JP2020166670A - Property-specific balance management device, property-specific balance management method, and property-specific balance management program - Google Patents

Abstract

To provide a property-specific balance management device, property-specific balance management method, and property-specific balance management program that can determine the profitability of a property in real time by generally performing balance management which includes not only accounting information but also non-accounting information for each property.SOLUTION: The property-specific balance management device according to the present embodiment includes: a master in which, for each property, a balance item including non-accounting information is set, and in a case of non-accounting information, a function for acquiring the non-accounting information is set; and property balance information creation means that acquires data of the balance item set in the master to create property balance information, and in a case of non-accounting information, executes the function to acquire the non-accounting information.SELECTED DRAWING: Figure 2

Description

The present invention relates to a property-specific income and expenditure management device, a property-specific income and expenditure management method, and a property-specific income and expenditure management program.

Conventionally, as a system for managing the income and expenditure of rental real estate, for example, there is a system of Patent Document 1. In the system of Patent Document 1, a database that stores and manages basic information, rental management information, maintenance management information, and maps, photographs, and electronic archives associated with each information, and is stored in the database. An application mechanism consisting of multiple functions that manages each information related to each rental real estate asset, and at least each information about rental real estate that can be accessed by user name and the range of authority of each function are set and through a communication line. It is equipped with an access / service control mechanism that receives at least the user name, confirms the user group from the user name, determines each information about each accessible rental real estate asset and the range of authority of available functions, and notifies the application mechanism. ..

Japanese Unexamined Patent Publication No. 2005-173957

However, Patent Document 1 relates to, for example, determining the profitability of a property in real time by performing general-purpose income and expenditure management including not only accounting information but also non-accounting information for income and expenditure information for each property in the rental management industry. Nothing is mentioned.

The present invention has been made in view of the above, and determines the profitability of a property in real time by performing general-purpose income and expenditure management including not only accounting information but also non-accounting information for the income and expenditure information for each property. The purpose is to provide a property-specific income and expenditure management device, a property-specific income and expenditure management method, and a property-specific income and expenditure management program.

In order to solve the above-mentioned problems and achieve the object, the present invention is a property-specific income and expenditure management device including a storage unit and a control unit, and the storage unit includes non-accounting information for each property. A master in which balance items are set and a function for acquiring non-accounting information is set in the case of non-accounting information is stored, and the control unit describes the balance items set in the master for the target property. It is characterized in that it is provided with a property balance information creation means for acquiring data and creating property balance information, and in the case of the non-accounting information, executing the function to acquire the non-accounting information.

Further, according to a preferred embodiment of the present invention, it is desirable that the control unit includes a correction input means for correcting the data of the balance item according to the operation of the operator on the screen.

Further, according to a preferred embodiment of the present invention, a table for storing data related to the property balance acquired from the other system is provided in cooperation with the other system, and the property balance information creating means is the property acquired from the other system. The property balance information may be created using the data related to the balance.

Further, in order to solve the above-mentioned problems and achieve the object, the present invention is a property-specific income and expenditure management method for causing an information processing device provided with a control unit and a storage unit to execute the above-mentioned problems. ,
A master that sets balance items including non-accounting information for each property and sets a function for acquiring non-accounting information in the case of non-accounting information is stored, and is executed by the control unit. For a property, acquire the data of the balance item set in the master to create the property balance information, and in the case of the non-accounting information, execute the function to acquire the non-accounting information. It is characterized by including.

Further, in order to solve the above-mentioned problems and achieve the object, the present invention is a property-specific income and expenditure management program for causing an information processing device including a control unit and a storage unit to execute the storage unit. , A master in which balance items including non-accounting information are set for each property and a function for acquiring non-accounting information is set in the case of non-accounting information is stored, and the control unit describes the target property. , Acquire the data of the balance item set in the master to create the property balance information, and in the case of the non-accounting information, execute the function to execute the property balance information creation step to acquire the non-accounting information. It is characterized by being a property-specific income and expenditure management program.

