JP2019028637A - Accounting document information management device, accounting document information management method, and program - Google Patents

Abstract

To provide an accounting document information management device capable of determining whether a storage obligation period elapses by a fiscal year about accounting document information in which the storage obligation period is determined by the fiscal year.SOLUTION: An accounting document information management device 1 includes: an accounting document information storage part 11 for storing a plurality of pieces of accounting document information; a storage obligation period storage part 12 for storing a storage obligation period of the accounting document information; a fiscal year information storage part 13 for storing fiscal year information showing a separation of a fiscal year; a determination part 14 for determining whether a storage obligation period of the accounting document information elapses about the accounting document information by using a date associated with the accounting document information by the fiscal year corresponding to the accounting document information; and a processing part 15 for performing processing to the accounting document information. The processing part 15 performs different processing between accounting document information whose storage obligation period is determined to have elapsed and accounting document information whose storage obligation period is determined to have not elapsed.SELECTED DRAWING: Figure 1

Description

  The present invention relates to an accounting document information management apparatus that manages accounting document information, which is information on documents related to accounting.

  Conventionally, when it is determined that a predetermined period has elapsed from the time of viewing a document for which a storage obligation is set, the document has been deleted (for example, see Patent Document 1). ).

JP2015-219553 A

  However, for accounting documents, the retention period may be determined by the fiscal year. In such a case, as described above, there is a problem that it cannot be determined whether or not the period of storage obligation has passed, depending on whether or not a predetermined period has passed since the document was browsed. .

  The present invention has been made in order to solve the above-mentioned problems, and accounting documents that can determine whether or not the storage obligation period has passed even for the accounting document information for which the storage obligation period is determined by the fiscal year. An object is to provide an information management device and the like.

In order to achieve the above object, an accounting document information management device according to the present invention is accounting document information, which is accounting document information and stores a plurality of accounting document information that is information of documents associated with dates. Stored in a storage unit, a storage duty period storage unit that stores a storage duty period of accounting document information, a fiscal year information storage unit that stores fiscal year information indicating a division of the fiscal year, and an accounting document information storage unit Judgment unit that determines whether or not the accounting document information retention period has expired for the current accounting document information, using the fiscal year corresponding to the fiscal year information, using the date associated with the accounting document information And a processing unit that processes the accounting document information, and the processing unit determines that the accounting document information determined by the determination unit that the storage duty period has passed and the storage duty period has not passed. Perform different processes for the accounting documents information determined by the cross section, is intended.
With such a configuration, it is possible to determine whether or not the storage obligation period has elapsed with respect to the accounting document information whose storage obligation period is determined by the financial year. In addition, user convenience can be improved by performing different processing depending on whether or not the storage duty period has elapsed.

In the accounting document information management apparatus according to the present invention, the storage duty period storage unit associates the type of accounting document information with the type identifier for identifying the type of accounting document information, and the storage duty period for the type of accounting document information identified by the type identifier. May be stored, and the determination unit may make a determination using a storage duty period corresponding to a type identifier for identifying a type of accounting document information to be determined.
With such a configuration, different storage obligation periods can be set according to the type of accounting document information.

In the accounting document information management apparatus according to the present invention, the processing unit includes the accounting document information determined by the determination unit that the storage duty period has elapsed, and the accounting unit determined by the determination unit that the storage duty period has not elapsed. The document information may be displayed so as to be visually distinguishable.
With such a configuration, a user who has accessed the accounting document information can easily know whether or not the accounting document information storage obligation period has passed. Therefore, for example, the user can be careful not to delete accounting document information whose storage obligation period has not elapsed, or can delete accounting document information whose storage obligation period has elapsed.

Further, in the accounting document information management apparatus according to the present invention, the processing unit deletes the accounting document information determined by the determining unit that the storage duty period has elapsed or manages it so that it can be deleted, and the storage duty period has elapsed. The accounting document information determined by the determination unit as not having not been deleted may not be deleted.
With such a configuration, it is possible to appropriately store accounting document information whose storage obligation period has not elapsed without being deleted. On the other hand, accounting document information whose storage obligation period has passed can be deleted automatically or manually.

In the accounting document information management apparatus according to the present invention, the processing unit compresses the accounting document information determined by the determination unit that the storage duty period has elapsed, and the determination unit determines that the storage duty period has not elapsed. It is not necessary to compress the data of the accounting document information.
With such a configuration, the data capacity for storage can be reduced by compressing the data of the accounting document information for which the storage duty period has passed. For example, in the storage obligation period, even if the accounting document information is required to have a resolution greater than or equal to a predetermined value, if the storage obligation period elapses, the resolution is reduced to such an extent that the request is not satisfied. By reducing it, the data capacity for storage can be reduced.

In the accounting document information management apparatus according to the present invention, the processing unit may only display the accounting document information determined by the determination unit that the storage duty period has elapsed.
With such a configuration, it is possible to browse accounting document information whose storage obligation period has passed. For this reason, it is possible to present the contents of past accounting document information while reducing the data capacity for storage.

  In addition, the accounting document information management method according to the present invention includes accounting document information storage unit for storing a plurality of accounting document information, which is document information related to accounting, and information of documents associated with dates. Processing is performed using a storage duty period storage unit that stores a document information storage duty period, a fiscal year information storage unit that stores fiscal year information indicating a division of fiscal years, a determination unit, and a processing unit. In the accounting information management method, the determination unit associates with the accounting document information whether or not the accounting document information storage duty period has elapsed with respect to the accounting document information stored in the accounting document information storage unit. Using a date and time, and a judgment step for judging according to the fiscal year according to the fiscal year information, and a processing step for the processing unit to process the accounting document information. There performed and the accounts information determined in decision has elapsed, different processing for the accounting documents information determined in decision and storage duty period has not elapsed, those.

  According to the accounting document information management apparatus or the like according to the present invention, it is possible to determine whether or not the storage obligation period has passed for the accounting document information whose storage obligation period is determined by the fiscal year.

The figure which shows the structure of the communication system containing the accounting document information management apparatus by embodiment of this invention. The flowchart which shows operation | movement of the accounting document information management apparatus by the embodiment The figure which shows an example of a response | compatibility with the kind identifier and storage duty period in the embodiment The figure which shows an example of a response | compatibility with the kind identifier and the name of an accounting document in the embodiment The figure which shows an example of the accounting document information in the embodiment The figure which shows an example of the accounting document information in the embodiment The figure which shows an example of the display of the accounting document information in the embodiment The figure which shows an example of the display of the accounting document information in the embodiment Schematic diagram showing an example of the appearance of the computer system in the embodiment The figure which shows an example of a structure of the computer system in the embodiment

  Hereinafter, an accounting document information management apparatus according to the present invention will be described using embodiments. In the following embodiments, components and steps denoted by the same reference numerals are the same or equivalent, and repetitive description may be omitted. The accounting document information management apparatus according to the present embodiment determines whether or not the accounting document information storage duty period has passed by the fiscal year.

