JP2021168106A - Invoice management apparatus, invoice management method, and program - Google Patents

Abstract

To provide an invoice management apparatus for allowing a company having received an invoice with no registration number to easily confirm whether or not the received invoice is proper, an invoice management method, and a program.SOLUTION: An invoice management apparatus 1 includes: an information acquisition unit 151 which acquires a plurality of registered company names from an external device 3 which stores the plurality of registered company names indicating qualified-invoice registered companies; a character string specifying unit 152 which specifies a plurality of character strings included in an invoice on the basis of invoice image data obtained by reading the invoice; a company specifying unit 153 which specifies an issuer company name of the invoice on the basis of the character strings; and an output unit 155 which outputs warning information when the issuer company name is included in the plurality of registered company names and when the plurality of character strings do not include a registration number indicating a qualified-invoice registered company.SELECTED DRAWING: Figure 3

Description

The present invention relates to an invoice management device, an invoice management method and a program.

In Japan, an invoice system is planned to be introduced that allows the purchase tax credit of consumption tax to be deducted if certain conditions are met. After the start of the invoice system, it may not be possible to receive the purchase tax credit unless the invoice is issued by a qualified invoice registration business operator (see, for example, Non-Patent Document 1).

National Tax Agency, "Introduction of Eligible Invoice Storage Method", [online], [Search on February 18, 2nd year of Reiwa], Internet <URL: https://www.nta.go.jp/publication/pamph/ koho / kurashi / html / 01_5.htm ＞

If a qualified invoice registration business sends an invoice to the billing business without the registration number on the invoice, the billing business may receive a purchase tax credit based on the invoice received. Can not. However, if the billing business does not know whether the billing business that received the invoice is a qualified invoice registration business, the billing business does not have the registration number on the invoice. There was a problem that it was difficult to judge whether or not it was appropriate.

Therefore, the present invention has been made in view of these points, and a business operator who receives an invoice without a registration number can easily confirm whether or not the received invoice is properly prepared. The purpose is to be able to do it.

The invoice management device according to the first aspect of the present invention includes an information acquisition unit that acquires the plurality of registered business names from an external device that stores a plurality of registered business names indicating qualified invoice registration businesses. A character string specifying unit that specifies a plurality of character strings included in the invoice based on the invoice image data in which the invoice is read, and an invoice issuing business based on the plurality of character strings. The business operator identification department that specifies the person's name and the issuing business operator name are included in the plurality of registered business operator names, and the plurality of character strings include a registration number indicating the qualified invoice registration business operator. It has an output unit that outputs warning information when the information is not displayed.

The output unit has a mode different depending on whether or not the registration number is included in each of the plurality of invoices on the screen for displaying a list of the plurality of invoice identification information for identifying the plurality of invoices. The image may be displayed in association with the plurality of invoice identification information.

In the output unit, among the plurality of issuing business name included in the plurality of invoices, the issuing business name is included in the plurality of registered business names, and the plurality of character strings include the name of the issuing business. The name of one or more issuers indicating one or more issuers who issued the invoice that does not include a registration number indicating a qualified invoice registration operator may be narrowed down and output.

The business operator identification unit specifies a contact character string indicating the contact information of the issuer of the invoice among the plurality of character strings, and the output unit is a business for registering invoices eligible for the plurality of character strings. When it is determined that the registration number indicating the person is not included, a notification indicating that the registration number is not included is sent to the contact indicated by the contact character string specified by the business identification department. It may be transmitted as the warning information.

The output unit stores a history indicating the means for transmitting the warning information in the storage unit, and by referring to the history, transmits the warning information by using a means different from the means for transmitting the warning information in the past. You may.

When the output unit determines that the invoice that does not include the registration number has been received again from the qualified invoice registration business operator even though the warning information has been transmitted in the past, the warning information has been transmitted in the past. The invoice that does not include the registration number may be displayed on the display unit in a manner different from the invoice from the business operator that has not sent the invoice.

