JP6405129B2 - Accounting information processing apparatus, accounting information processing method, and program - Google Patents

Description

  The present invention relates to an accounting information processing apparatus that processes accounting information.

  Conventionally, there has been a system for inputting, processing, and managing accounting information such as slip data (see, for example, Patent Document 1).

"Yayo", [online], [Search April 18, 2014], Internet [URL: https://www.yayoi-kk.co.jp/]

  However, conventionally, there has not been an accounting information processing apparatus that can be easily used by people with various positions in accordance with the positions.

  The accounting information processing apparatus according to the first invention includes an accounting information storage unit that can store one or more accounting information, a first user who is a general user having a relationship with an accountant, and one or more general users. A user who receives user type information for identifying one user type among three or more user types including a second user who is an accountant having a relationship and a third user who is a general user who has no relationship with an accountant The accounting information processing apparatus includes a type information receiving unit and a preprocessing unit that performs different preprocessing until receiving input of accounting information according to the user type information received by the user type information receiving unit.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used by persons having various positions according to the positions.

  Further, in the accounting information processing apparatus of the second invention, in the first invention, the preprocessing unit is configured such that the user type information received by the user type information receiving unit is information indicating the second user; This is an accounting information processing apparatus that performs different pre-processing on a database that can store accounting information depending on the information indicating the third user.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used as a result of a person having various positions appropriately performing processing on a database according to the position.

  Further, in the accounting information processing apparatus according to the third aspect of the present invention, the pre-processing unit uses the key of the first user when the user type information is information indicating the first user. The accounting information processing apparatus includes a first processing unit that performs a first process of outputting a screen that prompts input of a user account.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used as a result of a person having various positions appropriately constructing a database schema according to the positions.

  Further, in the accounting information processing apparatus according to the fourth aspect of the present invention, with respect to any one of the first to third aspects, when the user type information is information indicating the second user, The accounting information processing apparatus includes a second processing unit that performs a second process for constructing a database schema for storing accounting information input by a first user having a relationship with the second user.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used as a result of a person having various positions appropriately constructing a database schema according to the positions.

  Further, in the accounting information processing apparatus according to the fifth aspect of the present invention, with respect to any one of the first to fourth aspects, when the user type information is information indicating the third user, the pre-processing unit is only for the third user. Is an accounting information processing apparatus comprising a third processing means for performing a third process for constructing a database schema for storing accounting information input by.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used as a result of a person having various positions appropriately constructing a database schema according to the positions.

  Further, in the accounting information processing apparatus according to the sixth aspect of the invention, the user type information receiving unit is configured with the first user, the second user, the third user, and the accountant for any of the first to fifth inventions. Account that accepts user type information that identifies one user type among four or more user types including a fourth user who is a general user who does not have a relationship and wishes to have a relationship with an accountant in the future Information processing apparatus.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used by persons having various positions according to the positions.

  The accounting information processing apparatus according to the seventh aspect of the invention is an accountant capable of storing two or more accountant information having notification destination information for specifying the notification destination of information, which is information relating to the accountant in the sixth invention. An information storage unit, and an accountant selection instruction receiving unit that receives an accountant selection instruction that is a selection of one accountant among two or more accountants corresponding to two or more accountant information from a terminal device corresponding to the fourth user; The pre-processing unit obtains notification destination information included in the accountant information corresponding to the accountant selection instruction, and includes a notification including that the fourth user has selected the accountant as the notification destination specified by the notification destination information. The accounting information processing apparatus includes a fourth processing unit that performs a fourth process of transmitting information.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used by persons having various positions according to the positions.

  The accounting information processing apparatus according to the eighth aspect of the invention is information related to charging for the use of the accounting information processing apparatus with respect to any one of the first to seventh aspects, and includes a user identifier for identifying a user to be charged, Paired with a billing information storage unit that can store one or more billing information to be paired with a user identifier that identifies an accountant who has a relationship with the first user for the use of the billing information processing apparatus of the first user Is stored in the accounting information storage unit, and the accounting information paired with the user identifier for identifying the accountant who is the second user is stored in the accounting information storage unit for the use of the accounting information processing apparatus of the second user. And a billing information storage unit that stores billing information paired with a user identifier for identifying a general user as a third user in the billing information storage unit for use of the third user's accounting information processing apparatus. It is the accounting information processing apparatus.

  With such a configuration, it is possible to provide an accounting information processing apparatus that can be used easily and charged appropriately by persons having various positions according to the positions.

  Further, in the accounting information processing apparatus of the ninth aspect of the invention, in contrast to the eighth aspect of the invention, the accounting information storage unit includes the number of general users having a relationship with the accountant having a relationship with the first user, and the second user. An accounting information processing apparatus that calculates a charging fee according to the number of general users who have a relationship with a certain accountant, and stores the charging information having the charging fee in a charging information storage unit in combination with a user identifier for identifying an accountant is there.

  With such a configuration, it is possible to provide an accounting information processing apparatus that can be used easily and charged appropriately by persons having various positions according to the positions.

  In addition, the accounting information processing apparatus of the tenth aspect of the invention provides the first user's first terminal, the second user's second terminal, and the third user's third one in relation to any of the first to ninth inventions. An accounting information receiving unit that receives accounting information from the terminal, an accounting information storage unit that stores the accounting information received by the accounting information receiving unit in the accounting information storage unit, an output instruction receiving unit that receives an output instruction for accounting information, and an output instruction The accounting information processing apparatus further includes an accounting information output unit that acquires and outputs one or more accounting information from the accounting information storage unit.

  With this configuration, it is possible to provide an accounting information processing apparatus that can be easily used by persons having various positions according to the positions.

  According to the accounting information processing apparatus of the present invention, it is possible to provide an accounting information processing apparatus that can be easily used by persons having various positions according to the positions.

Conceptual diagram of accounting system in Embodiment 1 Block diagram of the accounting system A flowchart for explaining the operation of the accounting information processing apparatus 1 Flowchart explaining details of example of same preprocessing A flowchart for explaining an example of the accounting process Figure showing the same general user information management table Figure showing the accountant information management table Figure showing the accounting information management table Figure showing the accounting information management table The figure which shows the output example of the same user type information input screen Figure showing an example of the same user account input screen Diagram showing an example of the same schema Diagram showing an example of the accounting information processing screen The figure which shows the example of input screen of the accountant identifier etc. Figure showing an example of the accountant selection screen Figure showing an example of the same billing amount calculation table Overview of the computer system Block diagram of the computer system Another block diagram of the accounting information processing apparatus 1

  Hereinafter, embodiments of an accounting information processing apparatus and the like will be described with reference to the drawings. In addition, since the component which attached | subjected the same code | symbol in embodiment performs the same operation | movement, description may be abbreviate | omitted again.

  (Embodiment 1)

  In the present embodiment, a first user who is a general user with an accountant, a second user who is an accountant, a third user who is a general user without an accountant, and a fourth user who is a general user who is looking for an accountant in the future A description will be given of an accounting system that can easily be adapted to users in various positions, depending on the position including the relationship between an accountant and a general user, and different pre-processing until receiving input of accounting information. The preprocessing includes, for example, database schema construction processing, setting data registration processing, and information notification processing. Further, the relationship between the accountant and the general user includes the presence / absence of a relationship and the relationship of searching for an accountant. The accountant is, for example, a tax accountant or a certified public accountant. An accountant may be called a professional accountant. Further, the database schema may simply be called a schema.

  Further, in the present embodiment, an accounting system that performs an appropriate accounting process for the use of accounting systems of users in various positions will be described. Note that the various positions include the first user, the second user, the third user, the fourth user, and the like described above.

  FIG. 1 is a conceptual diagram of an accounting system in the present embodiment. The accounting system includes an accounting information processing device 1 and one or more terminal devices 2. The accounting information processing apparatus 1 is a so-called server apparatus. The accounting information processing apparatus 1 is an apparatus that performs processing related to accounting information. The terminal device 2 is a terminal used by users in various positions. Needless to say, the terminal device 2 is a so-called personal computer, tablet terminal, smartphone, or the like, and the shape, type, and the like are not limited.

  FIG. 2 is a block diagram of the accounting system in the present embodiment.

  The accounting information processing apparatus 1 constituting the accounting system includes a storage unit 10, a reception unit 11, a processing unit 12, a transmission unit 13, and an output unit 14.

  The storage unit 10 includes an accountant information storage unit 101, an accounting information storage unit 102, and a billing information storage unit 103.

