JP2011134146A - Program control system for accounting company, method, and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To integrate the setting of data and operations of applications in accordance with a management guideline of an accounting company. <P>SOLUTION: A program control system for an accounting company includes a company information table for storing company information that serves as the management guideline of the accounting company, a client application data table for storing the setting contents of application data of each client of the accounting company as client data, a client information control unit 12 for exerting control to change the setting of the application data so as to coincide with the company information when the client information of a client to be processed in the use of an application is acquired from the client application data table, and the acquired client information is different from the corresponding company information stored in the company information table, and a common operation control unit 13 for exerting control so as to forcibly execute a common operation according to the operation content of the company information. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to a system, a method, and a program for unifying data setting and application operation in accordance with the operation guidelines of an accounting firm.

  Generally, accounting firms run by tax accountants and certified public accountants perform monthly bookkeeping operations, settlement operations, and tax returns for a large number of corporate clients. For this reason, unlike ordinary companies, it has a lot of accounting data. However, the setting of these data and the setting of the operation contents of the application varies depending on the company, and it was practically difficult to unify them. This was one of the reasons that led to a decline in business efficiency at accounting firms.

  On the other hand, as a system that simplifies input of various setting items of an application, for example, an input system described in Patent Document 1 is known. This system automatically sets a setting value for an unset setting item among a plurality of setting items based on a setting value of a setting item that has been set. According to such a system, there is an advantage that the input of the setting value of each setting item can be reduced. However, in this system, the setting values are not necessarily unified by the automatic setting, and are not intended to be used. Therefore, even if the system is simply applied to an accounting firm, In accordance with the management guidelines, it was not possible to unify the data settings of each consultant or the settings of the operation contents of the application.

  As another prior art, for example, a user interface integrated system described in Patent Document 2 is known. This system provides a common user interface for a plurality of applications by integrating different user interfaces depending on the application. However, since it is the user interface of the application that is integrated by such a system and not the setting of data or the operation content of the application, the accounting is similar to the system described in Patent Document 1 by this system. The above problems at the office could not be solved.

JP 2008-21251 JP-A-5-158596

  The present invention has been made in view of such circumstances, and it has been possible to unify data settings and application operation content settings that have been mixed by the consulting company according to the operating guidelines of the accounting firm. Accordingly, it is an object of the present invention to provide a program control system, a control method, and a program for an accounting office that can improve operational efficiency in the accounting office.

  The program control system for an accounting office according to the present invention is a control system in an accounting office that processes data of each advisor using an application. The office information table includes office information that defines application data setting contents, and the application data setting contents of each of the accounting offices are stored as advisor information. When any of the application data is selected by starting the application and the application data table, the advisor information of the advisor to be processed is acquired from the advisor application data table, and the acquired advisor Information stored in the office information table corresponding to the information If the information is different from the information, a navigation screen including the office information is displayed, and a consultant information control unit that performs control to change the setting of the selected application data so as to match the office information; It is characterized by providing.

Here, the system is a system including a server and a plurality of terminals connected to the server via a network, and the server stores the office information table and the advisor application data table. The advisor application data table includes advisor information about a plurality of applications and a plurality of advisors, each of the plurality of terminals having the advisor information control unit, When an application is started from among applications and any of application data is selected, the advisor information control unit of the terminal receives at least the office information table and the advisor application data table from the server. After the acquisition, the advisor information of the advisor to be processed is stored in the aforementioned advisor. When extracted from the destination application data table and the extracted advisor information is different from the corresponding office information stored in the office information table, the navigation screen is displayed and the office information and Control may be performed to change the setting of the selected application data so as to match.
In addition, the office information may include office information that defines operation details of common operations that are commonly executed by a plurality of applications. In this case, the system inputs an instruction to execute the common operations. When there is a common operation, office information corresponding to the common operation is acquired from the office information table, and the common operation is performed to control the common operation according to the operation content of the acquired office information. You may make it further provide a control part.

