JP2022108548A - Document creation device - Google Patents

Abstract

To reduce a work amount spent for creating at least either an invoice or a report, when reporting a work done by an assignee in response to being assigned by an assignor.SOLUTION: A document creation device 1 includes: an information input section 11 in which a work assignee inputs report information pertaining to work; a document creation section 14 for automatically creating an invoice and/or a report corresponding to the report information inputted into the information input section 11; a report information calculation section 13 for calculating work hours and/or an invoicing amount at a timing before completing the input of the report information; and a display section 15 for displaying the work hours and/or the invoicing amount calculated by the report information calculation section 13 in a viewable manner.SELECTED DRAWING: Figure 1

Description

TECHNICAL FIELD The present invention relates to a document creation apparatus capable of automatically creating documents such as invoices relating to a business entrusted by a business consignor.

2. Description of the Related Art Conventionally, there has been known an automatic bill creation device that records a charge for each work related to a business and automatically creates a bill while confirming the status of input and preparation of various documents (see, for example, Patent Document 1).

JP 2016-170770 A

For example, the automatic invoice creation device described in Patent Document 1 includes an order data acquisition unit that acquires order data for work related to import and export by order number, and updates the progress of the work according to the work form by order number. and an invoice document creation unit that creates invoice data for each order number.

SUMMARY OF THE INVENTION It is an object of the present invention to reduce the amount of work involved in preparing at least one of an invoice or a report when a report is made on the work performed by the consignor of the work entrusted by the consignor.

In order to solve the above-mentioned problems, the present invention provides an information input unit for inputting report information related to a task entrusted by a consignor and performed by the consignor, and corresponding to the report information input to the information input unit. and a document preparation unit for automatically preparing at least one of bills and reports.

The document preparation device has a report information calculation unit that calculates at least one of the operating hours of the work or the billed amount in the report information, and an input completion unit that completes the input of the report information to the information input unit. Preferably, the report information calculation unit calculates at least one of the operating time and the billed amount before the input completion unit completes the input to the information input unit.

Further, it is preferable that the document preparation device has a display section for displaying at least one of the operating time calculated by the report information calculation section and the billed amount so that the entrustor or the entrustee can browse.

In addition, the document preparation unit has at least an approval unit that automatically prepares the report and approves the report by the terminal device of the consignor, and a correction unit that corrects the report information, Preferably, said modification can be made before said approval is given.

In addition, it is preferable that the document preparation device has an approval canceling unit that cancels the approval by the entrustor's terminal device, and that the correction becomes possible again when the approval is canceled.

Moreover, it is preferable that the document preparation unit automatically prepares the invoice and the report. Further, it is more preferable that the document preparation unit prepares the invoice and the report at the same time.

In addition, the document preparation unit prepares the invoice and the report so that the breakdown of the invoice amount is described in the invoice and the report information is described in the report, and the invoice amount is calculated. It is preferable that the breakdown and the report information have a corresponding relationship.

Moreover, it is preferable that the correspondence relationship is represented by at least one of the same letters or numerals described in the invoice and the report.

Further, the document preparation device has a notification unit for notifying the terminal device of the entrustor of the report information input to the information input unit, and the notification unit inputs the report information to the information input unit. It is preferable that the notification is made after a predetermined period has passed since the notification.

Further, the document preparation device has a notification unit for notifying the terminal device of the entrustor of the report information input to the information input unit, and the notification unit inputs the report information to the information input unit. It is preferable that the notification is made when a predetermined operation is performed on the terminal device of the trustee after the request has been made.

The document creation unit automatically creates the invoice and the report, and has a correction unit that corrects the report information. Preferably, billing information corresponding to the amended information is also automatically amended.

Further, the present invention provides an information input unit for inputting report information on a task entrusted by a consignor and performed by the consignor, and a computer for the document preparation device that corresponds to the report information input to the information input unit. It is a program that functions as a document preparation unit that automatically prepares at least one of bills and reports to be submitted.

According to the present invention, it is possible to reduce the amount of work involved in preparing at least one of an invoice and a report when reporting on the work performed by the consignor of the work entrusted by the consignor.

1 is a block diagram showing the configuration of a document creation device according to an embodiment of the present invention; FIG.

A document preparation device according to a preferred embodiment of the present invention will be described below with reference to the drawings. FIG. 1 is a block diagram showing the configuration of a document preparation device 1 according to one embodiment of the present invention. The document preparation device 1 is composed of a computer system connected via the Internet N to terminal devices T1 and T2 on each side of the consignor and the consignee who are parties to the consignment contract so as to be able to communicate with each other. Each block shown in FIG. 1 is a processing unit that realizes a desired function by executing arithmetic processing according to a predetermined program by the computer of the document creation apparatus 1 . In addition, the terminal devices T1 and T2 are, for example, general-purpose personal computers such as desktops and laptops, but they may also be portable terminals such as tablets or smartphones.

