JP2010061564A - Voucher registration system, management server, method for associating voucher and business with each other, and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a voucher registration system, a management server, a method for associating voucher and business with each other, and a program, which can easily register a voucher in association with business data. <P>SOLUTION: A user inputs a company member number and title from an MFP 1, and makes a scanner section load the voucher. The MFP 1 transmits an electronic voucher file read and digitized by the scanner section and the input company member number and title to a management server 2 via a network 3. The management server 2 associates these pieces of information transmitted from the MFP 1 with each other and stores these in a voucher DB. After that, the management server 2 receives a designation of a voucher and a business (work flow) which a user of the management server 2 wants to associate with each other from the user of the management server 2, and registers an ID of the voucher and the work flow wanted to be associated with each other in entries of a correspondent voucher DB and a work flow DB. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a voucher registration system, a management server, a voucher business association method, and a program for digitizing and storing a voucher.

With the enforcement of the J-SOX (Japan Financial Instruments and Exchange Act), listed companies are collated with business data (workflow data) such as accounting data in various transactions and corresponding vouchers to show the reliability of financial reports. It is required to have a system in place to perform the work (control work) to be performed and to submit the control work record in a short time during the audit.
In general, listed companies have a large business scale and organization, so the amount of accounting data and voucher is proportionally large. In addition, vouchers are paper and occur in every department where business activities are carried out, so there are a wide variety of types. For this reason, a great deal of labor by workers who are proficient in the work is required to quickly find a voucher corresponding to the work data during the audit.

  Patent Document 1 describes that a document such as a voucher is read by a scanner or the like, digitized, and stored. However, as in Patent Document 1, simply storing the data in electronic form does not allow the user to know which business data the voucher is associated with. Work to find the corresponding voucher is required, and a great deal of labor is required by workers who are proficient in the work.

JP 2007-5862 A

  The present invention has been made in view of the above circumstances, and provides a voucher registration system, a management server, a voucher business correspondence method, and a program capable of easily registering a voucher in association with business data. With the goal.

In order to achieve the above object, a voucher registration system according to the first aspect of the present invention includes:
Business information storage for storing business information including at least information for identifying the business for each business processing unit connected to the composite image processing device via a network and the composite image processing device. A voucher registration system comprising a management server comprising means,
The composite image processing apparatus includes:
Voucher accepting means for accepting a voucher to be digitized from a user together with title information indicating the title of the voucher and user identification information for identifying the user;
Electronic voucher data creating means for reading the display content of the voucher received by the voucher receiving means and creating electronic voucher data based on the display content;
Transmission means for transmitting the electronic voucher data created by the electronic voucher data creation means, the title information received by the voucher reception means, and user identification information to the management server,
The management server
Electronic voucher storage means for storing electronic voucher data received from the composite image processing apparatus, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. A voucher business correspondence means for correlating business information with
It is characterized by that.

The voucher business correspondence means is:
When designation of a voucher desired to be associated is received from a user, a view in which business information stored in the business information storage means is sorted by predetermined information may be created and displayed.

The voucher receiving means receives setting information for digitizing the voucher from the user,
The electronic voucher data creation means may digitize the voucher based on the received setting information.

In order to achieve the above object, the management server according to the second aspect of the present invention provides:
Business information storage means for storing business information including at least information specifying the business for each processing unit of various business performed by the business entity;
Receiving means for receiving electronic voucher data created by digitizing the voucher, title information indicating the title of the voucher, and user identification information for identifying the user from the composite image processing apparatus via the network;
Electronic voucher storage means for storing the electronic voucher data received by the receiving means, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. A voucher business correspondence means for associating business information with
Comprising
It is characterized by that.

In order to achieve the above object, the voucher business handling method according to the third aspect of the present invention comprises:
A business information storage step for storing business information including at least information for identifying the business for each processing unit of various business performed by the business entity;
A receiving step for receiving electronic voucher data created by digitizing the voucher, title information representing the title of the voucher, and user identification information for identifying the user from the composite image processing apparatus via the network;
An electronic voucher storage step for storing the electronic voucher data received in the receiving step, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage step corresponding to the designated voucher and the business information storage step corresponding to the designated business. A voucher business correspondence step for associating business information with
It is characterized by that.