  A program control method for an accounting office according to the present invention includes a storage unit having a storage area for storing a table, and a control unit that controls various settings of an application based on information included in the table stored in the storage unit A program control method for an accounting office executed by a computer comprising: an office information table in which office information serving as an operating guide for an accounting office is stored; Storing in the area, and the control unit obtains an advisor application data table in which application data setting contents of each of the accounting offices are stored as advisor information, and stores the acquired data in the storage area And when the control unit selects any of the application data by starting the application When the advisor information of the advisor to be processed is acquired from the advisor application data table, and the acquired advisor information is different from the corresponding office information stored in the office information table, A navigation screen including the office information is displayed, and control is performed to change the setting of the selected application data so as to match the office information. .

  A program according to the present invention is executed by a computer including a storage unit having a storage area for storing a table, and a control unit that performs control related to various settings of the application based on information included in the table stored in the storage unit The control unit obtains an office information table in which office information serving as an operation guideline for an accounting office is stored and stores it in the storage area, and the control unit includes: Obtaining a consultant application data table in which the application data setting contents of each consultant in the accounting office are stored as consultant information and storing it in the storage area; and When any of the application data is selected, the advisor information of the advisor to be processed is the advisor. When the acquired advisor information is different from the corresponding office information stored in the office information table, a navigation screen including the office information is displayed, A step of causing the computer to execute a control for guiding the setting of the selected application data to change so as to coincide with the office information.

  According to the present invention, when the consultant information of the application data is different from the office information which is the operation guideline of the accounting office, the control for guiding the setting of the application data to be changed so as to match the office information. In addition, when there is an input to instruct the execution of a common operation, the control for forcibly executing the common operation is performed according to the operation information of the office information corresponding to the common operation. Application data settings and common operation settings that were different depending on the previous company can be unified in accordance with the operation guidelines of the accounting firm. Therefore, it is possible to eliminate individual operations and operations tailored to client companies as before in accounting firms that process accounting data of a large number of client companies using a large number of applications. , Business efficiency can be greatly improved.

FIG. 1 is a schematic configuration diagram showing an embodiment of a program control system for an accounting office according to the present invention. FIG. 2 is a block diagram showing a configuration example of a workstation terminal constituting the system of FIG. FIG. 3 is a functional block diagram of the system of FIG. 4 (a) is an office information table, FIG. 4 (b) is a setting information ID table, FIG. 4 (c) is a setting information classification ID table, FIG. 4 (d) is a consultant basic data table, and FIG. ) Is a diagram showing an advisor application data table, respectively. FIG. 5 is an image diagram showing the overall flow of each process performed by the system of FIG. FIG. 6 is a flowchart of office information setting processing. FIG. 7 is a schematic diagram illustrating an example of an office information setting screen. FIG. 8 is a flowchart of advisory information change processing. FIG. 9 is a flowchart showing the continuation of the process of FIG. FIG. 10 is a schematic diagram illustrating an example of screen transition in the advisory information change process. FIG. 11 is a flowchart of operability unification processing. FIG. 12 is a schematic diagram for explaining operability unification processing. FIG. 13 is a schematic configuration diagram showing a modification of the system of FIG.

  FIG. 1 is a schematic configuration diagram showing an embodiment of a program control system for an accounting office according to the present invention. This system is schematically configured by a server 1 and a plurality of workstation terminals 2 connected to each other via a network 3 such as a LAN (Local Area Network) or the Internet. The server 1 is composed of one or a plurality of known computers, and includes an office information table, a setting information ID table, a setting information classification ID table, an advisory basic data table, and an advisory application data table, which will be described later, as illustrated. Has a stored database.

  On the other hand, as shown in FIG. 2, the workstation terminal 2 is composed of a control unit 10, a storage unit 20, an output unit (display unit) 30, an input unit 40, a communication unit 50, and the like. Yes.

