JP6733902B2 - Computer system - Google Patents

Description

The present invention relates to a technology relating to a computer system, which is composed of hardware and software optimized for the purpose of being used as a computer by teachers and staff, for accounting offices that can use the functions (accounting system) required by accounting offices. is there.

As conventional techniques, there are (1) a method of using a dedicated machine and (2) a method of using a PC in order to use a function (accounting system) required in an accounting office.

First, even when adopting the method of using a dedicated machine, the business of the accounting firm was able to do the work immediately by purchasing the dedicated machine in which the necessary system software and application were installed. Since the system software and applications required from the beginning are integrated and built into the dedicated machine, management of accounts and business processing authority according to the level of the job category such as teacher (tax accountant) and staff, accounting office We were able to perform integrated management, such as management of each adviser to perform work to the adviser (management by business such as reporting and accounting input, management by fiscal year). By collecting the functions often used in accounting firms on a dedicated machine and providing them from the vendor, users could easily use the necessary functions without having to prepare them themselves.

Next, a lot of preparations (time and effort) are required to perform the work of the accounting office by PC. First, set up a personal account for the PC and the usage environment, purchase and install a large number of business applications required at the accounting office, and then set the usage environment for each business application to perform the operations of the accounting office. Was able to do. With these business applications, the IDs of teachers and staff members of accounting firms, login management, and file management for each consultant are to be individually performed for each business application. Users start and use business applications of each company according to the type of data and the type of tax return used, and centralized management of data and management of the fiscal year and management year for each consultant are users (users). I was doing it myself.

As a technology with the file management function for each consultant as described above, there is a management technology that guarantees the consistency between electronic files in order to handle a large number of financial books and other data related to business. is there. (For example, see Patent Document 1)
Further, there is a technology that can acquire the processing business and the data related to the processing simply by designating the customer and the processing business. (For example, see Patent Document 2)
In addition, in order to use as described above, as a technology with a management function, it is possible to manage a document stored in a folder, and to use the template (attribute ) There is a technique for giving information (see, for example, Patent Document 3).

Japanese Patent Laid-Open No. 2007-200283 Japanese Patent Laid-Open No. 10-283318 JP-A-2003-316629

However, there are the following problems even when using a PC or using patent documents.
When using Patent Document 1, it was possible to manage each adviser while guaranteeing the consistency between electronic files, but the access authority for business applications such as accounting data is managed in an integrated manner, but additional purchase is required. For additional data such as electronic documents that use the application of each company, it is necessary to set and manage access authority in each business application.
Even if the patent document 2 is used, it is not necessary to select the processing data to be used by the business application each time, just by selecting the adviser. If they are different, it was necessary to set and manage the user access permissions for each business application and each data.

When using a PC, the management function for individual accounts is not enough for office work, so troublesome security settings and utilities for easy security settings are installed separately, and files and folders are installed. -It was necessary to make detailed access control settings.
Further, even when the patent document 3 is used, template (attribute) information associated with a folder is added to a document to be registered for accounting data or a related electronic document, but the management itself is managed for each created application. It was also necessary to set and manage user permissions for file access permissions for each application and each data.
Further, in Patent Document 3, the management cannot be performed based on the idea that a folder is created and an access right is given in order to perform management according to the attribute.

In addition, it is necessary to install the business application of each company on the PC to manage the IDs of teachers and staff of accounting firms, login management, and file management for each consultant, and file management is managed for each business application of each company. The ID management for each business application needs to be set for each user, which not only imposes a heavy burden on the administrator, but also causes a problem that an accounting office without an administrator cannot manage the ID. In addition, it is necessary to manage accounting data and related electronic documents with respective business applications, and it has been impossible to integrally manage accounting data and related electronic documents for each consultant.
In addition, general-purpose files (for example, PDF (Portable Document Format), CSV (Comma Separated Value), HTML (Hyper Text Markup Language), XML (eXtensible Markup Language), etc. files are attached to a general OS. Although it can be viewed with a viewer that is installed, it is not possible to view files in a unique format such as accounting data, settlement data, tax return data, tax item data, etc. with a viewer attached to a general OS.

Also, as a common problem when using a dedicated machine or PC, when sharing data with multiple business applications or managing user authority, setting and management of user authority for each business application or data Has to be done, and it was troublesome for the system administrator.

Therefore, the present invention uses a PC, does not work with a conventional dedicated machine, for each staff member, for each consultant to which the staff is in charge, for each business division of the consultant such as accounting, tax filing and settlement of accounts, or As a platform that can manage the files of the consultant each year in an integrated manner, we have constructed a system for staff of accounting firms, and for files generated by business applications of each company, for each staff, each consultant, each work category , Or to provide an integrated management system for each year.
Details are as follows.
First of all, as a problem to be solved from the viewpoint of difference from PC, when using PC, individual, user (user) ID, user account management such as login, management file, property management (customization etc.) ), there is a problem that it takes time to add a function (utility software) such as guidance of an adviser to perform a specific task (for example, constructing a computer system for an accounting office). Then, because it has a user (user) management and file management mechanism optimized for accounting office users from the beginning, not account management for individual users, data files of business application of each company with simple operation The purpose is to reduce the burden on the system administrator because it can be easily managed. In addition, it aims to reduce the burden on the system administrator by integrating and managing user management and file management for each consultant. In addition, system management is possible while improving security by enabling access authority management (which advisors, which business application files can be accessed, etc.) according to the level of the job type such as teacher (tax accountant) and staff. The purpose is to reduce the burden on persons.

In addition, file management for each adviser is performed for each operation (units such as filing/accounting input), management for each business type and year, etc. according to the business execution to the adviser of the accounting office, and the situation for each adviser. The purpose is to be able to manage according to.
The same thing can be done by unifying to one business application package of one company and purchasing each business application, but later add business applications such as accounting applications of different development companies and add functions etc. However, while there was a problem that it was difficult to manage or link data, or it was not possible to freely, in the present invention, it is possible to add accounting applications of different development companies and functions, and it is also expandable. The purpose is to reduce the burden of management man-hours when combining software of each company compared to a dedicated machine.
Further, according to the present invention, business applications such as accounting software of different development companies, and system management such as access right management (security management) and file management that occur when the functions can be added and have expandability. The purpose is to reduce the burden on persons.

The present invention solves the above problems by the following means.
The first invention includes a document creation application and a spreadsheet application that are managed in advance by the system as a file of the consultant in order to perform the tax accounting processing of the consultant who is in charge of the staff of the accounting firm or the tax accountant. A computer system for an accounting office that integrally manages, in addition to or in place of files generated by a predetermined application, files generated by a business application of each company for tax accounting processing for employees of the accounting office. In order to perform the business of the accounting office, the account management function of the user consisting of the accounting office staff and the tax accountant and the file management function for managing the files of the consultant are optimal for the accounting office. Each of them is provided as a staff account management means and a consultant file management means, and the staff account management means performs user-specific account management for accounting staff and tax accountants (hereinafter abbreviated as "staff"). However, the adviser file management means manages the adviser's files on a job-by-job basis including filing operations and accounting input operations and on a year-by-year basis, and the staff account management means and the adviser file management means work together. By doing so, it is possible to manage, for each staff member of the accounting firm, which application file of which contact person is in charge and which application file can be accessed according to the authority assigned according to the attribute of the staff member, and set for each adviser person. Equipped with a file integrated management means for each counselor that manages the files of each counselor in units of each business category, including accounting input, filing, and settlement of accounts, and each fiscal year, according to the folder structure. When an accounting staff member logs in as a user of the system, the file integration management means for each contact person for each contact person makes it possible to use the system in advance for each adviser person who is permitted to access according to the authority of the staff member. Units that include the above-mentioned business divisions and each fiscal year in accordance with the folder structure set for each consultant, as well as controlling the use of the business application files of each company along with the files of the predetermined managed application. When managing the files of each consultant and adding and installing the business application of each company for tax accounting as necessary, the file integrated management means for each responsible consultant additionally installs Regarding the file generated by the business application of each company for tax accounting, for each consultant who is allowed to access according to the attribute of the staff, the file is integrated and managed with the file generated by another application. It is a computer system for an accounting office characterized by the following.
A second invention is the computer system for an accounting office of the first invention, further comprising an adviser communication means for communicating with an adviser through a network, and the adviser communication means may include firewall means as necessary. By integrating the file-based integrated management means for each consultant by the person in charge with the firewall means, the staff of the accounting office performs control so that it is limited to the consultant in charge and executes the remote operation. By doing so, it is a computer system for an accounting office that enables direct cooperation with the adviser's data and transmission/reception of data to/from the adviser's partner, thereby enabling secure communication with the adviser.
A third aspect of the present invention is the computer system for an accounting office according to the first aspect of the invention or the second aspect of the present invention. Further, when the business application of each company is additionally installed, the business application can perform accounting, reporting, and settlement of accounts. , A means for registering information indicating a business division including any one or more of tax items in a storage means in association with the business application, and automatically managing the business division of a consultant file of the application. This is a computer system for an accounting office.
According to a fourth aspect of the present invention, in the accounting office computer system according to the first to third aspects of the present invention, when a new consultant file is newly created using a predetermined business application, the book is read from the storage unit. A computer for an accounting office, comprising means for reading out advisory information managed by the system and registering the advisory information and the advisory file created by the business application in association with each other. System.

According to a fifth aspect of the present invention, in the accounting office computer system according to the first to fourth aspects of the present invention, this system manages the files generated by the business application of each company when the file management for each consultant cannot be performed. The file management area of each consultant is provided with means for adding link information with the file generated by the business application of each company, and the file generated by the business application of each company is as if it is a file of each consultant. A computer system for an accounting office, characterized in that it is provided with means for handling it as being stored in a management area.

A sixth invention is a program for causing a computer to function as the accounting office computer system according to the first to fifth inventions.

A seventh invention includes a document creation application and a spreadsheet application that are managed in advance by the system as a file of the consultant in order to perform the tax accounting processing of the consultant who is in charge of the staff of the accounting firm or the tax accountant. A computer system for an accounting office that integrally manages, in addition to or in place of files generated by a predetermined application, files generated by a business application of each company for tax accounting processing for employees of the accounting office. However, in order to carry out the business of the accounting office, the account management function of the user consisting of the staff of the accounting office and the tax accountant and the file management function of managing the files of the consultant are optimized for the accounting office. , The staff account management means and the consultant file management means respectively, and the staff account management means executes the account management specialized for the staff of the accounting firm and the tax accountant (hereinafter referred to as "staff") as a user The destination file management means manages the file of the adviser on a job-by-job basis including tax return work and accounting input work, and on a year-by-year basis, and by linking the staff account management means and the adviser-side file management means, According to the authority assigned to each staff of the accounting office according to the attributes of the staff, which (contact) contact, which application file can be accessed, is managed, and it is set for each contact. In accordance with the folder structure, each business division including accounting input, filing, settlement of accounts, and fiscal year-based units manage the files of each consultant, and are provided with a file-based integrated management means for each consultant. When the staff of the accounting office logs in as a user of the system, the file-integrated management means for each consultant according to the person in charge, according to the authority of the staff, the application of a predetermined application for each consultant who is permitted to access. In addition to controlling the use of files, execute the step of managing the files of each adviser in units including each of the above-mentioned business divisions and each year, in accordance with the folder structure set for each adviser. Accordingly, when the business application of each company for tax accounting is additionally installed, the file integrated management means for each responsible person for each consultant generates the business application of each company for tax accounting additionally installed. Regarding the file, an accounting firm characterized by executing the step of integrating and managing the file together with the file generated by another application for each consultant who is allowed to access according to the attribute of the staff. Computer management method.

An eighth aspect of the present invention is a computer system for an accounting department of a company, which is configured by diverting the computer system for an accounting office of any of the first to fifth aspects, wherein each employee or department of the accounting department of the company is in charge of each department or branch. In order to carry out the tax accounting treatment of an affiliated company, the components relating to “accounting office and staff of the accounting office and consultant” described in claims 1 to 5 are respectively changed to “accounting department of company and company In order to correspond to the employees of the accounting department and each department, branch or affiliate of the company, the staff of the accounting office and the tax accountant are replaced with the employees of the accounting department of the company, and the adviser is replaced by each department of the company. Replace with a branch or affiliated company, replace the file of the adviser with a file of each department of the company or branch or affiliated company, replace the staff account management means with a company employee account management means, and manage the adviser file management means Is replaced by the file management means of each department, branch or affiliate of the company, and the file integrated management means of each advisor by contact is replaced by the file integration management means of each department or branch or affiliated company. For each employee in the accounting department, according to the authority assigned according to the attribute of the employee, it is possible to manage which application file of which department or branch or branch or affiliated company can be accessed, as well as the department or branch or In accordance with the folder structure set for each branch or affiliated company, the files of each department, branch, branch office or affiliated company are stored in units of each business division including accounting input, filing, and settlement of accounts and each year. It is a computer system for the accounting department of a company characterized by management.

It is a computer system consisting of hardware and software optimized for the purpose of being used as a computer by teachers and staff for accounting offices that can use the functions (accounting system) required by accounting offices. ID management for each employee and file management for each consultant It can be used immediately after purchasing without installing the business application, and when installing the business application, what field (accounting, settlement, reporting, reporting, By registering (tax items etc.), this system automatically manages the tax items of the file for the corresponding business application, and when creating a new data file or creating advisory data (advisory file), this system It is possible to call and use the information of the adviser that is managed.

FIG. 1-1 is a diagram showing a system configuration of a dedicated machine. 1-2 is a diagram showing a system configuration of a PC in which an accounting system is constructed. 1 to 3 are diagrams showing a system configuration of a machine of the present invention, which is an example of the present invention, in which processing data generated by each business application is registered for each consultant in a storage unit for basic management of a financial system. is there. FIGS. 1 to 4 show an example of the present invention, which is a system configuration of a device of the present invention in which a registration destination of processing data generated by each business application is registered in a storage unit related to basic management of a financial system for each consultant. FIG. FIG. 1-5 is a detailed view of the storage unit shown in FIG. 1-3. Data registration destination information is generated in the storage unit of each business application, and each business application is generated in the storage unit of basic management of the financial system. It is a figure which shows the system which preserve|saved the processed data and which manages the data for every consultant centrally. FIG. 1-6 is a detailed view of the storage unit of FIGS. 1-4, in which the generated processing data is generated in the storage unit of each business application, and each processing application is generated in the storage unit of the basic management of the financial system. It is a figure which shows the system which preserve|saves the registration destination information of the processed data and which manages the data for every consultant centrally. FIG. 1-7 is an example of the present invention, and is a diagram showing a system configuration of a machine of the present invention that can utilize secure communication between an accounting firm and a consultant via the Internet. FIG. 2-1 is a job type table for managing the attributes of the user of the present invention machine. FIG. 2-2 is a staff account management table for managing an account of a user of the device of the present invention. FIG. 2-3 is a staff access right management table for managing the access right of the user account of the present invention. FIG. 2-4 is one of the components of the adviser file, and is a table for managing adviser information. FIG. 2-5 is one of the components of the advisory file and is a table for managing the advisory file. FIG. 2-6 is one of the components of the consultant file, and is a table for managing the information of the business application. FIG. 2-7 is one of the components of the consultant file, and is a table for managing the attributes of the data file generated by the business application. Fig. 2-8 is a table for managing the adviser and the staff in charge for each business division. FIG. 2-9 is a work division management table for managing work divisions and their detailed work contents. FIG. 3A is an example of a display screen of the device of the present invention, and is a diagram showing the configuration of the consultant file management. FIG. 3-2 is a diagram for comparison with FIG. 3-1 when a business application is added. FIG. 3-3 is an example of a display screen of the machine of the present invention, and is a diagram showing a configuration of management of a consultant file for each person in charge. FIG. 3-4 is an example of a display screen of the device of the present invention, and is a view showing a setting screen for consultant information. FIG. 3-5 is an example of a display screen of the device of the present invention, and is a view showing a registration screen of user information. FIG. 3-6 is an example of a display screen of the device of the present invention, and is a diagram showing a screen of a list of registered users. FIG. 3-7 is an example of a display screen of the machine of the present invention, and is a diagram showing a screen for setting assignment of a person in charge for each consultant and each work division. FIG. 3-8 is an example of a display screen of the machine of the present invention, and is a diagram showing an operation at the time of registration of a consultant file. FIG. 3-9 is an example of a display screen of the device of the present invention, and is a diagram showing a file information setting screen. FIG. 3-10 is an example of the display screen of the device of the present invention, and is a diagram showing the flow of processing from importing files of each consultant created by the business application of each company into this system and handling them by an application such as a viewer. is there. FIG. 3-11 is an example of the display screen of the device of the present invention, and a certain employee is permitted to access while secure access control is performed for each adviser in charge of each employee, each work division, and each year. FIG. 6 is a diagram showing a check function of data generated by a business application and an electronic book table regarding the business of a predetermined consultant in charge of the business.

1. Description of the overall overview (1) Overview First, using the functional block diagrams in Figure 1-1 to Figure 1-4, the consultant file for each employee of this system, each consultant, each business category of the consultant, and each year An outline of the management will be described by appropriately including an example that cannot be performed by the conventional dedicated machine and an example that is difficult to set by using the utility on the conventional PC.
Conventional dedicated machines have the inconvenience of being unable to install and use commercial applications of each company because they are limited to the applications of the makers that manufacture the dedicated machines that can be used.In the first place, import the data of each company's application into the system. , I could not manage by putting it in the framework of file management for each staff and each consultant.
In addition, since the OS installed in the PC only supports personal account management, an administrator with specialized knowledge can perform complicated settings using the utility, and to some extent, for each staff or consultant. Although it was possible to manage files, it was not possible to manage files for business applications of all companies by each staff member or each consultant.

Therefore, in this system, the basic management section of the financial system (the integrated file management section for each consultant by person in charge), the staff account management section specialized for the staff of the accounting office, and the tax accounting business of each consultant (for each consultant) It has been decided to provide a consultant file management unit specialized in managing the data file generated in (1).
This staff account management department and the adviser file management department cooperate with each other to form a file integrated management department for each adviser, and for each staff member, which business adviser (account input/report/report) We have improved security by managing which fiscal year, which app, and which contact file you can access.

Therefore, in this system, business applications of each company can be freely installed, and the files generated by the additionally installed business applications of each company can be managed for each employee of this system, each consultant, and each business division. It will be possible.
Details of the consultant file management will be described below with reference to the functional block diagrams of FIGS. 1-1 to 1-6.

(2) Details Figure 1-1 is a functional block diagram of staff account management and file management that was carried out on a dedicated accounting machine.
The dedicated machine 110 includes a system control unit (OS, BIOS) 111, a financial system control unit 116, a storage unit 112, a communication unit 113, an input unit 114, and an output unit 115.

The system control unit 111 is a unit that performs basic control of a computer, such as control of hardware and memory. The application control unit of the system control unit 111 performs installation and deletion management of each application, displays a list of applications, and controls activation of the selected application.
The financial system control unit 116 includes a basic data control unit and an application control unit.
The basic data control unit performs basic control such as file management and access such as staff access rights and management of consultant files, and the application control unit performs accounting operations such as accounting applications and tax reporting applications. It controls to execute each function such as input function of each application such as application application, totaling function or data access function.

The storage unit 112 stores a storage area required for control of the system control unit, a storage area required for control of the financial system, and accounting data and tax return data for each consultant.
In the dedicated accounting machine, using the dedicated machine application provided by the specialized machine maker, the staff account management section of the basic data control section and the file management section of the consultant's office make it possible to increase the level of occupation such as teacher (tax accountant) or staff. By setting the account accordingly, integrated management of each consultant for each application could be easily realized.

However, the dedicated machine 110 does not have an application installation unit (not shown) of each company, and therefore, there is no execution unit of the business application of each company in the control unit, so that the business application of each company is not present in the system. It was not possible to create a file for a consultant by executing the above, and put it into management for each employee and each consultant.
In addition, since it was not possible to link the dedicated device app with the app of each company, it took time and effort to convert data.

FIG. 1-2 is a functional block diagram of personal account management and file management performed by a conventional PC.
The PC 210 includes a control unit 211, a storage unit 212, a communication unit 213, an input unit 214, and an output unit 215.
The control unit 211 includes a system control unit (BIOS+OS), a personal account management unit of the OS, and a control unit of each company business application.

The system control unit (BIOS+OS) performs basic control of the computer such as control of hardware and memory, and the personal account management unit of the OS controls and manages the account and password of each individual who uses the computer.
The control unit of each company's business application includes an account, access management, and application/data processing unit for each company's business application.
The application control unit of the system control unit (BIOS+OS) not only manages the installation and deletion of each application, but also displays a list of applications and controls activation of the selected application. On the other hand, the application control unit of the business application of each company controls the execution of each function such as the input function of each application, the totaling function, or the data access function.

In this example, the company A financial system application, the company B corporate tax reporting system application, and the company X consumption tax reporting system application are described as business applications, but other applications can also be installed and used as appropriate.
In the storage unit 212, as a system management data storage unit, a storage area required for computer control and management of personal accounts and passwords, a storage area required for controlling each company's business application, and accounting data according to each company's business application And processing data such as tax reporting data.

Regarding personal account management, a utility is applied to the personal account management unit of the OS of the control unit 211, and file management is performed by each company's business application for each staff member or counselor. By carefully selecting and introducing by the administrator, it became possible to manage not only individual user management but also each employee, but it is necessary to make settings for managing each company's business application, each employee, and each consultant It was hanging.

After all, each company's business application needs to be set for each employee and each consultant, which puts a heavy burden on the administrator, and depending on the business application of each company, it may be sufficient for each employee and advisor. In some cases, it was not possible to manage each one.

And, even if it can be managed for each business application of each company, after all, management for each employee and each consultant cannot be managed by an integrated and integrated GUI (Graphical User Interface). For the first time after launching the application, I managed to deal with the management of each employee and each consultant, and the usability was very poor.

1 to 3 are functional block diagrams of staff account management and file management according to the present invention.
The machine 310 of the present invention includes a control unit 311, a storage unit 312, a communication unit 313, an input unit 314, and an output unit 315.
The control unit 311 is composed of a system control unit (BIOS+OS), a basic management of the financial system (file integrated management by responsible person for each adviser), and a control unit for each company business application.

The system control unit (BIOS+OS) performs basic computer control such as hardware and memory control, and the basic management of the financial system (file integrated management for each consultant by person in charge) uses a computer specialized for an accounting office. It controls and manages each individual account and password used.
The control unit of each company's business application includes an account, access management, and application/data processing unit for each company's business application.
The application control unit of the system control unit (BIOS+OS) not only manages the installation and deletion of each application, but also displays a list of applications and controls activation of the selected application. On the other hand, the application control unit of the business application of each company controls the execution of each function such as the input function of each application, the totaling function, or the data access function.

In the example of FIG. 1-3, the financial system application manufactured by Company A, the corporate tax reporting system application manufactured by Company B, and the consumption tax reporting system application manufactured by Company X are described as business applications, but other applications are also installed as appropriate. Can be used.
The storage unit 312 stores a storage area required for control of the system control unit, a storage area required for basic management of the financial system (integrated management of files by advisor and advisor), accounting data and tax return data for each advisor. A storage area for saving, a storage area required for controlling each company's business application, and a storage area to which data generated by each company's business application is linked are formed.

1-5 is a functional block diagram illustrating details of the storage unit illustrated in FIG. 1-3.
In the storage unit of each company's business application in the storage unit 312, a storage area necessary for controlling and managing each company's business application and information of a registration link destination of processing data generated by each company's business application are registered. It is composed of a storage area (advisory link storage unit).

In addition, the storage area for basic management of the financial system (integrated file management for each person in charge of advice) has a storage area for registering information necessary for financial system control and management, and processing data generated by each business application. It is composed of a consultant file storage unit registered for each adviser.

As shown in Fig. 1-3, in this system, the basic management section of the financial system (file integrated management section by advisor in charge), the staff account management section and the security management section specialized for the staff of the accounting office, It has been decided to provide an adviser file management unit and an accounting data processing unit that are specialized in the tax accounting work of the adviser.

Employee account management section refers to the staff account management information in the storage section, and access authority such as which consultant's and which application's file can be accessed according to the level of the job category such as teacher (tax accountant) and staff Etc., and the advisory file management unit manages the advisory file for each adviser, each business division, each year, etc., using the adviser file management information, accounting input/declaration/accounting... It is equipped with a management system for each work and each year.

That is, the staff account management department and the consultant file management department cooperate with each other to form a file-based integrated management department for each consultant, and for each staff member, which business segment (account input/report/report) You can manage which year, which app, and the contact file of the contact.

As a result, a system as a platform for installing the business application of each company is configured so that the business application of each company is installed (not shown) and the business application of each company can be freely installed. ..

Then, according to FIGS. 1-3, by installing the business application of each company, for example, “A company's financial system” as a business application of A company, or “B corporation of B company” as a business application of B company. As a result of installing the "tax reporting system", it is shown that a control unit that executes each business application is configured.