In the invoice management method of the second aspect of the present invention, the plurality of registered business names are acquired from an external device executed by a computer that stores a plurality of registered business names indicating qualified invoice registration business. A step of identifying a plurality of character strings contained in the invoice based on the step and the invoice image data from which the invoice is read, and a business of issuing the invoice based on the plurality of character strings. The step of specifying the person's name and the issuing business name are included in the plurality of registered business names, and the plurality of character strings do not include the registration number indicating the qualified invoice registration business. In some cases, it has a step of outputting warning information.

The program of the third aspect of the present invention is an information acquisition unit for acquiring the plurality of registered business names from an external device that stores a plurality of registered business names indicating qualified invoice registration business. A character string specifying unit that identifies a plurality of character strings included in the invoice based on the invoice image data from which the invoice is read, and a name of the issuing business operator of the invoice based on the plurality of character strings. The business operator identification department for specifying the above and the issuing business operator name are included in the plurality of registered business operator names, and the plurality of character strings include a registration number indicating the qualified invoice registration business operator. If not, it functions as an output unit that outputs warning information.

According to the present invention, the business operator who receives the invoice without the registration number can easily confirm whether or not the received invoice is properly prepared.

It is a figure for demonstrating the outline of the invoice management apparatus 1. This is an example of an invoice issued by a qualified invoice registration business operator. It is a figure which shows the structure of the invoice management apparatus 1. This is an example of a screen displayed on the display unit 13 by the output unit 155. It is a flowchart which shows the flow of processing in an invoice management apparatus 1.

[Overview of invoice management device 1]
FIG. 1 is a diagram for explaining an outline of the invoice management device 1. The invoice management device 1 uses the result of acquiring the invoice image data generated by the reading device 2 (for example, a scanner or a digital camera) reading the invoice and analyzing the character string included in the invoice image data. It is a device for managing invoices, for example, a computer.

The invoice management device 1 acquires the registered business data indicating the registered business name from the external device 3 that stores a plurality of registered business names indicating the qualified invoice registered business, and obtains the acquired registered business data. By referring to it, it is determined whether or not the business operator that issued the invoice corresponding to the invoice image data is a qualified invoice registration business operator. The external device 3 is, for example, a server managed by the National Tax Agency.

The invoice management device 1 provides warning information when the business operator that issued the invoice is a qualified invoice registration business operator but the registration number of the qualified invoice registration business operator is not described in the invoice. Output. The invoice management device 1 provides information corresponding to an invoice that is issued by a qualified invoice registration business operator but does not have a registration number, for example, on a screen for displaying a list of invoices, to other invoices. Display or print information on the display to identify and warn you. The invoice management device 1 may send warning information to a qualified invoice registration business operator who has issued an invoice without a registration number.

FIG. 2 is an example of an invoice issued by a qualified invoice registration business operator. Area R1 in the invoice contains the name and contact information of the business operator that issued the invoice. Area R2 in the invoice contains the registration number of the qualified invoice registrant.

[Configuration of invoice management device 1]
FIG. 3 is a diagram showing the configuration of the invoice management device 1. The invoice management device 1 includes a first communication unit 11, a second communication unit 12, a display unit 13, a storage unit 14, and a control unit 15. The control unit 15 includes an information acquisition unit 151, a character string identification unit 152, a business operator identification unit 153, a determination unit 154, and an output unit 155.

The first communication unit 11 is a communication interface for connecting to a network (for example, an intranet or the Internet), and has a communication controller for transmitting and receiving data to and from an external device 3. The first communication unit 11 receives the registered business name data indicating the registered business name registered as the qualified invoice registration business, and notifies the information acquisition unit 151 of the received registered business name data.

The second communication unit 12 is a communication interface for connecting to the telephone network. The second communication unit 12 transmits a voice message or a fax message including warning information to the business operator who issued the invoice based on the instruction from the output unit 155. The second communication unit 12 has a communication interface for connecting to the network like the first communication unit 11, and may send an e-mail to the business operator who issued the invoice.