  The control unit 10 stores various processing programs stored in the storage area of the storage unit 20, various instructions input from the input unit 40, various data corresponding to the instructions, and the like in the storage unit 20. Various processes are executed according to various processing programs stored in the storage unit 20 in accordance with various data, and the processing results are temporarily stored in the storage unit 20 and output to the output unit 30 and the like.

  As shown in FIG. 3, the control unit 10 includes an office information setting unit 11 for setting office information (to be described later) serving as an operation guideline for an accounting office, and a consultant to match the office information. The consultant information control unit 12 that performs control leading to the change of information setting (setting of application data of each consultant) and common operations that are commonly executed by applications such as tax and accounting are executed according to the office information. And a common operation control unit 13 that performs control. These functions of the setting unit and the control unit are realized by the control unit 10 reading and executing various processing programs stored in the storage unit 20.

  The storage unit 20 includes a storage medium 20a in which programs, data, and the like are stored. The storage medium 20a is configured by a magnetic or optical recording medium or a semiconductor memory. The storage medium 20a is fixedly attached to the storage unit 20, or is detachably mounted, and various processing programs executed by the control unit 10 (programs according to the present invention and various applications such as tax and accounting). And a storage area for storing data relating to the processing, etc., as well as an office information table, a setting information ID table, a setting information classification ID table, an advisor obtained from the server 1 in the course of each processing described later A storage area for storing the basic data table and the consultant application data table is also provided.

  As shown in FIG. 4A, the office information table is a table that stores office information serving as a management guide for the accounting office. The office information includes a combination of a classification ID representing a setting item and a setting ID representing a specific setting content as an option, and various settings are possible depending on the combination. For example, in the present embodiment, the setting items “Audit Form” are assigned to the classification ID = 01, “Print” is assigned to the classification ID = 02, and “Data Selection” is assigned to the classification ID = 03. Among these setting items, items related to application data settings such as “Audit Form” and items related to setting operation contents of common operations such as “Print” and “Data Selection” are included. Correspondingly, office information includes office information related to the former item (that is, office information that defines the setting contents of application data) and office information related to the latter item (that is, operation of common operation). Office information that defines the content). The term “audit” refers to receiving accounting data from a consulting company, checking and correcting the contents, and returning the data, and this form is called “audit form”. “Print” refers to an operation related to a printing destination selection process at the time of printing, and “Data selection” refers to an operation related to a data selection process processed by an application. The correspondence between these setting items and the classification ID is defined in the setting information classification ID table (FIG. 4C).

  On the other hand, the setting ID is an ID for determining a value (state) for the classification ID. For example, in the present embodiment, for the item “audit form” with the classification ID = 01, “booking proxy” is set to the setting ID = 001. , Specific setting contents (options) of “audit by consultant data management” are assigned to setting ID = 002 and “audit by management of office data” are assigned to setting ID = 003, respectively. The correspondence between each setting ID and the specific setting content is defined in the setting information ID table (FIG. 4B).

In the example of FIG. 4A, since the setting ID = 003 is associated with the classification ID = 01, and the setting ID = 012 is associated with the classification ID = 02, the setting item “audit form” (classification) ID = 01) is “audit by office data management” (setting ID = 003), and the setting item “print” (classification ID = 02) is “data” (setting ID = 012). It will be the operation guideline of the office.
“Data conversion” refers to output to an electronic file (electronic book table) instead of printing on paper. Typical file formats include PDF and SGML.

  As described above, the setting information ID table is a table for defining the specific setting contents of each setting ID. This table includes the setting ID and the specific setting contents as shown in FIG. (Setting item name) and the corresponding classification ID are stored in a state of being associated with each other. The setting ID in the setting information ID table is linked to the setting ID of the office information table and the setting ID of the advisor application data table.

  The setting information classification ID table is a table for defining setting items for each classification ID. In this table, as shown in FIG. 4C, the classification ID and the setting item (classification name) are associated with each other. Stored in a stored state. The classification ID of the setting information classification ID table is linked to the classification ID of the office information table, the classification ID of the advisor application data table, and the classification ID of the setting information ID table.