According to the present invention, it is possible to judge the profitability of a property in real time by performing general-purpose income and expenditure management including not only accounting information but also non-accounting information for the income and expenditure information for each property. ..

FIG. 1 is a diagram showing a processing image of the present embodiment. FIG. 2 is a block diagram showing an example of the property-specific income and expenditure management device according to the present embodiment. FIG. 3 is a diagram showing a configuration example of the property balance setting master. FIG. 4 is a diagram showing a configuration example of the property balance setting breakdown master. FIG. 5 is a diagram showing a specific example of the property balance setting master and the property balance setting breakdown master. FIG. 6 is a diagram showing an example of a property balance correction input screen. FIG. 7 is a diagram showing an example of property balance correction input. FIG. 8 is a diagram for explaining a case where the data of the other system is used for creating the property balance information in cooperation with the other system. FIG. 9 is a diagram showing an output example of property income and expenditure information.

Embodiments of the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. Overview]
For example, when capturing the property balance in the rental management industry, it was not possible to capture the property balance in real time. The reason is as follows.

(1) Accounting information that requires allocation processing needs to wait for monthly journal entries. Specifically, for example, income allocated by labor costs such as repair costs for furnished properties cannot be regarded as not closing monthly.

(2) It was not possible to manage the balance of information that requires monthly apportionment. Specifically, for example, it cannot be managed as monthly profitability because it is deposited in a lump sum such as key money.

(3) Information that cannot be entered due to business reasons cannot be included. Specifically, for example, in the busy season, the move-out input is delayed, so that it is not reflected in the property balance.

(4) The balance of data input by other systems cannot be managed. Specifically, for example, with respect to the data input by another system, the data is not reflected until the journal linkage is performed.

Therefore, in the present embodiment, it is possible to manage profitability in real time by setting how to include non-accounting information in the property balance in a general manner. As a result, it becomes possible to make a judgment in real time, so that it is possible to make a decision on the sale of the company's property, set the rent of the rented property, etc. at an early timing.

FIG. 1 is a diagram showing a processing image of the present embodiment. Set the income and expenditure items (aggregation items) for totaling the income and expenditure in the property income and expenditure setting master, and set the breakdown of the income and expenditure items in the property income and expenditure setting master in the property income and expenditure setting breakdown master. In addition, in the property balance setting master, information that requires allocation processing (for example, repair costs for furnished properties) and information that requires monthly apportionment (for example, key money and renewal fee period allocation (for example, contract period, 12) By setting a function for acquiring non-accounting information (months) and executing the function, it is necessary to acquire credit and debt data including non-accounting information, and to obtain information that requires allocation processing and monthly apportionment. Get information in real time.

Further, in the present embodiment, by correcting the data of the balance item by the property balance correction input, for example, the data that is not reflected in the property balance due to the delay of the move-out input during the busy season is corrected.

Further, in the present embodiment, a property balance cooperation table is provided, and data input by another system is taken in and reflected in the property balance.

[2. Constitution]
An example of the configuration of the property-specific income and expenditure management device according to the present embodiment will be described with reference to the drawings. FIG. 2 is a block diagram showing an example of the property-specific income and expenditure management device 100 according to the present embodiment. The property-specific income and expenditure management device 100 is a commercially available desktop personal computer. The property-specific balance management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but also includes a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, tablet personal computer, and the like. It may be a portable information processing device.

The property-specific income and expenditure management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the property-specific income and expenditure management device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the property-specific balance management device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the property-specific income and expenditure management device 100, the server 200, and another system 400 so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). As a result, the communication interface unit 104 is configured to be capable of data communication with other systems 400 and the server 200 via the network 300.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). In addition to the keyboard, mouse, and microphone, the input device 112 can use a monitor that cooperates with the mouse to realize the pointing device function. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving a command to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used.