In the description of the present embodiment, the parties using the document preparation device 1 are the consignor and the consignee who enter into a consignment contract with each other, regardless of whether they are a natural person, a corporation, or an organization. There may be multiple parties.

In this embodiment, the document preparation device 1 includes at least an information input unit 11, an input completion unit 12, a report information calculation unit 13, a document preparation unit 14, and a display unit, as indicated by a plurality of blocks in FIG. 15 , a notification unit 16 , a correction unit 17 , an approval unit 18 , and an approval cancellation unit 19 . These are part of the processing units of the document preparation device 1, and also include processing units with other functions.

The information input unit 11 is a processing unit that receives information input via the terminal devices T1 and T2. The information input to the information input unit 11 includes information on the outsourcing contract exchanged between the outsourcer and the outsourcer, and reports on the work performed by the outsourcer entrusted by the outsourcer. Contains information. Specifically, the report information includes, for example, the name of the reporter, the content of the work, the date the work was performed (including the day of work), the start time of the work, the end time of the work, the progress, achievement level, remaining work status of the work, issues and These are items to be transferred.

For example, on the monitor screen of the terminal device T2 of the business consignee who has logged into the network system of the document preparation device 1, each item of report information relating to these business is displayed as a list of report information input forms. As a result, the subcontractor can easily input the report information through the report information input form displayed on the screen of the terminal device T2 without writing the report information in the report by handwriting or using a word processor. be able to.

Further, the information input unit 11 has a front buffer unit 111 that records the report information input by the contractor to the terminal device T2 as it is, and the report information calculation unit 13 based on the temporary report information recorded in the front buffer unit 111. and a post-stage buffer section 112 that includes and records at least one of information on the operating hours of the business calculated by the above method or the billing amount. The input completion unit 12 is a processing unit for completing the input of report information to the information input unit 11 by the contractor.

Here, in addition to the temporary report information recorded in the preceding buffer section 111, the post-stage buffer section 112 of the information input section 11 stores the report information calculated by the report information calculation section 13 before the input completion section 12 completes the input of the report information. Secondary information such as uptime and/or amount billed for the subcontractor is recorded. As a result, even before the input of all report information is completed, that is, even if the commissioned work is in the middle, the report information calculation unit 13 can calculate in advance the operating hours of the commissioned work and the billed amount up to the present time. .

For example, when the outsourcer operates the "operating time/billing amount viewing display" via the terminal device T1, the display unit 15 displays the current operating time calculated by the report information calculating unit 13 on the monitor screen of the terminal device. or visibly display at least one of the billed amount. At this time, the display unit 15 may display information such as the operating hours and the billed amount in at least one form of a report or bill. That is, the display unit 15 may display a preview in at least one format of a report or bill. As a result, the consignor can sequentially check the operating hours and/or billing amount of the consignee even before the commissioned work is completed, for example.

The notification unit 16 is a processing unit that notifies the consignor's terminal device T1 of the report information input to the information input unit 11 from the consignor's terminal device T2. The notification unit 16 may notify after a predetermined period (for example, 3 hours) has passed since the report information was input to the information input unit 11 . As a result, even after entering the report information, the outsourcee can reconfirm and review the entered report information for a predetermined period until the outsourcer is notified, and correct the report information if there is an error. can do. In addition, even before a predetermined period of time has elapsed since the report information was input to the information input unit 11, the notification unit 16 may send a report when a predetermined operation is performed on the terminal device T2 of the business consignee. The information may be notified to the outsourcer.

By having such a notification unit 16, the outsourcer and the outsourcer can grasp the progress of the work at any time, for example, for each daily report or weekly report.

Further, when the business consignee operates the input completion unit 12 via the terminal device T2 to select “completion of report input”, the document creation unit 14 displays the invoice or report corresponding to the report information recorded in the information input unit 11. At least one of the document data of the document is automatically created. At this time, it is preferable that the document preparation unit 14 simultaneously prepares the two document data of the invoice and the report. In addition, the document preparation unit 14 may automatically prepare bills and reports periodically (for example, on the closing date of the end of the month) without any operation from the contractor. The data of these documents created by the document creating section 14 are stored in the database 20 in a readable state. Further, the created document data can be displayed on the monitor screens of the terminal devices T1 and T2 by the display unit 15 so that the outsourcer and the outsourcer can view it. In addition, at least one of document data of an invoice or a report prepared by the document preparing section 14 may be transmitted from the terminal device T2 to the terminal device T1 by the processing section (automatically transmitted). may be sent by the contractor's operation).

Here, the report prepared by the document preparation unit 14 includes the report information input by the business consignee, while the item column corresponding to the invoice also includes the breakdown of the billed amount. In other words, there is a correspondence relationship between the breakdown of the amount billed in the bill that is automatically created and the report information in the report, and the contents of each item column (for example, item number, item name, time, amounts, etc.) are consistently represented by the same letter and/or number, thereby ensuring consistency between documents.

