JP6439951B1 - Integrated management system, management apparatus, management program, and management method - Google Patents

Abstract

An integrated management system, a management apparatus, a management program, and a management method for centrally managing settings necessary for using an application including a network environment for using the application for each advisor are provided.
An accounting processing apparatus, a plurality of advisor terminals, and a plurality of data servers for each service are connected in communication, and each application main body and each application used by an accounting office advisor. The integrated management system 100 capable of centrally managing the data and network environment for each consultant includes application setting information, data storage setting information, and network for communication between the consultant terminal 4 and the accounting processing device 1. Environment setting information including setting information, environment setting table 34 for managing each advisor, and the environment setting information related to the application used in the terminal 4 of the new advisor when adding a new advisor, And an initial setting processing unit 12 registered in the environment setting table 34 and the like, and the environment setting information can be collectively set.
[Selection] Figure 2

Description

  The present invention relates to an integrated management system, a management apparatus, a management program, and a management method.

The present invention relates to a technology including a network system suitable for an account management business of an accounting office.
Accounting firms use accounting program packages for accounting. In order to use the accounting program package, there is a method of selecting a computer such as a server or a terminal, and installing and using the accounting program package on the selected computer. In addition, a system equipped with an accounting program is provided and there is a method of using it.
Similarly, an accounting office installs and uses a tax processing program package for making a tax return on a computer, or uses a system equipped with a tax processing program.

In addition, in managing the accounting office, in order to manage the information of the consultant and perform the operations described above, etc. to grasp and manage the response status using spreadsheets, etc. The status of "Application" is abbreviated.).
As described above, various types of applications are operated on the computer of the accounting firm. For this reason, the setting work necessary for execution of the application such as the storage location and backup location of the application data, the network route and communication method when exchanging data via the network (hereinafter collectively referred to as “network environment”). However, since the setting contents are different for each hardware vendor, the technique of using the application to make full use of it is also important.
In particular, accounting firms, etc. have many consultants, and each consultant has a different network environment for each application, setting up a network environment for each application used in the business of the consultant. There were inconveniences such as a huge amount of work.

  In order to solve such problems, a technology is disclosed that makes it possible for end users without specialized knowledge to easily set the device configuration and reconfiguration of the system when changing program and data management conditions. (For example, refer to Patent Document 1).

  There are many important data handled by accounting firms. Therefore, a technique related to a data management system is disclosed in which data is flexibly managed by a local and / or cloud server so that it can be used continuously and optimally even in the event of a server or network failure (for example, Patent Documents). 2).

  Furthermore, a technique for managing application data for each consultant, each year, and each business type is disclosed (for example, see Patent Document 3).

Japanese Patent No. 5938511 Japanese Patent No. 6221041 Japanese Patent No. 4991247

Not only accounting firms but also consultants have environments where applications from various vendors are used. For this reason, there are various data formats provided to the accounting firm from the advisor. Accounting firms also need technology to capture data in various data formats. In addition, since the accounting office performs operations for a plurality of advisors, it is necessary to manage each advisor.
The above-mentioned problems are not limited to accounting firms and advisors. For example, between the head office and branch offices of the same company, operations for improving input operations and operations such as input, accounting, tax, etc. are individually handled, making it easy to use each application and consistency of operations. There was a situation where there was no sparse response.

  Therefore, the present invention provides an integrated management system, a management apparatus, a management program, and a management method for centrally managing settings necessary for using an application including a network environment for using an application for each advisor. Objective.

The present invention solves the above problems by the following means.
According to a first aspect of the present invention, an accounting office computer, a plurality of advisor terminals, and a plurality of data servers for each service are connected via a network. An integrated management system capable of centrally managing application data and network environment for each advisor, and as a network environment to be used for each advisor and for each application, a mail communication method via a mail server on the Internet, This is a path from the advisor's terminal to the accounting firm's computer, and a direct communication method for direct access to the accounting firm's computer, and transfer of files to the respective storage areas of the accounting firm's computer and the consulting firm's terminal File communication system and data server on the Internet from the client terminal A data center communication method for accessing a data server, a communication means including two or more communication methods, a terminal of an advisor, and a computer of an accounting office Environment setting information management means for managing environment setting information including application setting information related to applications when communicating between the two, data storage setting information related to data storage, and network setting information related to the network environment for each advisor, and a new A new setting registration means for registering the environment setting information related to the application used on the new advisor terminal in the environment setting information management means, a plurality of advisor terminals, A batch setting means capable of batch setting the environment setting information managed with the accounting office computer; Rukoto is an integrated management system characterized.
According to a second aspect of the present invention, in the integrated management system of the first aspect, the computer of the accounting office manages, for each of the advisors, an advisory party that manages the performance transition and business status of the advisory based on the data generated by each application. Business status management means, advisory selection selection means for accepting selection of a specific advisor from a plurality of advisors, and data relating to performance transitions and business conditions relating to the specific adviser received from the data generated by each application A means for extracting the data, a means for linking the extracted data to the advisor business status management means, and the data on the business performance status and business status according to the operational level of the advisor. An integrated management system comprising: interlocking setting means for setting data linked to the management means.
According to a third aspect of the present invention, in the integrated management system of the second aspect of the present invention, the integrated management system includes setting means for setting the accounting office side application corresponding to the received specific adviser based on the environment setting information management means. This is an integrated management system characterized by that.
According to a fourth aspect of the present invention, in the integrated management system according to any one of the first aspect to the third aspect, the information related to the environment setting information is displayed, analyzed, and printed by the collective setting unit, and the terminal of the consultant It is the integrated management system characterized by including the information provision means to transmit to.
5th invention WHEREIN: In any integrated management system from 1st invention to 4th invention, the change concerning the environment setting table which manages the said environment setting information for every consultant, and the application for every consultant Thus, when it is necessary to simultaneously perform at least one of the change of the data storage location and the change of the data communication method between the bases, when changing the data communication method, based on the environment setting table, or When changing the data storage location and the communication method switching means for switching the data communication method to the predetermined communication method assigned to the updated application, change the data storage location after the application update. Data switching means for performing, means for reflecting the changed contents in the environment setting table, computer of accounting firm and terminal of consultant The setting of the various data servers on the Internet in the path of, be provided with a means for changing, if necessary, an integrated management system characterized.
According to a sixth aspect of the present invention, in the integrated management system according to any one of the first to fourth aspects, an environment setting table for managing the environment setting information and a change relating to a communication method occur for each advisor. In addition, when switching the communication method based on the environment setting table, based on the environment setting table according to detection by the means for detecting that a change related to the application is necessary, and detection by the detecting means Means for updating the application main body and / or application data, means for transmitting the updated data and / or application main body from the accounting office computer to the terminal of the advisor, On the means for setting the communication method of the terminal and the consultant terminal, the application itself and / or the application data If necessary, the means for performing the change setting according to the above, the means for reflecting the change contents in the environment setting table, and the settings of various data servers on the Internet in the path between the computer of the accounting office and the terminal of the advisor An integrated management system characterized by comprising:
The seventh invention uses the accounting firm's consultant in an integrated management system in which the accounting firm's computer, a plurality of consultant's terminals, and a plurality of data servers for each service are connected via a network. A management apparatus capable of centrally managing each application main body, data of each application, and network environment for each consultant, and the integrated management system is a network environment used for each consultant and for each of a plurality of applications. The mail communication method via the above mail server, the direct communication method that directly accesses the accounting office computer from the advisory terminal to the accounting office computer, the accounting office computer and the advisor A file communication method for transferring files to each storage area of A route from the inquiry terminal to the accounting office computer via a data server on the Internet, comprising a data center communication method for accessing the data server, and communication means including two or more communication methods The management device stores application setting information related to an application when communicating with a terminal of an advisor, data setting information related to data storage, and environment setting information including network setting information related to a network environment for each advisor. New setting for registering the environment setting information related to the application to be used in the terminal of the new consultant in the environment setting information storage when adding a new consultant Batch setting that enables batch setting of the environment setting information managed between the registration means and the terminals of multiple consultants Further comprising a stage, and a management apparatus according to claim.
The eighth invention is a management program for causing a computer to function as the management device of the seventh invention.
A ninth invention uses an accounting office advisor in an integrated management system in which a computer of an accounting office, terminals of a plurality of advisors, and a plurality of data servers for each service are connected via a network. A method of executing each application main body, data of each application, and a network environment by a management apparatus capable of centralized management for each consultant, wherein the integrated management system is a network used for each consultant and for each of a plurality of applications. As an environment, a mail communication method via a mail server on the Internet, a direct communication method from a consultant's terminal to a computer of the accounting office, which directly accesses the computer of the accounting office, Files that transfer files to the storage areas of the computer and the client terminal A communication method and a route from a consultant's terminal to a computer of an accounting office via a data server on the Internet, including two or more communication methods among a data center communication method for accessing a data server Application setting information relating to an application when the environment setting information management means of the management device communicates with a consulting terminal, data saving setting information relating to data saving, and network setting information relating to a network environment. And managing the environment setting information for each advisor, and when the new setting registration means adds a new advisor, the environment setting information relating to the application used in the terminal of the new advisor , The step of registering in the environment setting information management means, and the batch setting means are connected to a plurality of advisor terminals. In a management method comprising the step of setting the configuration information managed collectively, the.