Further, the storage unit 106 stores the property balance setting master 106a, the property balance setting breakdown master 106b, the property balance cooperation table 106c, the bond data 106d, the debt data 106e, and the contract data 106f. FIG. 3 is a diagram showing a configuration example of the property balance setting master 106a. FIG. 4 is a diagram showing a configuration example of the property balance setting breakdown master 106b.

The property balance setting master 106a is a master for setting management items of the property balance.
As shown in FIG. 3, the property balance setting master 106a can be composed of a setting CD, a balance classification, a line number, a type, a total item name, and a table registered in association with a function name. ..

The setting CD is for code management for each balance setting in order to capture the property balance information with a plurality of indexes. The income and expenditure categories are "0: income" and "1: expenditure". The line number is for specifying the display order of the input screen and the output screen. The types are "0: normal items", "1: items that can only be corrected for the amount of money", "2: subtotal items (displayed by totaling the items with the above line numbers)", "3: special patterns (non-accounting information)". ) ”. The aggregated item name is an item name to be displayed in the property income and expenditure information. The function name is a function name to be called when acquiring data of a special pattern (non-accounting information). To get non-accounting information, execute this function to get it.

The property balance setting breakdown master 106b is a master for item breakdown of the property balance setting master 106a. As shown in FIG. 4, the property balance setting breakdown master 106b can be composed of a setting CD, a balance classification, a line number, an item CD, a table registered in association with the item name, and the like.

The property balance setting breakdown master 106b has the same line number as the aggregation item name of the property balance setting master 106a, which is the breakdown item. For example, the aggregated item name "rent" of the line number "1" of the property balance setting master 106a is the rent (tax exempt), rent, common service fee (income), parking lot of the line number "1" of the property balance setting breakdown master 106b. Is the item of breakdown. The rent is the total amount of these.

The property balance cooperation table 106c is a table for storing data related to the property balance acquired from the other system in cooperation with the other system.

The claim data 106c may include data such as billing date, property CD, room number, item, rent, key money, contract renewal fee, and the like. The contract data 106e may include data such as a property CD, a room number, a contract period start, and a contract period end.

Returning to FIG. 2, the control unit 102 is a CPU or the like that collectively controls the property-specific income and expenditure management device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Execute. Here, the control unit 102 is functionally conceptually provided with a property balance information creation unit 102a, a correction input unit 102b, a master maintenance unit 102c, and a screen display control unit 102d.

The property balance information creation unit 102a acquires the data (including the amount) of the balance items (aggregate items) set in the property balance setting master 106a for the target property, creates the property balance information, and displays the property balance information on the monitor 114. Display and output. If the balance item is non-accounting information, the function set in the property balance setting master 106a is executed to acquire the non-accounting information.

Further, the property balance information creation unit 102a may create the property balance information by using the data related to the property balance acquired from another system that incorporates the property balance cooperation table into the 106c.

The correction input unit 102b may correct the amount of the balance item according to the operation of the operator on the property balance correction input screen displayed on the monitor 114, for example.

The master maintenance unit 102c inputs / adds data to the property balance setting master 106a and the property balance setting breakdown master 106b in response to an operator's operation on the master maintenance screen (not shown) displayed on the monitor 114. It is for editing (setting) such as deletion / change.

The screen display control unit 102e controls the display and input of various screens (for example, property balance correction input screen, master maintenance screen, etc.) displayed on the monitor 114.

[3. Concrete example]
A specific example of the processing of the control unit 102 of the property-specific income and expenditure management device 100 according to the present embodiment will be described with reference to FIGS. 2 to 9. FIG. 5 is a diagram showing a specific example of the property balance setting master 106a and the property balance setting breakdown master 106b.

In FIG. 5, the property balance information creation unit 102a acquires the data (amount) of all the aggregated items set in the property balance setting master 106a shown in FIG. 5 (A) and creates the property balance information.