  FIG. 1 is a diagram showing a configuration of a communication system including an accounting document information management apparatus 1 according to this embodiment. The communication system includes an accounting document information management device 1 and a plurality of information processing terminals 2. The accounting document information management apparatus 1 and the information processing terminal 2 are communicably connected via a wired or wireless communication line 500. The communication line 500 may be, for example, the Internet, an intranet, or a public telephone line network. The information processing terminal 2 is a terminal operated by a user when accessing the accounting document information managed by the accounting document information management apparatus 1, and may be a personal computer, such as a smartphone or a tablet terminal. It may be a portable terminal. It is assumed that the user accesses the accounting document information managed by the accounting document information management device 1 by operating the information processing terminal 2.

  1, the accounting document information management apparatus 1 according to the present embodiment includes an accounting document information storage unit 11, a storage duty period storage unit 12, a fiscal year information storage unit 13, a determination unit 14, and a processing unit 15. And a communication unit 16.

  The accounting document information storage unit 11 stores a plurality of accounting document information. The accounting document information is information on documents relating to accounting. Documents relating to accounting (hereinafter also referred to as “accounting documents”) may be, for example, voucher documents, books, calculation documents, and the like. In the present embodiment, the case where there are three types of accounting documents, voucher documents, books, and calculation documents, will be mainly described. The voucher is not particularly limited, but may be a receipt, a bill, a contract, a delivery note, or the like. The voucher document includes a voucher document received and a voucher document created or issued. In the former case, you have the original, and in the latter case, you have a copy. The voucher document received and the voucher document created or issued may or may not be classified into different types of accounting documents. Further, the book is not particularly limited, but may be a general ledger, a journal, or the like, for example. Further, the calculation document is not particularly limited, and may be, for example, a financial report. It is assumed that the accounting document information has a storage obligation period. The storage obligation period is normally determined using the fiscal year, but the accounting document information may include information with a storage obligation period determined without using the fiscal year. Good. The storage duty period being determined using the fiscal year may be that the fiscal year is used to determine whether the storage duty period has elapsed.

  The accounting document information may be, for example, image data, data including a character string code such as a numerical value, or data including both. The image data is not particularly limited, but may be data such as JPEG or PDF, for example. The image data may be, for example, a paper accounting document digitized by a scanner or a digital camera. The image data obtained by digitizing the paper accounting document may satisfy predetermined requirements. The requirement may be, for example, a requirement relating to resolution (for example, 200 dpi or more), a requirement relating to an image mode (eg, 24-bit color, 8-bit gray scale, etc.), and a requirement relating to size ( For example, it may be A4 or less), may be other requirements, or any combination of two or more thereof. The predetermined requirements for the image data may or may not be statutory. The data including the character string code is not particularly limited, and may be, for example, text format data, spreadsheet format data, accounting software unique format data, PDF data, or the like. The data including the character string code may be created using an application such as accounting software or a spreadsheet. The data including both the image and the character string code may be, for example, PDF data including an image in which text data is embedded.

  The accounting document information is information on a document associated with a date. For example, the date may be included in the accounting document information, or may be managed separately from the accounting document information. The fact that the date is included in the accounting document information may be, for example, that the accounting document information includes a character string code indicating the date, and an image of the date is shown in the accounting document. It may be included in the information. In the latter case, the date can be acquired by performing character recognition, for example. In addition, when the date is managed separately from the accounting document information, for example, information that associates the identifier of the accounting document information with the date of the accounting document information identified by the identifier is managed separately. May be. The information may be stored in the accounting document information storage unit 11, for example. The date associated with the accounting document information is usually the date of the accounting document corresponding to the accounting document information. The date of the accounting document may be, for example, the date on which the accounting document was issued or the date on which the accounting document was created. It may be a corresponding date or other date related to the accounting document.

  When the accounting document is a voucher document, since the accounting document information is usually image data, the date is indicated by the image. Therefore, the date associated with the accounting document information that is the information of the voucher document may be, for example, the date of the image included in the accounting document information. Also, usually, in a book such as a journal, a voucher document is associated with information such as a date corresponding to the voucher document. Therefore, for example, the date associated with the accounting document information that is the information of the voucher document is determined by the accounting document information that is information such as a book stored in the accounting document information storage unit 11. The date associated with the accounting document information which is information may be used.

  When the accounting document is a book, since the accounting document information is data including a character string code, the date is indicated by the character string code. Therefore, the date associated with the accounting document information that is the book information may be, for example, the date of an item such as a transaction included in the accounting document information. In that case, a plurality of dates may be associated with the accounting document information. For example, an accounting document that is a journal usually includes daily journal information in chronological order. Therefore, a plurality of dates corresponding to the date exist in the journal. In addition, for example, an accounting document that is a general ledger generally includes transaction information for each account item. Since the transaction information includes the date, the general ledger usually has a plurality of dates that are the date. As described above, accounting document information corresponding to books such as journals and general ledgers includes a plurality of dates corresponding to a plurality of transactions, etc. The date included in the Therefore, the date associated with the accounting document information that is the book information may be, for example, any one date included in the accounting document information.

When the accounting document is a calculation document, since the accounting document information is usually data including a character string code, the date is indicated by the character string code. Accordingly, the date associated with the accounting document information that is the information on the calculation document may be, for example, a predetermined date included in the accounting document information. The predetermined date may be a creation date of the calculation document.
In this way, for each type of accounting document information, how the date is associated with the accounting document information, that is, the correspondence between the accounting document information and the date may be different.