  The receiving unit 11 includes a user type information receiving unit 111, an accounting information receiving unit 112, an accountant selection instruction receiving unit 113, and an output instruction receiving unit 114.

  The processing unit 12 includes a preprocessing unit 121, a billing information storage unit 122, and a transaction information storage unit 123.

  The preprocessing unit 121 includes a first processing unit 1211, a second processing unit 1212, a third processing unit 1213, and a fourth processing unit 1214.

  The output unit 14 includes an accounting information output unit 141.

  The terminal device 2 includes a terminal storage unit 20, a terminal reception unit 21, a terminal processing unit 22, a terminal transmission unit 23, a terminal reception unit 24, and a terminal output unit 25.

  The storage unit 10 constituting the accounting information processing apparatus 1 can store various information. The various information includes, for example, user information, general user information, various screen information, accountant information described later, account information described later, and billing information described later.

  User information is information about the user. A user is one or more types of users among the first user, the second user, the third user, and the fourth user. Also, the user information usually has a user identifier that identifies the user. The user information may include user attribute values such as the user's name, affiliation, address, and notification destination information. The notification destination information is usually a mail address, but may be a telephone number, a FAX number, an IP address of the terminal device 2 used by the user, a MAC address, or the like.

  The general user information is information related to general users who are not accountants. The general user information usually has a user identifier that identifies a general user. The general user information may include, for example, general user attribute values such as a general user's name, affiliation, address, and notification destination information. The notification destination information is usually a mail address, but may be a telephone number, a FAX number, an IP address of the terminal device 2 used by a general user, a MAC address, or the like.

  The various screen information includes, for example, accounting information processing screen information that is information on a screen for inputting and outputting accounting information, user type information input screen information that is information on a screen for inputting user type information, an error, and the like. Error screen information that is screen information, accountant selection screen information that is screen information for selecting an accountant, and user account input screen information that is a key assigned to general users who have a relationship with the accountant User account input screen information and the like. The screen information is information for configuring the screen. The structure of the screen information, the description language, etc. are not limited. The screen information is described in, for example, HTML, XML, program language, script, or the like. The screen information may be the screen itself.

  The accountant information storage unit 101 can store two or more accountant information. Accountant information is information related to accountants. The accountant information includes notification destination information for specifying a notification destination of information. The accountant information may include, for example, information such as an accountant identifier for identifying an accountant, an accountant's name, address, age, and sex. The accountant identifier is preferably the same as the user identifier.

  The transaction information storage unit 102 can store one or more transaction information. The accounting information is information related to accounting. The accounting information can include slip data, for example. The slip data is information about the slip, and includes information such as date, description, subject, tax classification, deposit, withdrawal, etc., for example.

  The billing information storage unit 103 can store one or more billing information. The billing information is information related to billing for the use of the accounting information processing apparatus 1 (which may be referred to as the use of the accounting system). The billing information is preferably stored in a pair with a user identifier for identifying a billing user. The billing information may have a user identifier. Even when the billing information has a user identifier, it may be considered that the billing information is stored in a pair with the user identifier. The billing information may include a billing amount, a withdrawal date, withdrawal bank account information, withdrawal credit card information, and the like. The bank account information is information necessary for withdrawal, and includes, for example, an identifier of a bank store, an account number, a name, and the like. The credit card information is information necessary for withdrawal, and has, for example, a credit card number and an expiration date.

  The accepting unit 11 accepts various information and instructions. Here, reception is usually reception from the terminal device 2. However, the acceptance may be acceptance of user input. The various information and instructions received by the receiving unit 11 include, for example, an access instruction, user type information described later, accounting information, an accountant selection instruction described later, an output instruction described later, and the like. The access instruction is usually an instruction to log in to the accounting information processing apparatus 1. The access instruction typically includes a user identifier that identifies the user.

  The user type information receiving unit 111 receives user type information for identifying one user type. The user type information receiving unit 111 receives user type information for identifying one user type among three or more types of user types. The acceptance here is caused, for example, by a user pressing a button on the terminal device 2 or inputting user type information on the terminal device 2. In addition, the user type may be said to be a user type. It may be said that the user type information is information for identifying the user's position.

  The user type information is, for example, information indicating that the user is a first user who is a general user having a relationship with an accountant, information indicating that the user is a second user who is an accountant having a relationship with one or more general users, And information that identifies one user type among the three types of user information indicating that the third user is a general user who does not have a relationship with the accountant.

  The user type information includes, for example, information indicating that the user is the first user, information indicating that the user is the second user, information indicating that the user is the third user, and information indicating that the user is the fourth user. This is information for identifying one of the four types of users. The fourth user is a general user who does not have a relationship with an accountant, and is a general user who desires a relationship with an accountant in the future. Note that the above relationship includes a job request relationship, a relationship between a consultant and a consultant, and the like. Moreover, a general user is a user who is not an accountant, for example, an individual business person, a person in an accounting department, or the like.

  The accounting information receiving unit 112 receives accounting information from the first terminal of the first user, the second terminal of the second user, and the third terminal of the third user.

  The accountant selection instruction receiving unit 113 receives an accountant selection instruction that is a selection of one accountant among two or more accountants corresponding to two or more accountant information from the terminal device 2 corresponding to the fourth user. The reception here is usually reception. The accountant selection instruction usually has an accountant identifier that identifies the accountant. It is preferable that the accountant selection instruction has a user identifier of the fourth user.

  The output instruction receiving unit 114 receives an output instruction for accounting information. The output instruction includes information for specifying the accounting information to be output. Such information is, for example, a search formula for account information, a user identifier, and the like.

  The processing unit 12 performs various processes. The various types of processing include, for example, pre-processing described later, charging information storage processing described later, accounting information storage processing described later, charging processing, and the like. The billing process may be anything as long as it is a process for billing. The billing process is a process for transmitting a billing amount and a user identifier (account number or the like) to a bank server device, for example. The billing process is a process for transmitting a billing amount and a user identifier (may be a credit card number or the like) to a server device of a credit card company, for example. The billing process is, for example, a process for outputting one or more pieces of billing information in the billing information storage unit 103.

  The preprocessing unit 121 performs different preprocessing until the input of the accounting information is received according to the user type information received by the user type information receiving unit 111. That is, if the user type information is different, the processing content of the preprocessing is usually different. It is preferable that the preprocessing unit 121 performs different preprocessing on the database that can store the accounting information in accordance with the user type information received by the user type information receiving unit 111. It is preferable that the preprocessing includes a process of constructing a schema that can store accounting information. The schema construction process preferably includes, for example, database table construction and table record generation. The schema construction process may be broadly interpreted as including, for example, a process for securing an area of stored data.

  The timing at which the preprocessing unit 121 performs the preprocessing is not limited. The preprocessing unit 121 performs preprocessing after the user type information receiving unit 111 receives the user type information. The preprocessing unit 121 normally performs preprocessing before accounting information input by a user to be preprocessed is received. The user to be preprocessed is usually a user of the database to be preprocessed.

  The pre-processing unit 121 stores the accounting information in the case where the user type information received by the user type information receiving unit 111 is information indicating the second user and the information indicating the third user. It is preferable to perform different pretreatments on the surface. Here, it is preferable that the different pre-processes are processes having different schemas to be constructed. The two processes having different schemas to be built may be a process for building a schema and a process for not building a schema.

  The pre-processing unit 121 preferably performs one or more processes among a first process described later, a second process described later, a third process described later, and a fourth process described later.

  The first processing unit 1211 performs a first process. The first process is a process when the user type information is information indicating the first user. The first process is, for example, a process of outputting a screen that prompts input of a user account that is a key of the first user. This user account is a key transmitted from an accountant to whom the first user has a relationship. The user account is usually a character string, but the data type is not limited. Further, the first process may be a process for constructing a schema for storing the accounting information input by the first user, for example. Further, such processing is a schema in which accounting information input by the first user can be stored in association with the accountant with whom the first user has a relationship. The first process is a process of accumulating a user identifier that can be acquired using a user account in association with an accountant identifier that identifies an accountant, for example. The user identifier that can be acquired using the user account may be the user account itself or information that is uniquely acquired from the user account.

  The second processing unit 1212 performs a second process. The second process is a process when the user type information is information indicating the second user. The second process is a process of building a schema for storing accounting information input by a second user and a first user (general user) having a relationship with the second user, for example. The second process may be, for example, a process for building a schema for storing accounting information input by the second user. Further, the second process may be, for example, a process of transmitting information indicating that the environment for inputting the accounting information is ready to the first user who has a relationship with the accountant who is the second user. In such a case, it is assumed that the relationship between the second user and one or more first users is managed, and contact information indicating the contact information of the first user is also managed. The second process may be, for example, a process of accumulating information indicating the relationship between the second user and the first user (for example, information indicating that the second user is an advisor of the first user).

