CN112434503A - Financial statement integration and display method - Google Patents

Financial statement integration and display method Download PDF

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Publication number
CN112434503A
CN112434503A CN202011305631.6A CN202011305631A CN112434503A CN 112434503 A CN112434503 A CN 112434503A CN 202011305631 A CN202011305631 A CN 202011305631A CN 112434503 A CN112434503 A CN 112434503A
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financial
statements
financial statements
sub
reports
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严宇平
王建永
钱正浩
蔡徽
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Guangdong Power Grid Co Ltd
Guangdong Electric Power Information Technology Co Ltd
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Guangdong Power Grid Co Ltd
Guangdong Electric Power Information Technology Co Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/186Templates
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/95Retrieval from the web
    • G06F16/953Querying, e.g. by the use of web search engines
    • G06F16/9538Presentation of query results
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12Accounting
    • G06Q40/125Finance or payroll

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Abstract

The invention discloses a financial statement integration and display method, which comprises the following steps: the method comprises the steps of collecting all financial statements together, dividing the financial statements into a plurality of groups of templates of different sub-financial statements according to types of the financial statements, placing each group of financial statements in the sub-financial statements of different types according to the type of a template generated by the group of financial statements, rearranging all financial statements under the sub-statements according to the types of all financial statements placed in the template of one type of sub-financial statements and the month size to form 12 groups of unit financial statements, arranging all financial statements in each group of unit financial statements according to the sequence of dates, and renaming all statements according to the dates. According to the invention, a plurality of groups of financial statements of different types are integrated into one group of financial statements and displayed in the webpage, so that the whole classified display of the financial statements is realized, the subsequent retrieval and query are convenient, and the working efficiency of financial staff is improved.