Further, as shown in FIG. 1-5, the files generated by the business application of each of these companies are not recorded in the storage unit in the advisory link storage unit prepared by the business application of each company, but are stored in the system. The file may be stored in the adviser file storage unit managed by the present system by the adviser-specific adviser-specific file integrated management unit, for each adviser, for each business division, and for each year (not shown). In this case, the link information for linking to the actual data in the advised file storage of the present system is recorded in the advised link storage of the business application of each company.

More specifically, when the accounting data of the adviser 1 is created by the financial system manufactured by Company A, it is assigned to the business division (accounting: account data) of the storage area of the adviser 1 of the adviser file storage unit managed by this system. , Store accounting data.

When the corporate tax file for the adviser 1 is generated by the corporate tax filing system manufactured by Company B, the business division (declaration: corporate tax) in the storage area of the adviser 1 of the adviser file storage unit managed by this system Stores the corporate tax file.

Then, in the storage area of the adviser 1 of the adviser file storage unit managed by this system, the generated files of the business application of each company can be aggregated for each business division such as accounting and reporting of the adviser 1. As a whole, including the consultants 2, 3...n, the files of the consultant can be managed for each staff member, each consultant in charge of the staff, each work division, and each year.

1-4 is a modified example of the storage form of the consultant destination file of FIG. 1-3, and is a functional block diagram of staff account management and file management in the present invention.
The machine 410 of the present invention includes a control unit 411, a storage unit 412, a communication unit 413, an input unit 414, and an output unit 415.
The control unit 411 is composed of a system control unit (BIOS+OS), a basic management of the financial system (file integrated management for each counselor for each person in charge), and a control unit for the business application of each company.

The system control unit (BIOS+OS) performs basic computer control such as hardware and memory control, and the basic management of the financial system (file integrated management for each consultant by person in charge) uses a computer specialized for an accounting office. It controls and manages each individual account and password used.
The control unit of each company's business application includes an account, access management, and application/data processing unit for each company's business application.

In the example of FIGS. 1-4, the financial system application manufactured by Company A, the corporate tax reporting system application manufactured by Company B, and the consumption tax reporting system application manufactured by Company X are described as business applications, but other applications are also installed as appropriate. Can be used.
In the storage unit 412, a storage area necessary for controlling each company business application, a storage area for registering data generated by each company business application, a storage area necessary for controlling the system control unit, and a basic management of the financial system ( A storage area required for managing the integrated file management for each adviser, and a storage area for saving accounting data and links for each tax return data in order to manage the processing data generated by the business application for each adviser. Composed.
1-6 is a functional block diagram showing details of the storage unit in FIGS. 1-4.
Of the storage unit 412, the storage unit for each company business application stores a storage area required for controlling and managing each company business application and a storage area for registering process data generated by each company business application (advisory file). Storage unit).
In addition, the storage section for basic management of the financial system (integrated file management for each person in charge by contact) has a storage area for registering information necessary for financial system control and management, and processing data generated by each business application. It is composed of a consultant link storage unit that registers a link for managing registration information for each consultant.

In FIGS. 1-3 and 1-5, the file generated by the business application of each company is not the adviser link storage unit managed by the business application of each company, but the adviser file storage that is integrated and managed by this system. However, in FIGS. 1-4 and 1-6, the actual files are stored in the advisory file storage units managed by the business applications of the respective companies, and conversely, the system is integrated. It is also possible to record the link destination information to the actual data of the adviser destination file storage unit managed by the business application of each company in the adviser destination link storage unit managed by the above.

Even in this case, as in FIGS. 1-3 and 1-5, the file of the consultant can be managed for each staff member, each adviser in charge of the employee, each work division, and each year.
In the above description, in FIGS. 1-3 to 1-6, the machine of the present invention is described as having a stand-alone configuration (composed of one single machine), but the scope of application of the present invention is not limited to this. The present invention is also applied to a case where the system of the present invention is configured to be connected by a network such as a LAN or WAN using a plurality of computers, although not limited thereto.
Further, the machine of the present invention is not limited to the stand-alone configuration, and may be, for example, a client server configuration in which a server of an accounting office and a terminal are connected via a network. In this case, the configuration of the control unit and the storage unit is mainly configured in the server, but it is sufficient if it exists in either the server or the terminal, and is not limited to the configuration in the server. Absent.
Further, the machine of the present invention is not limited to the computer, server, etc. in the accounting office, but is configured on the server of the Internet data center (IDC) which is a base other than the accounting office, or on the cloud where the base is not limited. I don't mind.
For example, the entire machine of the present invention shown in FIGS. 1-3 and 1-4 may be configured on a server such as an IDC or a cloud (in this case, an accounting terminal is installed in an accounting office, and The staff of the office will access the file of the consultant through the GUI on the screen of the operation terminal.) Only the storage unit of the device of the present invention is configured on the server such as IDC or the cloud. Is also good.
In addition, in FIGS. 1-3 to 1-6, only the storage unit of the machine of the present invention may be configured as an external storage device.

2. Details of Staff Account Management Means FIG. 2-1 to FIG. 2-3 are diagrams for explaining a table configuration relating to staff account management used in this embodiment. The staff account management includes a job type table, a staff account management table, and a staff access authority management table, and is stored in the staff account information storage unit.

FIG. 2-1 is a diagram showing a configuration example of a job type table, and the job type table includes components such as a job type code, a job type, a remark,..., And a job type has a level (authority level) of a teacher or a staff member. ) Is shown.

Specifically, those who have a part-time job or part-time job and do not have specialized knowledge are S001, those who have specialized knowledge are S002, those who are staff or employees who do not have specialized knowledge are S003, and those who have specialized knowledge are S004. , Tax accountants, certified public accountants and other qualified persons are classified as S005 and representative tax accountants are classified according to their job types and expertise, so that the scope of work can be controlled according to the level of the job type such as teacher (tax accountant) or staff. Can be set by level. Although not shown in the figure, when multiple staff members are in charge of counseling, add a G leader (group leader) or manager, or if the staff is also a system administrator, (system) administrator etc. You may add it.

FIG. 2-2 is a diagram showing a configuration example of the staff account management table. The staff account management table includes constituent elements such as staff ID, staff name, account name, job code,... Manages user accounts. Although not shown, a phonetic guide of the user name, an affiliated office, account management, password confirmation input, and an affiliated group may be added.

FIG. 2-3 is a diagram showing a configuration example of the staff access authority management table. The staff access authority management table includes constituent elements such as job code, access authority of each business application (related to authority level),. Contains.

Explaining the access authority of each business application, for example, if the job type is a person who has no specialized knowledge of a part-time job (job type code S001), the access authority of the business application whose business category is “accounting” is only input. , You can input data of your own consultant, but if the job type is a person with part-time or part-time job expertise (job type code S002), the business division is “accounting”, “payment”, “declaration” , The access right of the business application such as “tax item” is only input, so that the input processing of the data of the adviser in charge can be performed.

If you are a staff member of an accounting office and do not have specialized knowledge (job type code S003), you can only enter the access authority of the business application whose business category is “Accounting” and “Financial settlement”. However, if the staff of the accounting firm has specialized knowledge (job type code S004), in addition to the input processing of the adviser in charge, the input of part, part-time job, other staff, employees, etc. Approval processing of the consultant file in charge can be performed.

In addition, if you are a certified tax accountant or certified public accountant (job code S003), there is no restriction on access authority, and there are processes that cannot be done by other jobs, such as the file processing for business applications whose business category is "file". it can.

FIG. 3-3 is a diagram showing a configuration example of management of a consultant file for each person in charge, and FIG. 2-8 is a table of a consultant person responsible for managing the business division of the consultant who is in charge of the staff. The consultant contact table is the identification information of the business contact person on the accounting firm side of the company (corporation or individual) registered in the adviser information table, and the staff in charge of each adviser (adviser code) and business category. The relationship of (staff ID) is shown.

For example, the person in charge of accounting for consultant 0301 is U004 (part), the settlement is U003 (staff), the report is U003 (staff), and the tax item is U001 (teacher). It is possible to manage by changing the person in charge (Fig. 3-3).

In this way, the staff account management manages which consultant's file and which business application file can be accessed according to the level of job such as teacher or staff.

Therefore, by using the staff account management that combines the job type table, staff account management table, and staff access authority management table, teachers and staff can manage accounts without being aware of file access to their own counselor and business application usage authority. it can.

3. Adviser file management means specialized in file system for accounting offices 3.1 Outline of adviser file management means (basic processing section + individual business processing section) Adviser file management means is roughly divided into (basic processing section + Individual business processing unit).
The basic processing unit manages each adviser, each business (accounting input/report/payment...), each year, and the individual business processing unit uses the adviser file that has already been generated to manage the adviser. It manages e-books and manages individual knowledge such as the specialized knowledge database (knowledge) of the adviser, and the check function (check) of the data and e-books created by the business application.

FIG. 3-1 shows an example of the configuration of the consultant file management.

The information managed under the company master evaluated on the left side of FIG. 3A is registered consultant information (company information).

By switching to the company information tab in Figure 3-1, the list of customer information of the accounting firm is displayed in Figure 3-4, and the customer name “L Electric Manufacturing Co., Ltd.” is selected from the list. By doing so, the screen of the selected company information (enter company information) is displayed. In the list of adviser information, if the adviser (Ichiro Tanaka) has a subsidiary (Tanaka Seika), the adviser can be managed in a group. Further, it is also possible to specify the display conditions such as settlement of accounts, classification, type of industry, etc. in the list of consultant information and display the consultant for each person in charge. By entering information about the company such as the date of establishment and the company name in the displayed company information input screen and registering it in the adviser information table in Fig. 2-4, all files related to that adviser (Fig. 3- The screen displayed on the right side of 1) can share advisory information as management information. Note that the company information input screen may include an account and password column for each consultant for sending and receiving files between the consultant and the accounting firm.

Since a large amount of data is managed for each adviser file management, a folder (directory) hierarchy is built for each customer, and operations such as accounting, settlement, filing, and tax items are performed in the folder corresponding to the customer name. A lower layer folder is created for each. Further, a lower layer folder for each fiscal year is created in the folder corresponding to the business division. Data files created by the staff members in charge of the customer are registered in these folders in relation to the business of the customer and each fiscal year. It is possible to manage the file of the consultant in charge.

The folder corresponding to the adviser name and the data file to be registered may be associated with the adviser information table.

3.2 Details of advisory file management means (basic processing unit) (1) Management of access rights of accounting firm staff and registration of responsible consultants Register the consultants who are in charge of or accessible to the accounting firm staff The state of the screen display at this time is shown in Figure 3-3. Figure 3-5 shows the screen for setting accounts and access rights for accounting firm staff.

The staff of the accounting office includes general staff who do not have a qualification (including employees and employees), managers such as the leading staff, and qualified personnel such as tax accountants and accountants (teacher staff).

For example, as shown in Fig. 3-3, by clicking "Employee ID: U001, Taro Tax Accountant" in the tax accountant information on the left screen, the tax accountant information registration screen in Fig. 3-5 is displayed, and "1. User classification (Corresponding to the job category in Figure 2-1)", "2. User code (corresponding to staff ID in Figure 2-2), 4. User name (corresponding to staff name in Figure 2-2), 7. Account name ( By registering by entering "User account (corresponding to the job code in Figure 2-2)", etc.), it is automatically registered in the staff account management table and staff access authority management table. As shown in FIG. 3-6, the list of users managed by the accounting firm can be displayed.
In addition, "6. Account management" is not only for enabling/disabling account management, but when "2. JDL" is selected, the account of the business application is added to the JDL system (staff It can be set so that the staff account managed in (Account Management) can be used in common. Also, by pressing the detailed setting (format) button, detailed information such as an email address and job code can be set.
Also, by pressing the job setting (search) button, a job (corresponding to the business application of each company) that can be used by this user (staff) is set.

In addition, by pressing the "detail (display)" button at the bottom of Fig. 3-6, the setting screen of the person in charge for each consultant shown in Fig. 3-7 is displayed.

By setting which task the staff (user) in charge of each consultant is in charge of on the screen of FIG. 3-7, it is automatically registered in the consultant contact table of FIG. 2-8.

Therefore, the accessible consultant can be all consultants for the tax accountant.
Alternatively, with respect to general staff, access authority can be set only for files of a predetermined business division of a predetermined consultant company and for a predetermined year (not shown).

Following the GUI screen display of the user (user) registration screen for access right management (account registration) of the staff of the staff in charge, the GUI screen display of the responsible consultant registration screen is performed in order to register the adviser. As shown in Figure 3-4, the contact person in charge registration screen shows, in addition to the contact person's name and address of a given adviser company, which of the business divisions such as accounting input, tax filing, and settlement of accounts is in charge. Set which fiscal year (accounting period) you are in charge of.

As described above, according to this system, the GUI of the user (user) registration screen that manages the account of the staff and the GUI of the adviser registration screen that sets the business category and year to be contracted for each adviser are linked. By combining them, it is possible to perform integrated management of consultant files for each employee, each consultant, each work category, and each year.
(2) Table configuration and table handling processing

FIG. 2-4 to FIG. 2-7 are diagrams for explaining the table configuration relating to the management of the consultant file used in this embodiment. The table relating to the management of the consultant file includes the consultant information table, the file information table, the application information table and the file attribute information table, and is stored in the consultant file storage unit.

FIG. 2-4 is a diagram showing an example of the configuration of the consultant information table. The consultant information table includes the consultant code, the office information flag, the name, the address, the representative name, the fax number, the year, the business type, and the tax payment. It includes components such as person number, jurisdiction tax office, tax return classification, account information, password, and so on. The account information and password are the account information and password for the person in charge of the adviser to access the accounting office in order to send and receive related materials to the accounting office.

FIG. 3-4 is a diagram showing a setting screen for consultant information.

FIG. 2-5 is a diagram showing a configuration example of file information for managing the original format file and the general-purpose format file, and the file information table has a consultant code, a business division, a business code, an application ID, a settlement date. , File storage path, file name, extension,... Are included as constituent elements.

For example, the record in the first line of the consultant file management of the consultant company XXXXX Trading Co., Ltd. (adviser code 0301) in FIG. 3-1 is the business classification “declaration” and the business detail “corporate tax” (FIG. 2-5). Business classification "declaration", business code "declaration 001"), application name "spreadsheet" (application ID "B003" in Figure 2-5), file name "corporate tax return (H27).bb1" (Figure 2 -5 file name "corporate tax return (H27).bb1"), settlement date "H270331" (figure 2-5 settlement date "H270331") from the corporate tax business application data is displayed I know that

In the second line, the business classification “declaration”, business details “system management” (business classification “common” in Figure 2-5, business code “management 003”), application name “company B corporate tax” (Figure 2 -5 application ID "E001"), file name "corporate tax separate table.xls" (file name "corporate tax separate table.xls" in Figure 2-5), closing date "H270331" (figure 2-5 From the date "H270331"), it can be seen that the data of the data of the spreadsheet software regarding the corporate tax return is displayed.

FIG. 2-6 is a diagram showing a configuration example of application information, and the application information table includes components such as an application ID, an application name, a work classification, an importance degree,.... FIG. 2-7 is a diagram showing a configuration example of the file attribute information, and the file attribute information table includes components such as importance, extension,...

FIG. 3-2 is a diagram illustrating a configuration example of management of a consultant file when a business application is added.

By additionally installing the business application, the file registration of the inheritance tax business application additionally installed before the additional installation of the business application (FIG. 3-1) is newly performed (FIG. 3-2).

When a plurality of business applications are used for business classification, for example, the business classification is “accounting”, the accounting processing of the adviser 0301 is the business application (A001) of company A, and the accounting processing of the consultant 0305 is B. In the case of processing with a business application (B001) of a company, the business application may be classified and managed for each development company.

Therefore, the adviser file management means can manage the adviser file created by the business application for each business class for each adviser by business such as accounting input/report/accounting and by fiscal year such as fiscal year 2016. ..

3.3 Explanation of advisory file management means (individual job processing section) (1) Advisory file management means for each individual operation (electronic book table management of advisors)
Regarding the management of the file of the adviser, not only the accounting data, settlement data, report data, etc. used in the business processing of accounting firms such as accounts, but also the materials related to the adviser such as registration information of the adviser and transactions with the adviser Electronic documents and financial documents that output financial statements such as trial balances and monthly income statements in print format from previous exchanges (primitive vouchers, contracts, etc.) and balance sheets, accounting data, settlement data, report data, etc. It is also possible to manage the digitized materials (for example, the electronic book table in the PDF format) of accounting materials such as “etc.

(2) Advisory file management means for each business (exclusive knowledge database of the advisor)
In addition, the frequency of updating the data files created above and managed by the consultant file according to the usage status of each person in charge, such as staff, is managed as a history information by managing it as a database, and the frequently used data is managed. By referring to the file, the know-how of other skilled staffs to create documents and declarations is packed, so even if you are an inexperienced staff, you need enough documents and declarations to create. The quality can be improved.
Specifically, by performing a search in the adviser file management (pressing the search button in Figure 3-1), based on the priority of search conditions such as each adviser, each staff member, etc., the relationship related to past advisers Reference file of materials (including not only business application data such as accounting, settlement, filing, tax items, etc., but also electronic book table (general-purpose data such as PDF, XLS), etc.) The consultant file of the related materials related to the consultant created by the staff of the business is displayed as the search result.
Describing in more detail with reference to FIG. 3-1, for example, when the GUI of the search button at the top of the screen display in FIG. 3A is pressed, the screen shifts to the search screen (not shown), and the business application currently in operation You can search for created contact files that may be helpful for the file you are trying to create.
More specifically, if you press the search button while editing the specified data of the running business application, the type information of the business application being edited and the contact information will be acquired and the created contact You can search files, display a list of advisor files in order of frequency of use in relation to the data being edited, and open the file for reference and perform data entry, declaration data creation, etc. ..
Even in this case, since only the files of the accessible business divisions of the consultant in charge of the staff who are working can be referred to, while maintaining security, staff data entry, declaration processing and documents By supporting creation, quality can be improved.

In addition, by repeatedly using the database, it is possible to improve the quality of the deliverables of the accounting firm as a whole.

(3) Advisory file management means for each individual operation (automatically importing data for advisory accounts)
FIG. 3-4 is a diagram showing an operation regarding automatic conversion and fetching of accounting data.

As one example of the consultant file management means for each individual business, for example, the business application of each company is installed, the file generated by the business application is imported, and the adviser for each person in charge of this system is provided. It can be managed according to the destination, the business division for each adviser, and the framework for each year.

More specifically, when the file for the adviser 1 generated by the business application of Company A exists, call the adviser information on the adviser selection screen of the system and select the adviser to register. By doing so, the file generated by the business application of the company A can be registered and managed as the file for the adviser 1. The flow of this processing is shown in FIG. 3-10.

Explaining along the flow of processing in FIG. 3-10, when files (CSV file, etc.) of account items, account balances, journals, and supplementary balances exist as files generated by the business application of Company A, After selecting the adviser, specify the file of account, item balance, journal, and auxiliary balance as a more detailed file specification, and set the account managed by the business application of Company A as the one managed by this system. If conversion (subject assignment) is performed, the file generated by the business application of Company A can be treated as the accounting file of this system.

For example, in addition to using it as an accounting file for accounting input of this system, it can be used for the progress management of the consultant described later and for error checking if there is a big change from the previous year, and can be viewed with a viewer for guidance of the consultant. can do.

(4) Advisory file management means for each individual operation (Advisory point progress management and check function of data and electronic book table generated by business application)
When recording and collecting the execution history of business applications of the business staff of the accounting firm managed by the consultant file management, the advisor of each staff of this system, each consultant who is in charge of that staff, and each business division By applying the framework of management of the destination file, it is possible to secure the progress management for each consultant of the person in charge of business, which is restricted to the access authority of the staff.

In addition, as a check function of the data generated by the business application and the electronic book table, the electronic book table created by the person in charge of business and the application data (advisory file) from which the business person created the file are managed in association with each other. When approving a table, the application data associated with the electronic book table is specified, and the credibility is checked based on the specified data, so it is possible to prevent omission of confirmation and to perform efficient checking. Is possible.
Specifically, a button for the staff member in charge of the counselor etc. to check the accounting data, etc. related to his/her own business using the file of the accounting data, etc. that was dropped along the flow shown in Figure 3-10 (see Figure 3-8). When you press the check button at the bottom, the check tool is started, the advisor information is acquired from the advisor file management, and the data converted into general-purpose account items and account systems is compared with the data of affiliated companies for multiple periods. (Checking) and extracting the differences, and displaying the check results in the form of a number table or a graph to support efficient checking. By applying the framework of management of the consultant file for each employee of this system, each consultant in charge of that employee, and each business division, the staff can access the data and electronic book table generated by the business application. It is possible to perform a secure check, restricted to the authority, for each business person's counselor.
For example, as shown in Figure 3-11, for a certain employee, access is securely managed for each adviser in charge, for each business division (in this case, “tax reporting” is permitted), and for each year. Then, with respect to the book (declaration form) generated by the business application, it is possible to display a list for each item whether the amount etc. has greatly increased or decreased compared to the previous year or the past year. You can confirm.

(5) Advisory file management means for each business (general-purpose viewer)
According to Fig. 3-10, regarding the consultant files generated by the additionally installed business applications of each company, the advisor file opened by the advisor of the accounting office staff is managed by the viewer. The process of browsing is shown in.
That is, according to the person-in-charge consultant-specific file integrated management means of this system, the consultant file created by the business application installed by default in the system is displayed by a predetermined viewer etc. for each staff member In addition to browsing, when browsing the files of advisors created by the additionally installed business application of each company with a viewer, etc., browse using the management framework for each employee, each consultant in charge, and each business division. Is possible.
For example, as a file of the consultant created by the additionally installed business application of each company, as for the file of unique format such as accounting data, settlement data, tax return data, tax item data, various business applications used by the accounting office By preparing a general-purpose viewer for checking data, accounting data, settlement data, report data, tax items for each consultant who only authorized staff etc. are in charge of using the consultant file management and staff account management. It becomes possible to display data etc. in a numerical table or a graph. Specifically, when the staff member in charge of the adviser, etc., starts the viewer by clicking the file of the accounting data etc. along with the flow shown in Figure 3-10 for the accounting data etc. regarding his/her business, the advisor Acquire the consultant information from the file management, convert it to general-purpose account items and subject systems, and display the spreadsheets such as trial balances, number tables, and graphs with a viewer.

4. Explanation of file integrated management means for each adviser by contact Personnel account management means and adviser file management means work together to form a file integrated management means for each adviser, and for each staff member It is possible to manage which business (accounting input/declaration/payment...), which year, which business application, and the advisor file can be accessed.

In other words, the consultant file management means specialized for the file system for accounting firms cooperates with the staff account management means, for each staff member, to the file of the responsible consultant assigned to that staff member, Can manage files.

FIG. 3-8 is a diagram showing an operation at the time of registration of a consultant file, and a file generated by the business application of the company A by a drag & drop operation is displayed on the right side for a specific job of a specific adviser. It shows the operation when registering as a file of a specific year in a field, and when registering the created file as a file of a specific year in a specific business field while the spreadsheet software is running at the bottom. It shows the operation of.

FIG. 3-9 shows a pop-up display of a setting screen as shown in FIG. 3-9 when registering a file created while the spreadsheet software as shown in the lower part of FIG. By setting the file information, the contents of the setting screen when registering a file of a predetermined application as a file of a specific business field of a specific consultant in a specific year are shown.

First, based on FIGS. 3-8, the registration method of the advisory destination file management by the drag & drop operation will be described. Each piece of information (advisory information table, file information table, application information table, and file attribute information table) is integrated with each other by the contact-specific adviser-specific file integrated management. It is to be noted that the advisory destination information table and the file table information are shown to be associated with each other by the “advisory destination code (“0301”, “0456”, etc. shown in the figure)”.

Further, the file information table and the application information table are associated with each other using the “application ID”, and the application information table and the file information table are associated with each other using the “importance”.

For example, if the business application of the company A is an accounting application, it is A001 (B001 if it is a company B), A002 if it is a settlement application, A003 if it is a tax return application, and A004 if it is a tax item application. By setting the "application ID" in a form corresponding to, and setting the extension of the file attribute table to "xxx" for company A and "yyy" for company B, the file information in the advisory file management is set. Manage various files (proprietary format file and general format file) using tables.

5. Explanation of a platform that allows free installation of business applications When an additional business application such as a tax accounting application is installed at an accounting firm, the integrated file management means for each counselor is additionally installed. Determine which business category the business application corresponds to, such as accounting, settlement, tax return, tax items, etc., based on the application information table. Based on the employee access authority management table and the advisor contact person table, if you have access authority, you can execute the additionally installed business application, and the data file created by the business application will be Since it is automatically registered every year, every year, etc., it can be managed by managing the adviser file.

Therefore, even when a business application is newly installed, it is different from the PC in that the staff account management can be applied without newly setting the access right by the system administrator.

6. Ideas for adding business applications (1) When business applications of each company are additionally installed and files are generated, the business applications include one or more of accounting, filing, settlement and tax It is possible to manage the consultant file of the application by automatically registering the information indicating the classification in association with the business application based on the business classification management table in FIG. 2-9.

