the detail button B11 of the batch change data operated at 06:33 on October 10 is pressed in the list L7. ..
On the detail screen 58, the same contents as the batch cancellation result screen displayed when the batch cancellation operation is performed at 06:33 on December 10 are displayed. Specifically, as shown in FIG. 28, the second search condition input form F2 (not shown) and the list L15 are displayed on the detail screen 58. Further, on the detail screen 58, the return button B14 is displayed at the upper right of the list L15.

In the list L15, for each journal data that has a cancellation error, "status", "input", "account", "classification", "date", "control number", "summary", "account", The information of each item of "transaction amount (yen)" (the original information of the information that could not be canceled) is displayed in bold red letters (indicated by white letters in the figure). As shown in FIG. 28, since the journal data targeted for batch cancellation was the journal data corresponding to the date on which the change is restricted (see message MS in FIG. 4), it was 10:33 on December 10. The batch cancellation performed in was a cancellation error.

<Batch replacement process>
Next, the control procedure of the batch replacement process in the server 2 will be described.
FIG. 29 is a flowchart showing a control procedure of the batch replacement process. This batch replacement process is executed when the operation of selecting the batch replacement tab tb1 is performed while the initial screen 41 (see FIG. 4) is displayed on the display unit 35 of the terminal device 3. Immediately after the initial screen 41 is displayed, the batch replacement tab tb1 is selected as the default.

When the batch replacement process is started, the CPU 21 displays the first search condition input form F1 (see FIGS. 4 and 5) on the initial screen 41 displayed on the display unit 35 (step S1).

Next, the CPU 21 designates the search condition by causing the user to input a desired search condition in the first search condition input form F1 via the operation of the operation unit 34 of the terminal device 3 (step S2).

Next, the CPU 21 determines whether or not the operation of selecting the search button B1 has been performed (step S3).

If it is determined in step S3 that the operation of selecting the search button B1 has not been performed (step S3; NO), the CPU 21 returns the process to step S2.
On the other hand, when it is determined in step S3 that the operation of selecting the search button B1 has been performed (step S3; YES), the CPU 21 uses the income tab tb4 and the expenditure via the operation of the operation unit 34 of the terminal device 3 by the user. The replacement category is specified by selecting a desired tab from the tab tb5, the transfer tab tb6, the transfer slip tab tb7, and the cash register cooperation tab tb8 (see FIG. 6) (step S4).

Next, the CPU 21 performs a replacement condition input form (for example, the first replacement condition input form F4) corresponding to the replacement category (for example, “income”) specified in step S4 and a list of search results (for example, a list). L1) is displayed on the search result screen 42 (see FIG. 6) (step S5).

Next, the CPU 21 causes the user to input a desired replacement condition into the replacement condition input form (for example, the first replacement condition input form F4) via the operation of the operation unit 34 of the terminal device 3, thereby inputting the replacement condition. Specify (step S6).

Next, the CPU 21 determines whether or not the operation of selecting the confirmation button B5 has been performed (step S7).

If it is determined in step S7 that the operation of selecting the confirmation button B5 has not been performed (step S7; NO), the CPU 21 returns the process to step S6.
On the other hand, when it is determined in step S7 that the operation of selecting the confirmation button B5 has been performed (step S7; YES), the CPU 21 causes the display unit 35 to display the preview screen 43 (see FIG. 11) (step S8).

Next, the CPU 21 determines whether or not the operation of selecting the batch replacement button B6 has been performed (step S9).

If it is determined in step S9 that the operation for selecting the batch replacement button B6 has not been performed (step S9; NO), the CPU 21 returns the process to step S8.
On the other hand, when it is determined in step S9 that the operation of selecting the batch replacement button B6 has been performed (step S9; YES), the CPU 21 causes the display unit 35 to display the replacement result screen 45 (see FIG. 13) (step S10). ).

Next, the CPU 21 determines whether or not a predetermined end operation related to the end of the batch replacement process has been performed (step S11).