  The storage duty period storage unit 12 stores the storage duty period of the accounting document information. The storage duty period stored in the storage duty period storage unit 12 is information indicating the length of time. The storage duty period is usually indicated in units of years, such as “7 years”, “10 years”, etc., but it may not be so. Further, the storage obligation period storage unit 12 may store the storage obligation period of the type of accounting document information identified by the type identifier in association with the type identifier that identifies the type of accounting document information. If the storage obligation period varies depending on the type of accounting document, it is preferable to do so. As described above, the type of accounting document information may be, for example, “voucher document”, “book”, “calculation document”, or the like. The type identifier for identifying the type may be a name of the type, for example, “voucher document”. In the present embodiment, the case where the type identifier is the name of the type of accounting document information will be mainly described. In addition, depending on the type of accounting document information, the starting date of the storage obligation period may vary. Therefore, the storage obligation period storage unit 12 stores date information indicating the date of calculation of the storage obligation period related to the type of accounting document information identified by the type identifier in association with the type identifier of the accounting document information. Also good. The calculation date information is information used for specifying the calculation date, and may be, for example, “the day after the last day of the corresponding fiscal year”. The value date is the first day of the storage obligation period. Note that the date-of-start information may be indicated by, for example, a mathematical expression. In the present embodiment, the storage duty period storage unit 12 stores the type identifier, the storage duty period of the type of accounting document information identified by the type identifier, and the storage of the type of accounting document information identified by the type identifier. A case will be mainly described in which date information indicating the date of calculation of the duty period is associated. When the storage duty period is stored in association with the type identifier, the storage duty period storage unit 12 normally stores two or more correspondences between the type identifier and the storage duty period. .

  The fiscal year information storage unit 13 stores fiscal year information indicating the division of fiscal years. The fiscal year information may be considered as information that allows the beginning and end of the accounting period to be known. The fiscal year information may be, for example, information indicating the end date of March 31, December 31, etc., or may be information indicating the beginning date of April 1, January 1, etc. . If there is a premise that the end date (financial date) is the end of the month, the fiscal year information may be, for example, information indicating the fiscal month of March, December, etc. It may be information indicating the beginning month.

  In addition, the process in which information is memorize | stored in the accounting document information storage part 11, the storage duty period storage part 12, and the fiscal year information storage part 13 does not ask | require. For example, information may be stored in the accounting document information storage unit 11 or the like via a recording medium, and information transmitted via a communication line or the like may be stored in the accounting document information storage unit 11 or the like. Alternatively, the information input via the input device may be stored in the accounting document information storage unit 11 or the like. Further, the storage in the accounting document information storage unit 11, the storage duty period storage unit 12, and the fiscal year information storage unit 13 may be temporary storage in a RAM or the like, or may be long-term storage. The accounting document information storage unit 11, the storage duty period storage unit 12, and the fiscal year information storage unit 13 can be realized by a predetermined recording medium (for example, a semiconductor memory, a magnetic disk, an optical disk, or the like).

  Further, any two or more storage units among the accounting document information storage unit 11, the storage duty period storage unit 12, and the fiscal year information storage unit 13 may be realized by the same recording medium, or It may be realized by separate recording media. In the former case, for example, the area storing the accounting document information is the accounting document information storage unit 11, and the area storing the storage duty period is the storage duty period storage unit 12.

  The determination unit 14 determines whether the accounting document information stored in the accounting document information storage unit 11 has passed the storage period of the accounting document information, and the date associated with the accounting document information. Use to determine the fiscal year according to the fiscal year information. The storage duty period has passed means that the storage duty period has ended. Accordingly, accounting document information whose storage obligation period has passed has no storage obligation, and accounting document information whose storage obligation period has not passed has storage obligation. For example, the determination unit 14 obtains the current date (that is, the determination time) from a calendar unit (not shown), and for a certain accounting document information, the final date of the storage duty period calculated from the calculation date is the current date. If it is earlier than the date, it is determined that the retention period has passed, and the last day of the retention period is the current date or after the current date, It may be determined that the storage duty period has not elapsed.

  The determination unit 14 may acquire the date associated with the accounting document information from the accounting document information, or may acquire the date using information associated with the accounting document information. Also good. When the date associated with the accounting document information is acquired from the accounting document information, for example, the determination unit 14 performs character recognition on the accounting document information that is image data, and from the character recognition result. The date may be acquired. In addition, when acquiring the date associated with the accounting document information from the accounting document information, the determination unit 14 acquires the date from the accounting document information including, for example, a character string code. May be. When the date is a specific date such as a creation date, the determination unit 14 performs a search using, for example, “creation date” in the accounting document information as a search key. You may acquire the date which exists near the done part. Further, when the date associated with the accounting document information is obtained from other information, the determination unit 14 performs a search using, for example, the identifier or file name of the accounting document information as a search key. The date included in the transaction information such as a hit identifier may be acquired. In addition, when the correspondence between the accounting document information and the date is different for each type of accounting document information, the determination unit 14 sets the date associated with the accounting document information to the accounting date. You may acquire by the method according to the document of document information. In this case, for example, the storage obligation period storage unit 12 may store the date acquisition method related to the accounting document information of the type identified by the type identifier in association with the type identifier.

  The determination unit 14 may make the determination using the storage duty period corresponding to the type identifier for identifying the type of accounting document information to be determined. As described above, when specifying the storage obligation period using the type identifier, first, it is necessary to specify the type identifier of the accounting document information to be determined. For example, the type identifier may be included in the accounting document information, or may be managed separately from the accounting document information. In the case where the type identifier of the accounting document information to be determined is managed separately from the accounting document information, for example, information that associates the accounting document information with the type identifier of the accounting document information may exist separately, Information that associates the name of the accounting document indicated by the accounting document information with the type identifier of the accounting document may exist separately. In the latter case, the determination unit 14 obtains the name of the accounting document from the accounting document information, and uses the information that associates the name of the accounting document with the type identifier to determine the type identifier corresponding to the name of the accounting document. You may get it.

  The determination unit 14 may determine whether or not the storage duty period has elapsed using the date-of-calculation information. For example, the determination unit 14 uses the calculation date information corresponding to the type identifier for identifying the type of accounting document information to be determined and the storage duty period corresponding to the type identifier, and calculates the calculation indicated by the calculation date information. By determining the last day of the storage period with the first day as the first day and comparing the last day with the current date, it is determined whether the storage period has passed as described above. May be. Note that specifying certain information, such as when specifying the last day of the storage obligation period, may be storing information on the specified target in a memory or the like, and corresponding to the information on the specified target. Alternatively, it may be possible to set a flag or the like indicating that it has been specified.

  The determination unit 14 may determine whether the storage obligation period of the accounting document information to be determined has elapsed by the fiscal year using a storage obligation period corresponding to the fiscal year, Judgment may be made by using the date of calculation according to the fiscal year. For example, when making a determination regarding the storage period of accounting document information dated May 10, 2010, the storage period is a continuous accounting period of 7 years, and the settlement date is May 31. In such a case, the determination unit 14 specifies the calculation date “June 1, 2010” which is the beginning date of the next fiscal year of the fiscal year to which May 10, 2010 belongs, and the calculation date and the storage obligation period. Can be used to identify the last day of the storage obligation period “May 31, 2017”. In addition, for example, when making a determination regarding the storage period of accounting document information as of May 10, 2010, the storage period is 7 years, the calculation date is the day after the last day of the fiscal year, and the settlement date is In the case of May 31, the determination unit 14 identifies the date of calculation “June 1, 2010” that is the day after the last day of the fiscal year to which May 10, 2010 belongs. The last day “May 31, 2017” of the storage duty period can be specified using the duty period. Note that the determination unit 14 determines whether the storage duty period has elapsed according to whether the last day of the storage duty period specified in this way is before the current date. Become.