  The third processing unit 1213 performs a third process. The third process is a process when the user type information is information indicating the third user. The third process is, for example, a process for building a schema for storing accounting information input only by the third user. The third process is, for example, a process for accumulating information related to the third user.

  The fourth processing unit 1214 performs a fourth process. In the fourth process, for example, notification information included in the accountant information corresponding to the accountant selection instruction is acquired, and contact information including the fact that the fourth user has selected the accountant is transmitted to the notification destination specified by the notification destination information. It is processing to do. The fourth process is, for example, a process for accumulating information related to the fourth user. The fourth process is, for example, a process for accumulating information about the fourth user and disclosing the information about the fourth user to the second user who is an accountant.

  The billing information storage unit 122 stores billing information in the billing information storage unit 103 for the use of the accounting information processing apparatus 1 by the user. The billing information storage unit 122 normally does not store billing information for billing all users who use the accounting information processing apparatus 1, but constitutes billing information according to the user's position, and stores the billing information. It is preferable to accumulate in the billing information storage unit 103. In other words, it is preferable that the first user is not charged, and the second user (accountant) having a relationship with the first user is charged for the use of the first user's accounting information processing apparatus 1. Further, although the third user is a general user, it is preferable that the third user is charged for the use of the accounting information processing apparatus 1 of the third user.

  For example, when the accounting information storage unit 122 of the first user uses the accounting information storage unit 103, accounting information paired with a user identifier that identifies an accountant who has a relationship with the first user is used. To accumulate.

  The charging information storage unit 122 stores, for example, charging information paired with a user identifier for identifying an accountant who is the second user in the charging information storage unit 103 for use of the accounting information processing apparatus 1 of the second user. To do.

  For example, the charging information storage unit 122 stores, in the charging information storage unit 103, charging information that is paired with a user identifier for identifying a general user who is the third user for the use of the accounting information processing apparatus 1 of the third user. accumulate.

  For example, the charging information storage unit 122 calculates a charging fee according to the number of general users who have a relationship with the accountant who has a relationship with the first user, and sets the charging information having the charging fee to a user identifier for identifying the accountant. And stored in the billing information storage unit 103.

  For example, the billing information storage unit 122 calculates a billing fee according to the number of general users having a relationship with the accountant who is the second user, and pairs the billing information having the billing fee with the user identifier for identifying the accountant. And stored in the billing information storage unit 103.

  The transaction information storage unit 123 stores the transaction information received by the transaction information reception unit 112 in the transaction information storage unit 102. Here, it is preferable that the transaction information storage unit 123 stores the transaction information received by the transaction information reception unit 112 with respect to the schema constructed by the preprocessing.

  The transmission unit 13 transmits various information to the terminal device 2. The various information is, for example, a processing result in the processing unit 12. The processing result includes information indicating that accounting information has been accumulated, information indicating that a schema has been constructed, and the like.

  The output unit 14 outputs various information. The various information is, for example, accounting information. The output here is usually transmission to the terminal device 2. However, the output may be display on a display, projection using a projector, printing with a printer, sound output, accumulation in a recording medium, delivery of a processing result to another processing apparatus or another program, or the like.

  The accounting information output unit 141 acquires one or more accounting information from the accounting information storage unit 102 in accordance with the received output instruction and outputs the information. The output process of the accounting information output unit 141 is a known technique. The output here is usually transmission to the terminal device 2. However, the output may be display on a display, projection using a projector, printing with a printer, sound output, accumulation in a recording medium, delivery of a processing result to another processing apparatus or another program, or the like.

  The terminal storage unit 20 constituting the terminal device 2 can store various types of information. The various information is, for example, a user identifier that identifies the user of the terminal device 2.

  The terminal reception unit 21 receives instructions and information from the user. The instructions, information, and the like are, for example, access instructions, user type information, accounting information, accountant selection instructions, output instructions, and the like.

  The input means such as instructions and information may be anything such as a keyboard, mouse, scanner or menu screen.

  The terminal processing unit 22 performs various processes. The terminal processing unit 22 is a process that configures an instruction or information to be transmitted, for example, from an instruction or information received by the terminal receiving unit 21. For example, the terminal processing unit 22 acquires a user identifier from the terminal storage unit 20 and configures an instruction, information, or the like having the user identifier and the instruction, information, etc. received by the terminal receiving unit 21.

  The terminal transmission unit 23 transmits instructions, information, and the like received by the terminal reception unit 21 to the accounting information processing apparatus 1. The terminal transmission unit 23 may transmit instructions, information, and the like configured by the terminal processing unit 22 to the accounting information processing apparatus 1.

  The terminal receiving unit 24 receives information from the accounting information processing apparatus 1. Information etc. are accounting information, a processing result, etc., for example.

  The terminal output unit 25 outputs information received by the terminal receiving unit 24. The received information is, for example, accounting information and processing results. Here, output refers to display on a display, projection using a projector, printing with a printer, sound output, transmission to an external device, storage in a recording medium, and output to other processing devices or other programs. It is a concept that includes delivery of processing results.

  The storage unit 10, the accountant information storage unit 101, the accounting information storage unit 102, the billing information storage unit 103, and the terminal storage unit 20 are preferably non-volatile recording media, but can also be realized by volatile recording media.

  The process in which information is stored in the storage unit 10 or the like is not limited. For example, information may be stored in the storage unit 10 or the like via a recording medium, information transmitted via a communication line or the like may be stored in the storage unit 10 or the like, Alternatively, information input via the input device may be stored in the storage unit 10 or the like.

  The reception unit 11, the user type information reception unit 111, the transaction information reception unit 112, the accountant selection instruction reception unit 113, the output instruction reception unit 114, and the terminal reception unit 24 are usually realized by wireless or wired communication means. You may implement | achieve by the means etc. which receive broadcast.

  The processing unit 12, preprocessing unit 121, billing information storage unit 122, accounting information storage unit 123, first processing unit 1211, second processing unit 1212, third processing unit 1213, fourth processing unit 1214, terminal processing unit 22 Usually, it can be realized from an MPU, a memory, or the like. The processing procedure of the processing unit 12 or the like is usually realized by software, and the software is recorded on a recording medium such as a ROM. However, it may be realized by hardware (dedicated circuit).

  The transmission unit 13, the output unit 14, the accounting information output unit 141, and the terminal transmission unit 23 are usually realized by wireless or wired communication means, but may be realized by broadcasting means.

  The terminal output unit 25 may be considered as including or not including an output device such as a display or a speaker. The terminal output unit 25 can be implemented by output device driver software, or output device driver software and an output device.

  Next, the operation of the accounting system will be described. First, the operation of the accounting information processing apparatus 1 will be described using the flowchart of FIG.

  (Step S301) The accepting unit 11 determines whether an access instruction to the accounting information processing apparatus 1 has been accepted. If the access instruction is accepted, the process goes to step S302, and if the access instruction is not accepted, the process goes to step S305. The reception unit 11 normally receives an access instruction from the terminal device 2.

  (Step S302) The processing unit 12 acquires a user identifier included in the access instruction. Then, the processing unit 12 determines whether or not the user identifier is a user identifier managed in the storage unit 10. Here, the processing unit 12 may determine whether or not a schema paired with the acquired user identifier has already been constructed. If it is a managed user identifier (if the schema has already been built), go to step S303, and if it is not a managed user identifier (if the schema has not been built), go to step S304.

  (Step S <b> 303) The processing unit 12 acquires transaction information processing screen information from the storage unit 10. And the output part 14 outputs the said accounting information processing screen information. The process returns to step S301. The output unit 14 usually transmits the transaction information processing screen information to the terminal device 2.

  (Step S <b> 304) The processing unit 12 acquires user type information input screen information from the storage unit 10. Then, the output unit 14 outputs the user type information input screen information. The process returns to step S301. The output unit 14 normally transmits the user type information input screen information to the terminal device 2.

  (Step S305) The user type information receiving unit 111 determines whether user type information has been received. If user type information is accepted, the process goes to step S306, and if user type information is not accepted, the process goes to step S307. Note that the user type information reception unit 111 normally receives user type information from the terminal device 2.

  (Step S306) The preprocessing unit 121 performs preprocessing. The process returns to step S301. Details of the example of the preprocessing will be described with reference to the flowchart of FIG.