This processing will be described below with reference to FIGS. 3-8 and 3-9.
As shown in Fig. 3-8, when the business application being processed is spreadsheet software, when you try to register the created file, the operation of "save as adviser file" is used as a trigger. Pop up the setting screen shown in 3-9, and enter the file name "Corporate tax schedule (1)" and the save destination "C:\DATA\0301\Declaration\2015" as the setting information of the file. By registering, it is automatically registered in the file information table of FIG. 2-5.

For example, when the accounting application of company A is used as the business application of each company and an advisory file is generated, the file (A social total .aa1) is displayed on the management screen of the advisory file and When a drag and drop is performed on a folder of a given business segment of a given fiscal year, the attribute information (such as the name of the consultant, the business segment, and the year) of that folder is automatically acquired and the corresponding It can be managed by associating it as a file for the relevant business year.

In the prior art, the attribute information is added to the file registered in the folder based on the template, whereas in the present application, whether the file registered in the folder is appropriate as the registration destination from the management information based on the consultant information that is the management information. After making a decision, the attribute information is added to the file and registered. For example, if the accounting file of 2015 is registered in the 2015 folder of the adviser, it is registered as it is, and if the registration destination is the 2014 folder of the adviser, the processing year is calculated from the management information. Since they are different, a warning or the like may be displayed on the setting screen of the registration destination.

Alternatively, when a file is selected, a GUI screen as shown in FIG. 3-6 can be used to correlate which consultant, which business division, which year (of which accounting period) the file is.

(2) Even if the business application to be additionally installed is a multifunctional business application that can handle from accounting input to filing processing, when the business application is newly installed, the business application can be used for accounting, reporting, and settlement of accounts. , By registering the information indicating the work classification including any one or more of the tax items in the application information table and the staff access authority table, the information is associated with the business application based on the work classification management table in FIG. 2-9. By registering automatically, the consultant file of the application can be managed.

Also, when creating a new advisory file with the business application, the advisory code from the corresponding advisory person is consulted from the advisory information table without entering and setting the advisory information for each business application. The destination information can be called and used.

7. Ingenuity when collaborating with advisors using a network In this system, the accounting office staff manages security by accessing files only for the advisors in charge. It can also be applied between the staff and the consultant.

More specifically, by setting management settings for each staff member and each consultant who is in charge of the firewall function (including the case of implementing with software and the case of implementing with hardware) installed in this system, It is possible to perform management such that an employee can transfer a file only to the consultant in charge of the employee, or can access the terminal of the adviser in charge by remote access.

The management mechanism will be described below with reference to FIGS.
FIG. 1-7 is a diagram showing an outline of the firewall function for each employee and each consultant in charge in this system.
The machine 510 of the present invention is composed of a control unit 511, a storage unit 512, an F/W unit 113, an input unit 114, and an output unit 115, and is network-connected to an A terminal 516 such as a consultant destination via the Internet.
The control unit 511 includes a staff account management unit, a consultant account management unit, a security management unit, and a consultant file management unit.
The storage unit 512 includes a staff account management information storage unit, a consultant account management information storage unit, a consultant file management information storage unit, and a storage area for exchanging data with each consultant.
The F/W 513 is composed of a control unit and a communication unit, and is a counselor in charge in cooperation with the staff account management unit, the adviser account management unit, the security management unit, and the adviser file management unit of the control unit 511 of the present invention machine 510. The file-by-destination integrated management unit links the access right and the account login management based on the information of the staff account management information storage unit, the adviser account management information storage unit, and the adviser file management information storage unit of the storage unit 512. While controlling the communication of the F/W control unit.
Further, as an example of the present system, (1) When the person in charge of the consultant makes communication such as videophone from the computer of the consultant to the staff of the accounting office, the staff of the consultant O518 makes a videophone call to the accounting office. When the call is made, the contact information automatically connects to the office staff member T517 who is the staff member in charge. (2) When the staff member who has gone out accesses the computer of the accounting office through the network, the office staff member S519 logs in to the accounting office from a place where he/she uses a tablet terminal, and enters the storage area of the device of the present invention in the office. Can be accessed.

According to Fig. 1-7, the integrated file management department for each adviser according to the responsible company, according to the level of the job category such as teacher (tax accountant) or staff member, and the company of which business division of that adviser It manages whether you can access the file of the business application of this. The integrated file management section by each responsible person and advisor is applied in conjunction with the control section of the firewall (F/W), It is shown to manage account logins for employees and to manage access rights to files of consultants.

This controls the file access between the accounting office staff and the adviser, and when the staff of one accounting office tries to exchange files with the adviser, the adviser in charge of the staff takes charge. It is controlled so that file access or remote access can be performed only with the terminal.

Similarly, when trying to exchange files from the consultant's side, the firewall function of this system is used, so the file can be exchanged only with the staff in charge of the consultant's side. To be controlled.

As described above, according to the firewall function of this system, there is no need to worry about sending files to the advisor who the accounting office staff cannot handle, and the secure accounting between the accounting office staff and the advisor Communication can be secured.

(1) When the staff of the accounting office or the person in charge of the consultant accesses the computer of the accounting office through the computer of the consultant When the staff of the accounting office accesses the computer of the accounting office through the computer of the consultant Since the firewall is properly set only by setting the account management and file management of the adviser, it is possible to easily secure secure communication by connecting to the Internet through this firewall.
In addition, if the person in charge of the consultant wants to exchange accounting files and related electronic documents with the accounting firm through the computer of the consultant, secure communication is used to securely send and receive to the person in charge of business of the accounting firm. (Secure communication between the accounting firm and the adviser).
More specifically, in the storage unit 512 of the computer 510 of the accounting office, a storage area for the adviser is prepared for each adviser, and a firewall function interlocking with the person integrated adviser-specific file integrated management means of this system is provided. By understanding, it is possible to accept only access from the terminal of a specific adviser.
In this case, for example, when the staff of the accounting office goes to the consultant A and tries to access the file stored in the computer of the accounting office from the terminal of the consultant A, the adviser Only the storage area for A can be accessed, so secure file access can be performed without accidentally showing the files of other advisers (B, C) to the person in charge of adviser A. It will be possible.
Similarly, when the person in charge of the adviser A sends the file of the adviser A to the accounting office, only the storage area for the adviser A can be accessed from the terminal of the adviser A. As a result, secure file transfer can be performed without transferring to another storage area for the consultant.

If the computer system for teachers and staff of accounting firms does not have a firewall function as hardware, the firewall function by software will be used, but the communication speed and processing speed will decrease, but this By using the system, the accounting firm and the consultant can exchange securely.
In addition, if the computer system for teachers and staff at the accounting office has a firewall function as hardware, communication that makes use of the stability and processing speed of the hardware ensures a secure communication between the accounting office and the consultant. The ability to interact allows for enhanced liaison with advisers.

(2) When a staff member who goes out accesses the computer of the accounting office through a network When accessing a computer of the accounting office remotely from a mobile terminal such as a laptop computer or tablet brought out by the staff member who goes out through the network, By the firewall function that works with the integrated file management method by advisor for each person in charge, the employee's account is checked, and file access is restricted only to the files of the person in charge who is in charge of that employee. Secure remote access is possible without browsing files other than the above.

(3) When the person in charge of the consultant performs communication such as videophone from the computer of the consultant to the staff of the accounting office

When the person in charge of the adviser performs communication such as videophone from the computer of the adviser to the staff of the accounting office, the adviser uses the firewall function that works in conjunction with the file integrated management method Access is permitted only to the accounting office staff who is in charge of the destination, and screen sharing etc. is performed while file access to only the file of the consultant who is in charge of that staff is performed, so other It is possible to use the secure videophone function without having to browse the advisor's file.
On the contrary, the same is true when the staff of the accounting office communicates with the computer of the adviser in charge by videophone or the like.

Note that, in the above description, in FIG. 1-7, the present invention machine has been described as a stand-alone configuration (consisting of one single machine), but what is the configuration through the firewall function of the present invention? However, the scope of application of the present invention is not limited to the system configuration of FIG. 1-7.
For example, the system of the present invention has a configuration in which a plurality of computers are connected by a network such as LAN or WAN, and the staff of the accounting office accesses files from each computer to a consultant or a television. Even when the telephone function is used, the same secure communication is possible through the firewall function of the present invention.

In addition, in FIG. 1-7, the machine of the present invention is not limited to the stand-alone configuration, and may be, for example, a client server configuration in which a server of an accounting office and a terminal are connected via a network. In this case, the configuration of the control unit and the storage unit is mainly configured in the server, but it is sufficient if it exists in either the server or the terminal, and is not limited to the configuration in the server. Absent. Even in the case of this configuration, the same secure communication becomes possible through the firewall function of the present invention.

