JP6598179B1 - Information processing program, information processing apparatus, and information processing method - Google Patents

Abstract

Information processing capable of easily specifying a necessary schedule, saving labor in creating detailed expense data, and suppressing expense reimbursement that goes back in the past for a preset period of time A program, an information processing apparatus, and an information processing method are provided. An information processing server registers in advance an arbitrary search keyword used for a schedule search by an applicant for expense settlement, in association with an applicant ID, and performs a search using the search keyword when applying for an expense. Search the schedule corresponding to the request, send the list of visits included in it to the applicant terminal 3, and send the data indicating the route and expense reflecting the selected visits to the applicant terminal 3, respectively. Then, the expense detail data reflecting the contents of the route and expense identification result is generated and recorded, and the schedule before the predetermined period is hidden on the applicant terminal 3 from the generation timing of the detail data. [Selection] Figure 4

Description

  The present invention belongs to the technical field of an information processing system that performs processing related to detailed data indicating details of expenses.

  In corporate activities, travel expenses when employees belonging to the company make a business trip, expenses incurred on business at the business trip destination, etc. are generated daily as so-called expenses. In addition to business trips, expenses are incurred in normal corporate activities. Such expenses need to be settled when the corresponding work is completed. In this settlement, detailed data indicating the necessary expenses is created by a person who desires the settlement (for example, the above-mentioned employee who has traveled) and confirmed with an approver who approves expenses, for example. I need to take it.

  On the other hand, if the person who desires the above settlement creates the above detailed data, and the expenses to be settled are travel expenses etc., the detailed data corresponding to the schedule of the process in which the travel expenses etc. occurred is created. There is a need to. As a document disclosing the prior art relating to the processing of the detailed data in relation to the schedule, for example, the following Patent Document 1 can be cited.

  At this time, the following Patent Document 1 describes a configuration for performing a plurality of tasks such as work management, attendance management, expense adjustment, labor management, man-hour management, etc., using schedule information indicating a work schedule input by a user. It is disclosed. In addition, the schedule input in Patent Document 1 below is based on a manual input by a user using an input device such as a mouse or a keyboard.

JP-A-2018-92359

  However, for example, when a user who frequently travels or goes out to apply for expense reimbursement, it is necessary to specify a schedule corresponding to reimbursement from a number of past schedules. In the case where there are a large number of schedules, there has been a problem that a great deal of labor is required to identify them. In addition, there was a demand from the managers of expenses to effectively prevent the application of expense reimbursement that goes back in the past more than the specified number of days.

  Therefore, there is a demand for a technique for saving labor for specifying a schedule used for expense settlement and appropriately managing a period during which expense can be settled.

  Therefore, the present invention has been made in view of the above-described problems and requests, and by easily specifying a necessary schedule, it is possible to save the creation of detailed expense data and to set in advance. It is an object of the present invention to provide an information processing program, an information processing apparatus, and an information processing method capable of suppressing the settlement of expenses that go back in the past for a specified period.

  In order to solve the above-mentioned problem, the invention according to claim 1 searches the computer included in the information processing system for the schedule in an external recording device that records the schedule of the applicant who applies for expense settlement. When a search keyword is used by the applicant and is arbitrarily determined by the applicant, the received search keyword is registered in association with the applicant identification information for identifying the applicant. A registration means that accepts a search request for the schedule using the search keyword and the applicant identification information from the applicant terminal of the applicant at the time of application for the expense after registration of the search keyword, and the received search The recording device is searched for the schedule corresponding to the request, and the searched schedule is searched. Search transmission means for sending and outputting a joule to the applicant terminal, selection result receiving means for receiving a selection result in the applicant terminal of the schedule output in the applicant terminal, selected in the applicant terminal The route information indicating the travel route of the applicant reflecting the contents of the schedule and the cost information indicating the expense corresponding to the travel route are transmitted to the applicant terminal, and the travel route in the applicant terminal that transmitted the schedule A specification result receiving means for receiving the specification result of the expense, a specification data generating / recording means for generating and recording the specification data reflecting the contents of the received specification result and indicating the expense; , The schedule before a period set in advance for the expense settlement from the generation timing of the detailed data. The Yuru, characterized in that function as an output control means for the output failure in the applicant terminal.

  The invention according to claim 6 is a search keyword used by the applicant when searching for the schedule in an external recording device that records the schedule of the applicant who applies for expense settlement, A registration unit that accepts an arbitrarily defined search keyword and registers the received search keyword in association with applicant identification information for identifying the applicant, and at the time of application for the expense after registration of the search keyword The search request using the search keyword and the applicant identification information is received from the applicant terminal of the applicant, the schedule corresponding to the received search request is searched in the recording device, and the search is performed. Search transmission means for transmitting the schedule to the applicant terminal and outputting it, and the application A selection result receiving means for receiving a selection result in the applicant terminal of the schedule output in the applicant terminal, and a route indicating the travel route of the applicant reflecting the contents of the schedule selected in the applicant terminal Specific result receiving means for transmitting the information and the expense information indicating the expense corresponding to the travel route to the applicant terminal and receiving the travel route and the expense specific result in the transmitted applicant terminal; Detailed data reflecting the contents of the specific result, detailed data generation recording means for generating and recording detailed data indicating the expense, and the expense settlement from the generation timing of the detailed data is preset. Output control means for disabling output of the schedule before the period at the applicant terminal; Characterized in that it obtain.