  (Step S307) The transaction information reception unit 112 determines whether transaction information has been received. If the accounting information is accepted, the process goes to step S308, and if the accounting information is not accepted, the process goes to step S309. Note that the transaction information receiving unit 112 normally receives transaction information from the terminal device 2. In addition, the transaction information receiving unit 112 normally receives a user identifier in association with the transaction information.

  (Step S308) The transaction information storage unit 123 stores the transaction information received in step S307 in the transaction information storage unit 102. The accounting information storage unit 123 normally stores the accounting information received in step S307 in the accounting information storage unit 102 in a pair with the user identifier received in step S307. The process returns to step S301.

  (Step S309) The output instruction receiving unit 114 determines whether an output instruction has been received. If the output instruction is accepted, the process goes to step S310, and if the output instruction is not accepted, the process goes to step S312. The output instruction reception unit 114 normally receives an output instruction from the terminal device 2. Note that the output instruction includes, for example, a user identifier. The output instruction includes, for example, information constituting a search condition formula for accounting information such as a transaction period.

  (Step S <b> 310) The processing unit 12 acquires one or more pieces of transaction information corresponding to the output instruction from the transaction information storage unit 102.

  (Step S311) The transaction information output unit 141 outputs one or more transaction information acquired in step S310. The process returns to step S301. The transaction information output unit 141 normally transmits one or more transaction information to the terminal device 2.

  (Step S312) The processing unit 12 determines whether it is the timing of the accounting process. If it is the timing of the accounting process, the process goes to step S313, and if it is not the timing of the accounting process, the process returns to step S301. Note that the timing of the charging process is, for example, that a predetermined time has come, or that the receiving unit 11 has received a charging process instruction from the user.

  (Step S313) The processing unit 12 performs billing processing. The process returns to step S301. An example of the charging process will be described with reference to the flowchart of FIG.

  In the flowchart of FIG. 3, the process ends when the power is turned off or the process is terminated.

  Next, details of an example of the preprocessing in step S306 will be described using the flowchart of FIG.

  (Step S401) The preprocessing unit 121 determines whether the accepted user type information is information for identifying the first user. If the information identifies the first user, the process goes to step S402. If the information does not identify the first user, the process goes to step S408.

  (Step S <b> 402) The first processing unit 1211 acquires user account input screen information from the storage unit 10. Then, the first processing means 1211 outputs the user account input screen information. Here, the first processing unit 1211 normally transmits user account input screen information to the terminal device 2.

  (Step S403) The first processing means 1211 determines whether a user account has been accepted. If a user account is accepted, the process goes to step S404, and if a user account is not accepted, the process returns to step S403. The first processing unit 1211 normally receives a user account from the terminal device 2. The user account is preferably the same as the user identifier.

  (Step S404) The first processing means 1211 determines whether or not the user account is a managed key. Such determination processing is authentication processing. Then, the first processing unit 1211 stores the result of the authentication process in a variable. The result of the authentication process is authentication permission or authentication disapproval.

  (Step S405) If the determination result in step S404 is authentication permission, go to step S406, and if authentication is not permitted, go to step S407.

  (Step S406) The first processing unit 1211 constructs a schema for storing the accounting information of the user corresponding to the user account. Return to upper process. Here, the first processing means 1211 may further accumulate information indicating a relationship (such as an advisory relationship) between the first user and the second user.

  Further, the first processing unit 1211 may acquire the accounting information processing screen information from the storage unit 10 and output the accounting information processing screen information. In such a case, a schema for storing accounting information for the first user has already been constructed.

  (Step S <b> 407) The first processing unit 1211 acquires error screen information from the storage unit 10. Then, the output unit 14 outputs error screen information. Return to upper process.

  (Step S408) The preprocessing unit 121 determines whether or not the received user type information is information for identifying the second user. If the information identifies the second user, the process proceeds to step S409, and if the information does not identify the second user, the process proceeds to step S410.

  (Step S409) The second processing means 1212 constructs a schema for accountants. Return to upper process. Note that the accountant schema construction process is, for example, a process of constructing a schema for storing accounting information input by the second user and the first user having a relationship with the second user. The schema construction process for the accountant may be, for example, a process of accumulating information indicating a relationship (such as an advisory relationship) between the accountant who is the second user and one or more first users.

  (Step S410) The preprocessing unit 121 determines whether or not the received user type information is information for identifying the third user. If it is information identifying the third user, the process goes to step S411, and if it is not information identifying the third user, the process goes to step S412.

  (Step S411) The third processing means 1213 constructs a general user schema. Return to upper process. The general user schema construction process is, for example, a process of constructing a schema for storing accounting information input only by a third user.

  (Step S412) The preprocessing unit 121 determines whether or not the received user type information is information for identifying the fourth user. If it is the information for identifying the fourth user, the process goes to step S413, and if it is not the information for identifying the fourth user, the process returns to the upper process.

  (Step S413) The fourth processing means 1214 acquires accountant selection screen information from the storage unit 10. Then, the fourth processing means 1214 outputs the accountant selection screen information. Here, the output is usually transmission to the terminal device 2.

  (Step S414) The fourth processing means 1214 determines whether or not an accountant selection instruction has been accepted. If an accountant selection instruction is accepted, the process proceeds to step S415. If an accountant selection instruction is not accepted, the process returns to step S414. The reception of the accountant selection instruction is usually reception of the accountant selection instruction from the terminal device 2. The fourth processing means 1214 also receives, for example, a user identifier of the fourth user together with the accountant selection instruction.

  (Step S415) The fourth processing means 1214 constructs contact information using an accountant selection instruction.

  The fourth processing unit 1214 acquires necessary information (for example, the name of an accountant) from accountant information including an accountant identifier included in an accountant selection instruction, for example. In addition, the fourth processing unit 1214 acquires information (for example, name, address, company name, etc.) of the fourth user corresponding to the received user identifier. And the 4th process means 1214 comprises the contact information containing the acquired information.

  (Step S416) The fourth processing means 1214 acquires notification destination information that is paired with the accountant identifier included in the accountant selection instruction from the accountant information storage unit 101.

  (Step S417) The fourth processing means 1214 transmits the contact information configured in Step S415 to the notification destination identified by the notification destination information acquired in Step S416. Return to upper process.

  Next, the charging process in step S313 will be described using the flowchart of FIG.

  (Step S501) The billing information storage unit 122 substitutes 1 for a counter i.

  (Step S502) The billing information storage unit 122 determines whether or not the i-th accountant exists. If the i-th accountant exists, the process goes to step S503, and if the i-th accountant does not exist, the process goes to step S508. The billing information storage unit 122 may make the above determination based on whether or not the i-th accountant information exists in the accountant information storage unit 101, for example. Further, for example, the billing information storage unit 122 may perform the above determination based on whether or not there is a record having an i-th accountant flag in the user management table stored in the storage unit 10. good.

  (Step S503) The billing information storage unit 122 acquires the number of general users related to the i-th accountant. For example, the charging information storage unit 122 acquires the number of user identifiers of general users who are paired with an accountant identifier for identifying the i-th accountant from the information in the storage unit 10.

  (Step S504) The billing information storage unit 122 acquires a billing amount for the i-th accountant. Note that the billing information storage unit 122 acquires the amount to be billed to the i-th accountant using, for example, an increase function using the number of general users related to the accountant as a parameter. The increase function is, for example, “amount = basic charge + (number of general users−1) × increased unit price”. The basic fee is 10,000 yen / month, for example, and the unit price is 1000 yen / month, for example.

  (Step S505) The billing information storage unit 122 configures billing information having the amount acquired in step S504. The billing information includes, for example, the amount acquired in step S504 and the accountant identifier of the i-th accountant.

  (Step S506) The billing information storage unit 122 stores the billing information configured in step S505 in the billing information storage unit 103.

  (Step S507) The billing information storage unit 122 increments the counter i by one. The process returns to step S502.

  (Step S508) The billing information storage unit 122 substitutes 1 for the counter j.

  (Step S509) The billing information storage unit 122 determines whether or not the j-th third user exists. If the j-th third user exists, the process goes to step S510, and if the j-th third user does not exist, the process returns to the upper process. For example, the billing information storage unit 122 refers to the user management table in the storage unit 10 and determines whether or not the j-th third user exists.

  (Step S510) The billing information storage unit 122 acquires a billing amount for the j-th third user.

  The billing information storage unit 122 acquires a fixed amount of money stored in the storage unit 10, for example.