If it is determined in step S11 that the predetermined end operation has not been performed (step S11; NO), the CPU 21 returns the process to step S4.
On the other hand, if it is determined in step S11 that the predetermined end operation has been performed (step S11; YES), the CPU 21 ends the batch replacement process.

<Batch deletion process>
Next, the control procedure of the batch deletion process in the server 2 will be described.
FIG. 30 is a flowchart showing a control procedure of the batch deletion process. This batch deletion process is executed when the operation of selecting the batch deletion tab tb2 is performed while the initial screen 41 (see FIG. 14) is displayed on the display unit 35 of the terminal device 3.

When the batch deletion process is started, the CPU 21 causes the second search condition input form F2 (see FIG. 14) to be displayed on the initial screen 41 displayed on the display unit 35 (step S21).

Next, the CPU 21 designates the search condition by causing the user to input a desired search condition in the second search condition input form F2 via the operation of the operation unit 34 of the terminal device 3 (step S22).

Next, the CPU 21 determines whether or not the operation of selecting the search button B1 has been performed (step S23).

If it is determined in step S23 that the operation of selecting the search button B1 has not been performed (step S23; NO), the CPU 21 returns the process to step S22.
On the other hand, when it is determined in step S23 that the operation of selecting the search button B1 has been performed (step S23; YES), the CPU 21 displays a list of search results (for example, list L6) on the search result screen 46 (FIG. 15). Refer to) (see step S24).

Next, the CPU 21 determines whether or not the operation of selecting the batch delete button B10 has been performed (step S25).

If it is determined in step S25 that the operation of selecting the batch delete button B10 has not been performed (step S25; NO), the CPU 21 returns the process to step S24.
On the other hand, when it is determined in step S25 that the operation of selecting the batch deletion button B10 has been performed (step S25; YES), the CPU 21 causes the display unit 35 to display the deletion result screen 47 (see FIG. 16) (step S26). ), End the batch deletion process.

<History search process>
Next, the control procedure of the history search process in the server 2 will be described.
FIG. 31 is a flowchart showing a control procedure of the history search process. This history search process is executed when the operation of selecting the history search tab tb3 is performed while the initial screen 41 (see FIG. 17) is displayed on the display unit 35 of the terminal device 3.

When the history search process is started, the CPU 21 causes the third search condition input form F3 (see FIG. 17) to be displayed on the initial screen 41 displayed on the display unit 35 (step S31).

Next, the CPU 21 designates the search condition by causing the user to input a desired search condition in the third search condition input form F3 via the operation of the operation unit 34 of the terminal device 3 (step S32).

Next, the CPU 21 determines whether or not the operation of selecting the search button B1 has been performed (step S33).

If it is determined in step S33 that the operation of selecting the search button B1 has not been performed (step S33; NO), the CPU 21 returns the process to step S32.
On the other hand, when it is determined in step S33 that the operation of selecting the search button B1 has been performed (step S33; YES), the CPU 21 displays a list of history search results (for example, list L7) on the search result screen 48 (FIG. FIG. 18) (see step S34).

Next, the CPU 21 determines whether or not the operation of selecting the cancel button B12 has been performed (step S35).

If it is determined in step S35 that the operation for selecting the cancel button B12 has not been performed (step S35; NO), the CPU 21 shifts the process to step S39.
On the other hand, when it is determined in step S35 that the operation to select the cancel button B12 has been performed (step S35; YES), the CPU 21 causes the display unit 35 to display the batch cancel operation screen 51 (see FIG. 21) (step S36). ).

Next, the CPU 21 determines whether or not the operation of selecting the batch cancel button B15 has been performed (step S37).

If it is determined in step S37 that the operation of selecting the batch cancel button B15 has not been performed (step S37; NO), the CPU 21 returns the process to step S36.
On the other hand, when it is determined in step S37 that the operation of selecting the batch cancel button B15 has been performed (step S37; YES), the CPU 21 causes the display unit 35 to display the batch deletion result screen 52 (see FIG. 22) (step S37). S38).