Description

Financial statement integration and display method
Technical Field
The invention relates to the technical field of financial statement processing, in particular to a financial statement integration and display method.
Background
The financial statement is an accounting statement which reflects the fund and profit status of the enterprise or budget unit in a certain period. The types, formats and reporting requirements of financial statements in China are specified by a uniform accounting system, and enterprises are required to regularly report the financial statements. At present, at the end of a report period, national industry enterprises need to compile capital balance tables, special funds and special fund shifting tables, capital borrowing and special borrowing tables and other capital reports, profit reports such as profit tables, product sales profit detail tables and the like respectively; the national business enterprises need to submit capital balance tables, operation condition tables, special fund tables and the like. The financial statements include balance sheet, profit sheet, cash flow sheet or financial condition change sheet, additional sheet and notes. The financial reports are the major part of the financial reports, and do not include the details of the board of the president, the management analysis, and the description of the financial situation.
At present, each financial statement of every enterprise is for storing alone, and along with the expansion of enterprise, the quantity of its financial statement also increases thereupon, and when financial statement was placed alone, when certain financial statement was inquired to needs, the time of needs also increased thereupon to influence the holistic work efficiency of staff.
Disclosure of Invention
The present invention is directed to solving the above problems, and provides a method for integrating and displaying financial statements.
In order to achieve the purpose, the invention adopts the following technical scheme:
a financial statement integration and display method comprises the following steps:
s1, collecting all the financial statements together, dividing the financial statements into a plurality of groups of templates of different sub-financial statements according to the types of the financial statements, and placing each group of financial statements in the sub-financial statements of different types according to the types of the templates generated by the group of financial statements;
s2, arranging all financial statements under the sub-statements again according to the month size according to all financial statements placed in the sub-statement templates of one type to form 12 groups of unit financial statements;
s3, arranging all financial statements in each group of unit financial statements according to the sequence of dates, renaming all statements according to the dates, and adding the names of all financial statements in a group of unit financial statements in the same type with the sequence of the names of all financial statements in the group of unit financial statements according to the dates;
s4, storing all the sub-financial statements into a group of total financial statements to form an integrated total financial statement;
s5, all anchors for generating and retrieving the unit financial reports, the sub financial reports and the total financial reports are placed in the generated webpage and arranged according to the tree graph structure, a retrieval module is arranged at the top end of the generated webpage, a display area is generated at the bottom end of the webpage, and pictures generated by all the financial reports are displayed in the display area.
In the above S1, the types of financial statements include balance sheet, profit sheet, cash flow sheet or financial condition change sheet, additional sheet and remark.
In the above S2, when all the child financial statements are sorted, the child financial statements are arranged in order of months from small to large, and the names of all the sorted child financial statements at least include the corresponding sort types, the belonged month labels and the enterprise identifiers.
In the above S3, when all the financial reports in the unit financial report are sequentially arranged, corresponding backup reports are automatically generated after the arrangement is completed according to the descending order of the dates, and the file attributes and the report attributes of the backup reports are distinguished.
In the above S5, when all the unit financial reports, the sub financial reports and the total financial report are converted into the corresponding anchor signal, the unit financial reports, the sub financial reports and the total financial report are mainly converted into the web page through the HTML5, and are placed in the central position of the web page.
In the above S5, in the process of generating pictures for all financial statements, the contents of the statements are mainly analyzed by ado to generate the main contents of the form, and meanwhile, in the process of producing the pictures, the method can be applied to a Print Screen screenshot key carried by the windows system to generate the picture information of the statements, and compress and arrange the generated picture information into a grid form.
Optionally, after the main content of the form is generated, the main content is marked at the top of the generated picture, the generated squared figure picture comprises three different sizes which are respectively applied to the general financial statement page, the sub financial statement page and the final unit financial statement page, and the three sizes are from small to large, from the initial type squared figure, to 12 groups of month squared figures and to the last 30 groups of day share squared figures.
The invention has the following advantages:
the invention firstly classifies all financial statements, then classifies the classified financial statements by months, and finally classifies the dates of the financial statements to form a tree graph structure of the whole financial statement, thereby facilitating the integration efficiency in the integration process of the financial statements, simultaneously matching with the webpage display formed after the integration is completed, additionally arranging a corresponding search function in the displayed webpage, displaying the queried or clicked financial statement type in the displayed webpage by a grid picture, and the displayed part comprises a main content part (the main content is a title) of the generated statement, thereby realizing convenient display, facilitating the follow-up staff to query the financial statements, reducing the workload during query to a certain extent, and not needing to use software such as App and the like for assistance, integration and presentation costs can also be reduced.
Drawings
FIG. 1 is a flowchart of a financial statement integration and presentation method according to the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments.
Referring to fig. 1, a financial statement integrating and displaying method includes the following steps:
s1, collecting all the financial statements together, dividing the financial statements into a plurality of groups of templates of different sub-financial statements according to the types of the financial statements, and placing each group of financial statements in the sub-financial statements of different types according to the types of the templates generated by the group of financial statements;
s2, arranging all financial statements under the sub-statements again according to the month size according to all financial statements placed in the sub-statement templates of one type to form 12 groups of unit financial statements;
s3, arranging all financial statements in each group of unit financial statements according to the sequence of dates, renaming all statements according to the dates, and adding the names of all financial statements in a group of unit financial statements in the same type with the sequence of the names of all financial statements in the group of unit financial statements according to the dates;
s4, storing all the sub-financial statements into a group of total financial statements to form an integrated total financial statement;
s5, all anchors for generating and retrieving the unit financial reports, the sub financial reports and the total financial reports are placed in the generated webpage and arranged according to the tree graph structure, a retrieval module is arranged at the top end of the generated webpage, a display area is generated at the bottom end of the webpage, and pictures generated by all the financial reports are displayed in the display area.
In the above S1, the types of financial statements include balance sheet, profit sheet, cash flow sheet or financial condition change sheet, additional sheet and remark.
In the above S2, when all the child financial statements are sorted, the child financial statements are arranged in order of months from small to large, and the names of all the sorted child financial statements at least include the corresponding sort types, the belonged month labels and the enterprise identifiers.
In the above S3, when all the financial reports in the unit financial report are sequentially arranged, corresponding backup reports are automatically generated after the arrangement is completed according to the descending order of the dates, and the file attributes and the report attributes of the backup reports are distinguished.
In the above S5, when all the unit financial reports, the sub financial reports and the total financial report are converted into the corresponding anchor signals, the unit financial reports, the sub financial reports and the total financial reports are mainly converted into the web pages by means of the HTML5, and are simultaneously placed in the central position of the web pages, the web pages converted by the HTML5 can be provided with a search module, such as a search box when referring to the hundredth first page, and simultaneously the anchor signals are generated in each group, can include the picture information of the group, and the corresponding reports are clicked on the web pages to open.
In the above S5, in the process of generating pictures of all financial statements, the contents of the statements are mainly analyzed by ado to generate the main contents of the table, and meanwhile, in the process of producing the pictures, the method can be applied to a Print Screen screenshot key carried by the windows system to generate the picture information of the statements, where the generated picture information can also be compressed and arranged into a grid form by additional screenshot software.
Optionally, after the main content of the form is generated, the main content is marked at the top of the generated picture, the generated squared figure picture comprises three different sizes which are respectively applied to the general financial statement page, the sub financial statement page and the final unit financial statement page, and the three sizes are from small to large, from the initial type squared figure, to 12 groups of month squared figures and to the last 30 groups of day share squared figures.
In summary, the invention facilitates the integration efficiency, and simultaneously cooperates with the webpage display formed after the integration is completed, and adds a corresponding search function in the displayed webpage and displays the financial report type to be inquired or clicked in the displayed webpage with the palace lattice picture, and the displayed part comprises the main content part (the main content is the title) for generating the report, thereby realizing the convenient display, facilitating the follow-up staff to inquire the financial report, reducing the workload during the inquiry to a certain extent, avoiding the assistance of software such as App and the like, and also reducing the cost of integration and display.
The above description is only for the preferred embodiment of the present invention, but the scope of the present invention is not limited thereto, and any person skilled in the art should be considered to be within the technical scope of the present invention, and the technical solutions and the inventive concepts thereof according to the present invention should be equivalent or changed within the scope of the present invention.