  Further, for example, the billing information storage unit 122 acquires the number of slip data of the j-th third user using the accounting information of the accounting information storage unit 102, and uses the number of slip data of the j-th third user. Acquire the amount charged to the three users. In such a case, the billing information storage unit 122 holds, for example, a correspondence table between the number of slip data and the billing amount. In addition, the billing information storage unit 122 may calculate the billing amount using, for example, an increase function using the number of slip data as a parameter.

  (Step S511) The billing information storage unit 122 configures billing information having the amount acquired in Step S510. The billing information includes, for example, the amount acquired in step S510 and the user identifier of the jth third user.

  (Step S512) The billing information storage unit 122 stores the billing information configured in step S511 in the billing information storage unit 103.

  (Step S513) The billing information storage unit 122 increments the counter j by 1. The process returns to step S509.

  Next, the operation of the terminal device 2 will be described. The terminal reception unit 21 of the terminal device 2 receives instructions and information from the user. Next, the terminal processing unit 22 configures an instruction and information to be transmitted using the instruction and information received by the terminal receiving unit 21. Next, the terminal transmission unit 23 transmits instructions, information, and the like configured by the terminal processing unit 22 to the accounting information processing apparatus 1. Then, in response to transmission of an instruction, information, etc., the terminal receiving unit 24 receives information, etc. from the accounting information processing apparatus 1. Next, the terminal output unit 25 outputs information received by the terminal receiving unit 24.

  Hereinafter, a specific operation of the accounting system in the present embodiment will be described. A conceptual diagram of the accounting system is shown in FIG.

  Now, the storage unit 10 holds a general user information management table having the structure shown in FIG. The general user information management table can store one or more general user information. The general user information manages one or more records having attribute values such as “user identifier”, “user type information”, “name”, “notification destination information”, and “address”.

  The accountant information storage unit 101 holds an accountant information management table shown in FIG. The accountant information management table manages one or more records having attribute values such as “accountant identifier”, “name”, “address”, “age”, “gender”, “notification destination information”, and “customer user identifier”. The “customer user identifier” has one or more user identifiers of users with whom the accountant is related.

  The transaction information storage unit 102 holds one or more transaction information management tables shown in FIG. An accounting information management table may exist for each general user. That is, the accounting information management table is associated with the user identifier. Here, the one or more accounting information management tables have a table ID for identifying the accounting information management table. Here, the table ID is assumed to be the same as the user identifier of the general user.

  The accounting information management table has “ID” and “slip data”. The “slip data” includes “date”, “debit account item”, “credit account item”, “amount”, and “explanation”. “Summary” has “debit tax classification” and “credit tax classification”. “ID” is information for identifying a record. “Date” indicates the date of the transaction.

  Further, the billing information storage unit 103 holds a billing information management table shown in FIG. The accounting information management table manages one or more records having attribute values such as “ID”, “user identifier / accountant identifier”, “number of users”, “amount / month”, and “user type information”. “Number of users” is the number of general users who have a relationship with an accountant. When the user is a general user, the “number of users” is “1”. “Amount / month” is the billing amount for the month. “User type information” indicates a user type, “1” for the first user, “2” for the second user, “3” for the third user, and “4” for the fourth user.

In this situation, the following five specific examples will be described. Specific example 1 is a specific example for explaining preprocessing when the user is the first user. Specific example 2 is a specific example for explaining preprocessing when the user is the second user. Specific example 3 is a specific example for explaining preprocessing when the user is a third user. Specific example 4 is a specific example for explaining preprocessing when the user is the fourth user. Furthermore, specific example 5 is a specific example for explaining the accounting process.
(Specific example 1)

  It is assumed that the user inputs an instruction to access the accounting information processing apparatus 1 to the terminal apparatus 2. And the terminal reception part 21 of the terminal device 2 receives the said access instruction.

  Next, the terminal processing unit 22 configures an access instruction to read and transmit the user identifier in the terminal storage unit 20.

  Next, the terminal transmission unit 23 transmits an access instruction having a user identifier to the accounting information processing apparatus 1.

  Next, the reception unit 11 of the accounting information processing apparatus 1 receives an access instruction. Then, the processing unit 12 acquires a user identifier included in the access instruction. Here, it is assumed that the processing unit 12 determines that the user identifier is not a user identifier managed in the storage unit 10.

  Next, the processing unit 12 acquires user type information input screen information from the storage unit 10. Then, the output unit 14 outputs the user type information input screen information.

  Next, the terminal receiving unit 24 of the terminal device 2 receives user type information input screen information. Next, the terminal output unit 25 outputs a user type information input screen configured by user type information input screen information. An output example of the user type information input screen is shown in FIG. In FIG. 10, the user type information that can be selected by the user is the relationship between the first user who is a general user having a relationship with an accountant, the second user who is a accountant having a relationship with one or more general users, and the accountant. It is assumed that there are four types, a third user who is not a general user, a general user who has no relationship with an accountant, and a fourth user who is a general user who desires a relationship with an accountant in the future. In FIG. 10, 1001 is a button for selecting a first user, 1002 is a button for selecting a second user, 1003 is a button for selecting a third user, and 1004 is for selecting a fourth user. Button.

  Next, it is assumed that the user presses a button 1001 on the screen of FIG.

  Next, the terminal reception unit 21 receives user type information indicating the first user (for example, a value “1” here). Next, the terminal transmission unit 23 transmits user type information (value “1”) indicating the first user to the accounting information processing apparatus 1.

  Next, the user type information receiving unit 111 of the accounting information processing apparatus 1 receives the user type information (value “1”).

  Next, the preprocessing unit 121 determines that the received user type information is information for identifying the first user.

  Next, the first processing unit 1211 of the preprocessing unit 121 acquires user account input screen information from the storage unit 10. Then, the first processing unit 1211 transmits the user account input screen information to the terminal device 2. The user account is information for identifying the first user, and is a user identifier here.

  Next, the terminal receiving unit 24 of the terminal device 2 receives user account input screen information. And the terminal output part 25 outputs a user account input screen using user account input screen information. An example of the user account input screen is shown in FIG. In FIG. 11, a field 1101 for inputting an accountant identifier, a field 1102 for inputting a user account, and a send button 1103 are provided.

  Next, it is assumed that the user inputs the accountant identifier “P003” in the field 1101, inputs the user account “0251” in the field 1102, and presses the child button 1103. The user is informed of the accountant identifier “P003” and the user account “0251” of the accountant by the accountant “Humi Kato” who is the adviser, and has been instructed to use this accounting system. And

  Next, the terminal processing unit 22 configures information having an accountant identifier “P003” and a user account “0251”. Then, the terminal transmission unit 23 transmits the configured information to the accounting information processing apparatus 1.

  Next, the 1st processing means 1211 which comprises the pre-processing part 121 of the process part 12 of the accounting information processing apparatus 1 receives the information which has an accountant identifier and a user account.

  Next, the first processing unit 1211 determines from the accountant information management table of FIG. 7 that the user account “0251” corresponding to the accountant identifier “P003” is managed. Although not shown, here, when the accountant registers a new advisor, the user account “0251” is registered and the user account “0251” is output to the accountant's terminal device 2. , And.

  Then, the first processing means 1211 stores “authentication permission” as a result of the authentication processing in a variable.

  Next, the first processing unit 1211 constructs a schema of the accounting information management table corresponding to the user account “0251” in the accounting information storage unit 102. An example of the schema of the accounting information management table is shown in FIG. FIG. 12 shows a table area secured and table attributes defined. Since the schema construction technique is a known technique, detailed description thereof is omitted.

  Next, the first processing unit 1211 acquires the accounting information processing screen information from the storage unit 10. Then, the output unit 14 transmits the accounting information processing screen information to the user terminal device 2.

  Next, the terminal receiving unit 24 of the terminal device 2 receives the accounting information processing screen information. And the terminal output part 25 outputs an accounting information processing screen using the accounting information processing screen information. An example of the accounting information processing screen is shown in FIG. In FIG. 13, the user can input slip data while viewing a receipt image (for example, 1301, 1302, and 1303) stored in the accounting information processing apparatus 1. The field for entering the slip data is, for example, 1304 rows.

  Next, the user inputs slip data on the screen of FIG. And the terminal reception part 21 of the terminal device 2 receives slip data. Next, the terminal processing unit 22 acquires the user identifier “0251” from the terminal storage unit 20 and is accounting information including the user identifier and the accepted slip data, and constitutes accounting information to be transmitted. Next, the terminal transmission unit 23 transmits the transaction information to the transaction information processing apparatus 1.