  The invention according to claim 7 is an information processing method executed by a computer included in the information processing system, and searches for the schedule in an external recording device that records the schedule of the applicant who applies for expense settlement. When a search keyword is used by the applicant and is arbitrarily determined by the applicant, the received search keyword is registered in association with the applicant identification information for identifying the applicant. And a search request for the schedule using the search keyword and the applicant identification information is received from the applicant terminal of the applicant at the time of applying for the expense after registration of the search keyword, and the received search Search the recording device for the schedule corresponding to the request, and perform the search Transmitting the schedule to the applicant terminal for output, receiving the selection result at the applicant terminal of the schedule being output at the applicant terminal, and the selected at the applicant terminal The route information indicating the travel route of the applicant reflecting the contents of the schedule and the cost information indicating the expense corresponding to the travel route are transmitted to the applicant terminal, and the travel route in the transmitted applicant terminal and From the step of receiving the specific result of the expense, the detailed data reflecting the contents of the received specific result, generating and recording the detailed data indicating the expense, and the generation timing of the detailed data The schedule before the period set in advance for the settlement of the expense, the applicant end Characterized in that it comprises the steps of: a output failure in.

  According to the invention described in any one of claims 1, 6, and 7, it is possible to easily specify a necessary schedule from a plurality of schedules, thereby saving labor in creating detailed expense data. it can. In addition, since the schedule before the predetermined period is not output at the applicant terminal, it is possible to suppress the expense reimbursement that goes back in the past over a preset period.

  According to a second aspect of the present invention, in the information processing program according to the first aspect, the registration unit is desired to acquire the recording device specifying information for specifying the recording device and the applicant terminal. Calendar specifying information indicating calendar information including a schedule and starting point information indicating a point to be a starting point of the travel route are registered in association with the applicant identification information together with the search keyword. . Thereby, it is possible to facilitate the specification of each required schedule and moving route.

  According to a third aspect of the present invention, in the information processing program according to the first or second aspect, if the search corresponding to the search request cannot be performed in the recording device at the time of the application, the search transmission is performed. The means is characterized by causing the applicant terminal to output a search enabling message indicating that the search in the recording device should be possible. Thereby, it can be made to recognize that the search of a schedule should be enabled for an applicant.

  According to a fourth aspect of the present invention, in the information processing program according to any one of the first to third aspects, the search transmission unit has completed generation and recording by the detailed data generation and recording unit The schedule corresponding to the detailed data is output at the applicant terminal so as to be identifiable with respect to the schedule that has not been generated and recorded. As a result, the schedule to be selected (that is, the schedule in which the generation and recording of detailed data has not been completed) can be promptly recognized by the applicant.

  According to a fifth aspect of the present invention, in the information processing program according to any one of the first to fourth aspects, the specific result receiving means includes the departure place and the destination in the selected schedule. The route information indicating the travel route, the route information including the feature information indicating the feature of the travel route is transmitted to the applicant terminal together with the expense information, and the route information including the feature information is transmitted. The specification result is received from the applicant terminal, and when the feature information is included in the received specification result, the detailed data generation recording unit reflects the contents of the specification result including the feature information. The detailed data is generated and recorded. Thereby, it is possible to facilitate the selection of the travel route by the applicant, and it is possible to generate and record the detailed data reflecting the feature information indicating the feature of the travel route.

  According to the present invention, it is possible to easily specify a necessary schedule from a plurality of schedules, and thus it is possible to save labor in creating detailed expense data. In addition, since the schedule before the predetermined period is not output at the applicant terminal, it is possible to suppress the expense reimbursement that goes back in the past over a preset period.

It is a figure showing an example of outline composition of information processing system S of an embodiment. It is a figure which shows an example of detailed data of an embodiment, and an example of applicant data, respectively. It is a figure which shows an example of the functional block of the system control part 23 of embodiment. It is a sequence figure showing exchange between applicant terminal 3 and information processing server 2 in registration of detailed data of an embodiment. (A) is a figure which illustrates the cooperation screen before cooperation with the schedule server 1 of embodiment. (B) is a figure which illustrates the cooperation screen after the said cooperation. (A) is a figure showing an example of a settlement screen of an embodiment. (B) is a figure showing an example of a visited list screen of the embodiment. (C) is a diagram showing an example of a visited list screen when the schedule server 1 of the embodiment is not linked. (A) is a figure (I) which shows an example of the detailed screen of embodiment. (B) is a figure which shows an example of the pull-down menu for departure place selection of embodiment. (C) is a figure which shows an example of the pull-down menu for destination selection of embodiment. (D) is a figure showing an example of a route search result list display screen of an embodiment. It is a figure (II) which shows an example of the detailed screen of embodiment.

  Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. The embodiment described below is an embodiment when the present invention is applied to a cloud-type information processing system.

[1. Configuration and function of information processing system S]
First, with reference to FIGS. 1-3, the structure and outline | summary function of the information processing system S which concern on this embodiment are demonstrated. FIG. 1 is a diagram illustrating an example of a schematic configuration of the information processing system S. As shown in FIG. 1, the information processing system S includes a schedule server 1 (an example of a recording apparatus of the present invention), an information processing server 2 (an example of an information processing apparatus of the present invention), an applicant terminal 3, and the like. Has been. The schedule server 1, the information processing server 2, and the applicant terminal 3 are each connected to a network NW such as the Internet. In the example of FIG. 1, one applicant terminal 3 is shown, but there are actually a plurality of applicant terminals. A plurality of schedule servers may exist.

  The schedule server 1 is a server that is constructed in a cloud environment and provides a cloud service. More specifically, the schedule server 1 is an organization (for example, a company) to which the applicant of the embodiment belongs as the cloud service, and the account of the organization to which an account for logging in to the information processing server 2 is issued. Each is a server that registers (accumulates) the schedule of the embodiment of each of the applicants belonging to the organization. The applicant of the embodiment is a person who intends to apply for the expense settlement of the embodiment corresponding to the schedule. Each schedule registered in the schedule server 1 includes information such as corresponding date and time, purpose (visited place), departure place and destination, and is registered. The “purpose (visited place)” is information indicating the purpose of the corresponding schedule and the visited place (rough visited place) such as “company visit (Kyoto)” and “company visit (Shiga)”. Each schedule registered in the schedule server 1 of the embodiment is preferably registered with the purpose (visited place) included in each schedule as a title. Each schedule registered in the schedule server 1 is searched by the information processing server 2 using the search keyword in response to the schedule fetch request of the embodiment received from the applicant terminal 3 as will be described later. It is captured. Thereafter, data such as a visit destination included in the schedule captured by the information processing server 2 is transmitted by the information processing server 2 to the applicant terminal 3 that is the transmission source of the schedule capture request. The schedule server 1 may be configured by a single computer or a plurality of computers.