The document creation apparatus 1 may also have a fixed information setting unit (not shown) for setting pre-registered fixed information such as a company name, contact information, address, etc., which are addresses of documents. The fixed information set by the fixed information setting unit is automatically entered in a predetermined item column of the invoice and/or report created by the document creation unit 14 . Such pre-registered fixed information can be automatically reflected in invoices and reports without the need for the contractor and contractor to input each time.

The correction unit 17 is a processing unit that enables correction of report information in the report created by the document creation unit 14 . An instruction to correct the contents of the report can be input from the terminal device T2 of the business consignee who is the person obliged to report. The correcting unit 17 corrects the corresponding part (description content of the item column) of the report according to the correction instruction input to the information input unit 11, and at the same time, the invoice information corresponding to the corrected report information is automatically updated. to be corrected. For example, if a business start time is modified, the modification is immediately reflected in the operating hours on the report and the corresponding charges on the bill.

The approval unit 18 is a processing unit that approves the report prepared by the document preparation unit 14 by operation from the consignor's terminal device T1. The report information of the report once approved by the approval section 18 is restricted from being corrected by the correction section 17 . In other words, the correction of the report by the correction section 17 can be performed before the approval section 18 approves it.

The approval cancellation unit 19 is a processing unit for canceling the approval of the report that has been temporarily approved by the approval unit 18 by operating the consignor's terminal device T1. When the approval of the report is canceled by the approval cancellation section 19, the correction of the report by the correction section 17 becomes possible again.

According to the document creation apparatus 1 according to the present embodiment described above, it is possible to automatically create at least one document such as an invoice or a report regarding the work performed by the consignee upon entrustment from the consignor. can. As a result, it is possible to greatly reduce the labor and time required for manual input to create these documents.

The present invention is not limited to the above embodiments, and various modifications and additions are possible. For example, at least one of the information input by the processing unit via the terminal devices T1 and T2 and the document data of the invoice or report created by the document creating unit 14 can be edited or deleted. Good (preferably performed only before at least one of the document data of the bill or report created by the document creation section 14 is sent to the outsourcer). Further, the processing section may allow the consignor to check the document data of the invoice or report prepared by the document preparing section 14 and send it back to the consignee side (terminal device T2).

1 document preparation device 11 information input section 12 input completion section 13 report information calculation section 14 document preparation section 15 display section 16 notification section 17 correction section 18 approval section 19 approval cancellation section 20 database 111 front buffer section 112 rear buffer section N Internet T1 , T2 terminal device

Claims (13)

an information input unit for inputting report information on the work performed by the consignor after being entrusted by the consignor;
and a document preparation unit that automatically prepares at least one of a bill and a report corresponding to the report information input to the information input unit. a report information calculation unit that calculates at least one of the operating hours of the work or the amount billed in the report information;
an input completion unit for completing the input of the report information to the information input unit;
2. The document preparation apparatus according to claim 1, wherein said report information calculation unit calculates at least one of said operating time and said billing amount before said input completion unit completes input to said information input unit. 3. The document creation apparatus according to claim 2, further comprising a display unit for displaying at least one of the operating time calculated by the report information calculation unit and the billed amount so that the consignor or the trustee can browse. The document preparation unit automatically prepares at least the report,
an approval unit for approving the report by means of the consignor's terminal device;
a correction unit that corrects the report information;
2. The document preparation device of claim 1, wherein said modification can be made before said approval is given. an approval canceling unit that cancels the approval by the entrustor's terminal device;
5. A document preparation device according to claim 4, wherein said modification is enabled again when said approval is cancelled. 2. The document preparation apparatus according to claim 1, wherein said document preparation unit automatically prepares said invoice and said report. 7. The document creation apparatus according to claim 6, wherein said document creation unit creates said bill and said report at the same time. The document preparation unit prepares the invoice and the report so that the breakdown of the billed amount is described in the invoice and the report information is described in the report,
7. The document preparation device according to claim 6, wherein the breakdown of the billed amount and the report information have a corresponding relationship. 9. The document creation device according to claim 8, wherein the correspondence is represented by at least one of the same letters or numerals described in the invoice and the report. a notification unit that notifies the terminal device of the consignor of the report information input to the information input unit;
2. The document preparation apparatus according to claim 1, wherein said notification section performs said notification after a predetermined period of time has elapsed since said report information was input to said information input section. a notification unit that notifies the terminal device of the consignor of the report information input to the information input unit;
2. The document preparation apparatus according to claim 1, wherein said notification unit performs said notification when a predetermined operation is performed on said trustee's terminal device after said report information is input to said information input unit. The document creation unit automatically creates the invoice and the report,
Having a correction unit that corrects the report information,
2. The document preparation apparatus according to claim 1, wherein when said correction section corrects information on said report, information on a bill corresponding to the corrected information is automatically corrected. The computer of the document preparation device,
an information input unit for inputting report information on the work performed by the consignor after being entrusted by the consignor;
A program that functions as a document creation unit that automatically creates at least one of an invoice and a report corresponding to the report information input to the information input unit.
A program that functions as a document creation unit that automatically creates .

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