In order to achieve the above object, a program according to the fourth aspect of the present invention provides:
Computer
Business information storage means for storing business information including at least information identifying the business for each processing unit of various business performed by the business entity;
Receiving means for receiving electronic voucher data created by digitizing a voucher, title information indicating the title of the voucher, and user identification information for identifying a user from a composite image processing apparatus via a network;
Electronic voucher storage means for storing the electronic voucher data received by the receiving means, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. Voucher correspondence means for associating business information with
It is made to function as.

  According to the present invention, a voucher can be easily registered in association with business data.

  Hereinafter, an embodiment of a voucher management system 100 according to the present invention will be described with reference to the drawings.

As shown in FIG. 1, the voucher management system 100 includes an MFP (Multi-Function
Peripheral) 1 and management server 2 are connected to each other via a network 3.

The MFP 1 has a function of digitizing and registering a voucher in addition to the basic functions of the MFP such as copying, facsimile, and scanner. As shown in FIG. 2, the MFP 1 includes a control unit 110, a RAM (Random Access Memory) 111, and a ROM (Read Only).
Memory) 112, storage unit 113, external media I / F (InterFace) 114, I / F (InterFace) 115, communication unit 116, printing unit 117, scanner unit 118, system bus 119, drive device 120, memory card 121, A display device 122 and a touch panel 123 are provided.

  The control unit 110 includes a CPU (Central Processing Unit) and the like, and controls the entire MFP 1. Further, the control unit 110 develops a predetermined application program (for example, a screen display application) preinstalled in the storage unit 113 in the RAM 111 and executes the application program to perform processing for registering a voucher. Execute. In the present embodiment, the above-described application program is stored in the storage unit 113, but may be stored in the ROM 112.

  A RAM (Random Access Memory) 111 is a volatile memory that stores data (for example, an electronic file obtained by digitizing a voucher) necessary for processing performed by the control unit 110. The RAM 111 is a work area for the control unit 110 to execute processing.

  A ROM (Read Only Memory) 112 is a non-volatile memory that stores a program and the like for the control unit 110 to control the entire MFP 1.

  The storage unit 113 includes an HDD (Hard Disk Drive) or the like, and stores data necessary for the control unit 110 to execute a predetermined process. The storage unit 113 also stores a software application for the MFP 1 to execute the voucher registration process. Note that this software application also includes image data to be displayed on the display device 122 as shown in FIGS.

  Returning to FIG. 2, the external media I / F 114 reads data from the drive device 120 of a disk-shaped recording medium such as a CD or DVD, and a memory card 121 such as a USB memory, and writes data to the memory card 121. It is an interface to do.

An I / F (InterFace) 115 supplies display data from the control unit 110 to the display device 122 and supplies input data from the touch panel 123 to the control unit 110.
The I / F 115 may include an interface function with an input device such as a keyboard and a mouse.
The display device 122 is composed of a dot matrix type liquid crystal display device or the like, constitutes one of the output devices of the MFP 1, and displays arbitrary characters, symbols, numbers, figures, operation menus, and the like.
The touch panel 123 is a contact type input device and is stacked with the display device 122 to constitute a touch panel type display device.

  The communication unit 116 includes a NIC (Network Interface Card), a modem, and the like, performs communication with the network 3 based on the TCP / IP protocol, and performs facsimile communication with the telephone line network 4. The communication unit 116 may include, for example, a modem device or an infrared communication device. Note that the MFP 1 that does not have the facsimile function may not be connected to the telephone line network 4.

  The printing unit 117 includes a printing device that prints a voucher or the like. That is, the user can print data of an electronic file in which a desired voucher is digitized by operating using an input device such as the touch panel 123, for example. The printing unit 117 includes a device having a function of copying (copying) a paper document, picture, photo, or the like.

  The scanner unit 118 includes a scanner that can read a voucher, convert it into digital data, and store it.

  The system bus 119 transfers commands and data to and from the control unit 110, RAM 111, ROM 112, storage unit 113, external media I / F 114, I / F 115, communication unit 116, printing unit 117, and scanner unit 118. Is a transmission path for

  A specific overview of the MFP 1 is shown in FIG. The MFP 1 includes a paper feeding unit, a print engine, a printing unit 117 capable of printing / copying, a scanner unit 118 having a scanner function, and a communication unit 116 (not shown) having a facsimile / communication function.