  The applicant terminal 3 is used by an applicant of an embodiment that is a user of the organization to which the account is issued. The applicant terminal 3 displays the various screens on the display according to the screen data (for example, web page) transmitted from the information processing server 2 after accessing the information processing server 2 via the network NW by the web browser and logging in. To do. For the applicant terminal 3, for example, a personal computer, a smartphone, a tablet, or the like is applicable.

  The information processing server 2 is a server for providing the cloud service of the embodiment, which is constructed in the cloud environment like the schedule server 1. As an example of the cloud service of the embodiment, there is a service that centrally manages processing related to expenses (transportation expenses, travel expenses, etc.), but there is no particular limitation. The information processing server 2 may also be configured by a single computer or a plurality of computers. Further, as shown in FIG. 1, the information providing server 2 includes a communication unit 21, a storage unit 22, a system control unit 23, and the like.

  The communication unit 21 communicates between the schedule server 1 and the applicant terminal 3 via the network NW under the control of the system control unit 23. The storage unit 22 includes, for example, a hard disk drive, and stores an OS (Operating System), various applications that operate on the OS, and various data. The various data includes setting data used in the application, data obtained by processing executed in accordance with the application, and the like. The various applications include, for example, the detailed data registration application of the embodiment. The detailed data registration application of the embodiment creates data created by the applicant of the embodiment using the applicant terminal 3 in order to settle expenses such as travel expenses and accommodation expenses necessary for the business trip, for example. This is an application for causing the information processing server 2 to register as detailed data. The detailed data registration application incorporates the information processing program of the present invention.

  As described above, the detailed data of the embodiment is data that is generated when the applicant of the embodiment applies for the expense that needs to be settled and is registered in the information processing server 2. Examples of settlement targets indicated by the detailed data of the embodiment include, for example, “transportation expense settlement”, “business trip application”, “business trip settlement”, “overseas business trip application”, “overseas business trip settlement”, “expense application”, “ There are "cost adjustment", "accounting expense application" and "accounting expense adjustment". On the applicant terminal 3 of the embodiment, a necessary settlement screen or the like is displayed for each settlement target. Detailed data will be described in detail later by way of example.

  A database 221 for storing data such as the detailed data is constructed in the storage unit 22. Each of the data is given a unique name and a unique ID (identification information). Each data is stored in association with the account information of the organization in a storage location distinguished for each organization where the account is issued. The organization account information includes organization specific information including an organization name, an organization ID, and a password. FIG. 2 is a diagram illustrating an example of detailed data of the embodiment and an example of applicant data of the embodiment in a table format (in other words, a list format).

  The detailed data 221a shown in FIG. 2 includes information on expenses such as travel expenses and accommodation expenses that the applicant (for example, an employee) inputs and registers for each section (travel) of a business trip, for example, and date Information. In the example of the detailed data 221a shown in FIG. 2, the section of the process, the travel method, and the necessary expenses (travel expenses and accommodations) entered and registered by the applicant who travels from Meguro to Osaka using the Shinkansen with lodging. Each field including information indicating the cost etc. and the payment source is registered as one record for each section and for each stay. Each record of the detail data 221a is mutually identified by the registered detail ID. Note that the registered content of the detailed data 221a illustrated in FIG. 2 is merely an example. Furthermore, the detailed data 221a illustrated in FIG. 2 may be stored in another server (for example, a database server) different from the information processing server 2.

  In the applicant data 221b shown in FIG. 2, each field including information for searching and acquiring the schedule registered in the applicant by the schedule server 1 is registered as one record for each applicant. Yes. More specifically, in association with the applicant ID for identifying the applicant, the location information indicating the location on the network NW of the schedule server 1 where the applicant has registered the schedule, the applicant has moved. When searching for a route, fields including address information, search keywords, and calendar information input as initial values of the departure place are registered as one record of the applicant data 221b. At this time, the location information is account information such as a schedule server URL (Uniform Resource Locator). The address information is, for example, information indicating the address of an office or office where the applicant usually works, or the home address if so-called direct access is often made. The search keyword is a search keyword used when the applicant registers the schedule in the schedule server 1 and is a search keyword uniquely determined by the applicant (that is, arbitrarily). The search keyword is used when searching the schedule of the applicant in the schedule server 1 when registering the detailed data indicating the expense. The calendar information is information on a calendar in which a schedule corresponding to the applicant is registered, for example, calendar information such as “schedule”, “Japanese holiday”, or “birthday”.

  The system control unit 23 includes a CPU (Central Processing Unit), a ROM (Read Only Memory), a RAM (Random Access Memory), and the like, and the CPU executes various processes according to an application operating on the corresponding OS. FIG. 3 is a diagram illustrating an example of functional blocks of the system control unit 23. As shown in FIG. 3, the system control unit 23 functions as a search keyword registration unit 231, a display control unit 232, a schedule capture unit 233, a route search unit 234, a detailed data registration unit 235, and the like. That is, the system control unit 23 as a computer functions as a search keyword registration unit 231, a display control unit 232, a schedule capture unit 233, a route search unit 234, and a detailed data registration unit 235 by the detailed data registration application of the embodiment. To do. The search keyword registration unit 231 is an example of the “registration unit” in the present invention. The display control unit 232 is an example of the “search transmission unit” in the present invention. The schedule capturing unit 233 is an example of the “search transmission unit” in the present invention. The route search unit 234 is an example of a “selection result receiving unit” and an example of a “specific result receiving unit” in the present invention. The detail data registration unit 235 is an example of “detailed data generation recording unit” and an example of “output control unit” in the present invention.

