JP2006189930A - Approval work support system, approval work support device, and approval work support program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an approval work support system capable of supporting approval work requiring an actual document such as a voucher to finish the approval work before a predetermined time limit. <P>SOLUTION: This work support system has a PC 131 used by an approver and a work management server 100 equipped with a work management DB 101 storing approval content and location information about a voucher sticking sheet. The PC 131 inputs information about a bar code or an IC tag attached to the voucher sticking speed, determines whether the voucher sticking sheet is a voucher sticking sheet for an approval target slip or nor based on the inputted information about the bar code or the IC tag, and transmits answer information (the fact of approval by the approver or the fact of rejection by the approver) based on the determination result to the work management server 100. The work management server 100 receives the answer information from the PC 131 and updates the approval content and the location information about the voucher sticking sheet stored in the work management DB 101 based on the received answer information. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to an approval task support system, an approval task support apparatus, and an approval task support program that support an approval task using electronic data.

  2. Description of the Related Art Conventionally, in the payment process of personal advance payment, there is known a personal payment expense settlement system that enables all processes from data entry by settlement applicants to settlement, accounting processing, and farm banking processing to be executed without paper. (For example, refer to Patent Document 1).

  In this system, the payment application information entered by the payment application is transferred to the server, further processed by the host running the accounting system, sent to the bank's farm bank system, and the appropriate amount is stored in the applicant's deposit account. Transferred. At this time, electronic approval is made by the supervisor, and the electronic data changes to an approval status. When a receipt is required, the system automatically determines when the application is entered and prints out a special mount. The applicant attaches the receipt to the manager, approves the manager, and submits it to the accounting department. The receipt data is changed to an approval status by sending electronic approval data from the person in charge of the small payment ward to the server.

  Also, with this system, if you need a voucher (such as a voucher, which is a receipt or invoice to clarify the contents of the transaction) for payment, you can attach a voucher with a printed barcode. The board is printed, the server stores the electronic data indicating the voucher confirmation result of the board in the accounting section, and the status of this electronic data is converted to the approval status by the bar code information read by the bar code reader .

  Conventionally, electronic vouchers that require receipt attachment are automatically selected, a receipt sticker corresponding to this electronic voucher is issued, and key data for associating this receipt voucher with an electronic voucher or There is known a paperless system that prints the settlement route, reads the key data by the optical reading means when the receipt sticker returns to the accounting department, and can process the electronic slip accurately and quickly (for example, , See Patent Document 2).

Furthermore, in settlement / approval operations that do not require the attachment of vouchers, a mechanism is also widely used in which a so-called workflow system automatically sends an approval / approval of a certain approval / approver to the next approval / approver. ing.
Japanese Patent Laid-Open No. 2002-279146 JP 04-313151 A

  However, in the systems of Patent Document 1 and Patent Document 2, it can be understood that the voucher has not arrived at the accounting department, but the voucher pasting mount is at the expense user's hand and is not approved, or the approver. However, it is difficult to complete the approval work by a predetermined time limit.

  This problem is common to work that requires voucher, which is a physical document for approval, and cannot be solved even with a workflow system that does not assume a physical document.

  Further, in the system of Patent Document 2, the settlement route is printed on the receipt sticker, but the problem that it is difficult to cope when settlement is not completed on a predetermined deadline due to a business trip or a holiday of the authorizer is solved. It has not been. In particular, accounting audits have been tightened from the perspective of strengthening internal controls, and there are increasing indications that expenses, sales, etc. that should be recorded in the specified accounting period are not recorded at the time of accounting audits. The workload for auditing is increasing, and strict adherence to voucher approval is required. In addition, it is necessary to prevent a situation in which the voucher is formally approved without checking the contents of the voucher so as to keep the approval deadline. In addition, since the person in charge who issued the voucher is an approver other than his / her superior depends on the contents of the voucher, it is troublesome to check the progress of approval when a physical document is required. In addition, since there are many cases where the approver is absent, it is extremely difficult to confirm and urge the approver by telephone or e-mail especially during the busy season before the closing date at the end of the month.

  In view of the above problems, an object of the present invention is an approval work support system and an approval work support that can support an approval work to be completed by a predetermined time limit in an approval work that requires physical documents such as a voucher. It is to provide an apparatus and an approval work support program.

  In order to achieve the above object, an approval work support system according to claim 1 includes an approval apparatus used by an approver, and an approval work support apparatus provided with storage means for storing approval contents and location information of a voucher attached sheet. In the business support system, the approval device includes an information input means for inputting information added to the voucher affixing paper, and a voucher for the voucher whose voucher affixation paper is to be approved based on the information input by the information input means. A determination means for determining whether or not it is a sticky sheet, and when the determination means determines that it is a voucher sticking paper to be approved, reply information about approval of the approval target slip is sent to the approval work support apparatus. A transmission means for transmitting, the approval work support apparatus receiving the response information from the approval apparatus, and based on the response information received by the reception means. There are characterized by comprising an updating means for updating the location information of the approval content and voucher sticking sheet stored in said storage means.