  The consultant basic data table stores basic information of the consultant company. In this table, as shown in FIG. 4D, the company ID for identifying the consultant company and information on the company (Company name, etc.) are stored in association with each other. The company ID of the advisory basic data table is linked to the company ID of the advisory application data table.

  The adviser application data table is a table that stores information regarding data of each application created to perform work such as tax / accounting of the consultant company. In this table, as shown in FIG. 4 (e), application data ID for identifying application data of a consulting company, information on application data attributes (company ID, type of application data, year, etc.), application Information related to data settings (a combination of a classification ID and a setting ID) is stored in a state of being associated with each other.

The output unit (display unit) 30 is configured by a CRT (Cathode Ray Tube), an LCD (Liquid Crystal Display), or the like, and displays various screens based on display data input from the control unit 10.
The input unit 40 is configured by a pointing device such as a mouse, a keyboard, and the like, and outputs an input instruction signal to the control unit 10.
The communication unit 50 includes a modem, a router, a bridge, and the like. The communication unit 50 outputs data received from the server 1 or the like via the network 3 to the control unit 10, and transmits data received from the control unit 10 to the server via the network 3. Communication control to output to 1 etc. is performed.

  Next, each process performed by the program control system for accounting firms configured as described above and the program control method according to the present invention will be described with reference to FIGS. FIG. 5 is an image diagram showing the overall flow. As shown in FIG. 5, first, office information setting processing (FIG. 6) is performed, and the advisor is based on the office information set in this processing. The processing for changing the previous information (FIGS. 8 and 9) and the operability unification processing (FIG. 11) are performed. Hereinafter, specific operations of each process will be described in detail.

[Office information setting process]
This process is a process for setting office information which is an operation guideline of the accounting office, and the processing entity is the office information setting unit 11.
That is, as shown in FIG. 6, when an office information setting instruction is input to the input unit 40 of the terminal 2 (step 100), first, the office information setting unit 11 is connected to the office via the communication unit 50. An information table, a setting information ID table, and a setting information classification ID table are acquired from the server 1 and processing for storing these tables in the storage unit 20 is executed (step 101).

  Next, the office information setting unit 11 extracts office information (a combination of the classification ID and setting ID of each record) from the office information table in the storage unit 20, and sets the setting information classification ID table in the storage unit 20 and The classification ID and the name of each setting ID are acquired from the setting information ID table, the office information setting screen is configured based on the office information and the name, and the configured setting screen as shown in FIG. Is displayed on the output unit 30 so that the setting can be input from the input unit 40 (waiting for input) (step 102).

  For example, as shown in FIG. 4A, the office information table includes office information 1 (classification ID = 01, setting ID = 003) and office information 2 (classification ID = 02, setting ID = 012). When the office information 3 (classification ID = 03, setting ID = 021) is stored, the name of the classification ID acquired from the setting information classification ID table (“audit form”) as shown in FIG. And “print” and “data selection”), and the names of all setting IDs that can be used as options (“auditing form” for “audit form”, “audit with advisor data management”, and “office data management”) "Print on paper" and "Data" for "Print", "Start from edit job" and "Start from audit request data" for "Data selection") For example, surround with a border or And a selection button is arranged near the name of each setting ID, and among these buttons, buttons corresponding to office information 1, office information 2 and office information 3 are displayed. (In this example, change the display mode of the buttons near the “audit with office data management”, the button near the “data conversion”, and the button near the “start from editing job”) to other buttons (for example, Change the color or add a check mark, etc.) to let the user know the current setting of office information. Further, as described above, since the “audit form” with the classification ID = 01 corresponds to the item related to the setting of the application data, the title “unification of advisor data” is arranged above the display position of the “audit form”. In addition, since “print” with classification ID = 02 and “data selection” with classification ID = 003 correspond to items related to the setting of operation contents of common operations, “operability” is displayed above the display position of “print”. "Unified" is placed. Thereby, it becomes clear to which setting item each setting item belongs.

  When an input is made from the input unit 40 on the setting screen configured in this way (step 103), the office information setting unit 11 determines whether the setting of office information has been input (step 104). As a result, when it is determined that the setting has been input (for example, when the “OK” button is pressed while the setting item button is selected in the setting screen of FIG. 7), the office information setting is performed. The unit 11 updates the office information table in the storage unit 20 based on the input information, and requests the server 1 to update the office information table in the server 1 accordingly (step 1). 105) The office information setting screen is deleted from the output unit 30 (step 106), and the office information setting process is terminated. On the other hand, when it is determined that the setting has not been input (for example, when the “ESC” button is pressed on the setting screen of FIG. 7), the office information setting screen is deleted from the output unit 30 (step 106) This process is terminated.

  As described above, according to the office information setting process, all the current settings of the office information are displayed on the office information setting screen. Office information can be set and changed easily.

[Advisor information change processing]
In this process, when the accounting office user accesses the data of a customer using the on-site system, the office information set in the office information setting process described above and the advisor information (each advisor) When the setting contents are different from each other, the navigation screen is displayed on the output unit 30 and the setting of the consultant information is changed to match the office information. Control is performed. Specifically, processing is performed as shown in the flowcharts of FIGS.

  That is, as shown in FIG. 8, when an application is selected from a large number of applications (application a, application b, application c...) And an activation instruction is input to the input unit 40 (step 200). First, after the control unit 10 reads and starts the designated application program from the storage unit 20 (step 201), the data selection process is performed on the advisor information control unit 12 in order to select data to be processed by the program. Request (step 202). For example, when the application is an application for inputting a journal entry, the advisor information control unit 12 is requested to display a list of “accounting” data.

  In response to this, the consultant information control unit 12 acquires the consultant application data table and the consultant basic data table from the server 1 via the communication unit 50, and stores these tables in the storage unit 20 (step 203). ). Next, the advisor information control unit 12 acquires application data to be processed by the application program from the advisor application data table in the storage unit 20 and stores company information and the like of the application data in the storage unit 20. As shown in FIG. 10A, a data selection screen (company selection screen) is displayed on the output unit 30 based on the information acquired from the advisor basic data table and based on the information (step 204). For example, if there is a request to display a list of “accounting” data in step 202, a record in which the application type is “accounting” is searched from the advisor application data table. A list of company names obtained from the advisor basic data table is displayed together with the company ID and year of the corresponding record (in the example shown in FIG. 4E, application data = 00000101, 00000102 and 00000104 records). Then, any one of them can be selected and input. Due to the nature of the accounting firm, the actual number of consultant application data listed here may be several hundred.

  When input is performed from the input unit 40 on the selection screen configured in this way (step 205), the consultant information control unit 12 determines whether any of the consultant data (company and year) displayed in a list is selected. Is determined (step 206). As a result, when it is determined that it has not been selected (for example, when the “ESC” button is pressed on the selection screen in FIG. 10A), the advisor information control unit 12 sets the advisor data (company and company). The control unit 10 is notified that year has not been selected (step 220). Based on the notification, the control unit 10 terminates the application (step 221) and terminates the process.

  On the other hand, when it is determined that any of the advisor data (company and year) has been selected (for example, any one of the advisor data displayed in the list is selected in the selection screen of FIG. 10A). When the “OK” button is pressed in the state), the consultant information control unit 12 records from the consultant application data table corresponding to the selected consultant data (hereinafter referred to as consultant application data record). .) Is acquired (step 207). For example, as shown in FIG. 10 (a), when “0002 B Co., Ltd. H22 Year” is selected, the record information (advisor information) of application data = 00000104 is acquired as the advisor application data record. Is done.