  According to the present invention, it is possible to provide an integrated management system, a management apparatus, a management program, and a management method for centrally managing settings necessary for using an application including a network environment for using an application for each advisor. it can.

It is a figure which shows the whole structure of the integrated network system which concerns on this embodiment. It is a figure which shows the functional block of the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the application management table of the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the network setting table of the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the environment setting table of the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the consultant memory | storage part of the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the interlocking | linkage setting table of the accounting processing apparatus which concerns on this embodiment. It is a flowchart which shows the starting process in the accounting processing apparatus which concerns on this embodiment. It is a flowchart which shows the initial setting process in the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of a display with the accounting processing apparatus which concerns on this embodiment. It is a figure for demonstrating the relationship between the accounting processing apparatus which concerns on this embodiment, and the terminal of a consultant. It is a flowchart which shows the switching process in the accounting processing apparatus which concerns on this embodiment. It is a flowchart which shows the switching process in the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of a display with the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of a display with the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of a display with the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of a display with the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the interlocking | linkage management table of the accounting processing apparatus which concerns on this embodiment. It is a flowchart which shows the modification of the initial setting process in the accounting processing apparatus which concerns on this embodiment. It is a figure which shows the example of the network environment management table for every application of the accounting processing apparatus which concerns on this embodiment.

  DESCRIPTION OF EMBODIMENTS Hereinafter, embodiments for carrying out the present invention will be described with reference to the drawings. This is merely an example, and the technical scope of the present invention is not limited to this.

(Embodiment)
<Overall Configuration of Integrated Management System 100>
FIG. 1 is a diagram illustrating an overall configuration of an integrated management system 100 according to the present embodiment.
FIG. 2 is a functional block diagram of the accounting processing apparatus 1 according to the present embodiment.
3 to 7 are diagrams illustrating examples of the storage unit 30 of the accounting processing apparatus 1 according to the present embodiment.

The integrated management system 100 shown in FIG. 1 is used by the accounting office X and a plurality of advisors A, advisors B,... Network system.
The accounting office X includes, for example, an accounting processing device 1 (management device) configured by a server 1a and a plurality of terminals 1b.
Each of the plurality of advisors A, B,... N has a terminal 4. Although the number of terminals 4 is one in the figure, a plurality of terminals may be provided. The terminals 4 of the advisors A, B,... N are not limited to desktop PCs and notebook PCs, but may be mobile terminals such as smartphones and tablets, and are not limited to the description.

  The data center D has a data server 6 (6a, 6b,...) For each service. These servers may be in one place, but may be scattered in various places. The data server 6 may be in various places. The data server 6 is, for example, a mail server, an authentication management server, a customer management server, an application distribution server, a cloud server, a backup server, a file exchange server, or the like. The cloud server includes, for example, a virtual WS (workstation), a financial system server, and the like.

The accounting processing device 1, the plurality of terminals 4, and the plurality of data servers 6 are communicably connected via a communication network N such as the Internet.
Here, the accounting processing apparatus 1 performs communication between the plurality of terminals 4 and the plurality of data servers 6, but the communication method for connecting to the communication network N is different for each advisor and for each application. Here, the application includes an application specialized for accounting work and the like, and an application as a tool such as e-mail. Hereinafter, the application is also simply referred to as “application”. Therefore, in the present embodiment, a communication method different for each advisor and for each application is set in advance so as to correspond to the application and the advisor, so that the person in charge of business processing of the accounting office X (hereinafter referred to as “user” or “staff”). ") Also makes settings that allow the app to be used without knowledge of the settings.
In addition, until now, it has been necessary to specify the consultant after each application is executed, so it is necessary to specify the consultant every time the app is executed. Was cumbersome. Therefore, in the present embodiment, the operation and management for each advisor are facilitated by using a main screen that centrally manages information for each advisor.