  Note that there may be accounting document information for the determination unit 14 to determine whether or not the accounting document information storage period has passed without depending on the fiscal year. For example, if the fiscal year is not used on the accounting period of the accounting document information to be judged and the date from which the accounting period for the accounting obligation is not used, the judgment unit 14 determines whether the accounting period of the accounting document information to be judged is Whether or not it has passed will be judged regardless of the fiscal year. However, the determination unit 14 performs at least processing for determining whether or not the accounting document information storage period has elapsed based on the fiscal year information.

  The timing at which the determination unit 14 makes this determination does not matter. For example, the determination unit 14 may determine whether or not the storage duty period has elapsed for a plurality of accounting document information stored in the accounting document information storage unit 11 periodically or irregularly. In this case, a determination regarding the storage duty period is made as a batch process for a plurality of accounting document information. Further, the determination unit 14 may determine whether the storage obligation period of the accounting document information to be processed has elapsed when the processing unit 15 performs processing on the accounting document information. In this case, only the accounting document information to be processed is determined as a real-time process for the storage duty period.

  The processing unit 15 performs processing on the accounting document information stored in the accounting document information storage unit 11. Further, the processing unit 15 performs different processing on the accounting document information determined by the determination unit 14 that the storage duty period has passed and the accounting document information determined by the determination unit 14 that the storage duty period has not passed. Do. The process may be any process. Moreover, the process may be performed according to the instruction | indication from a user, and may be performed without the instruction | indication from a user.

  For example, the processing unit 15 may display accounting document information. The display may be a local display, that is, a display on the accounting document information management apparatus 1 or a display on a transmission destination (for example, the information processing terminal 2) via the communication line 500. In the latter case, the processing unit 15 displaying the accounting document information may be transmitting information necessary for displaying the accounting document information. The information necessary for displaying the accounting document information may be, for example, the accounting document information itself, or information described in a markup language (for example, HTML) for displaying the accounting document information. May be. In the latter case, the processing unit 15 may generate information described in the markup language from the accounting document information. When displaying the accounting document information, the processing unit 15 determines the accounting document information determined by the determination unit 14 that the storage obligation period has elapsed and the accounting unit determined by the determination unit 14 that the storage obligation period has not elapsed. The document information may be displayed so as to be visually distinguishable. The visual distinction may be, for example, color distinction, density (shading) distinction, shape or figure distinction, and display method (for example, blinking or rotating). Presence / absence, blinking interval, rotation direction / speed difference, etc.), or other distinctions. When the visual distinction is the color distinction, the processing unit 15 displays, for example, the accounting document information determined that the storage duty period has passed in a blue window or frame, and the storage duty period has passed. The accounting document information determined not to be displayed may be displayed in a red window or frame. When the visual distinction is the concentration distinction, for example, the processing unit 15 displays the accounting document information determined to have passed the storage obligation period in gray letters or numbers, and the storage obligation period is Accounting document information determined not to have passed may be displayed in black letters or numbers. When the visual distinction is the distinction between shapes and figures, the processing unit 15 displays, for example, the accounting document information determined to have passed the storage obligation period without attaching the figure, and the storage duty period. The accounting document information determined to have not passed may be displayed with a figure indicating “during storage period” attached. As such, the accounting document information determined that the storage obligation period has elapsed and the accounting document information determined that the storage obligation period has not elapsed are displayed in a visually distinguishable manner. The user who browses the information can easily grasp whether or not the storage duty period has elapsed. In addition, when the processing unit 15 displays the accounting document information determined that the storage duty period has passed and the accounting document information determined that the storage duty period has not passed, in a visually distinguishable manner, For accounting document information that has been determined that the storage obligation period has not elapsed, a form that alerts that the storage obligation period has not elapsed (for example, a red display or “during storage period” is indicated) It may be displayed with a display attached with a figure.

  For example, the processing unit 15 may perform processing related to management of accounting document information. The management process may be, for example, deletion of accounting document information or protection of accounting document information. The protection of accounting document information may be to protect accounting document information from deletion. When performing processing related to management of accounting document information, the processing unit 15 deletes the accounting document information determined by the determination unit 14 that the storage obligation period has passed or manages it so that it can be deleted, and stores the storage obligation period. The accounting document information determined by the determination unit 14 as not having passed may not be deleted. When the processing unit 15 deletes the accounting document information for which it is determined that the storage obligation period has elapsed, the accounting document information without the storage obligation is not stored in the accounting document information storage unit 11. The storage capacity of the storage unit 11 can be effectively used for accounting document information whose storage duty period has not elapsed. In addition, managing accounting document information so that it can be deleted means that if a deletion instruction is accepted, the accounting document information is deleted in response to the deletion instruction, but if the deletion instruction is not accepted, the accounting document information is deleted. The information may not be deleted. In addition, not to delete the accounting document information means that the accounting document information is managed not to be deleted as a result, and the accounting document information is not deleted even if the deletion instruction is accepted or not accepted. It may be. It may be considered that the accounting document information is not deleted when the accounting document information is managed so as not to be deleted.

  Further, for example, the processing unit 15 may perform data compression of accounting document information. Data compression is to reduce the amount of data while maintaining the amount of information (reversible compression) or reducing the amount of information (irreversible compression). When performing data compression, the processing unit 15 compresses the accounting document information determined by the determination unit 14 that the storage duty period has elapsed, and the determination unit 14 determines that the storage duty period has not elapsed. The accounting document information need not be compressed. When the data compression is performed on the accounting document information that is image data, for example, the processing unit 15 satisfies that the image data to be compressed satisfies a predetermined requirement (for example, the above-described requirement such as resolution). Data compression may be performed as much as possible. For example, if the predetermined requirement is 200 dpi or higher, and data compression is performed so that the resolution is uniformly 50%, 200 dpi image data is compressed into 100 dpi image data. Although the requirement is not satisfied, the image data of 600 dpi is compressed into image data of 300 dpi and satisfies the requirement. If the requirements are satisfied even after compression, the accounting document information for which the retention period has passed is stored with excessive quality, so image data instead of data compression that uniformly reduces the resolution. It is preferable to perform data compression that does not satisfy a predetermined requirement for accounting document information. The processing unit 15 may perform data compression only on the accounting document information that is image data. For example, the processing unit 15 compresses the accounting document information that is image data determined to have passed the storage obligation period, the accounting document information that is not image data determined to have elapsed the storage obligation period, and The accounting document information determined that the storage obligation period has not elapsed may not be compressed. Accounting document information described in character string codes has a smaller amount of data than image data, and even if data compression is performed, the degree of data reduced by the compression is less than that of image data. It is. For example, when the processing unit 15 also displays accounting document information, the processing unit 15 may only display the accounting document information determined by the determination unit 14 that the storage duty period has elapsed. . In that case, the data compression may be to convert the image data so as to have a display resolution (for example, 72 dpi). Note that the processing unit 15 only displaying the accounting document information may be considered as only displaying the accounting document information as a method of presenting or handing the accounting document information to the user. Examples of methods for presenting or handing accounting document information to the user by a method other than display include printing and transmission, and data writing (for example, writing to a USB memory). When the processing unit 15 only displays the accounting document information for which the storage obligation period has passed, the accounting document information to be displayed cannot be written out or transmitted. May be. Further, even when data compression is performed only on the accounting document information that is image data, the processing unit 15 determines whether or not the accounting document information for which the storage duty period has passed has been determined whether data compression has been performed. Instead, only display may be performed.

Further, the processing unit 15 may perform processing in accordance with an instruction input by the user by operating the information processing terminal 2, for example, an instruction related to browsing or changing accounting document information. Specifically, the processing unit 15 may transmit the accounting document information to the information processing terminal 2 according to the instruction, or may display the accounting document information on the information processing terminal 2.
Note that when the processing unit 15 performs processing involving communication via the communication line 500 (for example, display of accounting document information at the transmission destination), the processing unit 15 transmits and receives information via the communication unit 16. May be performed.

  The communication unit 16 transmits information to a transmission destination and receives the transmitted information. The transmission / reception of the information may be performed for processing by the processing unit 15 or may be performed for other purposes. The communication unit 16 may or may not include a wired or wireless communication device (for example, a modem or a network card) for performing communication. The communication unit 16 may be realized by hardware, or may be realized by software such as a driver that drives a communication device.

  Next, the operation of the accounting document information management apparatus 1 will be described using the flowchart of FIG. Note that the flowchart in FIG. 2 shows a case where determination regarding the storage duty period is performed as batch processing. In the flowchart of FIG. 2, the storage duty period is indicated by the number of years.

  (Step S <b> 101) The determination unit 14 determines whether to perform a determination process regarding the storage duty period. If the determination process is to be performed, the process proceeds to step S102. If not, the process of step S101 is repeated until it is determined that the determination process is to be performed. Note that, for example, the determination unit 14 may determine once a month when the determination process is performed, or may determine at another timing when the determination process is performed.

  (Step S102) The determination unit 14 specifies the number of years of the storage duty period corresponding to the accounting document information to be determined. Specifically, the determination unit 14 may specify the type identifier corresponding to the accounting document information to be determined, and specify the storage duty period associated with the type identifier.

  (Step S103) The determination unit 14 specifies the last day on the calendar (calendar) of the storage duty period specified in step S102 with respect to the accounting document information to be determined. Specifically, the determination unit 14 specifies the calculation date indicated by the calculation date information associated with the type identifier corresponding to the accounting document information to be determined, and sets the specified calculation date as the first day. The last day of the storage period may be specified. The determination unit 14 may use the fiscal year information stored in the fiscal year information storage unit 13 in order to identify the calculation date and the last day of the storage duty period.

  (Step S104) The determination unit 14 obtains the current date from a calendar unit (not shown), and compares the current date with the last date of the storage duty period specified in Step S103, thereby storing the current date. Determine if the duty period has passed. If the storage duty period has elapsed, the process proceeds to step S105, and if not, the process proceeds to step S106.

  (Step S <b> 105) The processing unit 15 processes the document for which the storage duty period has passed with respect to the accounting document information determined by the determination unit 14 that the storage duty period has passed. The process may be, for example, a process for deleting the accounting document information, a process for managing the accounting document information so that it can be deleted, or a process for compressing the accounting document information.

  (Step S106) The determination unit 14 determines whether there is accounting document information to be determined next. If there is accounting document information to be determined next, the process returns to step S102. If not, that is, if the determination for all accounting document information is completed, the process returns to step S101. When the process returns to step S102, it is assumed that the processing after step S102 is performed on the accounting document information that has not been determined yet.

  In the flowchart of FIG. 2, accounting document information for which it is determined that the storage obligation period has elapsed may be managed so that the determination result can be understood, and may not be a determination target in subsequent determination processing. This is because the judgment result relating to the accounting document information once judged that the storage duty period has normally passed does not change.

  Further, in the flowchart of FIG. 2, as described above, the case where the determination regarding the storage duty period is performed as the batch processing has been described. However, when the determination regarding the storage duty period is performed as the real-time processing, For the information, processing related to steps S102 to S104 may be performed, and processing according to the determination result in step S104 may be performed.

In addition, when the processing unit 15 performs processing according to the instruction transmitted from the information processing terminal 2, the processing unit 15 performs processing according to the instruction separately from the processing illustrated in the flowchart of FIG. May be.
Further, the order of processing in the flowchart of FIG. 2 is an example, and the order of each step may be changed as long as the same result can be obtained. In the flowchart of FIG. 2, the process is ended by power-off or a process end interrupt.

Next, the operation of the accounting document information management apparatus 1 according to this embodiment will be described using a specific example.
In this specific example, it is assumed that the accounting document information storage unit 11 stores a plurality of accounting document information. Further, in this specific example, as shown in FIG. 3, the storage duty period storage unit 12 stores the type identifier, the calculation date information, and the storage duty period in association with each other. For example, the storage obligation period of the accounting document information of the type identified by the type identifier “voucher document” is 7 years, and the starting date of the storage obligation period of the accounting document information is the accounting corresponding to the accounting document information. It is shown that two months have passed since the day after the last day of the fiscal year (that is, the fiscal year to which the date associated with the accounting document information belongs). The storage duty period is determined by various laws, for example. For example, the corporate tax law stipulates that the visa storage period is 7 years, and the book storage period is 10 years. In addition, the consumption tax law stipulates that the voucher storage period is 7 years, and the book storage period is 10 years. Further, according to the Companies Act, the book storage obligation period is defined as 10 years, and the calculation document retention period is defined as 10 years. As described above, it is assumed that the longest period among the storage duty periods defined by various laws is set in the storage duty period storage unit 12.