  Next, the advisor information control unit 12 acquires an office information table from the server 1 via the communication unit 50 and stores it in the storage unit 20 (step 208). Thereafter, the advisor information control unit 12 searches the office information table for a classification ID that matches the classification ID included in the advisor application data record (classification ID = 01 in the example shown in FIG. 4E). The setting ID (setting ID = 003 in the example shown in FIG. 4A) associated with the classification ID is acquired from the office information table (step 209). In the example shown in FIG. 4E, the advisory application data record includes one setting, but a plurality of settings may be included.

  Next, the advisor information control unit 12 sets the setting ID acquired from the office information table (setting ID = 003 in the example shown in FIG. 4A) and the setting ID included in the advisor application data record (FIG. 4). In the example shown in (e), setting ID = 001) is compared (step 210). If they match, there is no need to change the setting (that is, the application data setting of the consultant is the accounting office). Therefore, the selected advisor data (company and year) is handed over to the application (step 222), and the application continues processing using the received advisor data (step 222). Step 223).

  On the other hand, if they do not match, it is necessary to change the setting of the application data of the consultant, so the consultant information control unit 12 configures a confirmation screen that informs the user that the settings are different, and outputs the output unit 30. (Step 211). In this confirmation screen, for example, as shown in FIG. 10 (b), a message indicating that the setting contents of the consultant data do not match the operating guidelines of the accounting firm, and that the navigation screen is activated in order to change the setting. And an “OK” button are arranged to prompt the user to confirm. In the example of FIG. 10B, only the year of the selected advisor data is displayed, but the past setting status may be confirmed in a list. In addition, although a confirmation screen is displayed here to prompt the user to confirm, the confirmation step is skipped and the navigation screen is moved directly to, or the setting is not changed here. In this case, the confirmation screen may be displayed on the output unit 30 after a certain period.

Thereafter, when confirmation is input from the input unit 40 (step 212), the consultant information control unit 12 temporarily terminates the application in order to activate the navigation screen (step 213). Next, the advisor information control unit 12 acquires the setting information ID table and the setting information classification ID table from the server 1 via the communication unit 50, and stores these tables in the storage unit 20 (step 214).
In the present embodiment, the application is temporarily terminated when the navigation screen is displayed. However, the application may be continued as it is after the setting on the navigation screen is completed without being terminated.

  Subsequently, the advisor information control unit 12 is based on the office information table, the setting information ID table, the setting information classification ID table, the advisor basic data table, and the advisor application data table stored in the storage unit 20, The navigation screen is configured, and the configured navigation screen is displayed on the output unit 30 so that the setting can be input from the input unit 40 (step 215). Specifically, the company name (company ID = 0002 in this example) included in the advisor application data record is acquired from the advisor basic data table, and as shown in FIG. The company ID and company name (in this example, “0002 B Corporation”) are displayed in the upper area of the navigation screen, and the item name (in this example, the classification ID (classification ID = 01) included in the advisor application data record) Then, “audit form”) is acquired from the setting information classification ID table and displayed at a predetermined position (left side of the screen) of the navigation screen, and the names of all setting IDs that can be options for this classification ID (“booking proxy”). , “Audit by consultant data management” and “Audit by office data management”) are obtained from the setting information ID table, and the predetermined position (classification) To list on the right side) of the item name of D. Further, a selection button is arranged in the vicinity of the name of each setting ID, and among these buttons, a display mode of a button corresponding to the setting ID registered in the office information table (in this example, setting ID = 003) Is changed to other buttons so that the user can know the setting in accordance with the operation guidelines of the accounting firm (that is, how the setting should be changed). In the past, in order to make this setting change, it was necessary to check the setting information of the advisor data one by one, and there was a problem that it took a lot of work, but in this way you can change the setting on the navigation screen The effort can be greatly reduced by prompting.