<Accounting device 1>
The accounting processing apparatus 1 is an apparatus that is provided in, for example, an accounting office and performs various accounting processes. The accounting processing apparatus 1 performs a plurality of business processes corresponding to various accounting processes, contacts with advisors, and the like.
The server 1a of the accounting processing apparatus 1 performs processing based on the operation data received from the terminal 1b. The plurality of terminals 1b are terminals operated by a user of an accounting firm, for example.

In FIG. 1, the accounting processing apparatus 1 is described as including the server 1a and the terminal 1b, but this is an example. The accounting processing apparatus 1 may be composed of, for example, a single stand-alone computer (PC). Further, the accounting processing apparatus 1 may be a workstation (WS) configured by a plurality of PCs.
Further, the accounting processing apparatus 1 may be in an advisory company, not in an accounting office, in a company that provides services such as business consignment, or a cloud service. For example, the terminal 1b is not necessarily provided in the accounting office, and includes a terminal of a staff member who is out of the office or working at home, and a terminal of a staff member who is outsourced.
In addition, the accounting processing apparatus 1 may be composed of only a server or a plurality of servers. In addition to the accounting office server, the accounting processing apparatus 1 stores accounting files of a plurality of companies (employees). It may be an IDC (Internet Data Center) server that provides services to be managed.

Furthermore, the accounting processing apparatus 1 may be a virtual machine or cloud in which the entity is virtualized.
Furthermore, when the corporate headquarters etc. performs financial management for each department, each branch (employee), etc., the accounting processing apparatus 1 may be a server in the company.
The accounting processing device 1 may be a device dedicated to the processing of the present invention, and the accounting processing device has the function of the accounting processing device 1 as one of various functions. Also good.

As shown in FIG. 2, the accounting processing apparatus 1 includes a control unit 10, a storage unit 30, an input unit 45, a display unit 46, and a communication unit 49. According to the configuration of the accounting processing apparatus 1 in FIG. 1, the server 1 a corresponds to the control unit 10, the storage unit 30, and the communication unit 49, and the terminal 1 b corresponds to the input unit 45 and the display unit 46. To do.
The control unit 10 is a CPU (central processing unit) that controls the entire accounting processing apparatus 1. The control unit 10 reads and executes an OS (operating system) and application stored in the storage unit 30 as appropriate, thereby executing various functions in cooperation with the hardware described above.

The control unit 10 includes an advisor destination receiving unit 11 (advisor destination selection receiving unit), an initial setting processing unit 12 (new setting registration unit), an application update switching unit 13, an environment update switching unit 14, and a main screen processing unit. 15 (consultant business status management means), a main screen output unit 20, and a business processing unit 25.
The advisor destination accepting unit 11 receives, for example, selection of a consultant to be processed from a list of advisor destinations when performing accounting business of the advisor or setting an environment. When the advisory target is not included in the list of advisory destinations, the advisory receiving unit 11 may newly accept an input of the advisory destination.

The initial setting processing unit 12 performs initial setting when the environment setting for the consultant received by the consultant receiving unit 11 is not performed. The case where the environment is not set means a case where a new consultant is accepted. Then, the initial setting processing unit 12 registers the contents of the initial setting in the environment setting table 34.
The application update switching unit 13 performs a process of switching the data storage location and the communication method when the data storage location and the communication method are changed due to the change of the application. Then, the application update switching unit 13 reflects the setting content after the switching process in the environment setting table 34.
The environment update switching unit 14 updates the application and data by changing the communication method. Then, the environment update switching unit 14 reflects the updated setting contents in the environment setting table 34.

The main screen processing unit 15 performs a process for outputting a main screen that centrally manages the received advisors.
The main screen processing unit 15 includes an application network setting processing unit 16 (setting unit), a performance transition interlocking unit 17 (interlocking unit), a business situation interlocking unit 18 (interlocking unit), and an interlocking setting unit 19 (interlocking setting unit). With.

The application network setting processing unit 16 performs setting so that each application of the accounting office can be executed by the environment setting information corresponding to each application of the consultant to be processed.
The business performance transition interlocking unit 17 extracts data related to business performance transition related to the consultant to be processed from the data generated by each application, and links the extracted data to the main screen.
The business situation linking unit 18 extracts data related to the business situation related to the processing target advisor from the data generated by each application, and links the extracted data to the main screen.
The linkage setting unit 19 sets data linked to the main screen among the data relating to the business performance transition and the business situation according to the operation level of the consultant.

The main screen output unit 20 displays the main screen on the display unit 46 by outputting the main screen after being set by the application network setting processing unit 16 and the linkage setting unit 19.
The business processing unit 25 receives a selection operation such as various buttons output on the main screen, and executes business processing corresponding to the selected various buttons.
Details of each function described above will be described later.

The storage unit 30 is a storage area such as a hard disk or a semiconductor memory element for storing programs, data, and the like necessary for the control unit 10 to execute various processes.
The storage unit 30 mainly includes a program storage unit 31, an application management table 32, a network setting table 33, an environment setting table 34 (environment setting information storage unit), an advisory storage unit 35, and an interlocking setting. And a table 36.

The program storage unit 31 is a storage area for storing various programs. The program storage unit 31 stores a management program 31a and a business program 31b.
The management program 31a is an application for executing various functions performed from the advisor receiving unit 11 to the main screen output unit 20 of the control unit 10 described above.
The business program 31b is an application for executing various functions performed by the business processing unit 25 of the control unit 10 described above.

  In this example, the management program 31a and the business program 31b are described as separate programs. However, the various functions of the control unit 10 described above may be executed by one program. Further, the management program 31a and the business program 31b may be further subdivided into separate programs.

  The application management table 32 is a table for managing applications, and stores application setting information and data storage setting information. The application management table 32 illustrated in FIG. 3 is associated with, for example, an application ID (IDentification) that is identification information for identifying an application, and includes an application name, an application software version, a data format, a data storage location, and a communication method ID. Memorize etc.