The display unit 13 is a display for displaying information. The display unit 13 displays a list of invoice image data and displays warning information based on the instruction of the output unit 155.

The storage unit 14 has a storage medium such as a ROM (Read Only Memory), a RAM (Random Access Memory), and a hard disk. The storage unit 14 stores the invoice image data acquired from the reading device 2. Further, the storage unit 14 stores a program executed by the control unit 15.

The control unit 15 is, for example, a CPU (Central Processing Unit). By executing the program stored in the storage unit 14, the control unit 15 functions as an information acquisition unit 151, a character string identification unit 152, a trader identification unit 153, a determination unit 154, and an output unit 155.

The information acquisition unit 151 acquires a plurality of registered business names from the external device 3 that stores the names of the plurality of registered business operators indicating the qualified invoice registration business operator via the first communication unit 11. The information acquisition unit 151 acquires the registered business name data indicating the registered business name by, for example, transmitting a message requesting the registered business name to the external device 3 on a regular basis (for example, every day). do. The information acquisition unit 151 notifies the determination unit 154 of the acquired registered business name data.

The character string specifying unit 152 acquires the invoice image data generated by the reading device 2, and identifies a plurality of character strings included in the invoice based on the acquired invoice image data. The character string specifying unit 152 identifies the character string included in the invoice based on the invoice image data, for example, by executing the OCR process. The character string specifying unit 152 notifies the business operator specifying unit 153 of the specified character string.

The character string specifying unit 152 may specify the position of the character string, associate the specified character string with the position of the character string, and notify the business operator specifying unit 153. The position of the character string is, for example, a position with the upper left of the invoice as the origin.

The business operator identification unit 153 specifies the name of the invoice issuing business operator based on the plurality of character strings notified from the character string identification unit 152. The business operator identification unit 153 specifies, for example, a character string combined with a character string (for example, a joint-stock company or a limited company) that has a high probability of being attached to a company name among a plurality of character strings as an issuing business operator name. The business operator identification unit 153 notifies the determination unit 154 of the specified issuer business name.

The business operator identification unit 153 may further specify the issuing business operator name based on the position of the character string notified from the character string identification unit 152. The business operator identification unit 153, for example, provides that the character string combined with the character string that is likely to be attached to the company name is included in the range of one-third from the top of the invoice. The character string may be specified as the issuer name.

Further, the business operator identification unit 153 may specify a contact character string indicating the contact information of the invoice issuer among the plurality of character strings. The character string specifying unit 152 assigns a telephone number or FAX number based on a number having a number of digits corresponding to the telephone number written within a predetermined range below the issuing company name, or a character string indicating a telephone or FAX. Identify. The character string specifying unit 152 may specify a character string including an at sign (@) as an e-mail address. The character string specifying unit 152 notifies the output unit 155 of the specified contact character string.

The determination unit 154 determines whether the invoice contains a registration number indicating a qualified invoice registration business operator and whether the invoice is an invoice issued by a qualified invoice registration business operator. .. Specifically, the determination unit 154 determines whether or not the plurality of character strings notified from the character string identification unit 152 include a registration number indicating a qualified invoice registration business operator. For example, the determination unit 154 determines whether or not the plurality of character strings notified from the character string identification unit 152 include a number having a number of digits specified as a registration number indicating a qualified invoice registration business operator. By determining, it is determined whether or not the registration number is included.

Further, the determination unit 154 determines whether or not the issuing business name notified from the business identification unit 153 is included in the registered business name data notified from the information acquisition unit 151. In the determination unit 154, the registration number is not included in the invoice, and the issuer name notified from the business identification unit 153 is included in the registered business name data notified from the information acquisition unit 151. However, if the registration number is not stated on the invoice, it is determined that there is a problem with the invoice, and the output unit 155 is instructed to output the warning information.