Next, the CPU 21 determines whether or not the operation of selecting the search button B13 has been performed (step S39).

If it is determined in step S39 that the operation of selecting the re-search button B13 has not been performed (step S39; NO), the CPU 21 shifts the process to step S43.
On the other hand, when it is determined in step S39 that the operation of selecting the re-search button B13 has been performed (step S39; YES), the CPU 21 displays the re-search screen (for example, search result screen 49; see FIG. 19) on the display unit 35. Is displayed (step S40).

Next, the CPU 21 determines whether or not the operation of selecting the reproduction determination button (for example, the confirmation button B5; see FIG. 19) has been performed (step S41).

If it is determined in step S41 that the operation for selecting the reproduction determination button has not been performed (step S41; NO), the CPU 21 returns the process to step S40.
On the other hand, when it is determined in step S41 that the operation of selecting the reproduction determination button has been performed (step S41; YES), the CPU 21 displays a batch change screen (for example, preview screen 43; see FIG. 11) on the display unit 35. (Step S42).

Next, the CPU 21 determines whether or not a predetermined end operation related to the end of the history search process has been performed (step S43).

If it is determined in step S43 that the predetermined end operation has not been performed (step S43; NO), the CPU 21 returns the process to step S35.
On the other hand, if it is determined in step S43 that the predetermined end operation has been performed (step S43; YES), the CPU 21 ends the history search process.

As described above, according to the present embodiment, the server 2 searches for the journal data (transaction data) of the replacement target (change target) based on the predetermined search conditions, and inputs the searched journal data for each input method of the journal data. Each journal data classified for each input method is narrowed down based on the narrowing conditions set for each input method, and the contents related to the replacement of each journal data divided for each input method are operated by the user. Based on the content related to the replacement of each journal data specified for each input method, each journal data narrowed down for each input method is collectively replaced.
Therefore, when replacing the journal data in a batch, the journal data to be replaced is searched, and the journal data to be replaced is narrowed down for each input method, so that the journal data that does not need to be replaced is replaced. It is possible to prevent it from being stored. Further, since the detailed specification can be made by specifying the content related to the replacement of the journal data for each input method, it is possible to prevent the replacement omission.
As a result, according to the server 2 of the present embodiment, the journal data can be accurately and collectively replaced.

Further, according to the present embodiment, the server 2 selects one input method from the classified input methods based on the user operation, and displays the journal data classified into the selected one input method. Since it is displayed on 35, it is possible to narrow down the journal data to be replaced while checking the journal data displayed on the display unit 35, and it is also possible to specify the content related to the replacement of the journal data, so that the journal data can be displayed. It is possible to perform batch replacement more accurately.

Further, according to the present embodiment, the server 2 excludes the input method having no journal data to be replaced as a result of searching the journal data to be replaced, so that the input method having no journal data to be replaced is excluded. It is possible to eliminate unnecessary troubles such as the user selecting the data, and it is possible to efficiently replace the journal data in a batch.

Further, according to the present embodiment, the server 2 has a first form (designated input units A12 to A17, etc.) for designating a narrowing condition corresponding to one selected input method based on a user operation, and one input. Since the display unit 35 displays the second form (designated input units A18 to A23, etc.) that specifies the content related to the replacement of the journal data corresponding to the method, the journal data to be replaced can be narrowed down as desired by the user. At the same time, it is possible to specify the content related to the replacement of the journal data, and the journal data can be replaced more accurately at once.

Further, according to the present embodiment, the items constituting the first form and the items constituting the second form are the same, and the server 2 includes the items constituting the first form and the items constituting the second form. Is displayed on the display unit 35 in association with each other, so that the information before the replacement and the information after the replacement can be easily confirmed, and the journal data can be replaced more accurately at once.

Further, according to the present embodiment, the items constituting the first form and the items constituting the second form are items based on the items constituting the journal data of the corresponding input method. It is consistent and the information input operation for the first form and the second form can be smoothly performed.