Here, the data format is a format of data generated by the application, and is, for example, a text format or a CSV format.
The data storage location is a storage location of data generated by the application or data used by the application, and may be an address indicating a storage area of the accounting processing device 1, the terminal 4, the data server 6, or the like.
The communication method ID is identification information for identifying the communication method. The integrated management system 100 includes communication means using various communication methods. The communication method specified by the communication method ID includes a mail communication method via a mail server on the Internet, a route from the terminal 4 to the accounting processing device 1, and a direct communication method for directly accessing the accounting processing device 1, accounting. A file communication method for transferring a file to each storage area of the processing device 1 and the terminal 4, and a path from the terminal 4 to the accounting processing device 1 via the data server 6 on the Internet, and accessing the data server 6 Data center communication system.
The application management table 32 may have an application main body, or may have an application main body in a storage area of another device.

  The network setting table 33 is a table for storing network setting contents (network setting information) according to the communication method. The network setting table 33 shown in FIG. 4 associates the communication method ID with the communication method of the accounting processing device 1, the path name, the IP address, and the receiving port of the accounting processing device 1, the data server 6, and the advisor terminal 4. , Memorize transmission port etc. Depending on the network settings, firewall settings, port opening / closing, and the like may be included as necessary settings for application communication. In addition, the network status such as the type of network and the communication speed are constantly monitored so that the network setting can be switched to the optimum communication method according to a high-speed network such as a LAN or dedicated line, or a low-speed network such as a WAN or the Internet. The network setting may be fed back.

  The environment setting table 34 stores the application ID on the advisor side for each advisor and the application ID on the accounting office side in association with each other. This corresponds to the fact that the advisor-side application and the accounting firm-side application use and can use different versions of the same business content application. . If the accounting office application and the consultant application are different versions based on the environment setting table 34, it may be possible to update to the latest version of the application at a predetermined timing. It is a thought.

  In the accounting processing apparatus 1, the environment setting information can be managed for each advisor (environment setting information management means) by using the environment setting table 34, the application management table 32, and the network setting table 33. The environment setting table If it is an application managed by H.34, settings relating to a communication method and a data storage location are made so that any application can be used.

The consultant storage unit 35 stores company information using the company ID as a key. As shown in FIG. 6 (A), the advisory storage unit 35, as shown in FIG. 6 (B), in addition to the case where the accounting office uses this integrated management system 100 for a plurality of advisors. It also supports cases where companies use each branch (including between headquarters branches and headquarters sales offices).
In the advisory destination storage unit 35 shown in FIG. 6A, the company ID is identification information for identifying an advisory destination. In the company master shown in FIG. 6B, the company ID is identification information for identifying the main branch of the company.
In addition to the items described in FIGS. 6A and 6B, the consultant storage unit 35 may store, for example, a representative name, a company logo, a DB registration date, a business form, a commissioned business, and the like. The representative name may be used, for example, for associating a parent-child relationship of a company. The DB registration date corresponds to an advisory contract date or a branch establishment date. The business form is a corporate business, an individual business, a mere individual, or the like. The commissioned business includes accounting business (monthly audit, settlement of accounts, etc.) and taxation (corporate tax filing, blue filing, etc.).

The linkage setting table 36 is a table in which data linked for each item is associated with the linkage destination screen. The interlocking setting table 36 shown in FIG. 7 includes items such as basic information, a consultant schedule, business status, performance transition, and report transition. The items correspond to items on the main screen described later. In this way, when the item is selected from the main screen by associating the data to be linked and the information on the linkage destination screen using the linkage setting table 36, the corresponding linkage data is used to correspond to the item on the linkage destination screen. Information can be output.
In addition, the storage unit 30 has a storage area for storing various data necessary for business processing. For example, the storage unit 30 may store information for managing the performance transition and business situation of the advisor based on the data generated by each application for each advisor.

2 is an input device such as a keyboard or a mouse. The input unit 45 may be a touch panel or a pen input, or may be an input obtained by converting information collected by a microphone, a camera, or the like, and is not limited to the description herein.
The display unit 46 is a display device configured with an LCD (liquid crystal display) or the like.
The communication unit 49 is an interface that performs communication with an external device such as the consulting terminal 4 and the data server 6 via the communication network N, for example.
Note that the computer in the present invention refers to an information processing apparatus including a control unit, a storage device, and the like, and the accounting processing apparatus 1 is an information processing device including the control unit 10, the storage unit 30, and the like. Included in the concept of computers.

<Terminal 4>
The terminal 4 may be a general PC, for example. Although not shown, the terminal 4 includes a control unit, a storage unit, an input unit, a display unit, a communication unit, and the like. The storage unit of the terminal 4 may store the advisor side application. Further, the advisor side application may not be included in the terminal 4 but may be stored in an external storage device (not shown) accessible from the terminal 4.

<Data server 6>
As described above, the data server 6 is a server provided for each service. The data server 6 may be an IDC server. The data servers 6 are scattered on the Internet and may be virtual servers (virtual WS). Although not shown, the data server 6 includes a control unit, a storage unit, a communication unit, and the like.

<Processing of the accounting processing apparatus 1>
Next, processing of the accounting processing apparatus 1 will be described.
FIG. 8 is a flowchart showing a startup process of the accounting processing apparatus 1 according to the present embodiment.
FIG. 9 is a flowchart showing an initial setting process in the accounting processing apparatus 1 according to the present embodiment.
FIG. 10 is a diagram showing a display example in the accounting processing apparatus 1 according to the present embodiment.

First, the control unit 10 of the accounting processing apparatus 1 starts an activation process shown in FIG. 8 by selecting, for example, an icon (not shown) for managing a consultant displayed on the display unit 46.
In step S (hereinafter simply referred to as “S”) 10 in FIG. 8, the control unit 10 (advisor destination reception unit 11) receives selection of an advisor destination. Here, after starting the activation process, for example, the control unit 10 displays a list of advisory destinations, and allows the user to select an advisory target to be processed from the list, so that the control unit 10 accepts selection of the advisory destination. . In addition, when the list of advisors does not include the target advisor, that is, when a new advisor is added, the control unit 10 advises the user that the user has input by operating the input unit 45. May be accepted.

In S11, the control unit 10 determines whether or not to perform initial setting. For example, when a new advisor is added in S10, the environment is not set for the advisor. Therefore, the accounting processing apparatus 1 needs to perform initial setting. When performing the initial setting (S11: YES), the control unit 10 moves the process to S12. On the other hand, when the initial setting is not performed (S11: NO), the control unit 10 moves the process to S13.
In S12, the control unit 10 (initial setting processing unit 12) performs an initial setting process for performing environment setting.