  The search keyword registration unit 231 generates a cooperation screen for making connection (cooperation) between the applicant terminal 3 and the schedule server 1 via the information processing server 2 using the account, and creates the network NW. To the applicant terminal 3 to be connected. With the connection between the applicant terminal 3 and the schedule server 1 via the information processing server 2, the schedule can be taken from the schedule server 1. For this reason, the account of the organization to which the applicant who uses the applicant terminal 3 belongs is associated with account information indicating the location on the network NW of the schedule server 1 where the applicant registers the schedule.

  When an account selection result is transmitted from the applicant terminal 3 that has transmitted the cooperation screen, the search keyword registration unit 231 registers the calendar registered in the schedule server 1 corresponding to the account included in the selection result. Information is acquired from the schedule server 1 and transmitted to the applicant terminal 3 via the network NW. Then, the search keyword or the like input by the applicant at the applicant terminal 3 based on the transmitted calendar information or the like is associated with the applicant ID for identifying the applicant, and one of the applicant data 221b. The data is stored in the database 221 of the storage unit 22 as a record. Due to the functions of the search keyword registration unit 231 described above, cooperation between the corresponding applicant terminal 3 and the schedule server 1 via the information processing server 2 is formed.

  When there is an expense settlement request from an applicant who uses the applicant terminal 3, the display control unit 232 transmits a settlement screen corresponding to the settlement request to the applicant terminal 3 via the network NW. Display. Further, when the display control unit 232 obtains a list of visits to be described later included in the applicant's schedule from the schedule capture unit 233, the visit control unit 232 selects the one visit destination from the visit list. A visited list screen including a list is transmitted to the applicant terminal 3 via the network NW and displayed. At this time, there may be a case where the visit destination list (schedule) for which the registration of the corresponding detailed data has already been completed is included in the visit destination list. In this case, the display control unit 232 causes the applicant terminal 3 to display the visiting destinations for which the registration of the corresponding detailed data has been completed for the visiting destinations for which the registration has not been completed. More specifically, the display control unit 232 displays the destinations for which registration of the corresponding detailed data has been completed, in gray display for the destinations for which registration has not been completed. Further, when the display control unit 232 obtains a route search result described later from the route search unit 234 to the applicant's visit destination, the search result of one route is moved when the route corresponding to the search result is moved. A route search result list screen including the route search result is transmitted to and displayed on the applicant terminal 3 via the network NW so as to be specified from the route search result together with necessary expenses.

  When the schedule capture unit 233 acquires the schedule capture request from the applicant terminal 3 in which cooperation with the schedule server 1 is formed, the schedule capture unit 233 together with the search keyword corresponding to the schedule capture request schedule server 1 The schedule server 1 searches the schedule server 1 for a schedule that is transmitted via the network NW and requested to be taken in. Next, the schedule capturing unit 233 acquires the searched schedule via the network NW, and creates a list of applicants who use the applicant terminal 3 based on the acquired schedule. At this time, for example, the schedule capturing unit 233 applies an application corresponding to the schedule of the date prior to the timing when the payment request is acquired from the applicant terminal 3 or the number of days set in advance from that date and the corresponding visited site. The non-display process for making non-display in the person terminal 3 is performed. The preset number of days is, for example, the number of days (for example, 60 days) preset by the administrator of the information processing system S. As an example of the non-display process, the corresponding schedule remains recorded in the schedule server 1, but the display control unit 232 is configured to hide the schedule and the corresponding visited place in the corresponding applicant terminal 3. For example, a flag setting process for control is included. Another example of the non-display process is a process of deleting the schedule from the schedule server 1 itself. As yet another example of the non-display process, the schedule fetching unit 233 may be configured not to acquire the schedule and the corresponding visited site before the preset number of days from the schedule server 1. Thereafter, the schedule capturing unit 233 includes the created visit list in the visit list screen transmitted from the display control unit 232 to the applicant terminal 3, and the applicant terminal 3 is connected to the applicant terminal 3 via the network NW. Send and display.

  The route search unit 234 sends a route search request for searching for a route to the visited destination selected at the applicant terminal 3 using the visited list transmitted from the schedule capturing unit 233 via the display control unit 232 to the network. Obtain from the applicant terminal 3 via the NW. Next, the route search unit 234 searches for a route corresponding to the destination or the like based on information such as the destination and the departure point included in the acquired route search request, and displays a list of search results of the route. create. After that, the route search unit 234 includes the created route search result list in the route search result list screen transmitted from the display control unit 232 to the applicant terminal 3, and sends the applicant terminal 3 to the applicant terminal 3 via the network NW. To send and display.

  The detail data registration unit 235 uses the settlement screen transmitted from the display control unit 232 to receive the detailed data registration instruction including the route selection result input in the applicant terminal 3 and data such as expenses corresponding thereto. From the user terminal 3 via the network NW. The detailed data registration unit 235 that has acquired the detailed data registration instruction stores (registers) one record of the detailed data 221 a corresponding to the acquired data in the database 221.

[2. Operation of information processing system S]
Next, the operation of the information processing system S in registering one record of the detail data 221a by the detail data registration application of the embodiment will be described with reference to FIGS. FIG. 4 is a sequence diagram showing exchanges between the applicant terminal 3 and the information processing server 2 at the time of registration of the detailed data. FIG. 5 is a diagram illustrating an example of a cooperation screen before account cooperation according to the embodiment. FIG. 6 is a diagram illustrating an example of a settlement screen according to the embodiment. 7 and 8 are diagrams each illustrating an example of a detail screen according to the embodiment. In the following description, registration of one record of the detailed data 221a by the detailed data registration application of the embodiment is simply referred to as “detailed data registration of the embodiment”.