  The approval work support apparatus according to claim 12 receives the application information and storage means for storing attendance data and a schedule database in the approval work support apparatus connected to the application apparatus for transmitting the application information including the approval deadline date. Receiving means; reading means for reading the time and schedule of the approver associated with the application information from the time data and schedule database stored in the storage means; and the approver's time and schedule from the read approver's time and schedule When the shortest approval date calculation means for calculating the shortest approval date and the calculated shortest approval date of the approver and the approval deadline date included in the application information are less than a predetermined period, the application device is warned. And a warning information transmitting means for transmitting information.

  14. An approval business support program according to claim 13 is a reception module for registering application information received from the application device in an approval business support program executed by a computer connected to the application device that transmits application information including an expiration date. A receiving module that receives the time and schedule of the approver related to the application information from the time data and schedule database, and the shortest approval date for calculating the shortest approval date of the approver from the received time and schedule of the approver The calculation module and the calculated approval deadline date included in the application information come before the approver's shortest approval date, or the approver's shortest approval date and the approval deadline date included in the application information. A warning information transmission module for transmitting warning information to the application device when the interval is less than a predetermined period. And wherein the Rukoto.

  According to the approval work support system of claim 1, in the approval work support system having an approval device used by the approver, and an approval work support device provided with a storage means for storing the contents of approval and the location information of the voucher attached sheet, The approval device determines whether the voucher affixed paper is the voucher affixed paper of the approval target slip based on the information input means for inputting information added to the voucher affixed paper and the information input by the information input means A receiving unit that receives the response information from the approval device; and a receiving unit that transmits response information based on a determination result by the determination unit to the approval job support device. Based on the answer information received by the receiving means, the contents of the approval stored in the storage means and the updating means for updating the location information of the voucher attached sheet, By browsing the contents of the approval stored in the memory and the location information of the voucher affixing paper, you can easily confirm whether it has been approved by the approver and where the voucher affixing paper is located. In the approval work that requires the document, it can be supported that the approval work is completed by a predetermined time limit.

  According to the approval work support apparatus of claim 12, the application information is received, the time data and schedule data of the approver associated with the application information are read from the time data and schedule database, and the received approver is received. Approver's shortest approval date is calculated from the time and schedule of the approver, and the application device is warned when the calculated minimum approver's shortest approval date and the approval deadline date included in the application information are less than the predetermined period Since the information is sent, the approver can be warned that the period until the approval deadline is only short, and in the approval work that requires physical documents such as vouchers, the approval work by the predetermined time limit Can help you complete.

  According to the approval work support program of claim 13, the application information received from the application device is registered, the attendance and schedule of the approver related to the application information are received from the attendance data and schedule database, and the received approval is received. The approver's shortest approval date is calculated from the applicant's time and schedule, and the approval deadline date included in the calculated application information comes before the approver's shortest approval date, or the approver's shortest approval date And the approval deadline date included in the application information is less than the predetermined period, warning information is sent to the application device, so that the approver has a short period until the approval deadline date. It is possible to warn, and in an approval work that requires a physical document such as a voucher, the approval work can be supported to be completed by a predetermined time limit.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

  FIG. 1 is a configuration diagram of an approval work support system according to an embodiment of the present invention.

  This approval work support system includes a work management server 100, an accounting department PC 110, a PC 120 used by the applicant, a PC 131 used by the approver 1, a PC 132 used by the approver 2, a PC 133 used by the approver 3, and the portable terminal 140. And a communication line 150 that connects these components to each other.

  The business management server 100 includes a business management database (DB) 101, an accounting DB 102, attendance data 103, a schedule DB 104, and various master files 105, and further includes an OS (not shown), an application program including screen information, and a mail client. Has a program. Each of these DBs may be operated in a plurality of cases.

  The accounting DB 102 includes a storage box table 102a, a storage location table 102b, and a replacement expense slip table 102c.

  The data items of the storage box table 102a are storage box number, slip type, slip approval date start, slip approval date end, storage location code, storage start date, storage end date, discard date, storage flag, and discard flag.

  The data items of the storage location table 102b include storage location code, storage location name, storage box No. First, storage box no. Last one, storage box No. First 2, storage box No. Last, storage box no. First 3, storage box no. Last 3, ..., storage box No. First, storage box No. End n.

  As a data item of the advance expense slip table 102c, a slip No. , Drafting department code, drafting date, drafter employee code, slip type, expense usage date, usage amount, usage details, approver employee code 1, approver employee code 2, approver employee code 3, approval deadline date , Storage box No. , Account item 1, amount 1, consumption tax category 1, burden section code 1, account item 2, amount 2, consumption tax category 2, burden section code 2, account item 3, amount 3, consumption tax category 3, burden section code 3, account item 4, amount 4, consumption tax category 4, burden section code 4, account item 5, amount 5, consumption tax category 5, burden section code 5, voucher arrival flag, return flag, approval date.

  The business management server 100 has a function of a mail server that transmits a warning mail, a reminder mail, and the like to the PC 120, the PCs 131, 132, 133 and the mobile terminal 140. A mail server (not shown) that executes the function of the mail server of the business management server 100 may be provided separately.

  The mobile terminal 140 receives a warning mail or a reminder mail transmitted from the business management server 100. The mobile terminal 140 is typically a mobile phone, but may be a PDA or a mobile PC. 1 shows only one portable terminal 140 for convenience of explanation, there are actually a plurality of portable terminals used by applicants and approvers 1 to 3.

  FIG. 2 is a block diagram illustrating a hardware configuration of the business management server 100, the accounting department PC 110, the PC 120, and the PCs 131, 132, and 133. In FIG. 2, reference numerals 20 a to 29 a indicate devices of the business management server 100, reference numerals 20 b to 29 b indicate accounting department PC 110 devices, reference numerals 20 c to 29 c indicate PC 120 devices, and reference numerals 20 d to 29 d indicate PC 131. Reference numerals 20e to 29e denote PC132 devices, and reference numerals 20f to 29f denote PC133 devices. Hereinafter, devices of the business management server 100 will be described, but the same applies to the devices of the accounting department PC 110, PC 120, and PC 131, 132, 133.

  The business management server 100 includes a CPU 21a, a RAM 22a, a ROM 23a, a LAN adapter 24a, a video adapter 25a, a keyboard 26a, a mouse 27a, a hard disk 28a, and a CD-ROM drive 29a. These devices are mutually connected via a system bus 20a. It is connected.

  Based on the boot program stored in the ROM 22a, the CPU 21a reads the system program from the hard disk 28a and expands it in the RAM 22a, executes the application in cooperation with the expanded system program, and operates the keyboard 26a and the mouse 27a. Various processes are performed in response. For example, when an operation for starting a certain application is performed, the CPU 21a reads the designated application from the CD-ROM or the like mounted on the hard disk 28a or the CD-ROM drive 29a and expands it to the RAM 22a. In response to the operation of the keyboard 26a and the mouse 27a, the application on the RAM 22a is executed in cooperation with the system program, so that the processing related to the application is performed.

  For the CD-ROM or the like loaded in the hard disk 28a or the CD-ROM drive 29a, the CPU 21a executes steps S421 to S435, steps S521 to S536, and steps S621 to S635 in the flowcharts of FIGS. The program is stored.

  The hard disk 28 a stores the above-described business management database (DB) 101, accounting DB 102, attendance data 103, schedule DB 104, and various master files 105.

  Further, a program corresponding to steps S401 to S410 in FIG. 4 is stored in the hard disk 28c of the PC 120 or the CD-ROM loaded in the CD-ROM drive 29c. Programs corresponding to steps S501 to S509 and steps S601 to S609 in FIGS. 5 and 6 are stored in the hard disks 28d to f and the CD-ROMs 29d to f of the PCs 131, 132, and 133. ing.

  In addition to the boot program, the ROM 22a also stores a BIOS that performs input / output control. The RAM 22a is also used as a work area when the CPU 21a executes various programs. The LAN adapter 24 a serves as an interface with a LAN (not shown) that forms part of the communication line 150. The video adapter 25a generates an image signal to be output to a display device (not shown) and transfers an operation signal for the UI screen displayed on the display device to the CPU 21a. The CD-ROM drive 29a is used for installing a CD-ROM and installing an application stored in the CD-ROM on the hard disk 28a.

  FIG. 3 is a block diagram illustrating a hardware configuration of the mobile terminal 140.

  The portable terminal 140 includes a CPU 31, a RAM 32, a ROM 33, a LAN adapter 34, a liquid crystal display unit 35, and buttons 36, and these devices are connected to each other via a system bus 30.

  Based on the program stored in the ROM 32, the CPU 31 reads a system program from the ROM 33, expands it in the RAM 32, executes the application in cooperation with the expanded system program, and responds to the operation of the button 36 by executing various applications. Process. The LAN adapter 34 serves as an interface with a LAN (not shown) that forms part of the communication line 150. The liquid crystal display unit 35 displays transmitted / received e-mails, applications, UI screens, and the like.

  FIG. 4 is a flowchart showing the slip input process.

  Steps S401 to S410 in FIG. 4 are executed under the control of the CPU 21c of the PC 120, and steps S421 to S435 are executed under the control of the CPU 21a of the business management server 100.

  The PC 120 transmits a slip input screen request to the business management server 100 (step S401). At this time, the applicant's employee code is also transmitted to the business management server 100. The business management server 100 receives the slip input screen request (step S421), generates voucher necessity information and a slip input screen based on the result of querying the slip master of the master file 105 (step S422), and generates The voucher necessity information and the slip input screen are transmitted to the PC 120 (step S423).

  The PC 120 displays the slip input screen received from the business management server 100 (step S402). FIG. 7 is a diagram showing an example of a slip input screen. Here, the slip input screen is used to settle the advance expenses. On the slip input screen, it is determined whether or not the contents of the items from the approval due date to the burden section have been selected or entered, and the application button 910 has been pressed (step S403). If the application button 910 has not been pressed, On the other hand, if the application button 910 is pressed while returning to step S402, application information (content of the approval deadline date to the burden section item) is transmitted to the business management server 100 (step S404).