The output unit 155 outputs warning information based on the determination result of the determination unit 154. Specifically, the output unit 155 is an invoice registration business in which the issuing business name is included in a plurality of registered business names indicated by the registered business name data and is qualified for a plurality of character strings in the invoice. Outputs warning information when the registration number indicating the person is not included. The output unit 155 determines, for example, whether or not each of the plurality of invoices includes a registration number on the screen of the display unit 13 that displays a list of a plurality of invoice identification information for identifying the plurality of invoices. Images of different aspects are displayed in association with a plurality of invoice identification information.

FIG. 4 is an example of a screen displayed on the display unit 13 by the output unit 155. On the screen shown in FIG. 4, the invoice number, the issuing business operator name, the billing amount, the registered business operator, and the registration number are displayed in association with each other. In the registered business column, if the business that issued the invoice is a qualified invoice registration business based on the registered business name data acquired by the information acquisition department 151, it is not a qualified invoice registration business. In case, x is displayed.

Regarding invoice A and invoice D, since the business operator that issued the invoice is a qualified invoice registration business operator and the registration number is stated on the invoice, the output unit 155 outputs warning information. No. Regarding the invoice B, since the business operator that issued the invoice is not a qualified invoice registration business operator, the output unit 155 does not output the warning information even though the registration number is not described in the invoice.

On the other hand, regarding invoice C and invoice E, the registration number is not stated on the invoice even though the business operator that issued the invoice is a qualified invoice registration business operator. Therefore, the output unit 155 outputs warning information (information indicated by diagonal lines) in a color different from that of other invoices in the registration number column. By displaying the invoice list in such an manner by the output unit 155, the staff who confirms the invoice can contact the qualified invoice registration business operator to request the reissue of the invoice. ..

Further, when the output unit 155 determines that the plurality of character strings do not include the registration number indicating the qualified invoice registration business operator, the output unit 155 becomes the contact indicated by the contact character string specified by the business operator identification unit 153. A notification indicating that the registration number is not included may be sent as warning information. The output unit 155 sends, for example, a document stating that the invoice does not have the registration number of the qualified invoice registration business operator to the fax number or e-mail address specified by the business operator identification unit 153, or the business operator identification unit. A voice message indicating that there is no registration number is sent to the telephone number specified by 153.

The output unit 155 may preferentially transmit warning information from a destination having a high accuracy rate of characters recognized by the character string specifying unit 152 among telephone numbers, fax numbers, and e-mail addresses. When the output unit 155 determines that the recognition accuracy of the telephone number and the FAX number is lower than the recognition accuracy of the e-mail address because the telephone number, a part of the FAX number, and the company seal overlap, for example, the output unit 155 addresses the e-mail address. Send an email containing warning information to. Then, the output unit 155 transmits the warning information by FAX when there is no reply to the mail after the predetermined period has elapsed. By operating the output unit 155 in this way, the probability that the warning information reaches the business operator who issued the invoice is improved.

The output unit 155 stores the history indicating the means for transmitting the warning information in the storage unit 14, and by referring to the stored history, transmits the warning information by using a means different from the means for transmitting the warning information in the past. You may. If, for example, the output unit 155 sends a warning information by fax to an invoice one month ago, but receives an invoice that does not include the registration number again from a qualified invoice registration business operator, the past The warning information is transmitted by a means (for example, e-mail) different from the means for sending the warning information to. By operating the output unit 155 in this way, even if there is a communication means that is not used by the business operator that issued the invoice, the business operator that the registration number is not entered via other means. Can be recognized.

When the output unit 155 determines that the invoice that does not include the registration number has been received again from the first qualified invoice registration business operator even though the warning information has been transmitted in the past, it is shown in FIG. In the invoice list, the invoice that does not include the registration number is issued, and the warning information has not been sent in the past. The invoice issued by the invoice registration business operator may be displayed. By operating the output unit 155 in this way, the person in charge of managing the invoice can easily grasp the qualified invoice registration business operator to be contacted directly.