  As described above, the detailed data registration according to the embodiment is intended to store one record of the detailed data 221a in the database 221. The detailed data 221a is stored in the database 221 after the session between the applicant terminal 3 and the information processing server 2 is established and the login from the applicant terminal 3 to the information processing server 2 is performed. Started in response to an operation by an applicant who uses. That is, as shown in FIG. 4, the detailed data registration of the embodiment is performed from any one of the applicant terminals 3, and the information processing server 2 between the applicant terminal 3 and the schedule server 1. The above-described cooperation screen acquisition request for forming the cooperation via the network NW is transmitted to the information processing server 2 via the network NW (step S1). This acquisition request includes a terminal ID for identifying the applicant terminal 3 that transmits the acquisition request from other applicant terminals 3. The acquisition request is transmitted, for example, by selecting a “schedule cooperation” button on an initial screen (not shown) displayed on the applicant terminal 3.

  When the acquisition request for the cooperation screen is transmitted, the search keyword registration unit 231 of the system control unit 23 selects the cooperation screen including the necessary items as the applicant who has transmitted the acquisition request for the cooperation screen. It is transmitted to the terminal 3 and displayed (step S2). The transmission of the cooperation screen in step S2 is performed using the terminal ID transmitted together with the acquisition request as a clue. FIG. 5 shows an example of the cooperation screen 30 before the cooperation is formed as FIG. 5A, and FIG. 5B shows an example of the cooperation screen 30 after the cooperation is formed. ing. In the cooperation screen 30 illustrated in FIG. 5, an account cooperation column 30 a indicating whether or not the above-mentioned cooperation is formed, and information on a calendar whose schedule can be taken in as a result of the formation of the above-mentioned cooperation. A calendar information display field 30b to be displayed, an address field 30c in which an initial value of a departure place when the applicant searches for a route is displayed, and used when the applicant takes in a schedule (ie, searches in the schedule server 1) and A search keyword display field 30d that displays a list of the search keywords currently registered in the information processing server 2, a save button 30e that is operated when registering the search keywords, etc., and canceling the formation of the cooperation. A cancel button 30f to be operated is provided. In the account linkage field 30a, before the linkage is formed, a “link schedule account” button that is operated when the linkage is formed is provided (see FIG. 5A). On the other hand, after the link is formed, the account link field 30a is provided with a button indicating that the link has been formed and a “cancel link” button that is operated when canceling the link. (See FIG. 5B). On the other hand, the calendar information displayed in the calendar information display field 30b corresponds to the calendar information of the applicant data 221b illustrated in FIG. The address displayed in the address field 30c corresponds to the address information of the applicant data 221b illustrated in FIG. The search keyword displayed in the search keyword display field 30d corresponds to the search keyword of the applicant data 221b.

  When the link screen 30 before link formation (see FIG. 5A) is displayed on the applicant terminal 3, when the “link schedule account” button is operated in the account link field 30a. Account information corresponding to the schedule server 1 capable of forming a linkage at that time is displayed as a list (not shown) or a so-called pull-down menu, and desired account information is selected by the applicant. The account information selection result by the applicant is transmitted from the applicant terminal 3 to the information processing server 2 via the network NW (step S3). The selection result includes a terminal ID for identifying the applicant terminal 3 that transmits the selection result from other applicant terminals 3.

  Next, the search keyword registration unit 231 of the system control unit 23 that acquired the account information selection result accesses the schedule server 1 corresponding to the account information based on the account information corresponding to the selection result, Get calendar information including recorded schedule. The acquired calendar information is transmitted from the search keyword registration unit 231 to the applicant terminal 3 that has transmitted the selection result via the network NW (step S4). In step S4, the calendar information is transmitted using the terminal ID transmitted together with the selection result as a clue.

  In the applicant terminal 3 to which the calendar information has been transmitted, the operation for confirming and selecting the transmitted calendar information is performed using the cooperation screen 30 illustrated in FIG. 5B, and the search keyword display field 30d. An arbitrary search keyword of the applicant (that is, the applicant's own) is input using. At this time, the correction of the initial value of the departure place may be performed using the address field 30c. Thereafter, by operating the save button 30e, a search keyword etc. save operation including each input information is performed (step S5). When this search keyword storage operation is performed, the search keyword data input so far is transmitted from the applicant terminal 3 to the search keyword registration unit 231 via the network NW (step S6). The search keyword registration unit 231 that has acquired data such as search keywords registers this in the database 221 as one record of the applicant data 221b illustrated in FIG. 2 (step S7). After step S7, the cooperation screen 30 transmitted in response to the cooperation screen acquisition request from the applicant terminal 3 becomes the cooperation screen 30 illustrated in FIG.

  Subsequently, the operation of the information processing system S in the detailed data registration of the embodiment will be described. The detailed data registration of the embodiment is performed by the user of the applicant terminal 3 after the session between the applicant terminal 3 and the information processing server 2 is established again and the login from the applicant terminal 3 to the information processing server 2 is performed. Started in response to an operation. It should be noted that the detailed data registration of the embodiment may be started following the formation of the cooperation of the embodiment in the above-described steps S1 to S7 (that is, without a new login from the applicant terminal 3). That is, as shown in FIG. 4, in the detailed data registration according to the embodiment, the request for acquiring the payment screen from any of the applicant terminals 3 for adjusting the expense corresponding to the detailed data registration is sent to the network NW. It is started by transmitting via (step S8). This acquisition request is transmitted from the applicant terminal 3 when a settlement button (not shown) is operated on the applicant terminal 3. This acquisition request includes a terminal ID for identifying the applicant terminal 3 that transmits the acquisition request from other applicant terminals 3.