  Further, in this specific example, it is assumed that correspondence information associating the type identifier and the name of the accounting document shown in FIG. 4 is stored in the accounting document information storage unit 11. In FIG. 4, the names of the accounting documents “Receipt”, “Invoice”, “Invoice”, etc. are associated with the type identifier “Voucher document”, so that the accounting documents “Receipt”, “Invoice” The type identifier of the accounting document information corresponding to “Invoice” is “Voucher document”.

  In this specific example, the accounting document information identified by the type identifier “Voucher document” is linked to the accounting document information identified by the type identifier “Voucher document” in the accounting document information which is book information. It is assumed that the current date is used for the judgment process. In addition, regarding the accounting document information identified by the type identifier “book”, any date included in the accounting document information is used for the determination process. In addition, for the accounting document information identified by the type identifier “calculation document”, the date of creation included in the accounting document information is used for the determination process.

  Further, in this specific example, it is assumed that the accounting date “April 30” is stored in the fiscal year information storage unit 13. In this specific example, it is assumed that a determination process regarding whether or not the storage duty period has passed is performed at 2:00 am on the first day of every month. In this specific example, accounting document information whose storage obligation period has elapsed is deleted, and accounting document information whose storage obligation period has not elapsed is not deleted.

  5 and 6 are diagrams showing examples of accounting document information of receipts and delivery notes stored in the accounting document information storage unit 11. The accounting document information of the receipt shown in FIG. 5 has a file name “receipt 001.pdf” and is image data. In addition, the accounting document information of the delivery note shown in FIG. 6 has a file name “delivery note 001.pdf” and is image data. In this specific example, it is assumed that the name of the accounting document, for example, “receipt”, “invoice”, etc. is included at the beginning of the file name of the accounting document information.

  First, at 2:00 am on July 1, 2017, the determination unit 14 determines to perform a determination process regarding the storage duty period (step S101). Then, the determination unit 14 reads the accounting document information of FIG. 5 which is the first accounting document information stored in the accounting document information storage unit 11, and the file name “receipt 001.pdf” of the accounting document information. The name of the accounting document “Receipt” is acquired. Further, the determination unit 14 refers to the information shown in FIG. 4 and specifies the type identifier “voucher document” corresponding to the name “receipt” of the accounting document. Next, the determination unit 14 refers to the information shown in FIG. 3, and the date information “date when two months have passed since the last day of the corresponding fiscal year” corresponding to the identified type identifier “voucher document” Then, the storage duty period “7 years” is read (step S102). In addition, the determination unit 14 acquires the date associated with the first accounting document information by the acquisition method corresponding to the specified type identifier “voucher document”. That is, the determination unit 14 refers to the accounting document information that is book information stored in the accounting document information storage unit 11, and corresponds to the first accounting document information in the accounting document information that is the book information. The attached date “June 20, 2017” is acquired. Using the date, the determination unit 14 specifies the date of calculation. Specifically, the date corresponding to the first accounting document information “June 20, 2017”, the fiscal year information “April 30” stored in the fiscal year information storage unit 13, By using the value date information “the date when two months have passed since the last day of the corresponding fiscal year”, the judgment unit 14 is the last day of the fiscal year corresponding to the first accounting document information, 2018. The April 30th is specified, and the starting date “July 1, 2018” is specified, which is two days after the first day of May 1, 2018. Further, the determination unit 14 specifies the last day “June 30, 2025” of the storage duty period “7 years” with the date of calculation as the first day (step S103). And the judgment part 14 acquires the current date July 1, 2017 from the calendar part which is not illustrated, Since the present date is before the last day of a storage duty period, It is determined that the period has not elapsed (step S104). Therefore, the first accounting document information is not deleted.

  Next, the determination unit 14 reads the accounting document information of FIG. 6 as the second accounting document information, acquires the name “delivery note” of the accounting document in the same manner as the first accounting document information, The type identifier “voucher document” corresponding to the name is specified, and the value date information and the storage duty period corresponding to the type identifier are read out (steps S106 and S102). Further, the determination unit 14 acquires the date “March 15, 2010” associated with the second accounting document information from the accounting document information stored in the accounting document information storage unit 11. . Using the date, fiscal year information, and value date information, the determination unit 14 specifies the value date “July 1, 2010”, and the storage obligation period with the value date as the first day. The last day of “7 years” “June 30, 2017” is specified (step S103). Then, the determination unit 14 determines that the storage duty period has elapsed since the current date “July 1, 2017” is after the last day of the storage duty period (step S104). That is passed to the processing unit 15. Then, the processing unit 15 deletes the second accounting document information “delivery statement 001.pdf” from the accounting document information storage unit 11 (step S105). In this way, judgment and processing regarding each accounting document information are sequentially performed.

  Here, the case where the type identifier corresponding to the accounting document information to be judged is “book” will be briefly described. In that case, the determination unit 14 acquires the date of the transaction included in the accounting document information to be determined. The date may correspond to any transaction. For example, when the date is “April 20, 2017”, the determination unit 14 specifies the date of calculation using the date. Specifically, since the value date information corresponding to the type identifier “book” is “the day after the last day of the corresponding fiscal year”, it is the day after the last day of the fiscal year to which “April 20, 2017” belongs. May 1, 2017 is identified as the starting date. Subsequent determination processing is the same as that of the voucher document, and the description thereof is omitted.

  Next, the case where the type identifier corresponding to the accounting document information to be judged is “calculation document” will be briefly described. In that case, the determination unit 14 acquires the creation date included in the accounting document information to be determined. And the creation date becomes the starting date. Subsequent determination processing is the same as that of the voucher document, and the description thereof is omitted. It should be noted that the fiscal year information is not used in the determination regarding the accounting document information which is the information of the financial document.

  Further, in this specific example, a case has been described in which accounting document information determined to have passed the storage obligation period has been deleted, but this need not be the case. For example, the processing unit 15 may display the accounting document information determined that the storage duty period has passed and the accounting document information determined that the storage duty period has not passed so as to be visually distinguishable. . In that case, for example, the processing unit 15 processes the accounting document information for which it is determined that the storage duty period has not elapsed so that the window title bar 101 is red as shown in FIG. You may display on the terminal 2. FIG. Note that the normal color of the window title bar is displayed in a color other than red. Further, for example, the processing unit 15 displays the accounting document information determined to have passed the storage duty period so that the window title bar 102 becomes a normal color (for example, blue) as shown in FIG. May be displayed on the information processing terminal 2. By doing in this way, the user browsing the accounting document information in the information processing terminal 2 can easily grasp whether or not the storage obligation period of the accounting document information to be browsed has passed. Become.