  When receiving the application information from the PC 120 (step S424), the business management server 100 waiting for receiving the application information registers the application information in the accounting DB 102 (step S425). The data items of the advanced expense settlement slip table of the accounting DB 102 include slip number, drafting department code, drafting date, drafter employee code, slip type, expense usage date, usage amount, usage details, approver employee code 1 , Approver employee code 2, approver employee code 3, approval expiration date, storage box No. , Account item 1, amount 1, consumption tax category 1, burden section code 1, account item 2, amount 2, consumption tax category 2, burden section code 2, account item 3, amount 3, consumption tax category 3, burden section code 3, account item 4, amount 4, consumption tax category 4, burden section code 4, account item 5, amount 5, consumption tax category 5, burden section code 5, voucher arrival flag, return flag, approval date. The return flag is turned on when it is not approved by the accounting staff.

  The business management server 100 refers to the slip master of the master file 105 and determines whether or not voucher is necessary (step S426). The data items of the slip master are a slip type, a slip name, a voucher necessity category, and a legal storage date.

  In step S426, if no voucher is required, the process proceeds to step S429 described later. If voucher is required, the business management DB 101 is updated based on the application information (step S427). Necessary approvers (usually plural) and application information approval deadlines are registered in the business management DB 101 based on the code.

  The business management server 100 transmits the printing information on the voucher pasting paper to the PC 120 according to the type of the applied voucher (step S428). The print information includes the applicant and application information (contents input on the screen of FIG. 7).

  If the process in step S425 ends normally, a slip registered message is generated (step S429), the slip registered message is transmitted to the PC 120 (step S430), and if it ends abnormally, an error message is generated. The message is transmitted to the PC 120 (steps S429 and S430).

  Next, the business management server 100 reads the approval deadline date of the application in the business management DB 101, the system date and the working date and working days from the working date information of the attendance data 103 to the approval deadline, and stores them in the work area of the RAM 22a. Then, based on the employee code of the approver of the application in the business management DB 101, the schedule and the schedule reference URL are read from the schedule DB 104 and stored in the work area of the RAM 22a (step S432).

  The business management server 100 reads the attendance information of the approver of the application in the business management DB 101 from the attendance data 103 and stores it in the work area of the RAM 22a (step S433), and determines whether a warning mail needs to be transmitted (step S434). . Whether the warning mail needs to be transmitted is calculated by calculating the shortest approval date from the time and schedule of the first approver of the work day in step S431, calculating the shortest approval date until the final approver, and calculating the results and approval. Judgment is made by comparing the due date. For example, if there is only a time of two days or less between the shortest approval date and the approval deadline date, it is determined that a warning mail needs to be transmitted. In addition, if the first approver is on vacation, travels all day or goes out all day, and if the total number of unscheduled hours in the day is 2 hours or less, the approver cannot be approved. It is judged and the shortest approval date is calculated.

  Next, when the business management server 100 determines in step S434 that a warning mail needs to be transmitted, the warning mail is transmitted to the applicant's mobile terminal 140 via the e-mail server (step S435), and step S424. Return to. If it is determined in step S434 that the warning mail need not be transmitted, the process directly returns to step S424.

  The warning mail in step S435 includes a warning message including the slip number and the number of days until the approval deadline (or the number of working days) as shown in FIG. 10, and a URL for referring to the approver's schedule. Further, the same warning mail may be transmitted to the applicant's PC 120.

  On the other hand, after the process of step S404, the PC 120 determines whether a voucher is necessary based on the voucher necessity information received from the business management server 100 (step S405). If the voucher is not necessary, the process proceeds to step S408 described later. If the voucher is necessary, a screen as shown in FIG. 8 is displayed and the printing information on the voucher affixed sheet is received from the business management server 100. (Step S406), when the “OK” button is pressed on the screen of FIG. 8 and print information is received from the business management server 100, the process proceeds to Step S407.

  In step S407, the printing information on the voucher-attached paper is transmitted to a printer (not shown) via the printer driver to print the voucher-attached paper, and the receipt of the slip registered message from the business management server 100 is awaited (step S408). When a slip registered message is received, a slip registered message is displayed (step S409), and when an error message is received, an error message is displayed (step S409).

  Next, it is determined whether or not the end button has been pressed (step S410). If pressed, the process ends. If the “next input” is pressed without pressing the end button, the screen is displayed. Is cleared, and the process returns to step S402.

  FIG. 5 is a flowchart showing the slip approval process.

  Steps S501 to S509 in FIG. 5 are executed under the control of the CPU 21d of the PC 131, and steps S421 to S435 are executed under the control of the CPU 21a of the business management server 100.

  The PC 131 transmits a slip approval screen request to the business management server 100 (step S501).

  The business management server 100 receives the slip approval screen request (step S521), generates a slip approval screen, and transmits it to the PC 131 (step S522).

  The PC 131 displays the slip approval screen of FIG. 9 that reflects the content entered on the screen of FIG. 7 (step S502), and the approver scans the barcode on the voucher affixing paper corresponding to the application, and the barcode is displayed. Is entered and the approval button 1110 or the return button 1111 is pressed, the process proceeds to S503.

  In step S503, the barcode of the scanned voucher attached paper is converted into text data, and it is determined whether or not the voucher is a voucher to be approved. “It is not a voucher affixing sheet, please rescan after confirmation” is displayed, and the process returns to S502. If it matches the approval target slip, it is determined whether or not the approval button 1110 has been pressed (step S504). If the approval button 1110 has been pressed, reply information indicating that the approver has approved is sent to the business management server. 100 (step S505). When the approval button 1110 is not pressed (when the return button 1111 is pressed), reply information indicating that the approver has returned is transmitted to the business management server 100 (step S506).

  The business management server 100 is waiting to receive the response information in step S505 or step S506 (step S523). When the response information is received, it is determined whether or not the received response information is response information indicating that the approver has returned it. If it is determined (step S524) and the received reply information is reply information indicating that the approver has returned, the slip number and the approver are returned to the applicant's mobile terminal 140 or PC 120 with reference to the business management DB 101. A send-back notification mail is sent to the effect via the e-mail server (step S525).

  If the response information received in step S524 is not response information indicating that the approver has returned, that is, if the response information indicates that the approver has approved, the process proceeds to step S526.

  Next, the business management server 100 updates the location information of the voucher affixing sheet based on the approval content (approver and approval / denial, approval / denial date) and the scan result in the business management DB 101 (step S526). A message indicating that the business management DB 101 has been updated based on the reply information is sent to the PC 131 (step S527).

  The PC 131 displays a message indicating that the business management DB 101 has been updated (step S507), determines whether or not the next case button 1112 has been pressed (step S508), and the next case button 1112 has been pressed. In step S501, if the next matter button 1112 is not pressed, it is determined whether or not the end button 1113 is pressed (step S509). If the end button 1113 is not pressed, In step S507, if the end button 1113 is pressed, this process ends.

  On the other hand, after transmitting the update message in step S527, the business management server 100 calculates the number of remaining days from the approval deadline date of the business management DB 101, the system date, and the working date of the attendance data to the approval deadline date (step S528). Based on the number of remaining days calculated in S528, the approval progress status and the location information of the voucher affixed sheet stored in the business management DB 101, and the transmission frequency of the approval prompt mail of the same approver stored in the business management DB 101, It is determined whether or not a request to the approver is required (step S529).

  Next, based on the employee code of the approver of the application in the business management DB 101, the schedule is read from the schedule DB 104 and stored in the work area of the RAM 22a (step S530). Based on the schedule information stored in the work area of the RAM 22a, the vacant schedule time of the approver is calculated, and an e-mail including the approver whose approval input is stopped as shown in FIG. It transmits to at least one of the applicant's portable terminal 140 or PC 120 via the e-mail server (step S531). The applicant's mobile terminal 140 or PC 120 receives this mail (step S541). In FIG. 11, the vacant schedule of the approver is directly described, but a URL for confirming the vacant schedule of the approver may be described.

  The business management server 100 inquires the business management DB 101, stores the employee code, slip number, and approval URL of the approver whose approval input has stopped in the work area of the RAM 22a (step S532), and stores it in the work area of the RAM 22a. Based on the stored approver's employee code, slip number, and approval URL, at least one of the approver's portable terminal 140 or PC 131 is approved and the slip number and approval URL as shown in FIG. 12 are described. The body of the mail is generated, and this approval prompting mail is transmitted (step S533).

  Next, the date when the approval reminder email is transmitted is recorded in the business management DB 101 (step S534). If the approver is the person in charge of the accounting section or the manager of the accounting section, the voucher arrival flag in the accounting DB 102 is turned on. (Step S535). Further, a storage box number of a storage box (such as a cardboard box) in which the voucher is to be stored is associated, and the accounting DB 102 is updated. When the approver belongs to the same or higher organization of the applicant, the accounting DB 102 is not updated unless the applicant belongs to the accounting department. Details of step S535 will be described later with reference to FIG.

  Next, the accounting DB 102 is searched at regular intervals (for example, one week, one month), and a list of slips that have been applied for but not entered for approval is output and printed by the accounting department printer. A warning mail is transmitted based on the employee code of each corresponding applicant (step S536), and the process proceeds to step S523. FIG. 13 is a diagram showing an example of a warning mail. The warning mail includes the slip number, the approval expiration date or the remaining number of days until the approval expiration date, the approver's e-mail address, the approver's extension number, and the like. Moreover, URL for confirming an approver's empty schedule may be described.

  The above description is based on the premise that the approver personal computer is the PC 131. However, the same processing is performed when the approver personal computer is the PC 132 or 133.

  In the voucher approval process of FIG. 5, the possibility of approval up to the approval deadline is determined by calculating the number of remaining days until the approval deadline in step S528 and calculating the vacant schedule time of the approver in step S531, and the approval is possible. If it is determined that the applicability is low (if the approver has stopped inputting approval), an approval reminder email is sent, so that the approval operation can be completed by a predetermined time limit.

  FIG. 6 is a flowchart showing a modification of the slip approval process of FIG.

  In FIG. 5, it is assumed that a barcode is written on the voucher-attached paper, but FIG. 6 assumes a case where an IC tag is attached to the voucher-attached paper.