In the example of the property balance setting master 106a shown in FIG. 5 (A), for example, the fifth line is the setting CD "0", the balance classification "0: revenue", the line number "5", and the type "3: special". The pattern is "pattern", the aggregate item name is "period allocation (contract period)", and the function name is "fc_GetTermIncomeByContract ()". In the example of the property balance setting breakdown master 106b shown in FIG. 5 (B), for example, the 7th and 8th lines are the setting CD "0", the balance classification "0: revenue", and the line number "5", and the item code. The item name is "1240", the item name is "key money", the item code is "1510", and the item name is "contract renewal fee". That is, the breakdown of the aggregated item name "period discount (contract period)" is the item name "key money" and "contract renewal fee".

For example, by executing the function name "fc_GetTermIncomeByContract ()" associated with the aggregated item name "Period Discount (contract period)", the claim information (key money, contract renewal fee) of the target property (for example, property code "A") ), Then the contract information (contract period) can be acquired, and the period discount (contract period) can be acquired.

In the example of the claim information shown in FIG. 5 (C), the first line is the billing date "2018/4", the property CD "A", the room number "101", the item "key money", and the amount "¥ 100,000". The second line is the billing date "2018/4", property CD "A", room number "101", item "contract renewal fee", amount "¥ 50,000", and the total amount " It is "¥ 150,000".

In the example of the contract information shown in FIG. 5 (D), the first line is the property CD "A", the room number "101", the contract period start "2018/4/20", and the contract period end "2020/4/19". ". Since the contract period is 24 months, it can be obtained by calculating the period discount amount = ¥ 150,000/24 = ¥ 6,250.

FIG. 6 is a diagram showing an example of a property balance correction input screen. Acquire property income and expenditure information including information that cannot be entered due to business reasons. This is achieved by making adjustments in the form of correction input for data (movement data, etc.) that the input has not caught up with during the busy season.

The operator can correct the amount of the aggregated item of the property balance setting master 106a on the property balance correction input screen. FIG. 7 is a diagram showing an example of property balance correction input to the property balance setting master 106a shown in FIG. In the example shown in FIG. 7, the correction amount is not input for the total items in the 1st to 9th lines, and the correction amount "¥ 25,000" is input in the "correction only" in the 10th line.

FIG. 8 is a diagram for explaining a case where the data of the other system is used for creating the property balance information in cooperation with the other system 400. By linking with another system 400 and importing the data input by the other system 400 into the property balance cooperation table 106c, it is used for creating the property balance information. Other systems are, for example, systems of other companies or other systems of the company. 1. 1. 2. Import the data of other systems into the property balance linkage table 106c. It is treated as an item registered in the property balance setting master 106a and the property balance setting breakdown master 106b, and is included in the aggregation of the property balance information.

FIG. 9 is a diagram showing an output example of property income and expenditure information. FIG. 9 is an example of the property balance information created according to the settings of the property balance setting master 106a and the property balance setting breakdown master 106b shown in FIG. In the example of property income and expenditure information shown in FIG. 9, the target year and month "2018/12", property code "A", property name "property income and expenditure property", "management consignment form" own property ", number of managed units" 6 ", Number of occupants "1", number of vacant rooms "5", occupancy rate "16.7", property balance "¥ 42,950", per unit "7158", rent, total, property with internet (income) 5000 ", furniture Property with attachment (income) 3000 ”, Period discount (contract period)“ 6250 ”, Period discount (12 months)“ 5000 ”, Period discount (24 months)“ 3000 ”, Property with internet (expenditure) 2800”, Property with furniture (Expenditure) 1500 ", only correction is" 25000 ".

Here, the number of managed units is the number of rooms associated with the property, the number of occupants is the total number of managed rooms that have not been moved out within the contract period, the number of vacant rooms is the number of managed units-the number of occupants, and the occupancy rate is the occupancy rate. The number of units / number of managed units and the property balance are the total of income items-the total of expenditure items, and the property balance / number of managed units per unit. The number of managed units and the number of occupants can be obtained from property information not shown, and the number of vacant rooms, occupancy rate, etc. can be calculated.