  When the payment screen acquisition request is transmitted, the display control unit 232 of the system control unit 23 displays the payment screen 40 shown in FIG. 6A as the applicant terminal that has transmitted the payment screen 40 acquisition request. 3 for display (step S9). The payment screen 40 is transmitted in step S9 using the terminal ID transmitted together with the acquisition request for the payment screen 40 as a clue. In the checkout screen 40 shown in FIG. 6A, an applicant display column 40a in which an applicant ID or the like of the applicant who registers the detailed data of the embodiment is input and the applicant is searched and displayed, and its expense This is operated when attaching a department ID field 40b for searching and displaying a department ID indicating a department to which a burden should be borne, and an image obtained by capturing a receipt necessary for expense settlement. File attachment button 40c, and a statement addition button 40d that is operated when a statement of expense to be settled is added.

  Next, when the detail addition button 40d is operated on the settlement screen 40 by the applicant who performs the settlement, an embodiment in which it is necessary to add the detail is accompanied by the applicant ID indicating the applicant and the addition Are sent from the applicant terminal 3 to the information processing server 2 via the network NW (step S10). The schedule capture unit 233 that has acquired the schedule capture request transmits the schedule capture request together with the corresponding search keyword to the schedule server 1 via the network NW, and schedules the schedule for which capture is requested by the applicant. Search is performed in the server 1 (step S11). At this time, the “corresponding search keyword” is a search keyword (see FIG. 2 or FIG. 5) registered using the cooperation screen 30 from the applicant terminal 3 that is the transmission source of the schedule capture request.

  Next, the schedule capturing unit 233 acquires the searched schedule, and creates a list of applicants to visit based on the acquired schedule. At this time, in parallel with the acquisition of the schedule, as described above, the schedule capturing unit 233, for example, the timing at which the acquisition request for the settlement screen is acquired from the applicant terminal 3 in step S8 or the number of days set in advance from that date. The above-described non-display process for the schedule of the earlier date is performed. Thereafter, the schedule capturing unit 233 includes the created visit list in the visit list screen transmitted from the display control unit 232 to the applicant terminal 3, and the applicant terminal 3 is connected to the applicant terminal 3 via the network NW. Transmit (step S12).

  On the applicant terminal 3 that has acquired the visited list screen, a visited list screen 41 illustrated in FIG. 6B is displayed for the visited sites that are not the target of the non-display process. In the visited destination list screen 41, the registered visit destination 41a in which the corresponding detailed data has already been registered by the detailed data registration of the embodiment performed in the past, and the corresponding detailed data has not been registered yet. A registered visit 41b is included with each date. In addition to these, the visited list screen 41 is provided with a cancel button 41c and the like operated when canceling the detailed data registration of the embodiment. At this time, the registered visit destination 41a is displayed in gray, for example, so that it can be identified with respect to the unregistered visit destination 41b. In addition, in the case where the above cooperation is not formed, when the detail addition button 40d on the settlement screen 40 illustrated in FIG. 6A is operated, a visited place as illustrated in FIG. 6C is included. The visitor list screen 41 including the warning message W indicating that the cooperation is not formed and the cancel button 41c is displayed on the applicant terminal 3. Regarding the warning message W when the cooperation is not formed, the applicant terminal 3 indicates that, for example, the details including the schedule capture request are added in addition to the operation of the detail registration button 40d described above. You may comprise so that it may display at the timing when the "schedule capture" button (not shown) or the "schedule list" button which is operated when transmitting to the information processing server 2 was operated.

  Next, in the state where the visit destination list screen 41 illustrated in FIG. 6B is displayed on the applicant terminal 3, an operation for selecting any of the unregistered visit destinations 41b (that is, the detailed data is newly added) When the operation for selecting the visit destination to be registered is executed (step S13), the detail screen 42 reflecting the contents of the schedule corresponding to the selected visit destination is displayed by the display control unit 232 in FIG. ) Is displayed on the applicant terminal 3 as illustrated in FIG. As illustrated in FIG. 7A, the detail screen 42 displays a date display field 42a in which a date corresponding to the visited site selected in step S13 is displayed, and a visited site display in which the visited site is input or displayed. Column 42b, the departure place (or departure station. Hereinafter, the departure place or departure station is referred to as "departure place etc.") and the arrival place (or arrival station. Hereinafter, the arrival place or arrival station is designated as " "Departure / arrival place display field 42c in which" arrival place etc. "is input or displayed, route display field 42d in which a route to be described later searched from the departure place etc. to the arrival place etc. is displayed, and the route is moved Expense display field 42e for inputting or displaying an expense (transportation cost) necessary for performing, one-way / round-trip for inputting or displaying whether the movement between the departure place and the arrival place is one-way or round-trip Display field 42f, expense displayed in the expense display field Unit display column 42g and rate display column 42h for displaying the position and rate respectively, subtotal display column 42i for displaying the subtotal for each predetermined unit of the expense or for each predetermined process, used when moving the route. The transportation display column 42j for inputting or displaying the transportation, the voucher column 42k checked when there is a voucher such as a receipt for the above expenses, and the details displayed on the detailed screen 42 at that time as detailed data An add button 42m that is operated when registering as one record of 221a, a cancel button 42l that is operated when canceling the detailed data registration of the embodiment, and the like are provided. Note that, as the departure place displayed in the departure / arrival place display field 42c, in the initial state, an address place registered as address information of the applicant data 221b may be displayed.