  Next, the transaction information receiving unit 112 of the transaction information processing apparatus 1 receives the transaction information. Next, the transaction information storage unit 123 stores the slip data included in the received transaction information in the transaction information management table (FIG. 12) identified by the user identifier “0251” included in the received transaction information.

As described above, in this specific example, before the person in the position of the first user inputs the accounting information, appropriate preprocessing can be performed as the preprocessing. The appropriate pre-processing here is a user authentication process and a schema construction process for the accounting information management table for the user.
(Specific example 2)

  In specific example 2, the operation is the same as that of specific example 1 until the screen of FIG. 10 is output. Now assume that the screen of FIG. 10 is being output.

  Next, it is assumed that the user who is the accountant identified by the accountant identifier “P010” has pressed the button 1002 on the screen of FIG.

  Next, the terminal reception unit 21 receives user type information indicating the second user. Next, the terminal transmission unit 23 transmits user type information (for example, a value “2”) indicating the second user to the accounting information processing apparatus 1.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the first user.

  Next, the preprocessing unit 121 determines that the received user type information is information for identifying the second user.

  Next, the second processing unit 1212 acquires screen information that prompts input of information for constructing the accountant schema from the storage unit 10. The input of information for constructing the accountant schema is, for example, an input of an accountant identifier.

  Next, the second processing unit 1212 transmits the screen information to the terminal device 2.

  The terminal receiving unit 24 of the terminal device 2 receives the screen information, and the terminal output unit 25 outputs the screen. An example of such a screen is shown in FIG. In FIG. 14, 1401 is a field for inputting an accountant identifier, and 1402 is a send button.

  Next, it is assumed that the accountant inputs the accountant identifier “P010” in the field 1401, inputs the number of advisors “5” in the field 1402, and presses the send button 1403.

  Next, the terminal reception unit 21 receives a transmission instruction having the accountant bespoke “P010”. Next, the terminal transmission unit 23 transmits the instruction to the accounting information processing apparatus 1.

  Next, the reception unit 11 of the transaction information processing apparatus 1 receives a transmission instruction having the accountant identifier “P010”.

  Next, the second processing means 1212 constructs a schema for an accountant as follows. For example, the second processing means 1212 generates a record with the accountant identifier “P010” in the accountant information management table of FIG. At this time, the record includes the attribute value of the accountant identifier “P010”. Further, the second processing unit 1212 acquires the number of user identifiers (for example, “5”) paired with the accountant identifier “P010” using the accountant information management table of FIG.

  Next, the second processing unit 1212 configures five pieces of general user information having a user identifier paired with the accountant identifier “P010”, and adds the information to FIG. The general user information here has a user identifier and user type information “1”, but usually does not have information such as name and affiliation.

  Then, the second processing unit 1212 transmits the generated user identifiers of the five users to the accountant terminal device 2. Thereafter, the accountant identified by the accountant identifier “P010” informs each user of the adviser of the acquired user identifier.

  The second processing means 1212 may further construct a schema of five accounting information management tables corresponding to the five user identifiers.

  When the user identifier paired with the accountant identifier “P010” is not managed, the second processing unit 1212 receives the number of user identifiers and generates unique user identifiers by the number of the user identifiers. The five general user information having the user identifier may be configured and added to FIG.

  Thereafter, the accountant identified by the accountant identifier “P010” inputs information for his / her record in the accountant information management table (for example, name, address, age, gender, notification destination information, etc.). Further, it is assumed that the accountant identified by the accountant identifier “P010” inputs the account information stored in the account information management table for the consultant user. In addition, since this process is a well-known process, detailed description is abbreviate | omitted.

As described above, in this specific example, before the person in the second user's position inputs the accounting information, appropriate preprocessing can be performed as the preprocessing. The appropriate preprocessing here is schema construction processing for accountants. The account construction process for the accountant includes, for example, record generation in the accountant information management table, construction of a schema of the account information management table for the consultant user, and the like.
(Specific example 3)

  In the specific example 3, the operation is the same as that of the specific example 1 until the screen of FIG. 10 is output. Now assume that the screen of FIG. 10 is being output.

  Next, it is assumed that the general user presses a button 1003 on the screen of FIG.

  Next, the terminal reception unit 21 receives user type information indicating a third user. Next, the terminal transmission unit 23 transmits user type information (for example, a value “3”) indicating the third user to the accounting information processing apparatus 1.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the first user.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the second user.

  Next, the preprocessing unit 121 determines that the received user type information is information for identifying the third user.

  Next, the third processing means 1213 constructs a general user schema. That is, the third processing unit 1213 generates, for example, a unique user identifier (for example, “0312”). Then, the third processing means 1213 configures general user information having the user identifier “0312” and adds it to FIG. The general user information here has a user identifier “0312” and user type information “3”, but usually does not have information such as name and affiliation. Next, the third processing unit 1213 constructs a schema of the accounting information management table corresponding to the user identifier (for example, “0312”). An example of the constructed schema is shown in FIG. Here, the table ID corresponding to the transaction information management table is “0312”.

  Thereafter, the general user identified by the user identifier “0312” inputs information for his / her record in the general user information management table (for example, name, affiliation, notification destination information, etc.). Further, it is assumed that the general user identified by the user identifier “0312” inputs the accounting information stored in his / her accounting information management table. In addition, since this process is a well-known process, detailed description is abbreviate | omitted.

As described above, in this specific example, before the person in the third user's position inputs the accounting information, appropriate preprocessing can be performed as the preprocessing. Appropriate preprocessing here includes generating a record of the general user information management table, constructing a schema of the accounting information management table for the general user, and the like.
(Specific example 4)

  In specific example 4, the operation is the same as that of specific example 1 until the screen of FIG. 10 is output. Now assume that the screen of FIG. 10 is being output.

  Next, it is assumed that the general user presses a button 1004 on the screen of FIG.

  Next, the terminal reception unit 21 receives user type information indicating the fourth user. Next, the terminal transmission unit 23 transmits user type information (for example, a value “4”) indicating the fourth user to the accounting information processing apparatus 1.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the first user.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the second user.

  Next, the preprocessing unit 121 determines that the received user type information is not information for identifying the third user.

  Next, the preprocessing unit 121 determines that the received user type information is information for identifying the fourth user.

  Next, the fourth processing means 1214 acquires accountant selection screen information from the storage unit 10. Then, the fourth processing unit 1214 transmits the accountant selection screen information to the terminal device 2.

  Next, the terminal receiver 24 of the terminal device 2 receives accountant selection screen information. Then, the terminal output unit 25 outputs the accountant selection screen using the accountant selection screen information. An example of the accountant selection screen is shown in FIG. In FIG. 15, for example, after selecting the prefecture where the accountant is located, the user can select an accountant registered corresponding to the selected prefecture from the menu.

  Next, it is assumed that the user selects “Tokyo” from the Japan map 1501 and then selects “Yota Ota” from the menu 1502. Further, it is assumed that the user has pressed the send button 1503.

  Next, the terminal reception unit 21 of the terminal device 2 receives an accountant selection instruction for the accountant “Yao Ota”. This accountant selection instruction has the accountant identifier “P001” of the accountant “Yo Ohta”.

  Next, the terminal processing unit 22 acquires a user identifier (for example, “0418”) from the terminal storage unit 20. Then, the terminal processing unit 22 constitutes an accountant selection instruction having an accountant identifier “P001” and a user identifier “0418”. Next, the terminal transmission unit 23 transmits the accountant selection instruction to the accounting information processing apparatus 1.

  Next, the accountant selection instruction accepting unit 113 of the accounting information processing apparatus 1 accepts an accountant selection instruction having an accountant identifier “P001” and a user identifier “0418”.

  Next, the fourth processing means 1214 constructs contact information using an accountant selection instruction. That is, the fourth processing unit 1214 acquires, for example, the name “Tao Ota” and the notification destination information “ot@x.com” that are paired with the accountant identifier “P001” included in the accountant selection instruction from the accountant information management table. . Further, the fourth processing means 1214, for example, a name (for example, “Inoue Z child”) and a notification destination information (for example, “iz@z.com”) paired with the user identifier “0418” included in the accountant selection instruction. And get. And the 4th processing means 1214 comprises contact information. The contact information includes, for example, the acquired accountant name, user name, and notification destination information. The contact information is, for example, “Ota Yao-san, there is a candidate for a consultant who wants to access you. Mr. Zuko Inoue. Please access the following address. Iz@z.com ・ ・・ ・ 」.

  Next, the fourth processing means 1214 transmits the configured contact information to the notification destination identified by the acquired notification destination information “ot@x.com”.