  When an input is made from the input unit 40 on the navigation screen thus configured (step 216), the advisor information control unit 12 determines whether or not the setting has been changed (step 217). As a result, when it is determined that the setting has been changed (for example, when the “OK” button is pressed on the navigation screen of FIG. 10C), the advisor information control unit 12 is input. Based on the information, after updating the advisor application data table in the storage unit 20 and requesting the server 1 to update the advisor application data table in the server 1 accordingly (step 218), the navigation screen Is deleted from the output unit 30 (step 219), and this process is terminated. On the other hand, when the setting is not changed or when the setting change is stopped (for example, when the “ESC” button is pressed in the navigation screen of FIG. 10C), the navigation screen is displayed on the output unit 30. After erasing from (step 219), this process is terminated.

  In this way, in the advisory information change process, if the settings of the application data of the advisor are different from the office information that serves as the operating guidelines for the office, the setting is changed to match the office information. Since the navigation screen to be guided is displayed, the application data of the consultant can be easily set / changed in accordance with the operation guidelines of the accounting firm. In addition, since the user in the accounting office can easily grasp the difference from the operation guideline of the office, the display of the navigation screen is also a good opportunity to encourage the advisory company to change the setting.

[Unification operation]
In this process, when there is an input for instructing execution of a common operation in the application, office information corresponding to the common operation is acquired from the office information table, and according to the operation details of the acquired office information ( That is, control for forcibly executing the common operation is performed without considering the setting information of the application. Specifically, processing is performed as shown in the flowchart of FIG.

  That is, as shown in FIG. 11, when an execution instruction (for example, a print instruction) for common operation is input to the input unit 40 during operation of the application (step 300), first, the control unit 10 is designated. The common operation control unit 13 is requested to perform the common operation (step 301). The common operation control unit 13 acquires an office information table from the server 1 via the communication unit 50 and stores it in the storage unit 20 (step 302).

  Next, the common operation control unit 13 specifies a classification ID corresponding to the designated common operation (a classification ID = 02 when the common operation is “print”), and a setting associated with the classification ID. The ID (in the example shown in FIG. 4A, setting ID = 012) is acquired from the office information table in the storage unit 20 (step 303). Thereafter, the common operation control unit 13 ignores the setting of the application and performs control for forcibly executing the common operation according to the setting content of the setting ID acquired from the office information table (step 304). Exit. For example, when “data” is set as a print output destination according to the office information table (when “print” classification ID = 02 and “data conversion” setting ID = 012 are associated with each other) ), As shown in FIG. 12A, even if the output destination of printing is “printer” in the application settings, it is ignored and “data conversion” is performed according to the setting contents of the office information table. Is performed in common.

  In this way, in the unified process of operability, when the setting contents of the common operation of the application are different from the office information that is the office operation guideline, it is forcibly shared according to the operation contents specified by the office information. Since the operation is executed, the user can always perform the operation in accordance with the operation guideline of the office without being aware of the application setting.

  As described above, according to the present embodiment, when the consultant information of the application data is different from the office information that is the operation guideline of the accounting office, the application data is set so as to match the office information. In addition to performing control that leads to changes, when there is an input to instruct execution of a common operation, control is performed to forcibly execute the common operation according to the operation content of the office information corresponding to the common operation. Therefore, it is possible to unify application data settings and common operation settings that have been different depending on the company in the past according to the operating guidelines of the accounting firm. Therefore, it is possible to eliminate individual operations and operations tailored to client companies as before in accounting firms that process accounting data of a large number of client companies using a large number of applications. , Business efficiency can be greatly improved.

  In actual work, there are many setting items other than the “audit form” and “printing” exemplified in this embodiment, and various data and application settings need to be changed at the same time. Therefore, there is a problem that the work requires a lot of labor and time. However, according to the present embodiment, since all application data of the advisor can be grasped from the advisor application data table and the advisor basic data table, all application data settings are collectively set in accordance with the operating guidelines of the accounting firm. Therefore, the above problems can be solved. In other words, as long as the office information is registered, all necessary settings can be changed through the navigation screen. As a result, the troublesome task of starting individual applications and changing the settings is eliminated. In addition, the setting in accordance with the operation guideline of the accounting office (that is, which setting item should be set) is clarified, and the burden on the user can be greatly reduced.

  In the present embodiment, the server 1 and the workstation terminal 2 connected to each other via the network 3 constitute the program control system for an accounting office according to the present invention. For example, as shown in FIG. 13, without providing a server, an office information table, a setting information ID table, a setting information classification ID table, an advisory basic data table, and an advisory application data table are provided. The system can be configured by a stand-alone terminal stored in advance.

DESCRIPTION OF SYMBOLS 1 Server 2 Workstation terminal 3 Network 10 Control part 11 Office information setting part 12 Advisor information control part 13 Common operation control part 20 Storage part 30 Output part (display part)
40 Input unit 50 Communication unit

Claims (5)

In a control system at an accounting office that processes the data of each advisor using an application,
An office information table that stores office information that serves as a management guideline for an accounting office, the office information table including office information that defines the setting contents of application data as the office information,
An advisor application data table that stores application data setting details of each advisor of the accounting office as advisor information,
When any of the application data is selected by starting the application, the consultant information of the consultant to be processed is acquired from the consultant application data table, and the acquired consultant information corresponds to the above, When it is different from the office information stored in the office information table, the navigation screen including the office information is displayed, and the setting of the selected application data is changed so as to match the office information. A program control system for an accounting office, comprising an advisor information control unit for performing guidance control. The system is a system comprising a server and a plurality of terminals connected to the server via a network,
The server stores the office information table and the advisor application data table, and includes advisor information about a plurality of applications and a plurality of advisors in the advisor application data table.
Each of the plurality of terminals has the advisor information control unit, and when one of the plurality of applications is activated and one of the application data is selected in any of the terminals, the terminal After the consultant information control unit obtains at least the office information table and the consultant application data table from the server, the consultant information of the consultant to be processed is extracted from the consultant application data table, When the extracted advisor information is different from the corresponding office information stored in the office information table, the navigation screen is displayed and the selected information is matched with the office information. 2. The accounting method according to claim 1, wherein control for guiding the setting of the application data to be changed is performed. Tokoro for program control system. The office information includes office information that defines operation details of common operations that are commonly executed by a plurality of applications.
When there is an input for instructing execution of the common operation, the system acquires office information corresponding to the common operation from the office information table, and according to the operation content of the acquired office information, The program control system for an accounting office according to claim 1, further comprising a common operation control unit that performs control for forcibly executing the common operation. A program for an accounting office executed by a computer comprising a storage unit having a storage area for storing a table and a control unit for controlling various settings of an application based on information contained in the table stored in the storage unit A control method,
The control unit obtains an office information table storing office information serving as an operating guideline for an accounting office, and stores it in the storage area;
The control unit acquires a consultant application data table in which the setting contents of application data of each consultant of the accounting office is stored as consultant information, and stores the acquired data in the storage area;
When any one of the application data is selected by starting the application, the control unit obtains the consultant information of the consultant to be processed from the consultant application data table, and the obtained consultant information is If the corresponding office information is different from the office information stored in the office information table, the selected application data is displayed so that a navigation screen including the office information is displayed and matches the office information. A program control method for an accounting office, comprising: a step of performing control to change the setting of the account. A program executed by a computer including a storage unit having a storage area for storing a table, and a control unit that performs control related to various settings of the application based on information included in the table stored in the storage unit,
The control unit obtains an office information table storing office information serving as an operating guideline for an accounting office, and stores it in the storage area;
The control unit acquires a consultant application data table in which the setting contents of application data of each consultant of the accounting office is stored as consultant information, and stores the acquired data in the storage area;
When any one of the application data is selected by starting the application, the control unit obtains the consultant information of the consultant to be processed from the consultant application data table, and the obtained consultant information is If the corresponding office information is different from the office information stored in the office information table, the selected application data is displayed so that a navigation screen including the office information is displayed and matches the office information. A program for causing a computer to execute a step of performing a control that leads to a change in the setting of the computer.

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