  Then, when the detail screen 42 is displayed on the applicant terminal 3, for example, one or several characters at the head of the name of the nearest station of the departure place are entered in the departure place display field in the departure / arrival place display field 42c. Then, the route search unit 234 exemplifies the nearest station name or bus stop name including the input character at the head as a candidate of the nearest station or nearest bus stop of the departure place, for example, as shown in FIG. As shown, the pull-down menu 42ca is displayed at the position of the departure place display column. Further, when one or several characters at the beginning of the name of the nearest station at the arrival place are input to the arrival place display field in the departure / arrival place display field 42c, for example, the route search unit 234 starts the input character. As a candidate of the nearest station or the nearest bus stop of the destination, for example, as shown in FIG. 7C, a pull-down menu 42cb is displayed at the location of the arrival place display column. Display. The search for the candidate for the nearest station or the nearest bus stop as described above may use a route search database (not shown) stored in advance in the database 221 of the information processing server 2 or may be connected via the network NW. Alternatively, an external route search database may be used. In the applicant terminal 3 on which the pull-down menu 42ca and / or the pull-down menu 42cb is displayed, an operation for selecting the nearest station or the nearest bus stop using the pull-down menu 42ca and / or the pull-down menu 42cb is performed by the applicant (step). S13). The data indicating the visited place and the nearest station or the nearest bus stop of each of the departure place and the arrival place included in each selection result as step S13 is sent from the applicant terminal 3 to the network NW as a route search request using them. To the information processing server 2 (step S14). The route search request includes a terminal ID for identifying the applicant terminal 3 that transmits the route search request from other applicant terminals 3.

  The route search request transmitted to the information processing server 2 is acquired by the route search unit 234 of the system control unit 23. Thereby, the route search unit 234 performs a necessary route search based on the data such as the visited place included in the route search request (step S15). This route search is executed using, for example, the above route search database. Next, the route search unit 234 includes the route search result in step S15 in the route search result list screen transmitted from the display control unit 232 to the applicant terminal 3, and the network NW is added to the applicant terminal 3. (Step S16).

  On the applicant terminal 3 that has acquired the route search result list screen, as illustrated in FIG. 7D, the route search result list screen 42da is displayed in the position of the route display field 42d, for example, in a pull-down menu format. . At this time, in each of the route candidates displayed as the route search result list screen 42da, for example, a feature mark in which “early” is displayed in □ for a candidate having a feature of “the shortest travel time”, for example. A CM is added and displayed. In addition, for example, candidates with the characteristics of “Easy” (for example, because the number of times of changing trains or seating opportunities are high) are displayed with, for example, “Easy” in □. The feature mark CM to be displayed is added and displayed. When any one of the candidates displayed as the route search result list screen 42da is selected by the applicant, as shown in FIG. 8, the detailed screen 42 in which the selected candidate is reflected as a route is applied. Displayed on the user terminal 3. At this time, if the route displayed in the route display field 42d has a feature such as “the shortest travel time”, a feature mark CM indicating the feature is also displayed. Each piece of information included in the detail screen 42 including the feature mark CM corresponds to one record of the detail data 221a illustrated in FIG.

  Thereafter, when the applicant operates the add button 42m for registering as detailed data with the content displayed on the detailed screen 42, the detailed data registration instruction corresponding to the operation is displayed as the detailed screen 42 at that time. Along with each piece of data, the data is transmitted from the applicant terminal 3 to the information processing server 2 via the network NW. Thereby, the detailed data registration unit 235 of the system control unit 23 that has acquired the detailed data registration instruction outputs each data transmitted together with the detailed data registration instruction to the database 221. Thereby, in the database 221, one record of the detailed data 221a including each output data is stored in the database 221 (step S18). By this step S18, the registration as the detailed data 221a of the one record is completed.

  As described above, according to the above-described embodiment, the information processing server 2 registers in advance an arbitrary search keyword used for searching for a schedule by an applicant for expense settlement in association with the applicant ID (see FIG. 2). ) At the time of the application for the expense, a schedule corresponding to the search request using the search keyword is searched, and a list of visited sites included in the schedule is transmitted to the applicant terminal 3 (see step S11 and step S12 in FIG. 4). ). Thereafter, data indicating the route and expense reflecting the selected visit destination are transmitted to the applicant terminal 3 (see step S15 and step S16 in FIG. 4), and the result of specifying (selecting) the route and expense is received, Expense detail data 221a reflecting the contents of the identification (selection) result is generated and recorded (see step S17 and step S18 in FIG. 4). Then, the schedule before the predetermined period from the generation timing of the detailed data 221a is not displayed on the applicant terminal 3. Therefore, since it is possible to easily specify a necessary schedule (visit destination) from a plurality of schedules, it is possible to save labor in creating expense detailed data 221a. In addition, since the schedule before the predetermined period (for example, 60 days) is not displayed on the applicant terminal 3, it is possible to suppress the expense reimbursement that goes back to the past for a predetermined period or more.

  Further, the location information of the schedule server 1, the address information input as the initial value of the departure place of the route traveled by the applicant, and the calendar information are registered as applicant data 221b in association with the applicant ID together with the search keyword. Therefore (see FIG. 2), it is possible to facilitate specification of each required schedule and route.

  In addition, when searching for a schedule corresponding to a search request cannot be performed at the time of application for expenses, a warning message W indicating that the search should be enabled is output (see FIG. 6C). It is possible to recognize that cooperation with the schedule server 1 is to be performed.

  Furthermore, the schedule corresponding to the detailed data 221a for which the storage (registration) has been completed is output so as to be identifiable with respect to the schedule for which the storage (registration) has not been completed (see FIG. 6B). The schedule to be selected (that is, the schedule for which the storage (registration) of the detailed data 221a has not been completed) can be promptly recognized by the applicant.

  In addition, the applicant terminal 3 displays route data including the selected departure place and the arrival place and the like, and the route data including the feature mark CM (see FIG. 7D) indicating the feature, together with the data indicating the corresponding expense. To receive the route and expense specific result from the applicant terminal 3 and store (register) the detailed data 221a reflecting the content of the specific result including the feature mark CM. And detailed data 221a reflecting the feature mark CM can be stored (registered).