As described above, according to the present embodiment, the property balance setting including the non-accounting information and the function for acquiring the non-accounting information is set for each property. For the master 106a and the target property, acquire the data of the income and expenditure items set in the property income and expenditure setting master 106a to create the property income and expenditure information, and in the case of non-accounting information, execute the function to acquire the non-accounting information. Since it is equipped with a property balance information creation unit 102a, it is possible to judge the profitability of a property in real time by performing general-purpose balance management including not only accounting information but also non-accounting information for each property. Is possible.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually, or all the processes described as being performed manually. Alternatively, a part can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in the present specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the property-specific income and expenditure management device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the property-specific income and expenditure management device 100, particularly each processing function performed by the control unit 102, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the process described in the present embodiment, and the balance by property is required. It is read mechanically by the management device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit 106 or the like such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM, and constitutes the control unit 102 in cooperation with the CPU.

Further, this computer program may be stored in an application program server connected to the property-specific balance management device 100 via an arbitrary network, and all or a part thereof may be downloaded as needed. It is possible.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registered). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

Further, the "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. It should be noted that well-known configurations and procedures can be used for the specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, the installation procedure after reading, and the like.

Various databases and the like stored in the storage unit 106 are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the property-specific balance management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the property-specific income and expenditure management device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the information processing device.

Further, the specific form of dispersion / integration of the device is not limited to the one shown in the drawing, and all or a part thereof may be functionally or physically in any unit according to various additions or the like. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

100 Property balance management device 102 Control unit 102a Property balance information creation unit 102b Correction input unit 102c Master maintenance unit 102d Screen display control unit 104 Communication interface unit 106 Storage unit 106a Property balance setting master 106b Property balance setting breakdown master 106c Property balance cooperation Table 106d Credit data 106e Debt data 106f Contract data 108 Input / output interface 112 Input device 114 Output device 300 Network

Claims (5)

It is a property-specific income and expenditure management device equipped with a storage unit and a control unit.
In the storage unit
A master that sets income and expenditure items including non-accounting information for each property and sets a function for acquiring non-accounting information in the case of non-accounting information is stored.
The control unit
For the target property, acquire the data of the income and expenditure items set in the master and create the property income and expenditure information, and in the case of the non-accounting information, execute the function to acquire the non-accounting information. Means and
A property-specific income and expenditure management device characterized by being equipped with. The control unit
The property-specific income and expenditure management device according to claim 1, further comprising a correction input means for correcting the data of the income and expenditure items according to the operation of the operator on the screen. The storage unit
In cooperation with other systems, it has a table that stores data related to property balance acquired from other systems.
The property-specific income and expenditure management device according to claim 1 or 2, wherein the property income and expenditure information creating means creates the property income and expenditure information using data related to the property income and expenditure acquired from another system. It is a property-specific income and expenditure management method executed by an information processing device equipped with a control unit and a storage unit.
In the storage unit
A master that sets income and expenditure items including non-accounting information for each property and sets a function for acquiring non-accounting information in the case of non-accounting information is stored.
Executed in the control unit,
For the target property, acquire the data of the income and expenditure items set in the master and create the property income and expenditure information, and in the case of the non-accounting information, execute the function to acquire the non-accounting information. A property-specific income and expenditure management method characterized by including steps. It is a property-specific income and expenditure management program to be executed by an information processing device equipped with a control unit and a storage unit.
In the storage unit
A master that sets income and expenditure items including non-accounting information for each property and sets a function for acquiring non-accounting information in the case of non-accounting information is stored.
In the control unit
For the target property, acquire the data of the income and expenditure items set in the master and create the property income and expenditure information, and in the case of the non-accounting information, execute the function to acquire the non-accounting information. Property-specific income and expenditure management program to execute steps.

Images