  In this case, when printing the voucher-attached paper in step S407 of FIG. 4, the application information received in step S406 of FIG. 4 is written to the IC tag of the voucher-attached paper by the IC tag writer built in the printing apparatus.

  Hereinafter, differences from the flowchart of FIG. 5 will be described.

  In step S600, the IC tag reader attached to the PC 131 stores the data of the IC tag on the voucher pasting paper in the work area of the RAM 22d. The IC tag data stored in the work area of the RAM 22d includes IC tag data of other voucher affixed paper slips that have received responses other than the current slip application.

  In step S603, it is determined whether the slip approval data reflecting the content input on the screen of FIG. 7 matches the data of the IC tag. This is to prevent data with different slip numbers from being transmitted and received by the PC 131 as it is.

  In steps S <b> 605 and S <b> 606, the PC 131 transmits response information and IC tag data (tag ID, slip number) to the business management server 100.

  At this time, the IC tag data of the slip includes IC tag data of the voucher affixing paper other than the current slip application. Based on these data, it becomes possible to grasp the staying status of the voucher affixed paper kept by the approver.

  In step S623, the business management server 100 receives response information and IC tag data.

  In step S624, the business management server 100 updates the location information of the voucher affixed paper in the business management DB 101. For example, if the business management server 100 receives three IC tag data in step S623, the location information for the three business management DBs 101 is updated.

  In step S628, the residence days of the voucher-attached paper at the approver are also calculated.

  Although not shown in the flowchart, as in step S536 of FIG. 5, the accounting DB 102 is searched and applied at regular intervals (for example, one week, one month). A list of slips for which voucher approval is not input may be printed by a printer of the accounting section, and a process of sending a warning mail based on the employee code of each corresponding applicant may be executed.

  According to the processing of FIG. 6, since the location of the voucher sticking paper and the number of staying days can be grasped, it becomes possible to grasp and prompt the approval progress more effectively, and the effect of increasing the slip approval rate within the deadline. is there.

  FIG. 14 is a flowchart showing the update processing of the accounting DB 102 in steps S535 and S635, and steps S1401 to S1409 are executed under the control of the CPU 21a of the business management server 100.

  First, it is determined whether or not the approval button 1110 has been pressed by the accountant on the slip approval screen of FIG. 9 (step S1401). If the approval button 1110 is pressed, the voucher arrival flag in the work area of the RAM 22a is set to ON (step S1402), the storage box table 106 is referred to using the slip type as a key, and the latest storage box number is stored. The start date is read (step S1403).

  As described above, the data items of the storage box table 102a are: storage box number, slip type, slip approval date start, slip approval date end, storage location code, storage start date, storage end date, disposal date, storage flag, disposal flag. The boxes that are not yet stored in the storage location and are placed in the accounting department store 0000/00/00 as the storage start date, storage end date, and disposal date.

  Next, whether the storage start date is 0000/00/00, that is, a new storage box No. Is determined whether or not is necessary (step S1404).

  In step S1404, a new storage box No. Is not necessary, the process proceeds to step S1406, which will be described later. Is required, the latest storage box No. The number obtained by adding 1 to the new storage box No. And one record is added to the storage box table (step S1405).

  Next, slip type and storage box No. Is used as a key to search the storage location table 102b. Is in the applicable range (in the range of storage box No. start and storage box No. end), the storage location code of the storage location is read and the storage location code of the storage location in the storage location table 102b is updated ( Step S1406). As described above, the data items of the storage location table 102b include the storage location code, the storage location name, the storage box No. First, storage box no. Last one, storage box No. First 2, storage box No. Last, storage box no. First 3, storage box no. Last 3, ..., storage box No. First, storage box No. End n.

  Next, the slip No. of the replacement expense slip table 102c of the accounting DB 102 is displayed. Storage box No. Then, the voucher arrival flag is updated (step S1407), and this process ends.

  If the approval button 1110 is not pressed in step S1401, the return flag of the work area in the RAM 22a is set to ON (step S1408), and the return flag of the replacement expense slip table 102c in the accounting DB 102 of the slip is updated to ON. (Step S1409), and this process is terminated.

  According to this processing, when the approval button 1110 is pressed by the accounting staff, the storage location code of the storage box in the storage box table 102b is updated (step S1406), and the slip in the replacement expense slip table 102c of the accounting DB 102 is updated. No. Storage box No. Is updated (step S1407), it is registered in the accounting DB 102 that the processing of the actual slip has been completed. As a result, the processing in step S536 described above, that is, a list of slips that have been applied but have not been approved for input can be output, and further, a warning email can be sent based on the corresponding employee code of each applicant. It becomes possible. As a result, the applicant can understand that the approval work of the approver is not executed.