In the output unit 155, among the plurality of issuer names included in the plurality of invoices, the issuer name is included in the plurality of registered business names, and the invoice registered business operator is qualified for a plurality of character strings. The name of one or more issuers indicating one or more issuers who issued the invoice that does not include the registration number indicating the above may be narrowed down and output. The output unit 155 outputs, for example, a list of issuer names to which the warning information is to be transmitted when a narrowing down instruction is received via an operation unit (not shown). The output unit 155 may simultaneously transmit warning information to one or more narrowed-down issuers. By outputting the output unit 155 by narrowing down the issuers to which the warning information should be issued in this way, the issuer who received the invoice can easily grasp which issuer has a problem.

[Processing flow of invoice management device 1]
FIG. 5 is a flowchart showing a processing flow in the invoice management device 1. The flowchart shown in FIG. 5 starts from the time when the character string specifying unit 152 acquires the invoice image data.

The character string specifying unit 152 identifies the character string included in the invoice based on the invoice image data (S11). The business operator identification unit 153 identifies the business operator name that issued the invoice based on the character string specified by the character string identification unit 152 (S12).

Subsequently, the determination unit 154 determines whether or not the character string specified by the character string identification unit 152 includes a registration number indicating a qualified invoice registration business operator (S13). When the determination unit 154 determines that the character string specified by the character string identification unit 152 includes the registration number (YES in S13), the output unit 155 ends the process without outputting the warning information.

On the other hand, when the determination unit 154 determines that the character string specified by the character string identification unit 152 does not include the registration number (NO in S13), the output unit 155 determines that the business operator specified by the business operator identification unit 153 , It is determined whether or not it is included in the registered business data acquired by the information acquisition unit 151 (S14). When the output unit 155 determines that the business operator specified by the business operator identification unit 153 is not included in the registered business operator data acquired by the information acquisition unit 151 (NO in S14), the output unit 155 does not output the warning information. End the process. When the output unit 155 determines that the business operator specified by the business operator identification unit 153 is included in the registered business operator data acquired by the information acquisition unit 151 (YES in S14), the output unit 155 displays the first warning information. It is displayed on 13 (S15).

Subsequently, the output unit 155 determines whether or not the business operator identification unit 153 has specified the contact information of the business operator who issued the invoice (S16). When the business operator identification unit 153 specifies the contact information (YES in S16), the output unit 155 transmits the second warning information to the specified contact information (S17). When the business operator specifying unit 153 does not specify the contact (NO in S16), the output unit 155 ends the process without transmitting the second warning information to the specified contact.

In FIG. 5, after the determination unit 154 determines whether or not the character string specified by the character string identification unit 152 includes the registration number, the business operator specified by the business operator identification unit 153 acquires the information. Although the output unit 155 determines whether or not the data is included in the registered business data acquired by the unit 151, the processing order is not limited to the order shown in FIG. For example, when the output unit 155 determines that the data is included in the registered business data acquired by the information acquisition unit 151, it is determined whether or not the character string specified by the character string specifying unit 152 includes the registration number. The unit 154 may determine.

Further, in FIG. 5, when the registration number is included in the character string specified by the character string specifying unit 152, the output unit 155 does not output the warning information, but the output unit 155 does not output the warning information. Warning information may be output even when the business operator who issued the invoice is not a qualified invoice registration business operator even though the registration number is included in the character string specified by 152. In this case, the output unit 155 may output a type of warning information different from the warning information output when the registration number is not included.

[Effect of invoice management device 1]
As described above, the invoice management device 1 is a business identification unit 153 that specifies the name of the invoice issuing business operator based on a plurality of character strings specified by the character string identification unit 152 in the invoice. , Output unit 155 that outputs warning information when the issuing company name is included in a plurality of registered company names and the registration number indicating a qualified invoice registration company is not included in a plurality of character strings. And have. When the invoice management device 1 has such a configuration, the business operator who receives the invoice can easily grasp the invoice that does not include the registration number and take an appropriate response.