  Thereafter, the accountant “Tao Ota” contacts the general user “Zuko Inoue” and, for example, reaches an accountant's advisory contract.

  And after an advisory contract, general user "Inoue Z child" can become a 1st user. Then, the general user “Inoue Z-ko” performs the operation described in the first specific example, and the process described in the first specific example is executed.

As described above, in this specific example, before the person in the fourth user's position inputs the accounting information, appropriate preprocessing can be performed as the preprocessing. The appropriate pre-processing here is processing for contacting an accountant. In addition, it can be said that the appropriate preprocessing is processing for assisting in finding a consultant accountant.
(Specific example 5)

  Hereinafter, accounting processing of the accounting system will be described. Now, it is assumed that it is a predetermined time (for example, 24:00 at the end of the month), and the processing unit 12 of the accounting information processing apparatus 1 determines that it is the timing of the accounting process.

  And the process part 12 performs an accounting process as follows. The billing information storage unit 122 holds a billing amount calculation formula for the accountant (second user) “billing amount = 10,000 yen + 1,000 yen × number of user identifiers”. Further, it is assumed that the billing information storage unit 122 holds a billing amount calculation table for calculating a billing amount for a general user who does not have a relationship with an accountant. An example of the charge amount calculation table is shown in FIG. The billing amount calculation table has two or more records having “billing amount (yen)” and “number of slip data”. “Charging amount (yen)” is the monthly charging amount. “Number of slip data” is the number of slip data newly input in the month. If the “number of slip data” is determined from the charge amount calculation table, the charge amount is determined.

  First, the billing information storage unit 122 acquires the number of customer user identifiers included in the first accountant information from the accountant information management table of FIG. Here, it is assumed that the billing information storage unit 122 has acquired the number of user identifiers “20”, for example. In addition, the billing information storage unit 122 acquires accountant user type information “2”.

  Next, the billing information storage unit 122 substitutes the number of user identifiers “20” into the billing amount calculation formula to calculate “billing amount = 30,000 yen”.

  Next, the billing information storage unit 122 includes the accountant identifier “P001” included in the first accountant information, the number of user identifiers “20”, the acquired billing amount “30,000 yen”, and the user type information “2”. ”Is configured.

  Next, the billing information storage unit 122 stores the configured billing information in the billing information storage unit 103. The accumulated charging information is a record of “ID = 1” in FIG. FIG. 9 is a charging information management table stored in the charging information storage unit 103.

  Next, the billing information storage unit 122 acquires the number of customer user identifiers included in the second accountant information from the accountant information management table of FIG. Here, it is assumed that the billing information storage unit 122 has acquired the number of user identifiers “28”, for example. In addition, the billing information storage unit 122 acquires accountant user type information “2”.

  Next, the billing information storage unit 122 substitutes the number of user identifiers “28” into the billing amount calculation formula to calculate “billing amount = 38,000 yen”.

  Next, the billing information storage unit 122 includes the accountant identifier “P002” included in the first accountant information, the number of user identifiers “28”, the acquired billing amount “38,000 yen”, and the user type information “2”. ”Is configured.

  Next, the billing information storage unit 122 stores the configured billing information in the billing information storage unit 103. The accumulated charging information is a record of “ID = 2” in FIG.

  Next, the billing information accumulation unit 122 acquires the number of customer user identifiers included in the third accountant information from the accountant information management table of FIG. Here, it is assumed that the charging information storage unit 122 has acquired the number of user identifiers “3”, for example. In addition, the billing information storage unit 122 acquires accountant user type information “2”.

  Next, the billing information storage unit 122 substitutes the number of user identifiers “3” into the billing amount calculation formula to calculate “billing amount = 13,000 yen”.

  Next, the billing information storage unit 122 includes the accountant identifier “P003” included in the first accountant information, the number of user identifiers “3”, the acquired billing amount “13,000 yen”, and the user type information “2”. ”Is configured.

  Next, the billing information storage unit 122 stores the configured billing information in the billing information storage unit 103. The accumulated charging information is a record of “ID = 3” in FIG.

  The above processing is performed for all other accountants with reference to the accountant information management table of FIG.

  Next, the billing information storage unit 122 acquires the user identifier “0003” corresponding to the first third user (user type information is “3”) from the general user management table of FIG. Next, the billing information storage unit 122 refers to the accounting information management table identified by the table ID “0003” corresponding to the user identifier “0003”, and acquires the number of slip data of the current month. The number of slip data of this month is the number of records whose “date” in the accounting information management table (see FIG. 8) is the date of this month. Here, it is assumed that the billing information storage unit 122 has acquired the number of slip data “10” input this month.

  Next, the billing information storage unit 122 refers to the billing amount calculation table in FIG. 16 and acquires the billing amount “2,000” corresponding to the number of slip data “10”.

  Next, the billing information storage unit 122 has a bill with user identifier “0003”, number of users “1” (this number of users is a default number), billing amount “2,000”, and user type information “3”. Configure information.

  Next, the billing information storage unit 122 stores the configured billing information in the billing information storage unit 103. The accumulated charging information is a record of “ID = 57” in FIG.

  The above processing is performed for all other general users corresponding to the user type information “3” with reference to the general user information management table of FIG.

  As described above, according to this specific example, the first user is not charged. According to this specific example, it is possible to appropriately charge a person having various positions according to the positions.

  As described above, according to the present embodiment, it is possible to provide an accounting information processing system that can be easily used by persons having various positions according to the positions.

  Further, according to the accounting system in the present embodiment, it is possible to perform appropriate initial processing according to the position of each user considering the relationship between the accountant and the general user. In other words, it can be said that the accounting system in the present embodiment is a position-oriented accounting system in consideration of the relationship between an accountant and a general user. The initial process is a pre-process until accepting input of accounting information, and is, for example, a schema construction process or a setting data registration process.

  Note that the processing in the present embodiment may be realized by software. Then, this software may be distributed by software download or the like. Further, this software may be recorded and distributed on a recording medium such as a CD-ROM. This also applies to other embodiments in this specification. In addition, the software which implement | achieves the accounting information processing apparatus 1 in this Embodiment is the following programs. In other words, in this program, a computer-accessible recording medium has an accounting information storage unit that can store one or more accounting information, and the computer is a first user who is a general user who has a relationship with an accountant. One user type is selected from among three or more user types including a second user who is an accountant having a relationship with one or more general users, and a third user who is a general user having no relationship with an accountant. It functions as a user type information receiving unit that receives user type information to be identified, and a preprocessing unit that performs different preprocessing until receiving input of accounting information according to the user type information received by the user type information receiving unit. It is a program for.

  In the above program, the pre-processing unit includes accounting information when the user type information received by the user type information receiving unit is information indicating the second user and when the user type information is information indicating the third user. Is a program for causing a computer to function as performing different pre-processing on a database capable of storing the data.

  In the above program, when the user type information is information indicating the first user, the preprocessing unit performs a first process of outputting a screen prompting input of a user account that is a key of the first user. A program for causing a computer to function as the first processing unit is preferable.

In the above program, when the user type information is information indicating the second user, the preprocessing unit stores accounting information input by the second user and a first user having a relationship with the second user. It is preferable that the program is for causing a computer to function as a second processing means for performing a second process for constructing a database schema for the purpose.

  In the program, when the user type information is information indicating the third user, the preprocessing unit performs a third process of constructing a database schema for storing accounting information input only by the third user. A program for causing a computer to function as the third processing means to be performed is suitable.

  In the above program, the user type information receiving unit is a general user who does not have a relationship with the first user, the second user, the third user, and an accountant, and wishes to have a relationship with an accountant in the future. A program for causing a computer to function as accepting user type information for identifying one user type among four or more types of users including a fourth user who is a general user is preferable.

  In the above program, the recording medium is information relating to an accountant, and further includes an accountant information storage unit capable of storing two or more accountant information having notification destination information for specifying a notification destination of information, and the computer includes the two or more accountants. The pre-processing further functions as an accountant selection instruction accepting unit that accepts an accountant selection instruction that is a selection of one accountant among two or more accountants corresponding to each accountant information of the user from a terminal device corresponding to the fourth user, The department obtains the notification destination information included in the accountant information corresponding to the accountant selection instruction, and transmits the contact information including the fact that the fourth user has selected the accountant to the notification destination specified by the notification destination information It is preferable that the program is a program for causing a computer to function as having fourth processing means for performing the fourth processing.