Claims (7)

1. A financial statement integration and display method is characterized by comprising the following steps:
s1, collecting all the financial statements together, dividing the financial statements into a plurality of groups of templates of different sub-financial statements according to the types of the financial statements, and placing each group of financial statements in the sub-financial statements of different types according to the types of the templates generated by the group of financial statements;
s2, arranging all financial statements under the sub-statements again according to the month size according to all financial statements placed in the sub-statement templates of one type to form 12 groups of unit financial statements;
s3, arranging all financial statements in each group of unit financial statements according to the sequence of dates, renaming all statements according to the dates, and adding the names of all financial statements in a group of unit financial statements in the same type with the sequence of the names of all financial statements in the group of unit financial statements according to the dates;
s4, storing all the sub-financial statements into a group of total financial statements to form an integrated total financial statement;
s5, all anchors for generating and retrieving the unit financial reports, the sub financial reports and the total financial reports are placed in the generated webpage and arranged according to the tree graph structure, a retrieval module is arranged at the top end of the generated webpage, a display area is generated at the bottom end of the webpage, and pictures generated by all the financial reports are displayed in the display area.
2. The method as claimed in claim 1, wherein in the step S1, the financial statements are of types including balance sheet, profit sheet, cash flow sheet, or financial condition change sheet, additional sheet and remark.
3. The method according to claim 1, wherein in said S2, when all sub-financial statements are sorted according to their month order from small to large, the names of all sorted financial element lists at least include corresponding sort types, month numbers and enterprise identifications.
4. The method according to claim 1, wherein in step S3, when all the financial reports in the unit financial report are sequentially arranged, the corresponding backup reports are automatically generated according to the order of the dates from small to large, and the file attributes of the backup reports are distinguished from the report attributes.
5. The method as claimed in claim 1, wherein in step S5, when all the unit financial reports, the sub financial reports and the total financial report are converted into corresponding anchor signals, the anchor signals are mainly converted into web pages by HTML5, and the web pages are placed at the center of the web pages.
6. The financial statement integration and presentation method according to claim 1, wherein in S5, in the process of generating pictures for all financial statements, the method mainly comprises parsing the contents of the statements through ado to generate the main contents of the table, and in the process of producing the pictures, the method can be applied to a Print Screen screenshot key carried by a windows system to generate the picture information of the statements, and compress and arrange the generated picture information into a grid form.
7. The financial statement integration and presentation method according to claim 6, wherein after the generation of the main contents of the form is completed, the form is marked on the top of the generated picture, and the generated Sudoku picture comprises three different sizes, which are respectively applied to the general financial statement page, the sub financial statement page and the final unit financial statement page, and the three sizes are from small to large, from the first type of the form, to 12 groups of the month form and the last 30 groups of the day share form.
CN202011305631.6A 2020-11-19 2020-11-19 Financial statement integration and display method Pending CN112434503A (en)

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CN202011305631.6A CN112434503A (en) 2020-11-19 2020-11-19 Financial statement integration and display method

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Application Number Priority Date Filing Date Title
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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN113379221A (en) * 2021-06-04 2021-09-10 远光软件股份有限公司 Data conversion model construction method, financial data processing method and related equipment

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN113379221A (en) * 2021-06-04 2021-09-10 远光软件股份有限公司 Data conversion model construction method, financial data processing method and related equipment

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