Here, the initial setting process will be described with reference to FIG.
In S30 of FIG. 9, the control unit 10 refers to the application management table 32 and selects an application to be added. Here, for example, the control unit 10 may extract applications that can be used in the consultant terminal from the application management table 32 and present a list of applications to accept selection of an application to be added by user input. Good. Here, there may be one application or a plurality of applications to be added, but in the subsequent processing, an application that is additionally set one by one will be described.

In S31, the control unit 10 performs application, data, and network setting processing. Specifically, the control unit 10 performs data and network settings for the selected application with reference to the application management table 32 and the network setting table 33.
In S <b> 32, the control unit 10 registers information regarding the set application in the environment setting table 34.

In S33, the control unit 10 (application network setting processing unit 16) executes application data processing based on a predetermined route and communication method based on data and network settings, and confirms execution of the application.
In S34, the control unit 10 determines whether or not to end the initial setting process. When the initial setting process is to be ended (S34: YES), the control unit 10 ends this process and moves the process to S18 in FIG. On the other hand, when the initial setting process is not terminated (S34: NO), the control unit 10 moves the process to S30 and performs setting processes for other unset applications.

In this processing example, as described above, the processing for each application is described, but the processing is not limited thereto. For example, when a plurality of applications can be selected, and the plurality of applications are selected, the control unit 10 may perform a plurality of applications and data and network settings corresponding to the plurality of applications collectively. Good.
In addition, the processing flow has been described as selecting a single consultant and performing environment settings for multiple apps of the consultant. However, for multiple consultants, environment settings including network settings for multiple apps are batched. You may make it carry out.

An example of a table for performing such batch setting processing is shown in FIG. This table can be generated by collecting information set in the consultant's terminal 4 by the server device (accounting processing device 1) on the accounting office side.
In FIG. 20, the network settings of each advisor and each application are as follows: “File transfer with office server”, “Data exchange via IDC (data sharing via IDC)”, “Mail server via mail server” It describes the settings such as the required server and which network route to use, such as “exchange”.
According to the automatic setting process using such a table, environment setting of a plurality of apps can be performed at once for the consultant 1 or a plurality of apps of a plurality of consultants from a consultant 1 to a consultant n. It is also possible to make the environment settings in an integrated manner. According to FIG. 20, it is possible to extract network environment settings that can be used by each consultant and each application, and to automatically set them all at once.

  Returning to FIG. 8, in S <b> 13, the control unit 10 determines whether or not switching of the application or the communication method has occurred. The case where the application or the communication method is switched corresponds to, for example, a case where an application is upgraded or a network environment is changed. When the switching occurs (S13: YES), the control unit 10 moves the process to S14 and performs a switching process described later. When the switching does not occur (S13: NO), the control unit 10 moves the process to S15.

In S15, the control unit 10 (application network setting processing unit 16) refers to the environment setting table 34, the application management table 32, and the network setting table 33, and based on a predetermined route and communication method according to data and network settings, Execute the data processing and confirm the execution of the application.
In S <b> 16, the control unit 10 (the performance transition interlocking unit 17 and the business situation interlocking unit 18) extracts data based on the interlocking setting table 36. For example, in the case of the work status in the linkage setting table 36 of FIG. 7, daily report and progress management data are extracted.

The linked setting table in FIG. 7 includes data generated by each business application, such as “business schedule, deadline information”, “daily report, progress management (accounting / tax business)”, “accounting file”, “corporate tax, income tax, consumption” This is a description of the rough interlocking settings, such as determining which management function on the main screen is to be linked with data such as “tax”.
Of these, “daily report, progress management (accounting / tax business)” is assigned the management function of “business status” on the main screen as the link destination, but what type of business is assigned as “business status”? It is possible to make more detailed interlocking settings such as whether to interlock, and the state is shown in the interlocking management table of FIG.

Here, the business status is classified into business apps that process the consultant schedule / business status management function, and the operation status (data entry, accounting file creation, report creation) history of the accounting input app and tax reporting application. Information is collected and managed in association with business situation data collected for each advisor and for each application.
In this way, by combining the interlock setting processing in multiple stages, it becomes possible to perform centralized management for each advisor and each application in accordance with the delegation contract between the accounting office and the advisor and the industry of the advisor.
Note that such batch setting is performed by providing an environment setting screen 60 as shown in FIG. 17 as an example of transition from an environment setting button 51e of the main screen 50 shown in FIG. The setting process may be performed collectively by setting means.

In S <b> 17 of FIG. 8, the control unit 10 (the performance transition interlocking unit 17 and the business situation interlocking unit 18) links the extracted data to the main screen. At that time, the control unit 10 (linkage setting unit 19) sets data to be linked to the main screen according to the operation level of the consultant. In other words, when the operation level of the advisor is large, for example, all the data linked to the main screen is used, and when the operation level of the advisor is small, for example, the data linked to the main screen is made a part. Etc. are set by the control unit 10.
In S <b> 18, the control unit 10 (main screen output unit 20) outputs the main screen to the display unit 46. Then, the control part 10 complete | finishes this process. Note that a part of the processing by selecting the main screen will be described later.

Here, the main screen 50 displayed on the display unit 46 will be described with reference to FIG.
The main screen 50 is a screen that displays a list of consultant information and can centrally manage the consultant information. The main screen 50 displays the name of the accepted consultant in the heading part 50a, and includes a menu part 51 on the left side and an information output part 52 on the right side.
The menu unit 51 includes an advisor information selection unit 51a, a contact method selection unit 51b, an operation selection unit 51c, and another selection unit 51d.
In addition to company information, the advisor information selection unit 51 a has buttons for inquiry / contact, schedule of advisors, business status, and the like, and displays information corresponding to the selected button on the information output unit 52.
The contact method selection unit 51b, the operation selection unit 51c, and the other selection unit 51d execute a job associated with the button.

  The information output unit 52 displays the contents according to the menu selection of the consultant information selection unit 51a. When the main screen 50 is initially displayed, an outline is selected, and information that the user wants to know first such as notification information 52a, data information 52b, and schedule information 52c is displayed.