Further, according to the present embodiment, the server 2 includes a check box CB1 for designating whether or not each of the journal data divided into one selected input method is to be replaced based on the user operation. , Since only the journal data designated as the replacement target by the check box CB1 is replaced at once, it is possible to more reliably prevent the journal data that does not need to be replaced from being replaced.

Further, according to the present embodiment, the server 2 displays the collectively replaced journal data on the display unit 35 so that the contents related to the replacement of the journal data can be identified, so that the result of the batch replacement can be confirmed. It can be made easier.

Further, according to the present embodiment, the server 2 further distinguishes the journal data designated as the replacement target by the check box CB1 from the journal data not designated as the replacement target, and displays them on the display unit 35, respectively. Therefore, it is possible to make it easier to confirm the result of batch replacement.

In the above description, an example in which the HDD, SSD, or the like of the storage unit 23 is used as a computer-readable medium for the program according to the present invention is disclosed, but the present invention is not limited to this example. As another computer-readable medium, a portable recording medium such as a CD-ROM can be applied. A carrier wave is also applied to the present invention as a medium for providing data of a program according to the present invention via a communication line.

The description in the above embodiment is an example of the information processing apparatus and program according to the present invention, and is not limited thereto.

Further, it goes without saying that the detailed configuration and detailed operation of each component of the management support system 1 in the above embodiment can be appropriately changed without departing from the spirit of the present invention.

For example, in the above embodiment, the replacement categories are classified into five categories, "income", "expenditure", "transfer", "transfer slip", and "registration cooperation", but the replacement category is only an example. For example, the replacement category may be classified into three transaction categories, "income", "expenditure", and "transfer".

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the scope thereof.
The inventions described in the claims originally attached to the application of this application are described below. The claims described in the appendix are the scope of the claims originally attached to the application for this application.
[Additional Notes]
<Claim 1>
A search method for searching transaction data to be changed based on predetermined search conditions,
A classification means for classifying the transaction data searched by the search means for each input method of the transaction data, and a classification means.
A narrowing means for narrowing down each transaction data classified for each input method by the sorting means based on the narrowing conditions set for each input method.
A designation means for designating the contents related to the change of each transaction data classified for each input method by the classification means based on the user operation, and
A batch change means for collectively changing each transaction data narrowed down for each input method by the narrowing means based on the content related to the change of each transaction data designated for each input method by the designated means.
An information processing device characterized by being equipped with.
<Claim 2>
A selection means for selecting one of the input methods classified by the classification means based on the user operation, and a selection means.
A first display control means for causing the display means to display transaction data divided into the one input method selected by the selection means, and
The information processing apparatus according to claim 1, wherein the information processing apparatus is provided.
<Claim 3>
The information processing apparatus according to claim 2, wherein the selection means excludes the input method having no transaction data to be changed as a result of the search by the search means.
<Claim 4>
The first form for designating the narrowing conditions corresponding to the one input method selected by the selection means based on the user operation, and the first form for specifying the contents related to the change of the transaction data corresponding to the one input method. 2. The information processing apparatus according to claim 2 or 3, further comprising a second display control means for displaying the form on the display means.
<Claim 5>
The items constituting the first form and the items constituting the second form are the same.
The information according to claim 4, wherein the second display control means causes the display means to display the items constituting the first form and the items constituting the second form in association with each other. Processing equipment.
<Claim 6>
The information processing according to claim 5, wherein the items constituting the first form and the items constituting the second form are items based on the items constituting the transaction data of the corresponding input method. Device.
<Claim 7>
It is provided with a change target specifying means for designating whether or not each of the transaction data divided into the one input method selected by the selection means is to be changed by the batch change means based on a user operation.
The information processing apparatus according to any one of claims 2 to 6, wherein the batch changing means collectively changes only the transaction data designated as the target of the change by the change target designating means. ..
<Claim 8>
The seventh aspect of claim 7 is provided with a third display control means for displaying the transaction data collectively changed by the batch change means on the display means so that the contents related to the change of the transaction data can be identified. Information processing equipment.
<Claim 9>
The third display control means further distinguishes the transaction data designated as the target of the change by the change target designating means from the transaction data not designated as the target of the change, and causes the display means to display the transaction data, respectively. The information processing apparatus according to claim 8.
<Claim 10>
Computer,
A search method for searching transaction data to be changed based on predetermined search conditions,
A classification means that divides the transaction data searched by the search means according to the input method of the transaction data.
A narrowing means for narrowing down each transaction data classified for each input method by the sorting means based on the narrowing conditions set for each input method.
A designation means for designating the contents related to the change of each transaction data classified for each input method by the classification means based on the user operation.
A batch change means for collectively changing each transaction data narrowed down for each input method by the narrowing means based on the content related to the change of each transaction data designated for each input method by the designated means.
A program characterized by functioning as.