8. When the file management for each adviser cannot be performed among the files generated by the business application, the file management area for each adviser managed by this system (file of the file information table) By setting the link information with the file created by the business application in (Name item), the file created by the business application is handled as if it was stored in the file management area of each consultant. As a result, even if the business application manages the generated file, it is possible to manage the consultant file.

9. Effect (effect of staff account management)
By linking staff account management with the file management of advisors, even if a business application is newly installed, teachers (tax accountants, etc.) Depending on the level of occupation, which advisors can access which business application files can be accessed by teachers and staff without being aware of file access to their own advisors and business application usage authorizations. Can be used for.

(Effects of file management of advisors)
By coordinating advisory file management with staff account management, file operations on the advisory file (data) of the advisor to which the employee with access authority is in charge can execute, thereby enabling staff other than business personnel It is possible to prevent human mistakes during file operations such as operations such as accessing the adviser's file (data) due to etc. and files that are not the target such as accidentally moving to another storage destination, copying, etc. It is possible to prevent a serious mistake such as accidentally providing the above data to another adviser.

Although the accounting office computer suitable for the staff of the accounting office has been described above, the system of the present invention can be directly used for the employees of the accounting department of a company.
In this case, by replacing the terms (constituent elements) in the above description and drawings as follows, the computer system functions as a computer system for employees of the accounting department of the company after undergoing exactly the same processing.

<Example of replacing terms (components)>
(Before replacement) → (After replacement)
Accounting office staff and tax accountants → Employees in the accounting department of a company Advisors → Corporate departments and branches Files of advisers → Files of corporate departments and branches Advisory file management methods → Files of corporate departments and branches Management means File integrated management means by adviser by person → File integrated management means by department by person in charge

INDUSTRIAL APPLICABILITY The present invention can be used not only for computer systems for accounting offices, but also for computer systems in corporate accounting departments.

110 Conventional Dedicated Machine 111 Conventional Dedicated Machine System Control Unit 112 Conventional Dedicated Machine Storage Unit 210 PC
211 PC system control unit 212 PC storage unit 310 Accounting office computer system 311 of the present invention Accounting office computer system control unit 312 of the present invention Accounting office computer system storage unit 410 of the present invention Computer system for accounting firms (variant)

Claims (8)

In order to carry out the tax accounting processing of the consultant who is in charge of the staff of the accounting office or the tax accountant, it was created as a file of the consultant with a predetermined application including the document creation application and spreadsheet application managed by the system in advance. In addition to or instead of the file, a computer system for an accounting office that integrally manages a file generated by a business application of each company for tax accounting processing, for staff of the accounting office,

In order to carry out the business of the accounting office, the account management function of the user consisting of the staff and tax accountant of the accounting office and the file management function for managing the files of the consultant are optimized for the accounting office, respectively. Prepared as staff account management means and advisory file management means,

Staff account management means
As a user, perform account management specialized for accounting firm staff and tax accountants (hereinafter abbreviated as "staff"),
Advisory file management means
Manage the files of advisers on a per-business basis, including filing business and accounting input business, and on a yearly basis,
By linking the staff account management means and the consultant file management means,
According to the authority assigned to each staff of the accounting office according to the attribute of the staff, it manages which application file of which contact person in charge can access, and the folder structure set for each adviser In accordance with the above, manage the files of each consultant in each business division including accounting input, filing, and settlement of accounts, and in units including each fiscal year,
Equipped with a file integrated management means for each adviser

When an accounting staff member logs in as a user of the system,
By the file integrated management means according to the advisor according to the person in charge,
Depending on the authority of the staff, for each adviser authorized to access, along with the file of the predetermined application that is managed by the system in advance, the use of the file of the business application of each company is controlled,
In accordance with the folder structure set for each consultant, in units including the above-mentioned business divisions and each year,
Manage the files of each consultant,

If you add and install business apps of each company for tax accounting as needed,
The file integrated management means according to the person in charge,
Regarding the file generated by the business application of each company for the tax accounting that is additionally installed, for each adviser who is allowed to access according to the attribute of the staff, the file, together with the file generated by another application, Integrated management

Computer system for accounting office characterized by
The accounting office computer system according to claim 1, further comprising:
It is equipped with a consultant communication means for communicating with a consultant through a network,
In the adviser communication means, a firewall means is provided as necessary,
By linking the file-integrated management means for each adviser by responsible person with the firewall means, the staff of the accounting office performs control so that it is limited to the adviser in charge and executes the remote operation. , Directly manipulate the data of the consultant,
By sending and receiving data with the advisor,
A computer system for accounting firms that enables secure communication with advisors.
The computer system for an accounting office according to claim 1, further comprising:
When installing additional business applications of each company,
The business application is provided with means for registering information indicating a business category including any one or more of accounting, filing, settlement, and tax in a storage means in association with the business application.
Automatically manage the business division of the application's advisory file,
A computer system for an accounting office characterized by.
The accounting office computer system according to any one of claims 1 to 3, further comprising:
When creating a new advisory file using a predetermined business application,
Read the advisor information managed by this system from the storage unit,
A means is provided for associating and registering the consultant information and the advisor file created by the business application.
A computer system for an accounting office characterized by.
The accounting office computer system according to claim 1, further comprising:
For files generated by business applications of each company, if file management for each adviser is not possible,
The system is provided with means for adding link information to files generated by the business application of each company in the file management area of each adviser managed by this system,
A file provided by each company's business application is provided as if it were stored in the file management area of each consultant.
A computer system for an accounting office characterized by.
A program for causing a computer to function as the accounting office computer system according to any one of claims 1 to 5.
In order to carry out the tax accounting processing of the consultant who is in charge of the staff of the accounting office or the tax accountant, it was created as a file of the consultant with a predetermined application including the document creation application and spreadsheet application managed by the system in advance. In addition to or instead of the file, the accounting office computer system that integrally manages the file generated by the business application of each company for tax accounting processing, for the staff of the accounting office,

In order to carry out the business of the accounting office, the account management function of the user consisting of the staff and tax accountant of the accounting office and the file management function for managing the files of the consultant are optimized for the accounting office, respectively. Prepared as staff account management means and advisory file management means,
Staff account management means
As a user, perform account management specialized for accounting firm staff and tax accountants (hereinafter abbreviated as "staff"),
Advisory file management means
Manage the files of advisers on a per-business basis, including filing business and accounting input business, and on a yearly basis,
By linking the staff account management means and the consultant file management means,
According to the authority assigned to each staff of the accounting office according to the attributes of the staff, which (contact) contact, which application file can be accessed, is managed, and it is set for each contact. According to the folder structure, manage the files of each consultant for each business division including accounting input, filing, and settlement of accounts, and for each fiscal year.
Equipped with a file integrated management means for each adviser

When an accounting staff member logs in as a user of the system,
The file integrated management means for each adviser and
Depending on the authority of the staff, it controls the use of the file of the predetermined application for each adviser who is allowed to access, and also according to the folder structure set for each adviser, for each business category and year Perform the steps to manage the files of each consultant in units including

If you add and install business apps of each company for tax accounting as needed,
The file integrated management means for each adviser and
Regarding the file generated by the business application of each company for the tax accounting that is additionally installed, for each adviser who is allowed to access according to the attribute of the staff, the file, together with the file generated by another application, Take steps to integrate and manage,

A computer management method for an accounting office characterized by the above.
A computer system for an accounting department of a company, which is configured by diverting the computer system for accounting office according to any one of claims 1 to 5,
In order for employees of the accounting department of a company to carry out tax accounting for each department, branch or affiliated company in charge,
The components related to “accounting office and staff and adviser of accounting office” described in claims 1 to 5 are respectively defined as “accounting department of a company, employees of accounting department of a company and departments or branches of a company or In order to correspond to "affiliated company",
Replacing the staff of the accounting firm and the tax accountant with employees of the accounting department of the company,
Replace the adviser with each department, branch or affiliate of the company,
Replace the file of the adviser with the file of each department, branch or affiliate of the company,
Replace the staff account management means with company employee account management means,
Replace the adviser file management means with the file management means of each department, branch or affiliated company,
By replacing the file integrated management means for each adviser by contact with the file integrated management means for each department, branch or affiliated company,
For each employee of the accounting department of the company, according to the authority assigned according to the attribute of the employee, it is possible to manage which application file of which department, branch, branch or affiliated company can be accessed, and In accordance with the folder structure set for each branch or branch or affiliated company, each business division including accounting input, filing, and settlement of accounts, and each fiscal year in units of each department, branch or branch or affiliated company Managing files,
A computer system for the accounting department of a company.