Next, cooperation between the main screen 50 and the network, data, etc. will be described.
FIG. 11 is a diagram for explaining the relationship between the accounting processing apparatus 1 and the terminal 4.
In the accounting processing apparatus 1, when an advisor is selected in (# 1) and initial setting is performed, the main screen 50 is output.
In the main screen 50, the file transfer of the accounting apparatus 1 corresponding to the file transfer button is set using the environment setting table 34 as shown in (# 2), so that the file transfer of the terminal 4 is performed. Synchronize with. Similarly, in the main screen 50, the message transmission of the accounting processing apparatus 1 corresponding to the message transmission button is set by using the environment setting table 34 as shown in (# 3). Synchronizes with the message transmission of the terminal 4.
As described above, when the main screen 50 is output, the control unit 10 of the accounting processing apparatus 1 refers to the setting of the environment setting table 34 for each application, so that the application can be executed with the terminal 4. It is possible.

On the other hand, the accounting processing apparatus 1 performs various interlocking settings based on the calculation results and history information output by each application (# 4) used by the consultant A and outputs them to the main screen 50 (# 5). In addition, the business status and schedule information are output to the main screen 50 and the terminal 4 (# 6, # 7).
As described above, when the main screen 50 is output, the control unit 10 of the accounting processing apparatus 1 performs interlocking setting and data generation using the result information of each application, and outputs the result to the main screen 50. To do. Therefore, the main screen 50 can centrally output various types of information including the current business situation. Therefore, it is convenient for the user to see a list of information on the target advisor by referring to the main screen 50.

Next, the switching process which is the process of S12 of the startup process (FIG. 8) will be described.
12 and 13 are flowcharts showing the switching process in the accounting processing apparatus according to the present embodiment.
FIG. 12 is a flowchart showing the switching process when the application is changed, and FIG. 13 is a flowchart showing the switching process when the communication method is changed.
Here, when the application is changed as described with reference to FIG. 12, for example, a new function is added to the application, the application is updated, or an application version is added due to the setting related to the operating environment of the application. The case of up.

In S <b> 40 of FIG. 12, for example, when the user selects an application to be changed from the application list, the control unit 10 receives the application.
In S <b> 41, the control unit 10 refers to the application management table 32 and searches for information on the updated new application (hereinafter referred to as “new application”).
In S <b> 42, the control unit 10 compares the data information and communication method of the new and old applications with reference to the application management table 32, the network setting table 33, and the environment setting table 34.

And the control part 10 performs either of the process from S43-1 to S43-4 according to a comparison result.
S43-1 is a case where there is no change in application data and communication method. In that case, the control unit 10 updates the app of the accounting processing device 1 to the new app, and transmits update data regarding the setting of the new app to the advisory terminal 4 using the current communication method. By doing so, the advisor terminal 4 is updated to the new application.
S43-2 is a case where there is a change in application data and there is no change in the communication method. In that case, in addition to the processing of S43-1, the control unit 10 converts the application data and converts the data in the current application format into data that can be used by the new application. And the control part 10 transmits the application data after conversion other than the update data regarding the setting of a new application to the terminal 4 of a consultant. By doing so, the advisor terminal 4 updates to the new application and takes in the converted application data.

S43-3 is a case where there is no change in application data and there is a change in communication method. In that case, in addition to the process of S43-1, the control unit 10 transmits update data in which a new communication method is set to the advisory terminal 4 using the current communication method. In the terminal 4 of the advisor, the communication method is switched. Further, after instructing the switching setting of the communication method of the data server 6, the control unit 10 performs the switching setting of the communication method of the accounting processing apparatus 1.
S43-4 is a case where there is a change in application data and communication method. In that case, the control part 10 performs the process of S43-2 and the process of S43-3.

  In S44, the control unit 10 updates the environment setting table 34 for the contents of the application, data, and communication method. Then, the control part 10 complete | finishes this process, and moves a process to S15 of a starting process (FIG. 8).

Next, switching processing at the time of changing the communication method in FIG. 13 will be described.
Here, the time when the communication method is changed means, for example, a case where the communication method of the consultant is changed by relocation or is changed by changing or maintaining the communication environment. In addition, it includes a case where the accounting processing apparatus 1 or the communication environment is changed, or a case where it is changed due to a change in the service of the communication method being used.

In S50 of FIG. 13, for example, when the user selects a communication method to be changed from the communication method list, the control unit 10 receives the communication method.
In S <b> 51, the control unit 10 refers to the application management table 32 and the network setting table 33, and searches for application information by updating the communication method.
In S <b> 52, the control unit 10 compares the application information of the old and new communication methods with reference to the application management table 32, the network setting table 33, and the environment setting table 34 to detect whether the application has been changed.

And the control part 10 performs either of the process from S53-1 to S53-4 according to a comparison result and a detection result.
S53-1 is a case where there is no change of an application and application data. In that case, the control part 10 transmits the update data regarding the setting of a communication system to the consultant's terminal 4 using the current communication system. In the consultant terminal 4, the communication method switching setting is performed, and further, after the communication method switching setting of the data server 6 is instructed, the communication method switching setting of the accounting processing apparatus 1 is performed.
S53-2 is a case where there is a change in the application but there is no change in the application data. In that case, in addition to the processing of S53-1, the control unit 10 updates the application of the accounting processing device 1 to a new application and updates data related to the setting of the new application before the processing of S53-1. It transmits to the terminal 4 of the advisor. By doing so, the advisor terminal 4 is updated to the new application.

S53-3 is a case where there is no change in the application, but there is a change in the application data. In that case, in addition to the processing of S53-1, the control unit 10 converts the application data into the data format of the new application before the processing of S53-1. And the control part 10 takes in data in the consultant's terminal 4 by transmitting the update data of new application data to the consultant's terminal 4.
S53-4 is a case where there is a change in the application and application data. In that case, the process of S53-2 and the process of S53-3 are performed.

In S54, the control unit 10 updates the environment setting table 34 with respect to the contents of the application, data, and communication method. Then, the control part 10 complete | finishes this process, and moves a process to S15 of a starting process (FIG. 8).
As described above, the switching process for each advisor and each application has been described based on FIG. 12 and FIG. 13 in which the switching process of FIG. 8, FIG. 9 and FIG. 8 and FIG. 9 is detailed. The flow from the initial setting to the switching process for each consultant and each application is explained in a flow chart, and the initial setting process as shown in FIG. 19 is used for the setting. Good. The flowchart of the initial setting process shown in FIG. 19 shows the initial setting process using FIGS. 8 and 9 in more detail.

Next, a display example when the main screen 50 shown in FIG. 10 is operated will be described.
FIGS. 14 to 16 are diagrams showing display examples in the accounting processing apparatus 1 according to the present embodiment.
FIG. 14 is a display example of the main screen 50 when the inquiry / contact button 55a is selected. The control unit 10 extracts data related to the inquiry / contact, and causes the information output unit 52 to display the inquiry / contact list data 55 b on the main screen 50.
FIG. 15 is a display example of the main screen 50 when the business situation button 53a is selected. The control unit 10 extracts data related to the business situation, and causes the information output unit 52 to display the business situation data 53 b on the main screen 50. Here, the business situation data corresponds to the processes of S15 and S16 of FIG.
FIG. 16 is a display example of the main screen 50 when the data analysis button 54a is selected. The control unit 10 extracts data related to the business performance transition, and displays the business performance transition data 54 b on the information output unit 52 of the main screen 50. Here, the performance transition data corresponds to the processing of S15 and S16 in FIG.

Thus, according to the integrated management system 100 of this embodiment, there are the following effects.
(1) Environment setting information including an application, data storage information, and a communication method for each advisor between the accounting processing apparatus 1, a plurality of advisor terminals 4 and a data server 6 provided for each service. Manage. Even if the communication method is different for each application, the communication method corresponding to the application is managed by managing the environment setting information. Therefore, the accounting office can centrally manage the information of the selected specific advisor among the plurality of advisors.

(2) When a new advisor is added, the accounting processing device 1 registers environment setting information for the application to be added to the terminal 4 of the new advisor. Therefore, even if the number of advisors increases, centralized management can be performed with the environment setting information.
(3) When there is data to be linked, the accounting processing device 1 performs the processing to be linked and displays the linked data on the main screen 50 with the contents corresponding to the operation level. Therefore, it is easy to handle linked data.

(4) The accounting processing apparatus 1 updates the environment setting table 34 so that unified management can be performed for each advisor even when the application is changed or the communication method is changed. The change data is transmitted to the advisor terminal 4 or the data server 6 to be changed. Therefore, the application can be operated regardless of the state of the application.
(5) When the accounting processing apparatus 1 refers to the environment setting table 34 and outputs the main screen 50, the data processing of the application is executed based on the predetermined route and communication method. , You can make the environment settings. Therefore, when the user starts the job, it is only necessary to start the job from the main screen 50, and data can be easily confirmed.

  As mentioned above, although embodiment of this invention was described, this invention is not limited to embodiment mentioned above. In addition, the effects described in the embodiments are merely a list of the most preferable effects resulting from the present invention, and the effects of the present invention are not limited to those described in the embodiments. In addition, although embodiment mentioned above and the deformation | transformation form mentioned later can also be used in combination as appropriate, detailed description is abbreviate | omitted.

(Deformation)
(1) In the embodiment, the case where various tables and the like are stored in the storage unit of the accounting processing apparatus has been described as an example, but the present invention is not limited to this. You may have in the memory | storage part of the apparatus which is not an accounting processing apparatus. Further, the various tables and their contents are merely examples, and there may be other items or other tables.
(2) In the embodiment, the switching process in the startup process is described as an example. However, the present invention is not limited to this. The switching process may be performed independently when an application is updated or a communication method is switched.

  (3) In the embodiment, when a new consultant is added, it is provided with a batch setting means for registering the environment setting information and setting the environment setting information in a batch, so that a plurality of consultants can Although an example of setting environment setting information has been described, the present invention is not limited to this. Information providing means for displaying, analyzing and printing information relating to the environment setting information set by the collective setting means and transmitting the information to the consultant's terminal may be provided.

  (4) In the integrated management system of this embodiment, a data access history, a data access management history, etc. may be kept together with a management history of applications, data, and communication methods.

DESCRIPTION OF SYMBOLS 1 Accounting processing apparatus 4 Terminal 6 Data server 10 Control part 11 Advisor destination reception part 12 Initial setting process part 13 Application update switching part 14 Environment update switching part 15 Main screen process part 16 Application network setting process part 17 Performance transition interlocking part 18 Business Status interlocking unit 19 Interlocking setting unit 20 Main screen output unit 30 Storage unit 31a Management program 32 Application management table 33 Network setting table 34 Environment setting table 36 Interlocking setting table 46 Display unit 50 Main screen 100 Integrated management system

Claims (10)