1 Management support system 2 Server 21 CPU
22 RAM
23 Storage unit 24 Operation unit 25 Display unit 26 Communication unit 27 Bus 3 Terminal device 31 CPU
32 RAM
33 Storage unit 34 Operation unit 35 Display unit 36 Wireless communication unit 37 Bus
N communication network

Claims (10)

A search method for searching transaction data to be changed based on predetermined search conditions,
A classification means for classifying the transaction data searched by the search means for each input method of the transaction data, and a classification means.
A narrowing means for narrowing down each transaction data classified for each input method by the sorting means based on the narrowing conditions set for each input method.
A designation means for designating the contents related to the change of each transaction data classified for each input method by the classification means based on the user operation, and
A batch change means for collectively changing each transaction data narrowed down for each input method by the narrowing means based on the content related to the change of each transaction data designated for each input method by the designated means.
An information processing device characterized by being equipped with. A selection means for selecting one of the input methods classified by the classification means based on the user operation, and a selection means.
A first display control means for causing the display means to display transaction data divided into the one input method selected by the selection means, and
The information processing apparatus according to claim 1, wherein the information processing apparatus is provided. The information processing apparatus according to claim 2, wherein the selection means excludes the input method having no transaction data to be changed as a result of the search by the search means. The first form for designating the narrowing conditions corresponding to the one input method selected by the selection means based on the user operation, and the first form for specifying the contents related to the change of the transaction data corresponding to the one input method. 2. The information processing apparatus according to claim 2 or 3, further comprising a second display control means for displaying the form on the display means. The items constituting the first form and the items constituting the second form are the same.
The information according to claim 4, wherein the second display control means causes the display means to display the items constituting the first form and the items constituting the second form in association with each other. Processing equipment. The information processing according to claim 5, wherein the items constituting the first form and the items constituting the second form are items based on the items constituting the transaction data of the corresponding input method. Device. It is provided with a change target specifying means for designating whether or not each of the transaction data divided into the one input method selected by the selection means is to be changed by the batch change means based on a user operation.
The information processing apparatus according to any one of claims 2 to 6, wherein the batch changing means collectively changes only the transaction data designated as the target of the change by the change target designating means. .. The seventh aspect of claim 7 is provided with a third display control means for displaying the transaction data collectively changed by the batch change means on the display means so that the contents related to the change of the transaction data can be identified. Information processing equipment. The third display control means further distinguishes the transaction data designated as the target of the change by the change target designating means from the transaction data not designated as the target of the change, and causes the display means to display the transaction data, respectively. The information processing apparatus according to claim 8. Computer,
A search method for searching transaction data to be changed based on predetermined search conditions,
A classification means that divides the transaction data searched by the search means according to the input method of the transaction data.
A narrowing means for narrowing down each transaction data classified for each input method by the sorting means based on the narrowing conditions set for each input method.
A designation means for designating the contents related to the change of each transaction data classified for each input method by the classification means based on the user operation.
A batch change means for collectively changing each transaction data narrowed down for each input method by the narrowing means based on the content related to the change of each transaction data designated for each input method by the designated means.
A program characterized by functioning as.

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