  In the above program, the recording medium is information related to charging for use of the accounting information processing apparatus, and includes a charging information storage unit that can store one or more charging information paired with a user identifier for identifying a charging target user. The accounting information storage unit further includes accounting information paired with a user identifier for identifying an accountant who has a relationship with the first user for the use of the accounting information processing apparatus of the first user. Accumulating and accumulating charging information paired with a user identifier for identifying an accountant as the second user in the accounting information storage unit for the use of the accounting information processing apparatus of the second user, The charging information storage unit displays charging information paired with a user identifier for identifying a general user who is the third user for the use of the accounting information processing apparatus of the user It is preferable that a program for causing a function as an accounting information storage section for storing.

  In the above program, the billing information storage unit is charged according to the number of general users who have a relationship with an accountant who has a relationship with the first user and the number of general users who have a relationship with an accountant who is the second user. It is preferable that the program is a program for causing the computer to function as a storage for storing the charging information having the charging fee in the charging information storage unit in a pair with the user identifier for identifying the accountant. .

  In the above program, a computer includes an accounting information receiving unit that receives accounting information from a first terminal of the first user, a second terminal of the second user, and a third terminal of the third user; and the accounting information receiving unit An accounting information storage unit that stores the accounting information received by the accounting information storage unit, an output instruction reception unit that receives an output instruction for accounting information, and one or more accounts from the accounting information storage unit in response to the output instruction. It is preferable that the program is a program for further functioning as an accounting information output unit that acquires and outputs information.

  FIG. 17 shows the external appearance of a computer that executes the program described in this specification to realize the accounting information processing apparatus according to various embodiments described above. The above-described embodiments can be realized by computer hardware and a computer program executed thereon. FIG. 17 is an overview diagram of the computer system 300, and FIG. 18 is a block diagram of the system 300.

  In FIG. 17, a computer system 300 includes a computer 301 including a CD-ROM drive, a keyboard 302, a mouse 303, and a monitor 304.

  In FIG. 18, a computer 301 includes an MPU 3013, a bus 3014, a ROM 3015, a RAM 3016, and a hard disk 3017 in addition to a CD-ROM drive 3012. The bus 3014 is connected to the MPU 3013 and the CD-ROM drive 3012. The ROM 3015 stores a program such as a bootup program. The RAM 3016 is connected to the MPU 3013 and temporarily stores application program instructions and provides a temporary storage space. The hard disk 3017 is for storing application programs, system programs, and data. Although not shown here, the computer 301 may further include a network card that provides connection to a LAN.

  A program that causes the computer system 300 to execute the functions of the accounting information processing apparatus according to the above-described embodiment may be stored in the CD-ROM 3101, inserted into the CD-ROM drive 3012, and further transferred to the hard disk 3017. Alternatively, the program may be transmitted to the computer 301 via a network (not shown) and stored in the hard disk 3017. The program is loaded into the RAM 3016 at the time of execution. The program may be loaded directly from the CD-ROM 3101 or the network.

  The program does not necessarily include an operating system or a third-party program that causes the computer 301 to execute the functions of the accounting information processing apparatus according to the above-described embodiment. The program only needs to include an instruction portion that calls an appropriate function (module) in a controlled manner and obtains a desired result. How the computer system 300 operates is well known and will not be described in detail.

  In the above program, in a transmission step for transmitting information, a reception step for receiving information, etc., processing performed by hardware, for example, processing performed by a modem or an interface card in the transmission step (only performed by hardware). Not included) is not included.

  Further, the computer that executes the program may be singular or plural. That is, centralized processing may be performed, or distributed processing may be performed. For example, the accounting information processing apparatus 1 may be a stand-alone. FIG. 19 is a block diagram of the accounting information processing apparatus 1 in such a case. Note that the reception unit 11, the user type information reception unit 111, the transaction information reception unit 112, the accountant selection instruction reception unit 113, and the output instruction reception unit 114 in FIG. 19 normally receive instructions, information, and the like from the user. The output of information and the like in the output unit 14 and the accounting information output unit 141 in FIG. 19 is usually a display on a display, but projection using a projector, printing with a printer, transmission to an external device, sound output , Storage in a recording medium, delivery of processing results to another processing device, another program, or the like may be used.

  Further, in each of the above embodiments, it goes without saying that two or more communication units existing in one apparatus may be physically realized by one medium.

  In each of the above embodiments, each process (each function) may be realized by centralized processing by a single device (system), or by distributed processing by a plurality of devices. May be.

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

  As described above, the accounting information processing apparatus according to the present invention has an effect that a person having various positions can provide an accounting information processing apparatus that can be easily used according to the position. It is useful as a server device that provides

DESCRIPTION OF SYMBOLS 1 Accounting information processing apparatus 2 Terminal device 10 Storage part 11 Reception part 12 Processing part 13 Transmission part 14 Output part 20 Terminal storage part 21 Terminal reception part 22 Terminal processing part 23 Terminal transmission part 24 Terminal reception part 25 Terminal output part 101 Accountant information Storage unit 102 Accounting information storage unit 103 Accounting information storage unit 111 User type information reception unit 112 Accounting information reception unit 113 Accountant selection instruction reception unit 114 Output instruction reception unit 121 Preprocessing unit 122 Accounting information storage unit 123 Accounting information storage unit 141 Accounting Information output unit 1211 First processing means 1212 Second processing means 1213 Third processing means 1214 Fourth processing means

Claims (5)

Is information about the charge for use of the accounting information processing apparatus, a charging information storage unit capable of storing one or more charging information comprising the user identifier paired identifying the user of the charging,
Billing information paired with a user identifier for identifying a second user who is an accountant having a relationship with the first user, with respect to the use of the accounting information processing apparatus of the first user who is a general user having a relationship with the accountant In the billing information storage unit,
For the use of the accounting information processing apparatus of the second user, the accounting information paired with the user identifier for identifying the accountant who is the second user is stored in the accounting information storage unit,
For the use of the accounting information processing apparatus of a third user who is a general user who does not have a relationship with an accountant, the accounting information which is paired with a user identifier for identifying the general user who is the third user is the accounting information An accounting information processing apparatus comprising a billing information storage unit stored in a storage unit. The billing information storage unit
Billing information according to the number of general users who have a relationship with the accountant who has a relationship with the first user and the number of general users who have a relationship with the accountant who is the second user. The accounting information processing apparatus according to claim 1, wherein the accounting information is stored in the accounting information storage unit in a pair with a user identifier for identifying the accountant. An accounting information storage unit capable of storing one or more accounting information;
An accounting information receiving unit that receives accounting information from the first terminal of the first user, the second terminal of the second user, and the third terminal of the third user;
An accounting information storage unit for storing the accounting information received by the accounting information receiving unit in the accounting information storage unit;
An output instruction receiving unit for receiving an output instruction for accounting information;
The accounting information processing according to claim 1, further comprising: an accounting information output unit that acquires and outputs one or more accounting information from the accounting information storage unit according to the output instruction. apparatus. Information related to charging for use of the accounting information processing apparatus , realized by a charging information storage unit capable of storing one or more charging information paired with a user identifier for identifying a charging target user, and a charging information storage unit Accounting information processing method,
The billing information storage unit
Billing information paired with a user identifier for identifying a second user who is an accountant having a relationship with the first user, with respect to the use of the accounting information processing apparatus of the first user who is a general user having a relationship with the accountant In the billing information storage unit,
For the use of the accounting information processing apparatus of the second user, the accounting information paired with the user identifier for identifying the accountant who is the second user is stored in the accounting information storage unit,
For the use of the accounting information processing apparatus of a third user who is a general user who does not have a relationship with an accountant, the accounting information which is paired with a user identifier for identifying the general user who is the third user is the accounting information An accounting information processing method comprising an accounting information accumulation step of accumulating in a storage unit. Accounting is information about the charge for use of the information processing apparatus, one or more computers that can access the accounting information storage unit may store the charging information comprising the user identifier paired identifying the user of the charging,
Billing information paired with a user identifier for identifying a second user who is an accountant having a relationship with the first user, with respect to the use of the accounting information processing apparatus of the first user who is a general user having a relationship with the accountant In the billing information storage unit,
For the use of the accounting information processing apparatus or accounting information processing program of the second user, the accounting information paired with the user identifier for identifying the accountant who is the second user is accumulated in the accounting information storage unit,
For the use of the accounting information processing apparatus of a third user who is a general user who does not have a relationship with an accountant, the accounting information which is paired with a user identifier for identifying the general user who is the third user is the accounting information A program for functioning as a billing information storage unit stored in the storage unit.