Although the present invention has been described above using the embodiments, the technical scope of the present invention is not limited to the scope described in the above embodiments, and various modifications and changes can be made within the scope of the gist thereof. be. For example, all or a part of the device can be functionally or physically distributed / integrated in any unit. Also included in the embodiments of the present invention are new embodiments resulting from any combination of the plurality of embodiments. The effect of the new embodiment produced by the combination also has the effect of the original embodiment.

1 Invoice management device 2 Reading device 3 External device 11 1st communication unit 12 2nd communication unit 13 Display unit 14 Storage unit 15 Control unit 151 Information acquisition unit 152 Character string identification unit 153 Business operator identification unit 154 Judgment unit 155 Output unit

Claims (8)

An information acquisition unit that acquires the names of a plurality of registered businesses from an external device that stores the names of a plurality of registered businesses indicating qualified invoice registration businesses.
Based on the invoice image data from which the invoice was read, a character string identification unit that specifies a plurality of character strings included in the invoice, and a character string identification unit.
A business operator identification department that specifies the name of the business operator that issued the invoice based on the plurality of character strings, and
If the issuing business name is included in the plurality of registered business names, and the plurality of character strings do not include the registration number indicating the qualified invoice registration business, warning information is output. Output section and
Invoice management device with. The output unit has a mode different depending on whether or not the registration number is included in each of the plurality of invoices on the screen for displaying a list of the plurality of invoice identification information for identifying the plurality of invoices. Display the image in association with the plurality of invoice identification information,
The invoice management device according to claim 1. In the output unit, among the plurality of issuing business name included in the plurality of invoices, the issuing business name is included in the plurality of registered business names, and the plurality of character strings include the name of the issuing business. The name of one or more issuers indicating one or more issuers who issued the invoice that does not include the registration number indicating the qualified invoice registration operator is narrowed down and output.
The invoice management device according to claim 1 or 2. The business operator identification department specifies a contact character string indicating the contact information of the issuer of the invoice from the plurality of character strings.
When the output unit determines that the plurality of character strings do not include the registration number indicating the qualified invoice registration business operator, the output unit becomes the contact indicated by the contact character string specified by the business operator identification unit. A notification indicating that the registration number is not included is sent as the warning information to the address.
The invoice management device according to any one of claims 1 to 3. The output unit stores a history indicating the means for transmitting the warning information in the storage unit, and by referring to the history, transmits the warning information by using a means different from the means for transmitting the warning information in the past. do,
The invoice management device according to claim 4. When the output unit determines that the invoice that does not include the registration number has been received again from the qualified invoice registration business operator even though the warning information has been transmitted in the past, the warning information has been transmitted in the past. The invoice that does not include the registration number is displayed on the display unit in a manner different from the invoice from the business operator that has not sent the invoice.
The invoice management device according to any one of claims 1 to 5. Computer runs,
A step of acquiring the names of a plurality of registered businesses from an external device that stores the names of a plurality of registered businesses indicating qualified invoice registration businesses.
A step of identifying a plurality of character strings contained in the invoice based on the invoice image data in which the invoice is read, and
A step of identifying the issuer name of the invoice based on the plurality of character strings, and
If the issuing business name is included in the plurality of registered business names, and the plurality of character strings do not include the registration number indicating the qualified invoice registration business, warning information is output. Steps and
Invoice management method with. Computer,
An information acquisition unit that acquires the names of a plurality of registered businesses from an external device that stores the names of a plurality of registered businesses indicating qualified invoice registration businesses.
A character string identification unit that specifies a plurality of character strings included in the invoice based on the invoice image data from which the invoice has been read.
The business operator identification department that specifies the name of the issuing business operator of the invoice based on the plurality of character strings, and the issuing business operator name are included in the plurality of registered business operator names, and the plurality of characters. An output unit that outputs warning information when the column does not include a registration number indicating the qualified invoice registration business operator,
A program to function as.

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