  In this specific example, the calculation date and the storage duty period have been specifically described for the three types of accounting document information. However, the calculation date and the storage duty period can be changed by a law revision or the like. Even in such a case, by using the same information as the correspondence shown in FIG. 3, it is possible to specify the last day of the storage obligation period of each accounting document information, It can be determined whether the period has elapsed.

  As described above, according to the accounting document information management apparatus 1 according to the present embodiment, accounting document information in which the storage obligation period is determined by the fiscal year, such as a voucher document or a book, that is, the last of the storage obligation period. For accounting document information that needs to use the fiscal year to identify the day, it can be determined whether the retention period has passed. Further, the processing performed by the processing unit 15 can be made different depending on the determination result. Specifically, when the processing unit 15 displays the information in a visually distinguishable manner depending on whether the storage obligation period has elapsed, the user viewing the accounting document information It becomes possible to easily grasp whether or not the information storage duty period has passed. Therefore, for example, it is possible to prevent a situation in which accounting document information for which the storage duty period has not elapsed has been deleted by mistake. In addition, if the processing unit 15 deletes the accounting document information whose storage obligation period has passed or manages it so that it can be deleted and does not delete the accounting document information whose storage duty period has not passed, Certain accounting document information can be properly stored. On the other hand, by deleting or making it possible to delete accounting document information without a storage obligation, the storage capacity of the accounting document information storage unit 11 is effectively used for accounting document information whose storage obligation period has not elapsed. Will be able to. In addition, when the processing unit 15 compresses the accounting document information for which the storage obligation period has elapsed and does not compress the accounting document information for which the storage obligation period has not elapsed, the processing unit 15 performs an accounting for which the storage obligation is not required by the data compression. The storage capacity used for document information can be reduced, and the storage capacity of the accounting document information storage unit 11 can be effectively used for accounting document information whose storage obligation period has not elapsed. . On the other hand, since accounting document information without a storage obligation is also stored in a compressed state, for example, when it is desired to refer to past information, the accounting document information can be referred to. As described above, the accounting document information that is not obligated to be stored is compressed and stored, so that the storage capacity can be secured and the past accounting document information can be referred to. In addition, it can be seen that the data-compressed accounting document information is compressed when printed, but if it is displayed, it is usually difficult to know that the data is compressed. Therefore, accounting document information that has been compressed after the storage obligation period has passed is displayed only, so that the user does not feel uncomfortable about the fact that the data has been compressed. Will be able to present.

  In the present embodiment, the processing unit 15 performs processing for displaying the accounting document information for which it has been determined that the storage obligation period has elapsed and the accounting document information for which it has been determined that the storage obligation period has not elapsed. However, the processing unit 15 may perform other different processing on both accounting document information.

  In the present embodiment, the case where the type identifier, the calculation date information, and the storage duty period are associated with each other in the storage duty period storage unit 12 has been mainly described, but this need not be the case. For example, when the same calculation date is used for each type of accounting document information identified by the type identifier, the calculation date information may not be associated with the type identifier. Further, for example, when the same storage obligation period is set for each type of accounting document information identified by the type identifier, the storage obligation period may not be associated with the type identifier. When the accounting date and the storage duty period are the same for all accounting document information, for example, the storage duty period storage unit 12 may store only one storage duty period.

  In the above embodiment, the accounting document information management apparatus 1 is a server apparatus in a server / client system. However, the accounting document information management apparatus 1 may be a stand-alone apparatus. In that case, the accounting document information management apparatus 1 may not include the communication unit 16. Moreover, the accounting document information management apparatus 1 that is a stand-alone apparatus may include, for example, a reception unit that receives input from the user, a display unit that displays information to the user, and the like.

  In the above embodiment, each process or each function may be realized by centralized processing by a single device or a single system, or may be distributedly processed by a plurality of devices or a plurality of systems. It may be realized by doing.

  In the above embodiment, the information exchange between the components is performed by one component when, for example, the two components that exchange the information are physically different from each other. It may be performed by outputting information and receiving information by the other component, or when two components that exchange information are physically the same, one component May be performed by moving from the phase of the process corresponding to to the phase of the process corresponding to the other component.

  In the above embodiment, information related to processing executed by each component, for example, information received, acquired, selected, generated, transmitted, or received by each component In addition, information such as threshold values, mathematical formulas, addresses, and the like used by each constituent element in processing may be temporarily or for a long time held in a recording medium (not shown), even if not specified in the above description. Further, the storage of information on the recording medium (not shown) may be performed by each component or a storage unit (not shown). Further, reading of information from the recording medium (not shown) may be performed by each component or a reading unit (not shown).

  In the above embodiment, when information used by each component, for example, information such as a threshold value, an address, and various setting values used by each component may be changed by the user, Even if it is not specified in the description, the user may be able to change the information as appropriate, or may not be so. If the information can be changed by the user, the change is realized by, for example, a not-shown receiving unit that receives a change instruction from the user and a changing unit (not shown) that changes the information in accordance with the change instruction. May be. The change instruction received by the receiving unit (not shown) may be received from an input device, information received via a communication line, or information read from a predetermined recording medium, for example. .

  In the above embodiment, when two or more components included in the accounting document information management apparatus 1 have communication devices, input devices, etc., the two or more components have a physically single device. Or may have separate devices.

  In the above-described embodiment, each component may be configured by dedicated hardware, or a component that can be realized by software may be realized by executing a program. For example, each component can be realized by a program execution unit such as a CPU reading and executing a software program recorded on a recording medium such as a hard disk or a semiconductor memory. At the time of execution, the program execution unit may execute the program while accessing the storage unit or the recording medium. In addition, the software which implement | achieves the accounting document information management apparatus 1 in the said embodiment is the following programs. That is, this program is accounting document information, accounting document information storage unit for storing a plurality of accounting document information, which is information of documents associated with the date, and a storage obligation period of accounting document information. Accounting document information stored in the accounting document information storage unit is accessible to a storage obligation period storage unit in which is stored, and a fiscal year information storage unit in which fiscal year information indicating the division of the fiscal year is stored With respect to accounting document information, a judgment unit that determines whether or not the accounting document information storage period has passed, using the date associated with the accounting document information, based on the fiscal year according to the fiscal year information The processing unit functions as a processing unit that performs processing, and the processing unit determines that the accounting document information determined by the determination unit that the storage duty period has passed and that the storage duty period has not passed. Perform different processes for the accounting documents information determined by the parts, a program.