The accounting office computer, terminals of multiple advisors, and multiple data servers for each service are connected via a network, and each application body, data of each application, and network environment used by the accounting firm's advisors Is an integrated management system capable of centralized management for each advisor,
As a network environment to be used for each advisor and for each application,
A mail communication method via a mail server on the Internet;
A direct communication method that directly accesses the accounting firm computer from the advisory terminal to the accounting firm computer,
A file communication method for transferring files to the storage areas of the accounting office computer and the client terminal;
A data center communication method for accessing a data server, which is a path from an advisory terminal to a computer of an accounting office via a data server on the Internet,
Communication means including two or more communication methods,
Application setting information related to two or more applications when communicating between the terminal of the advisor and the computer of the accounting office, data storage setting information related to storage of data used in each of the two or more applications, and the 2 Environment setting information management means for managing environment setting information including network setting information related to the network environment related to the communication method that can be used by each of two or more applications for each consultant;
With
The environment setting information management means stores the network setting information and the data storage setting information related to the communication method that can be used for each application as the environment setting information in association with the application setting information,
When replacing the application with a different communication means and data structure with the accounting office at the advisor, refer to the environment setting information related to the application before the replacement, the application setting information regarding the application after the replacement, the data storage setting and app updates switching means further registered in the information and the network setting set by changing the information, the engaging Ru environment setting information to the application after the replacement to be used in the terminal before Ki顧 question destination, the configuration information management unit,
The application setting information, the data storage setting information, and the network setting information included in the environment setting information of the replaced application of each advisor managed between a plurality of advisor terminals and the accounting office computer By receiving an individual setting instruction for each advisor including at least one of the above, by referring to the environment setting information related to the application before replacement, the selection of the communication method corresponding to the application by the application setting information, Batch setting change means for simultaneously changing the setting for saving data used in the application based on the data saving setting information and selecting the network environment related to the communication method based on the network setting information for each consultant at the same time ; ,
Providing
Integrated management system characterized by In the integrated management system according to claim 1,
The batch setting changing means transmits data used in an application used in an accounting office and environment setting information to an advisor, refers to the environment setting information received by the advisor, and corresponds to the application. Selection of communication method, selection related to storage of data acquired from an accounting office as data used in the application based on the data storage setting information, conversion of the selected data, and communication that can be used by the application based on the network setting information Selecting a network environment according to the method,
Integrated management system characterized by In the integrated management system according to claim 1 or 2 ,
The accounting office computer is:
For each advisor, an advisor business status management means for managing the performance transition and business status of the advisor based on the data generated by each application;
Advisor selection selection means for receiving selection of a specific advisor from a plurality of advisors,
Means for extracting data relating to performance transitions and business status of a specific consultant received from the data generated by each application;
Means for linking the extracted data to the advisor business status management means;
In accordance with the operation level of the advisor, among the data relating to the performance transition and the business situation, the linkage setting means for setting the data linked to the advisor business situation management means,
Providing
Integrated management system characterized by In the integrated management system according to claim 3 ,
Based on the environment setting information management means, comprising setting means for setting the accounting office side application corresponding to the received specific advisor to be executable;
Integrated management system characterized by In the integrated management system according to any one of claims 1 to 4 ,
Including information providing means for displaying, analyzing and printing the information related to the environment setting information by the collective setting changing means, and transmitting the information to a terminal of an advisor;
Integrated management system characterized by In the integrated management system according to any one of claims 1 to 5 ,
For each advisor, an environment setting table for managing the environment setting information;
When it is necessary to perform at least one of the change of the data storage location and the change of the data communication method between bases due to the change related to the application for each advisor,
When changing the data communication method, based on the environment setting table or a communication method switching means for switching the data communication method to a predetermined communication method assigned to the application after replacement ,
When changing the data storage location, the data switching means for setting the change of the data storage location after replacing the application,
Means for reflecting changes in the environment setting table;
Means for changing the settings of various data servers on the Internet in the path between the accounting office computer and the consultant's terminal, if necessary;
Providing
Integrated management system characterized by In the integrated management system according to any one of claims 1 to 5 ,
For each advisor, an environment setting table for managing the environment setting information;
When changes to the communication method occur,
Means for detecting that a change related to an application is necessary when switching communication methods based on the environment setting table;
In response to the detection by said means for detecting, on the basis of the environment setting table, means for performing replacement and / or replacement of the application data of the application main body,
Means for transmitting the replaced data and / or application main body from the accounting office computer to the terminal of the advisor;
Means for setting the communication method of the terminal of the advisor;
In the consultant's terminal, means for performing change settings related to the application body and / or application data;
Means for reflecting changes in the environment setting table;
Means for changing the settings of various data servers on the Internet in the path between the accounting office computer and the consultant's terminal, if necessary;
Providing
Integrated management system characterized by In the integrated management system in which the accounting office computer, terminals of multiple advisors, and multiple data servers for each service are connected via a network, each application main body and each application used by the accounting office advisors Is a management device that can centrally manage the data and network environment for each consultant,
The integrated management system is a network environment that is used for each advisor and for each of a plurality of applications.
A mail communication method via a mail server on the Internet;
A direct communication method that directly accesses the accounting firm computer from the advisory terminal to the accounting firm computer,
A file communication method for transferring files to the storage areas of the accounting office computer and the client terminal;
A data center communication method for accessing a data server, which is a path from an advisory terminal to a computer of an accounting office via a data server on the Internet,
Including communication means including two or more communication methods,
The management device includes application setting information related to two or more applications when communicating with an advisory terminal, data storage setting information related to storage of data used in each of the two or more applications, and the two An environment setting information storage unit that stores environment setting information including network setting information related to the network environment related to the communication method that can be used by each of the above applications for each consultant ,
The environment setting information storage unit stores the network setting information and the data storage setting information related to the communication method that can be used for each application as the environment setting information in association with the application setting information,
When replacing the application with a different communication means and data structure with the accounting office at the advisor, refer to the environment setting information related to the application before the replacement, the application setting information regarding the application after the replacement, the data storage setting and setting change to information and the network setting information, configuration information relating to the application after the replacement to be used in the terminal before Ki顧 question destination, and app updates switching means for more registered in the configuration information storage unit,
At least one of the application setting information, the data storage setting information, and the network setting information included in the environment setting information of the application after the replacement of each advisor managed by a plurality of advisor terminals By accepting an individual setting instruction for each advisor including a designation, referring to the environment setting information related to the application before replacement, the selection of the communication method corresponding to the application based on the application setting information, and the data storage setting information A batch setting change means for simultaneously changing settings for each advisor at the same time , the selection related to the storage of data used in the application by the selection of the network environment related to the communication method by the network setting information ;
Providing
Management device characterized by. A management program for causing a computer to function as the management device according to claim 8 . In the integrated management system in which the accounting office computer, terminals of multiple advisors, and multiple data servers for each service are connected via a network, each application main body and each application used by the accounting office advisors The data and network environment is executed by a management device capable of centralized management for each consultant,
The integrated management system is a network environment that is used for each advisor and for each of a plurality of applications.
A mail communication method via a mail server on the Internet;
A direct communication method that directly accesses the accounting firm computer from the advisory terminal to the accounting firm computer,
A file communication method for transferring files to the storage areas of the accounting office computer and the client terminal;
A data center communication method for accessing a data server, which is a path from an advisory terminal to a computer of an accounting office via a data server on the Internet,
Including communication means including two or more communication methods,
Application setting information related to two or more applications when the environment setting information management means of the management device communicates with a consultant terminal, data storage related to storage of data used in each of the two or more applications It is a step of managing environment setting information including network setting information related to the network environment related to the communication method that can be used by each of the two or more applications, and can be used for each application. Storing the network setting information and the data storage setting information related to the communication method as the environment setting information in association with the application setting information ;
When the application update switching means is replaced with an application having a different communication structure and data structure with the accounting office at the consultant, the application setting relating to the application after the replacement is referred to with reference to the environment setting information related to the application before the replacement. information, the data storage setting information and set change to the network setting information, the engaging Ru environment setting information to the application after the replacement to be used in the terminal before Ki顧 question destination, more registered in the configuration information management unit Steps,
The batch setting means includes the application setting information, the data storage setting information, and the network setting information included in the environment setting information of the replaced application of each advisor managed by a plurality of advisor terminals . By receiving an individual setting instruction for each advisor including at least one of them, referring to the environment setting information related to the application before replacement, selection of a communication method corresponding to the application by the application setting information, Selection of data used in the application based on the data storage setting information, and selection of a network environment related to the communication method based on the network setting information, and simultaneously changing the setting for each advisor at the same time ;
Management method including.