  As described in detail above, according to the present embodiment, the business management server 100 including the PC 131 (PCs 132 and 133) used by the approver and the business management DB 101 that stores the approval contents and the location information of the voucher attached paper. The PC 131 (PCs 132, 133) inputs the barcode or IC tag information added to the voucher affixing paper, and the voucher affixing paper based on the input bar code or the IC tag information. Is a voucher affixing sheet of a voucher to be approved (steps S503 and S603), and response information based on the determination result (response information indicating that the approver has approved or returned the approver) Is transmitted to the business management server 100 (steps S505, S505, S605, and S606). The response information is received (steps S523 and S623), and based on the received response information, the approval content and the location information of the voucher affixed sheet stored in the business management DB 101 are updated (step S526). It is possible to easily confirm whether or not the voucher-attached paper is located by browsing the business management DB 101, and in the approval work that requires physical documents such as a voucher, the approval work is completed by a predetermined time limit. Can help complete.

  Further, when the response information received from the PC 131 is the reply information that the approver has returned, the business management server 100 notifies the applicant of the slip number and the information that the approver has returned by e-mail. The applicant can understand that the approver has refused the approval.

  Further, since the approver is notified by e-mail that the approval contents and the location information of the voucher pasting sheet in the business management DB 101 have been updated, the approver can understand that his / her approval has been completed.

  Also, in conjunction with the approver's attendance data and approver schedule, the approver's reminder is approved when it is determined that the possibility of approval up to the approval deadline date is low and the possibility of approval is low. Will be notified by e-mail, so that the approver can understand that his / her approval work is delayed. Since the approval URL is described in this e-mail, the approval work can be started quickly by the approver accessing the approval URL.

  Further, the business management server 100 calculates the number of remaining days from the approval deadline date, the system date, and the working date of the approver's attendance data to the approval deadline date, and calculates the remaining days, approval progress status, voucher pasting Based on the location information of the form and the frequency of sending the approval reminder email of the same approver, it is determined whether or not the approver needs to be reminded, and the approver's free schedule is determined based on the approver's schedule. Since the time is calculated and an e-mail including the approver and the vacant schedule of the approver is transmitted to the applicant, the applicant can easily understand the vacant schedule of the approver. In addition, since the URL for checking the approver's vacancy schedule is described in this e-mail, the applicant can access the approver's vacancy schedule by accessing the URL for checking the vacancy schedule. Quick and easy to understand.

  Further, in the present embodiment, in the business management server 100 connected to the PC 131 (PCs 132 and 133) that transmits application information including the approval deadline date, the hard disk 28a stores the attendance data 103 and the schedule DB 104, and the application information is stored. The time and schedule of the approver associated with the application information are read from the attendance data 103 and the schedule DB 104, the shortest approval date of the approver is calculated from the time and schedule of the read approver, and the calculated Since the warning information is transmitted to the PC 131 when the shortest approval date of the approver and the approval deadline date included in the application information are less than the predetermined period, the period until the approval deadline date is only short. Approvers can be warned, and in approvals that require physical documents such as vouchers, Can help to up to approval business limit is complete.

  In FIG. 5 and FIG. 6, a predetermined URL is described in the e-mail transmitted at the time of reminding, the e-mail including the vacant schedule of the approver, or the e-mail transmitted at the time of warning. The URL may be security-set so that a third party other than the applicant or the approver cannot access it.

  In the embodiment described above, the hardware configuration of the business management server 100, the accounting department PC 110, the PC 120, the PC 131 to 133, and the mobile terminal 140 is different, but the mobile terminal 140 has the same configuration as the business management server 100 and the like. In this case, it goes without saying that the processing executed by these servers and PCs described above can also be executed by a portable terminal.

  In addition, an object of the present invention is to supply a storage medium storing software program codes for realizing the functions of the embodiments to a system or apparatus, and a computer (or CPU, MPU, etc.) of the system or apparatus as a storage medium. This can also be achieved by reading and executing the stored program code.

  In this case, the program code itself read from the storage medium realizes the functions of the above-described embodiments, and the program code and the storage medium storing the program code constitute the present invention.

  Examples of the storage medium for supplying the program code include a floppy (registered trademark) disk, a hard disk, a magneto-optical disk, a CD-ROM, a CD-R, a CD-RW, a DVD-ROM, a DVD-RAM, and a DVD. -RW, DVD + RW, magnetic tape, nonvolatile memory card, ROM, etc. can be used. Alternatively, the program code may be downloaded via a network.

  Further, by executing the program code read by the computer, not only the functions of the above-described embodiments are realized, but also an OS (operating system) running on the computer based on the instruction of the program code. A case where part or all of the actual processing is performed and the functions of the above-described embodiments are realized by the processing is also included.

 Further, after the program code read from the storage medium is written in a memory provided in a function expansion board inserted into the computer or a function expansion unit connected to the computer, the function expansion is performed based on the instruction of the program code. This includes the case where the CPU or the like provided in the board or the function expansion unit performs part or all of the actual processing, and the functions of the above-described embodiments are realized by the processing.

It is a block diagram of the approval work support system which concerns on embodiment of this invention. 2 is a block diagram illustrating a hardware configuration of a business management server 100, an accounting department PC 110, a PC 120, and PCs 131, 132, and 133. FIG. 3 is a block diagram showing a hardware configuration of a mobile terminal 140. FIG. It is a flowchart which shows a slip input process. It is a flowchart which shows a slip approval process. It is a flowchart which shows the modification of the slip | voice approval process of FIG. It is a figure which shows an example of a slip input screen. It is a figure which shows the print request screen when a voucher is required. It is a figure which shows an example of a slip approval screen. It is a figure which shows an example of the text of a warning mail. It is a figure which shows an example of the text of the mail which notifies an empty schedule of an approver. It is a figure which shows an example of the text of an approval reminder mail. It is a figure which shows an example of a warning mail. It is a flowchart which shows the update process of accounting DB102 of step S535 and step S635.

Explanation of symbols

21a CPU
22a RAM
23a ROM
24a LAN adapter 25a Video adapter 26a Keyboard 27a Mouse 28a Hard disk 29a CD-ROM drive 100 Business management server 101 Business management database (DB)
102 Accounting DB
103 Time data 104 Schedule DB
105 Master file 120, 131, 132, 133 PC
140 Mobile devices

Claims (13)

In an approval work support system having an approval device used by an approver, and an approval work support device provided with a storage means for storing the contents of approval and the location information of the voucher attached paper,
The approval device is:
Information input means for inputting information added to the voucher affixing paper;
Determining means for determining whether or not the voucher affixing sheet is a voucher affixing sheet of an approval target slip based on the information input by the information input unit;
A transmission unit that transmits response information about the approval of the approval target slip to the approval work support device when the determination unit determines that the voucher is attached to the approval target slip;
The approval work support device includes:
Receiving means for receiving the answer information from the approval device;
An approval work support system comprising: an approval content stored in the storage means and an update means for updating the location information of the voucher affixing sheet based on the answer information received by the receiving means.   2. The approval work support system according to claim 1, wherein the approval content includes information on an approver, information on approval / denial, and information on an approval / denial date. A first notification means for notifying the applicant by e-mail of the slip number and information that the approver has returned, if the response information is response information that the approver has returned;
2. The second notification means for notifying the approver by e-mail that the update content and the location information of the voucher affixing sheet in the business management database have been updated by the update means. 2. Approval service support system described in 2.   4. The information added to the voucher affixing paper is one of bar code information readable by a bar code reader and IC tag information readable by an IC tag reader. The approval work support system according to claim 1.   The storage means includes time data of the approver or applicant, schedule of the approver or applicant, approval deadline date, approval progress, frequency of sending approval reminder emails of the same approver, employee of the approver or applicant 5. The approval work support system according to claim 1, wherein a code, a slip number, and an approval URL are stored.   In cooperation with the time data of the approver and the schedule of the approver, the applicability determination unit for determining the possibility of approval up to the approval expiration date, and the possibility of approval by the approval possibility determination unit is low 6. The approval work support system according to claim 5, further comprising: third notification means for notifying the approver of approval by an e-mail in which a URL for approval is described when it is determined.   The approval possibility determination means includes a remaining day number calculating means for calculating the number of remaining days from the approval deadline date, the system date, and the working date of the approver's attendance data to the approval deadline date, and the calculated remaining number of days. Approval prompting judgment means for judging whether or not a reminder to the approver is necessary based on the approval progress status, the location information of the voucher affixing paper, and the frequency of sending the approval reminder mail of the same approver And an empty schedule time calculating means for calculating the empty schedule time of the approver based on the schedule of the approver, and a transmitting means for transmitting an e-mail containing the approver and the empty schedule of the approver to the applicant. The approval work support system according to claim 6, further comprising:   8. The approval work support system according to claim 7, wherein a URL for confirming the vacant schedule of the approver is described in the e-mail.   The approval work support system according to any one of claims 6 to 8, wherein the approval possibility determination means further comprises a staying day calculation means for calculating a staying day of the voucher pasting paper at the approver. .   10. The approval work support system according to claim 1, wherein the storage means includes an accounting database, and registration means for registering in the accounting database that processing of a physical slip has been completed.   Output means for outputting a list of slips that have been applied but have not been approved, and a URL for confirming the approver's free schedule to the applicant corresponding to the slip that has not been approved 11. The approval work support system according to claim 10, further comprising warning means for warning by an e-mail. In the approval work support device connected to the application device that sends the application information including the approval deadline date,
Storage means for storing attendance data and a schedule database;
Receiving means for receiving the application information;
Reading means for reading the time and schedule of the approver associated with the application information from the time data and schedule database stored in the storage means;
A shortest approval date calculation means for calculating the shortest approval date of the approver from the time and schedule of the approver read out;
A warning information transmitting means for transmitting warning information to the application device when the calculated shortest approval date of the approver and the approval deadline date included in the application information are less than a predetermined period. Approval work support device characterized. In the approval work support program executed on the computer connected to the application device that sends the application information including the approval deadline date,
A receiving module for registering application information received from the application device;
A receiving module for receiving the time and schedule of the approver associated with the application information from the time data and schedule database;
A shortest approval date calculation module for calculating the shortest approval date of the approver from the received time and schedule of the approver,
The approval deadline date included in the calculated application information comes before the approver's shortest approval date, or the predetermined period is between the approver's shortest approval date and the approval deadline date included in the application information. An approval work support program comprising: a warning information transmission module that transmits warning information to the application device when the requirement is not satisfied.

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