  In the program, the functions realized by the program do not include functions that can be realized only by hardware. For example, functions that can be realized only by hardware such as a modem and an interface card in an acquisition unit that acquires information, an output unit that outputs information, and a communication unit that transmits and receives information are included at least in the functions realized by the above program I can't.

  Further, this program may be executed by being downloaded from a server or the like, and a program recorded on a predetermined recording medium (for example, an optical disk such as a CD-ROM, a magnetic disk, a semiconductor memory, or the like) is read out. May be executed by Further, this program may be used as a program constituting a program product.

  Further, the computer that executes this program may be singular or plural. That is, centralized processing may be performed, or distributed processing may be performed.

  FIG. 9 is a schematic diagram showing an example of the appearance of a computer that executes the program and realizes the accounting document information management apparatus 1 according to the embodiment. The above-described embodiment can be realized by computer hardware and a computer program executed on the computer hardware.

  In FIG. 9, the computer system 900 includes a computer 901 including a CD-ROM drive 905, a keyboard 902, a mouse 903, and a monitor 904.

  FIG. 10 is a diagram showing an internal configuration of the computer system 900. In FIG. 10, in addition to the CD-ROM drive 905, a computer 901 is connected to an MPU (Micro Processing Unit) 911, a ROM 912 for storing a program such as a boot-up program, and the MPU 911. A RAM 913 that temporarily stores and provides a temporary storage space, a hard disk 914 that stores application programs, system programs, and data, and a bus 915 that interconnects the MPU 911, the ROM 912, and the like are provided. The computer 901 may include a network card (not shown) that provides connection to a LAN, WAN, or the like.

  A program that causes the computer system 900 to execute the functions of the accounting document information management apparatus 1 according to the above embodiment may be stored in the CD-ROM 921, inserted into the CD-ROM drive 905, and transferred to the hard disk 914. Instead, the program may be transmitted to the computer 901 via a network (not shown) and stored in the hard disk 914. The program is loaded into the RAM 913 when executed. The program may be loaded directly from the CD-ROM 921 or the network. Further, the program may be read into the computer system 900 via another recording medium (for example, a DVD) instead of the CD-ROM 921.

  The program does not necessarily include an operating system (OS) or a third-party program that causes the computer 901 to execute the functions of the accounting document information management apparatus 1 according to the above embodiment. The program may include only a part of an instruction that calls an appropriate function or module in a controlled manner and obtains a desired result. How the computer system 900 operates is well known and will not be described in detail.

  Further, the present invention is not limited to the above-described embodiment, and various modifications are possible, and it goes without saying that these are also included in the scope of the present invention.

  As described above, according to the accounting document information management apparatus and the like according to the present invention, it is possible to determine whether or not the storage duty period has passed for the accounting document information whose storage duty period is determined by the fiscal year. It is effective and is useful as a device for managing accounting document information.

DESCRIPTION OF SYMBOLS 1 Accounting document information management apparatus 11 Accounting document information storage part 12 Storage duty period storage part 13 Fiscal year information storage part 14 Judgment part 15 Processing part 16 Communication part

Claims (8)

Accounting document information storage unit for storing a plurality of accounting document information, which is information on documents related to accounting, and information on documents associated with dates.
A storage duty period storage unit for storing a storage duty period of accounting document information;
A fiscal year information storage unit for storing fiscal year information indicating the division of fiscal years;
With respect to the accounting document information stored in the accounting document information storage unit, whether or not the storage obligation period of the accounting document information has passed has been determined using the date associated with the accounting document information. A judgment section that judges by the fiscal year according to the year information;
A processing unit that performs processing on the accounting document information,
The processing unit performs different processing on the accounting document information determined by the determination unit when the storage obligation period has elapsed and the accounting document information determined by the determination unit when the storage obligation period has not elapsed, Accounting document information management device. In the storage obligation period storage unit, the storage obligation period of the type of accounting document information identified by the type identifier is stored in association with the type identifier that identifies the type of accounting document information,
The accounting document information management apparatus according to claim 1, wherein the determination unit performs the determination using a storage duty period corresponding to a type identifier that identifies a type of accounting document information to be determined. The processing unit can visually distinguish between the accounting document information determined by the determination unit when the storage obligation period has elapsed and the accounting document information determined by the determination unit when the storage obligation period has not elapsed. The accounting document information management device according to claim 1 or 2, which is displayed on the screen. The processing unit deletes the accounting document information determined by the determination unit that the storage duty period has elapsed or manages the information so that it can be deleted, and the determination unit determines that the storage duty period has not elapsed. 3. The accounting document information management apparatus according to claim 1, wherein the accounting document information is not deleted. The processing unit compresses data of the accounting document information determined by the determination unit when the storage obligation period has elapsed, and does not compress the accounting document information determined by the determination unit when the storage obligation period has not elapsed. The accounting document information management apparatus according to any one of claims 1 to 3. 6. The accounting document information management apparatus according to claim 5, wherein the processing unit only displays the accounting document information determined by the determination unit that the storage duty period has elapsed. Accounting document information storage section that stores multiple accounting document information, which is information on documents related to accounting and associated with the date of the month, and storage obligation that stores the storage period of accounting document information An accounting information management method that is processed using a period storage unit, a fiscal year information storage unit that stores fiscal year information indicating a division of fiscal years, a determination unit, and a processing unit,
The determination unit determines whether the accounting document information stored in the accounting document information storage unit has passed the storage period of the accounting document information, and the date associated with the accounting document information. A determination step of determining by a fiscal year according to the fiscal year information,
The processing unit includes processing steps for processing the accounting document information;
In the processing step, different processing is performed for the accounting document information determined in the determination step that the storage duty period has passed and the accounting document information determined in the determination step that the storage duty period has not passed, Accounting document information management method. Accounting document information storage section that stores multiple accounting document information, which is information on documents related to accounting and associated with the date of the month, and storage obligation that stores the storage period of accounting document information A computer accessible to the period storage unit and the fiscal year information storage unit storing the fiscal year information indicating the division of the fiscal year;
With respect to the accounting document information stored in the accounting document information storage unit, whether or not the storage obligation period of the accounting document information has passed has been determined using the date associated with the accounting document information. Judgment department to judge by the fiscal year according to the year information,
Function as a processing unit for processing the accounting document information;
The processing unit performs different processing on the accounting document information determined by the determination unit when the storage obligation period has elapsed and the accounting document information determined by the determination unit when the storage obligation period has not elapsed, program.

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