The management server 2 is a server for managing various business operations of the company.
As illustrated in FIG. 4, the management server 2 includes a control unit 210, a RAM 211, a ROM 212, a storage unit 213, a display unit 214, an input unit 215, a communication unit 216, and a system bus 217.

  The control unit 210 includes a CPU (Central Processing Unit) and the like, and performs overall control of the management server 2.

  A RAM (Random Access Memory) 211 is a volatile memory that stores data necessary for processing performed by the control unit 210.

  A ROM (Read Only Memory) 212 is a non-volatile memory that stores a program and the like for the control unit 210 to control the entire management server 2.

  The storage unit 213 is configured by a hard disk device or the like, and stores a program to be executed by the control unit 210 and a business application corresponding to each business. The storage unit 213 includes an employee DB 2131, a voucher management DB 2132, and a workflow management DB 2133. Hereinafter, configuration examples of these databases will be described.

  The employee DB 2131 stores in advance various attribute information related to employees belonging to the company. Specifically, as shown in FIG. 5, the employee DB 2131 stores a name, affiliation, telephone number, e-mail address, etc. using the employee number as a key.

The voucher management DB 2132 stores voucher image data scanned by the MFP 1 and information related to the voucher. Specifically, as shown in FIG. 6, the voucher management DB 2132 uses the voucher ID (voucher ID) as a key, the image data of the scanned voucher, the date (registration date) when the voucher is registered (scanned), The title of the voucher, the employee number of the employee (creator) who registered the voucher, the name (including Romaji and Kanji), and the workflow ID are stored.
The workflow ID is an ID for identifying a business (workflow) corresponding to the voucher. For example, FIG. 6 shows that the voucher with the voucher ID “E0001” corresponds to the work (workflow) with the workflow ID “1234”.

The workflow management DB 2133 stores information on various business operations (workflows) performed in the company for each business unit. Specifically, as illustrated in FIG. 7, the workflow management DB 2133 corresponds to a business name (title), a customer name to be a business target, a business occurrence date, and a business by using the workflow ID as a key. The voucher ID and the like are stored.
The voucher ID is an ID for identifying a voucher corresponding to the workflow. For example, FIG. 7 shows that the voucher with the voucher ID “E0099” corresponds to the workflow with the workflow ID “9999”.

  The display unit 214 includes an output device such as an LCD (Liquid Crystal Display). The input unit 215 inputs arbitrary data / information.

  The communication unit 216 includes an NIC (Network Interface Card) or the like, and is an interface for connecting the management server 2 to the network 3. The communication unit 216 may include, for example, a modem device or an infrared communication device.

  The system bus 217 is a transmission path for transferring commands and data among the control unit 210, RAM 211, ROM 212, storage unit 213, display unit 214, input unit 215, and communication unit 216.

  Next, processing executed by the voucher management system 100 according to the present embodiment configured as described above will be described. First, a process for registering electronically a voucher (voucher registration process) will be described below with reference to the flowchart of FIG.

  First, the user (employee) operates the touch panel 123 of the MFP 1 to perform an operation of selecting a voucher registration menu from a predetermined menu list screen or the like. In response to this operation, control unit 110 causes display device 122 to display a voucher registration screen as shown in FIG. 9A (step S101).

  The user inputs the title of the voucher and his / her employee number via the touch panel 123 via the voucher registration screen, and presses the “OK” button in the operation for confirmation (FIG. 9A). Touch operation). When various setting information (color / color tone, original set position, reading size, resolution, file type) for taking in the voucher is to be changed, the setting information is appropriately selected from the pull-down menu of the corresponding setting item on the screen. Then, the control unit 110 causes the display device 122 to display a screen (scanning instruction screen) for instructing voucher scanning shown in FIG. 9B in accordance with the confirmation operation (step S102).

  Subsequently, the user sets a voucher to be registered in the scanner unit 118 in accordance with an instruction on the scan instruction screen and instructs reading (in the case of FIG. 9B, an operation of touching a “scan start” button). I do. In response to the operation, the control unit 110 causes the scanner unit 118 to read the set voucher. The scanner unit 118 generates voucher data obtained by reading and digitizing the set voucher in a format according to various setting information set on the voucher registration screen (step S103).

  Subsequently, the control unit 110 transmits a voucher registration request including the created voucher data, the title and employee number input on the voucher registration screen, from the communication unit 116 to the management server 2 via the network 3. (Step S104).

  When receiving the voucher registration request (step S105), the control unit 210 of the management server 2 creates (numbers) the voucher ID (step S106).

  Subsequently, the control unit 210 searches the employee DB 2131 for the employee number included in the received voucher registration request, and acquires information on the employee having the employee number (for example, affiliation, employee name (including kanji and romaji)). (Step S107).

  Subsequently, the control unit 210 associates the voucher ID created in step S106 with the voucher data, title, and employee number included in the received voucher registration request, and information related to the employee acquired in step S107, and voucher management DB 2132 (Step S108). This completes the voucher registration process. At this stage, the workflow ID of the entry in the authentication management DB 2132 registered in step S108 is blank.

  In this way, the user can easily enter the employee number and the voucher by entering the employee number and title from the MFP 1 and performing a relatively simple operation of causing the scanner unit 118 to read the voucher. You can register in association.

  Next, the operation of the process (voucher / WF association process) for associating the voucher data electronically registered by the voucher registration process and the workflow data (voucher / WF association process) will be described with reference to the flowchart of FIG.

  First, the user (employee) operates the input unit 215 of the management server 2 to start a business application that manages control records and accounting data. Then, an operation for displaying a list of entries in the workflow management DB 2133 is performed from the menu screen of the application. In response to the operation, the control unit 210 causes the display unit 214 to display a list of entries in the workflow management DB 2133 (step S201).

Subsequently, the user selects an entry of a work (workflow) to be associated with the voucher by clicking on the entry from the list. In response to the selection operation, the control unit 210 temporarily stores the workflow ID of the selected entry in the RAM 211 (step S202), and the entry stored in the voucher management DB 2132 with the employee name (Roman character). A sorted view (voucher list view) is created (step S203). The voucher list view may be created in advance.
Subsequently, the control unit 210 causes the display unit 214 to display the created voucher list view as illustrated in FIG. 11 (step S204).

Subsequently, the user performs an operation of selecting a voucher to be associated with the workflow selected from the list displayed in step S201 by appropriately operating a scroll bar on the screen from the voucher list view (step S205). In response to this selection operation, the control unit 210 performs processing for associating the workflow indicated by the workflow ID temporarily stored in the RAM 211 in step S202 with the selected voucher data (step S206). Specifically, the control unit 210 registers the workflow ID temporarily stored in step S202 as the workflow ID included in the entry of the voucher management DB 2132 corresponding to the voucher selected from the voucher list view. Further, the control unit 210 registers the voucher ID of the voucher selected from the voucher list view in the voucher ID included in the entry of the workflow management DB 2133 having the workflow ID temporarily stored in step S202 as a key.
This is the end of the voucher / WF association process. In this way, the user can associate the voucher and the workflow data with each other with a relatively simple operation.

  Thus, in this embodiment, voucher data can be easily registered as an electronic file from the MPF, and can be easily correlated with workflow data from the management server.

In addition, this invention is not limited to this embodiment, A various deformation | transformation and application are possible.
For example, although the voucher list view in which the vouchers are sorted by the employee name is created in step S203, a voucher list view in which the vouchers are sorted by other items such as the registration date and the employee number may be created instead. Further, the voucher management DB 2132 may be displayed as a list as it is without creating the voucher list view.

  In this embodiment, in the voucher / WF association process described with reference to FIG. 10, after selecting a workflow, a voucher to be associated with the selected workflow is selected. However, after selecting a voucher first, the voucher is associated with the selected voucher. A workflow may be selected.

  In this embodiment, the ID of the voucher to be associated with the workflow is registered by registering the ID of the voucher and the workflow in the corresponding entries in the workflow management DB 2133 and the voucher management DB 2132. The association may be performed by registering the ID of the voucher and the workflow to be associated with the association table in the association table as shown in FIG.

In the above embodiment, the operation programs of the MFP 1 and the management server 2 are described as being stored in advance in a memory or the like. However, a program for executing the above-described processing operations is not limited to a flexible disk, a CD-ROM (Compact Disk Read-Only Memory), a DVD (Digital
The above-described processing operation is executed by storing and distributing it in a computer-readable recording medium such as Versatile Disk (MO) or MO (Magneto-Optical disk) and installing the program in each of the MFP 1 and the management server 2. An apparatus may be configured.

  Further, the program may be stored in a disk device or the like of a predetermined server device on a communication network such as the Internet, and may be downloaded to the MFP 1 or the management server 2 by being superimposed on a carrier wave, for example. Furthermore, the above-described processing can also be achieved by starting and executing a program while transferring it via a communication network.

  The system and data configurations shown in FIGS. 1 to 7 and the processing procedures shown in FIGS. 8 and 10 are examples, and can be arbitrarily changed as long as similar functions and processing can be realized.

It is a figure which shows the structure of the voucher registration system which concerns on one Embodiment of this invention. FIG. 2 is a block diagram showing an internal configuration of the MFP in FIG. 1. FIG. 2 is a diagram showing an overview of the MFP in FIG. 1. . It is a block diagram which shows the internal structure of the management server of FIG. It is a figure which shows the structural example of employee management DB. It is a figure which shows the structural example of voucher management DB. It is a figure which shows the structural example of workflow management DB. It is a flowchart for demonstrating voucher registration processing. 6 is a diagram illustrating an example of a screen output to a display device of an MFP. FIG. 10 is a flowchart for explaining voucher / WF association processing; It is a figure which shows the example of a display of voucher list view. It is a figure which shows the structural example of an association table.

Explanation of symbols

1 MFP
2 management server
3 network
4 Telephone network (facsimile network)
100 voucher management system

Claims (6)

Business information storage for storing business information including at least information for identifying the business for each business processing unit connected to the composite image processing device via a network and the composite image processing device. A voucher registration system comprising a management server comprising means,
The composite image processing apparatus includes:
Voucher accepting means for accepting a voucher to be digitized from a user together with title information indicating the title of the voucher and user identification information for identifying the user;
Electronic voucher data creating means for reading the display content of the voucher received by the voucher receiving means and creating electronic voucher data based on the display content;
Transmission means for transmitting the electronic voucher data created by the electronic voucher data creation means, the title information received by the voucher reception means, and user identification information to the management server,
The management server
Electronic voucher storage means for storing electronic voucher data received from the composite image processing apparatus, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. A voucher business correspondence means for correlating business information with
A voucher registration system characterized by that. The voucher business correspondence means is:
When receiving a voucher designation desired to be associated from a user, a view in which the business information stored in the business information storage means is sorted by predetermined information is created and displayed.
The voucher registration system according to claim 1. The voucher receiving means receives setting information for digitizing the voucher from the user,
The electronic voucher data creation means digitizes the voucher based on the received setting information.
The voucher registration system according to claim 1 or 2. Business information storage means for storing business information including at least information specifying the business for each processing unit of various business performed by the business entity;
Receiving means for receiving electronic voucher data created by digitizing the voucher, title information indicating the title of the voucher, and user identification information for identifying the user from the composite image processing apparatus via the network;
Electronic voucher storage means for storing the electronic voucher data received by the receiving means, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. A voucher business correspondence means for associating business information with
Comprising
A management server characterized by that. A business information storage step for storing business information including at least information for identifying the business for each processing unit of various business performed by the business entity;
A receiving step for receiving electronic voucher data created by digitizing the voucher, title information representing the title of the voucher, and user identification information for identifying the user from the composite image processing apparatus via the network;
An electronic voucher storage step for storing the electronic voucher data received in the receiving step, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage step corresponding to the designated voucher and the business information storage step corresponding to the designated business. A voucher business correspondence step for associating business information with
A method for attaching voucher duties characterized by that. Computer
Business information storage means for storing business information including at least information identifying the business for each processing unit of various business performed by the business entity;
Receiving means for receiving electronic voucher data created by digitizing a voucher, title information indicating the title of the voucher, and user identification information for identifying a user from a composite image processing apparatus via a network;
Electronic voucher storage means for storing the electronic voucher data received by the receiving means, title information, and user identification information in association with each other;
The user receives designation of the voucher and business to be associated from the user, and stores the electronic voucher data stored in the electronic voucher storage means corresponding to the designated voucher and the business information storage means corresponding to the designated business. Voucher correspondence means for associating business information with
Program to function as.

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