  Although one embodiment of the present invention has been described above, the present invention is not limited to the above embodiment, and changes can be made from the above embodiment to various configurations without departing from the gist of the present invention. It may be added, and such a case is also included in the technical scope of the present invention. The present invention can be applied to other than the cloud type information processing system described above. For example, an application incorporating the information processing program of the present invention may be downloaded from a predetermined server to a terminal such as a personal computer and installed. In this case, like the information processing server 2, the terminal in which the application is installed forms the above-described cooperation regarding the acquisition of the schedule with the schedule server 1, and reflects the contents of the schedule acquired from the schedule server 1. Data 221a is stored (registered).

  In the embodiment of the present invention described above, travel expenses and accommodation expenses related to business trips and the like have been taken as examples of expenses. However, the present invention can be widely applied to expenses necessary for corporate activities. Is possible.

DESCRIPTION OF SYMBOLS 1 Schedule server 2 Information processing server 3 Applicant terminal 21 Communication part 22 Storage part 23 System control part 231 Search keyword etc. registration part 232 Display control part 233 Schedule capture part 234 Route search part 235 Detail data registration part S Information processing system

Claims (7)

Computers included in the information processing system
A search keyword used by the applicant when searching for the schedule in an external recording device that records the schedule of the applicant applying for expense settlement, accepts a search keyword arbitrarily determined by the applicant, Registration means for registering the received search keyword in association with the applicant identification information for identifying the applicant;
At the time of application for the expense after registration of the search keyword, a search request for the schedule using the search keyword and the applicant identification information is received from the applicant terminal of the applicant, and the search request corresponding to the received search request Search transmission means for searching the recording device for the schedule, and transmitting the searched schedule to the applicant terminal for output.
A selection result receiving means for receiving a selection result in the applicant terminal of the schedule output in the applicant terminal;
The route information indicating the travel route of the applicant reflecting the content of the schedule selected in the applicant terminal and the cost information indicating the expense corresponding to the travel route are transmitted to the applicant terminal, and the transmission Specific result receiving means for receiving the specific result of the travel route and the expense in the applicant terminal
Detailed data reflecting the contents of the received specific result, detailed data generation recording means for generating and recording detailed data indicating the expense, and
An output control means for disabling output of the schedule before the period set in advance for the expense settlement from the generation timing of the detailed data at the applicant terminal;
An information processing program that functions as a computer program.   The registration means is recording device specifying information for specifying the recording device, calendar specifying information indicating calendar information including the schedule that is desired to be acquired at the applicant terminal, and a departure place of the moving route. The information processing program according to claim 1, wherein departure point information indicating a point to be registered is registered in association with the applicant identification information together with the search keyword.   At the time of the application, if the recording device of the schedule corresponding to the search request cannot be searched, the search transmission means sends a search enabling message indicating that the search in the recording device should be possible to the applicant. The information processing program according to claim 1, wherein the information processing program is output at a terminal.   The search and transmission means can identify the schedule corresponding to the detailed data for which generation and recording by the detailed data generation and recording means have been completed with respect to the schedule for which the generation and recording have not been completed. The information processing program according to any one of claims 1 to 3, wherein the information processing program is output at an applicant terminal. The specifying result receiving means is the route information indicating the travel route including the departure point and the destination in the selected schedule, and the route information including the feature information indicating the feature of the travel route is the cost information. Together with the applicant terminal, accepting the specific result from the applicant terminal from which the route information including the feature information was transmitted,
The detailed data generation / recording means generates and records the detailed data reflecting the content of the specific result including the characteristic information when the feature information is included in the received specific result. The information processing program according to any one of claims 1 to 4, wherein the information processing program is characterized. A search keyword used by the applicant when searching for the schedule in an external recording device that records the schedule of the applicant applying for expense settlement, accepts a search keyword arbitrarily determined by the applicant, Registration means for registering the received search keyword in association with the applicant identification information for identifying the applicant;
At the time of application for the expense after registration of the search keyword, a search request for the schedule using the search keyword and the applicant identification information is received from the applicant terminal of the applicant, and the search request corresponding to the received search request Search transmission means for searching the recording device for the schedule, and transmitting and outputting the searched schedule to the applicant terminal;
A selection result receiving means for receiving a selection result in the applicant terminal of the schedule output in the applicant terminal;
The route information indicating the travel route of the applicant reflecting the content of the schedule selected in the applicant terminal and the cost information indicating the expense corresponding to the travel route are transmitted to the applicant terminal, and the transmission Specific result receiving means for receiving the specific result of the travel route and the expense in the applicant terminal,
Detailed data reflecting the contents of the received specific result, and detailed data generation recording means for generating and recording detailed data indicating the expense,
An output control means for disabling output of the schedule before a period set in advance for the expense settlement from the generation timing of the detailed data;
An information processing apparatus comprising: An information processing method executed by a computer included in an information processing system,
A search keyword used by the applicant when searching for the schedule in an external recording device that records the schedule of the applicant applying for expense settlement, accepts a search keyword arbitrarily determined by the applicant, Registering the received search keyword in association with the applicant identification information for identifying the applicant;
At the time of application for the expense after registration of the search keyword, a search request for the schedule using the search keyword and the applicant identification information is received from the applicant terminal of the applicant, and the search request corresponding to the received search request Searching the recording device for the schedule, and sending the searched schedule to the applicant terminal for output;
Receiving a selection result in the applicant terminal of the schedule output in the applicant terminal;
The route information indicating the travel route of the applicant reflecting the content of the schedule selected in the applicant terminal and the cost information indicating the expense corresponding to the travel route are transmitted to the applicant terminal, and the transmission Receiving the specified result of the travel route and the expense in the applicant terminal,
Detailed data reflecting the contents of the received specific result, and generating and recording detailed data indicating the expense;
The schedule before the period set in advance for the settlement of the expense from the generation timing of the detailed data, the output of the schedule at the applicant terminal,
An information processing method comprising: