JP7426633B1

JP7426633B1 - Programs, computers and information processing methods

Info

Publication number: JP7426633B1
Application number: JP2022124603A
Authority: JP
Inventors: 賢一黒▲崎▼
Original assignee: Tokium
Current assignee: Tokium
Priority date: 2022-08-04
Filing date: 2022-08-04
Publication date: 2024-02-02
Anticipated expiration: 2042-08-04
Also published as: JP2024027178A; JP2024021626A

Abstract

【課題】従業員にとって経費が発生する度に申請書を作成する手間を省くことができ、また、経費についての申請書の承認を行う承認者にとっての利便性を向上させることができるプログラム、コンピュータおよび情報処理方法を提供する。【解決手段】プログラムは、コンピュータ（管理サーバ１０）を受付手段２２と、申請書作成手段２４と、送信手段２８として機能させる。受付手段２２は、各従業員のユーザ端末５０から経費申請情報を受け付けるとともに申請書作成指示を受け付ける。申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費申請情報のうち所定の条件を満たす経費申請情報をまとめて一つの申請書を作成する。【選択図】図１[Problem] A program and computer that can save employees the trouble of creating an application form every time an expense is incurred, and improve convenience for an approver who approves an application form regarding expenses. and information processing methods. A program causes a computer (management server 10) to function as a reception means 22, an application form creation means 24, and a transmission means 28. The reception means 22 receives expense application information from each employee's user terminal 50 and also receives application form creation instructions. When the reception means 22 receives the application creation instruction, the application creation means 24 creates one application form by combining the expense application information that satisfies a predetermined condition from among the plurality of expense application information accepted by the reception means 22. do. [Selection diagram] Figure 1

Description

本発明は、プログラム、コンピュータおよび情報処理方法に関する。 The present invention relates to a program, a computer, and an information processing method.

従来より、業務活動において、交通費や宿泊費等の経費が発生した場合、従業員が立て替えの支払いを行い後日に精算するという行為が日常的に行われている。特許文献１には、領収書やメモ等を保管する手間を不要とし、従業員が行うデータ入力の工程数を最小限に抑えることでデータ信頼性を高めると共に、時間や場所に制約されることなく経費精算の申請が行うことができ、さらに、いかなる支払い先であっても適用できる経費精算処理システムが開示されている。 BACKGROUND ART Conventionally, when expenses such as transportation expenses and accommodation expenses are incurred in business activities, it has been a routine practice for employees to pay in advance and settle the payments at a later date. Patent Document 1 describes a system that eliminates the need to store receipts, memos, etc., increases data reliability by minimizing the number of data input steps performed by employees, and eliminates restrictions on time and location. An expense settlement processing system has been disclosed that allows an application for expense settlement to be made without any need for payment, and that can be applied to any payment destination.

特開２００８－２２５９５８号公報JP2008-225958A

特許文献１等に開示される経費精算処理システムでは、従業員が経費について申請書を作成しなければならず、手間がかかるという問題があった。また、経費についての申請書の承認を行う承認者にとって、申請書を一つずつ確認するのは作業負荷が大きいという問題があった。 In the expense settlement processing system disclosed in Patent Document 1, etc., there is a problem in that an employee must prepare an application form regarding expenses, which is time-consuming. In addition, for an approver who approves application forms regarding expenses, there is a problem in that it is a heavy workload to check each application form one by one.

本発明はこのような点を考慮してなされたものであり、従業員にとって経費が発生する度に申請書を作成する手間を省くことができ、また、経費についての申請書の承認を行う承認者にとっての利便性を向上させることができるプログラム、コンピュータおよび情報処理方法を提供することを目的とする。 The present invention has been made in consideration of these points, and it can save employees the trouble of creating an application form every time an expense is incurred, and it can also provide approval for approving an application form regarding expenses. The purpose of the present invention is to provide a program, a computer, and an information processing method that can improve convenience for people.

本発明のプログラムは、
コンピュータを受付手段と、申請書作成手段と、送信手段として機能させるプログラムであって、
前記受付手段は、各従業員のユーザ端末から経費情報を受け付けるとともに申請書作成指示を受け付けるようになっており、
前記申請書作成手段は、前記受付手段が申請書作成指示を受け付けると、前記受付手段が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成し、
前記送信手段は、前記申請書作成手段により作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信することを特徴とする。 The program of the present invention is
A program that causes a computer to function as a reception means, an application form creation means, and a transmission means,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by collecting expense information that satisfies a predetermined condition from among the plurality of expense information accepted by the reception means;
The transmitting means is characterized in that it transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

本発明のプログラムにおいては、
前記所定の条件は、各経費情報における一部の項目の情報が一致することまたは不一致すること、ならびに各経費情報における数値項目が一定以上または一定以下であることのうち少なくともいずれか一つを含んでいてもよい。 In the program of the present invention,
The predetermined conditions include at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. It's okay to stay.

また、本発明のプログラムは、
前記コンピュータを承認手段として更に機能させ、
前記承認手段は、前記送信手段により申請書の情報が送信された所定の前記承認者のアカウントに関連する前記端末から承認情報を受け付けることにより申請書の承認を行ってもよい。 Further, the program of the present invention is
further causing the computer to function as an authorization means;
The approval means may approve the application form by receiving approval information from the terminal associated with the account of the predetermined approver to whom the application form information was sent by the transmission means.

また、本発明のプログラムは、
前記コンピュータを集計手段として更に機能させ、
前記集計手段は、前記承認手段により承認が行われた申請書の経費の集計を行い、
前記送信手段は、前記集計手段による集計結果を所定の経理担当者のアカウントに関連する経理担当者用端末に送信してもよい。 Further, the program of the present invention is
further causing the computer to function as an aggregation means,
The aggregation means aggregates the expenses of the application forms approved by the approval means,
The transmitting means may transmit the aggregation results by the aggregating means to an accountant terminal associated with a predetermined accountant's account.

また、本発明のプログラムは、
前記コンピュータをワークフロー設定手段として更に機能させ、
前記経費情報には所定の分類情報が含まれ、
前記ワークフロー設定手段は、前記申請書作成手段により作成された申請書の情報が送信されるべき承認者のアカウントの情報を、前記所定の分類情報に紐付けて設定し、
前記送信手段は、前記ワークフロー設定手段による設定に基づいて、前記申請書作成手段により作成された申請書の情報を、前記経費情報に含まれる前記所定の分類情報に対応する承認者のアカウントに関連する前記端末に送信してもよい。 Further, the program of the present invention is
further causing the computer to function as a workflow setting means,
The expense information includes predetermined classification information,
The workflow setting means sets information on an approver's account to which information on the application form created by the application form creation means is to be sent, in association with the predetermined classification information;
The transmitting means relates the information of the application form created by the application form creating means to the approver's account corresponding to the predetermined classification information included in the expense information based on the settings by the workflow setting means. The information may be transmitted to the terminal.

本発明のプログラムは、
コンピュータを受付手段と、申請書作成手段と、送信手段として機能させるプログラムであって、
前記受付手段は、各従業員のユーザ端末から経費情報を受け付けるようになっており、
前記申請書作成手段は、予め設定されている所定のタイミングで、または所定の期間毎に、前記受付手段が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成し、
前記送信手段は、前記申請書作成手段により作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信することを特徴とする。 The program of the present invention is
A program that causes a computer to function as a reception means, an application form creation means, and a transmission means,
The reception means is adapted to receive expense information from each employee's user terminal,
The application form creation means collects expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means at a predetermined timing set in advance or for each predetermined period to form a single application. create a book,
The transmitting means is characterized in that it transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

本発明のコンピュータは、
プログラムを実行することにより受付手段と、申請書作成手段と、送信手段として機能するコンピュータであって、
前記受付手段は、各従業員のユーザ端末から経費情報を受け付けるとともに申請書作成指示を受け付けるようになっており、
前記申請書作成手段は、前記受付手段が申請書作成指示を受け付けると、前記受付手段が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成し、
前記送信手段は、前記申請書作成手段により作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信することを特徴とする。 The computer of the present invention includes:
A computer that functions as a reception means, an application form creation means, and a transmission means by executing a program,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by combining expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means;
The transmitting means is characterized in that it transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

本発明のコンピュータは、
プログラムを実行することにより受付手段と、申請書作成手段と、送信手段として機能するコンピュータであって、
前記受付手段は、各従業員のユーザ端末から経費情報を受け付けるようになっており、
前記申請書作成手段は、予め設定されている所定のタイミングで、または所定の期間毎に、前記受付手段が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成し、
前記送信手段は、前記申請書作成手段により作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信することを特徴とする。 The computer of the present invention includes:
A computer that functions as a reception means, an application form creation means, and a transmission means by executing a program,
The reception means is adapted to receive expense information from each employee's user terminal,
The application form creation means collects expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means at a predetermined timing set in advance or for each predetermined period to form a single application. create a book,
The transmitting means is characterized in that it transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

本発明の情報処理方法は、
コンピュータにより行われる情報処理方法であって、
前記コンピュータの制御部が、各従業員のユーザ端末から経費情報を受け付ける工程と、
前記制御部が、ある従業員の前記ユーザ端末から申請書作成指示を受け付けると、受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成する工程と、
前記制御部が、作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信する工程と、
を備えたことを特徴とする。 The information processing method of the present invention includes:
An information processing method performed by a computer,
a step in which the control unit of the computer receives expense information from a user terminal of each employee;
When the control unit receives an application form creation instruction from the user terminal of a certain employee, a step of creating one application form by combining expense information that satisfies a predetermined condition among the plurality of received expense information ;
a step in which the control unit transmits information on the created application form to a terminal associated with a predetermined approver's account;
It is characterized by having the following.

本発明の情報処理方法は、
コンピュータにより行われる情報処理方法であって、
前記コンピュータの制御部が、各従業員のユーザ端末から経費情報を受け付ける工程と、
前記制御部が、予め設定されている所定のタイミングで、または所定の期間毎に、受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成する工程と、
前記制御部が、作成された申請書の情報を所定の承認者のアカウントに関連する端末に送信する工程と、
を備えたことを特徴とする。 The information processing method of the present invention includes:
An information processing method performed by a computer,
a step in which the control unit of the computer receives expense information from a user terminal of each employee;
a step in which the control unit compiles expense information that satisfies a predetermined condition from a plurality of received expense information at a predetermined timing set in advance or for each predetermined period to create one application form; ,
a step in which the control unit transmits information on the created application form to a terminal associated with a predetermined approver's account;
It is characterized by having the following.

本発明のプログラム、コンピュータおよび情報処理方法によれば、従業員にとって経費が発生する度に申請書を作成する手間を省くことができ、また、経費についての申請書の承認を行う承認者にとっての利便性を向上させることができる。 According to the program, computer, and information processing method of the present invention, it is possible for an employee to save the trouble of creating an application form every time an expense is incurred, and it is also possible for an approver who approves an application form regarding expenses to Convenience can be improved.

本発明の実施の形態による情報処理システムの構成を概略的に示す図である。1 is a diagram schematically showing the configuration of an information processing system according to an embodiment of the present invention. 図１に示す情報処理システムにおいて従業員が経費の申請を行う際の各構成要素間での情報の流れを示すチャート図である。2 is a chart diagram showing the flow of information between each component when an employee applies for expenses in the information processing system shown in FIG. 1. FIG. 図１に示す情報処理システムにおいて従業員が経費の申請を行う際の各構成要素間での情報の流れを示すフローチャートである。2 is a flowchart showing the flow of information between each component when an employee applies for expenses in the information processing system shown in FIG. 1. FIG.

以下、図面を参照して本発明の実施の形態について説明する。図１乃至図３は、本実施の形態に係る情報処理システムおよび当該情報処理システムによる情報処理方法を示す図である。 Embodiments of the present invention will be described below with reference to the drawings. 1 to 3 are diagrams showing an information processing system and an information processing method using the information processing system according to the present embodiment.

本実施の形態による情報処理システムは、管理サーバ１０と、ユーザ端末５０と、経理担当者の端末５２と、承認者Ａの端末５４と、承認者Ｂの端末５６とを備えている。本実施の形態による情報処理システムは、従業員が経費の申請を行うにあたり申請書を自動で作成して作成された申請書の情報を経理担当者の端末５２や各承認者Ａ、Ｂの端末５４、５６に送信するものである。管理サーバ１０は、インターネット回線を通じて利用できるサーバであり、インターネットでアクセスできる物理サーバ内に仮想的な専用サーバを構築した状態で提供される。管理サーバ１０には、インターネット回線等のネットワークを介してユーザ端末５０、経理担当者の端末５２、承認者Ａの端末５４および承認者Ｂの端末５６がそれぞれ通信可能に接続されている。 The information processing system according to this embodiment includes a management server 10, a user terminal 50, an accounting person's terminal 52, an approver A's terminal 54, and an approver B's terminal 56. The information processing system according to this embodiment automatically creates an application form when an employee applies for expenses, and transfers the information of the created application form to the terminal 52 of the accounting person and the terminals of each approver A and B. 54 and 56. The management server 10 is a server that can be used through an Internet line, and is provided as a virtual dedicated server constructed within a physical server that can be accessed over the Internet. A user terminal 50, an accountant's terminal 52, an approver A's terminal 54, and an approver B's terminal 56 are communicably connected to the management server 10 via a network such as an Internet line.

このような情報処理システムの各構成要素について以下に説明する。 Each component of such an information processing system will be explained below.

ユーザ端末５０は、情報処理システムのサービス対象となる事業会社の従業員が所持するものであり、例えばパーソナルコンピュータ、スマートフォン、ＰＣタブレット等を含む。従業員はユーザ端末５０により経費情報を入力することができるようになっている。経費情報は、従業員が立替を行った領収書やレシートの情報、日当の情報、交通費の情報等を含む。具体的には、ユーザ端末５０には経費申請アプリをインストールすることが可能となっており、ユーザ端末５０においてこの経費申請アプリを起動した後に経費申請画面で従業員が立替を行った領収書やレシートの情報、日当の情報、交通費の情報等を入力することにより、ユーザ端末５０において経費情報が受け付けられる。また、ユーザ端末５０のモニタに表示されるブラウザにより従業員は経費情報を入力してもよい。 The user terminal 50 is owned by an employee of a business company that is a service target of the information processing system, and includes, for example, a personal computer, a smartphone, a PC tablet, and the like. Employees can input expense information using the user terminal 50. Expense information includes information on receipts and receipts paid by employees, information on per diems, information on transportation expenses, etc. Specifically, it is possible to install an expense application application on the user terminal 50, and after starting this expense application application on the user terminal 50, receipts and advances made by employees are displayed on the expense application screen. Expense information is accepted at the user terminal 50 by inputting receipt information, daily allowance information, transportation expense information, and the like. Further, the employee may input expense information using a browser displayed on the monitor of the user terminal 50.

より詳細には、従業員は領収書やレシートの利用日、金額、明細、プロジェクト名、自分の部署名、支払先名等の情報をユーザ端末５０により入力する。なお、領収書やレシートの利用日とは、領収書やレシートが発行された発行日または領収書やレシートが紛失後に再発行された再発行日を含む。領収書やレシートの明細は、購入した物品やサービスの品目等に関する情報を含む。また、プロジェクト名は、従業員が関与する社内または社外の事業内容のことをいう。また、自分の部署名は、従業員が所属する部署の名前のことをいう。また、支払先名の情報は、従業員が立替で経費を支払った相手の情報のことをいう。また、従業員は出張を行ったときの日当について出張日、出張先、日当の金額、プロジェクト名、自分の部署名等の情報をユーザ端末５０に入力する。また、従業員は交通費について交通機関の利用日、金額、プロジェクト名、自分の部署名、支払先名（具体的には、交通機関名）等の情報をユーザ端末５０により入力する。 More specifically, the employee uses the user terminal 50 to input information such as a receipt or receipt usage date, amount, details, project name, own department name, payee name, etc. Note that the usage date of a receipt or receipt includes the issue date when the receipt or receipt was issued or the reissue date when the receipt or receipt was reissued after being lost. The details of the receipt or receipt include information regarding the items of purchased goods and services. In addition, the project name refers to the content of internal or external business in which employees are involved. In addition, the employee's department name refers to the name of the department to which the employee belongs. Furthermore, the information on the name of the payee refers to the information on the person to whom the employee paid expenses in advance. Further, the employee inputs information such as the date of the business trip, the destination of the business trip, the amount of the per diem amount, the name of the project, and the name of the employee's department into the user terminal 50 regarding the per diem allowance when the employee goes on a business trip. Further, the employee inputs information regarding transportation expenses, such as the date of use of the transportation facility, the amount, the project name, the name of his or her department, and the name of the payee (specifically, the name of the transportation facility) using the user terminal 50.

また、例えばユーザ端末５０にカメラが備え付けられている場合は、従業員は領収書やレシートをカメラで撮像してもよい。この場合、ユーザ端末５０において領収書やレシートの画像が取得される。このような領収書やレシートの画像も経費情報に含まれる。また、ユーザ端末５０にＩＣカードの読取機器が備え付けられている場合は、従業員は交通機関で交通費の自動精算を行うことができるＩＣカードから交通費情報を読取機器により読み取ってもよい。この場合、ユーザ端末５０において交通費について交通機関の利用日、金額、支払先名（交通機関名）等の情報が取得される。また、ユーザ端末５０が例えばスマートフォンであり、このスマートフォンによって交通機関で交通費の自動精算を行うことができるようになっている場合も、ユーザ端末５０において交通費について交通機関の利用日、金額、支払先名（交通機関名）等の情報が取得される。 Further, for example, if the user terminal 50 is equipped with a camera, the employee may take an image of the receipt with the camera. In this case, the user terminal 50 acquires a receipt or an image of the receipt. Such receipts and receipt images are also included in expense information . Furthermore, if the user terminal 50 is equipped with an IC card reading device, the employee may use the reading device to read transportation expense information from the IC card that allows automatic payment of transportation expenses at transportation facilities. In this case, the user terminal 50 acquires information regarding the transportation fee, such as the date of use of the transportation facility, the amount, and the name of the payee (transportation facility name). Furthermore, if the user terminal 50 is, for example, a smartphone, and the smartphone is capable of automatically paying transportation expenses at a transportation facility, the user terminal 50 can also display information such as the date of use of the transportation facility, the amount, and the amount of transportation expenses. Information such as payee name (transportation facility name) is acquired.

経理担当者の端末５２は、情報処理システムのサービス対象となる事業会社の経理担当者が操作するパーソナルコンピュータ等を含み、経理担当者が端末５２を操作することにより管理サーバ１０に対して情報の送受信を行うようになっている。具体的には、経理担当者が自分のアカウントでログインして端末５２を操作することにより、管理サーバ１０において作成された経費に関する申請書を端末５２のモニタに表示されるブラウザ等で確認することができるようになっている。 The accountant's terminal 52 includes a personal computer or the like operated by an accountant of a business company that is a service target of the information processing system. It is designed to send and receive data. Specifically, an accounting person logs in with his/her own account and operates the terminal 52 to check the application form regarding expenses created on the management server 10 on a browser etc. displayed on the monitor of the terminal 52. is now possible.

各承認者Ａ、Ｂの端末５４、５６は、情報処理システムのサービス対象となる事業会社の承認者Ａ、Ｂ（例えば、従業員の上長や管理者）が操作するパーソナルコンピュータ等を含み、承認者Ａ、Ｂがそれぞれ自分のアカウントでログインして端末５４、５６を操作することにより管理サーバ１０に対して情報の送受信を行うようになっている。具体的には、承認者Ａ、Ｂがそれぞれ自分のアカウントでログインして端末５４、５６を操作することにより、管理サーバ１０において作成された経費に関する申請書の承認を各端末５４、５６のモニタに表示されるブラウザ等で行うことができるようになっている。 The terminals 54 and 56 of each approver A and B include personal computers and the like operated by approvers A and B (for example, employees' superiors and managers) of the business company that is the service target of the information processing system, Approvers A and B send and receive information to and from the management server 10 by logging in with their own accounts and operating terminals 54 and 56, respectively. Specifically, by logging in with their own accounts and operating the terminals 54 and 56, approvers A and B can monitor each terminal 54 and 56 to approve the application form regarding expenses created on the management server 10. This can be done using a browser displayed on .

管理サーバ１０は、制御部２０と、記憶部４０と、通信部４２とを有している。制御部２０は、所定のプログラムを実行することにより受付手段２２、申請書作成手段２４、ワークフロー設定手段２６、送信手段２８、承認手段３０および集計手段３２として機能する。受付手段２２は外部装置（例えば、ユーザ端末５０、経理担当者の端末５２、各承認者Ａ、Ｂの端末５４、５６）から様々な情報を受け付ける。申請書作成手段２４は、受付手段２２がユーザ端末５０から申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成する。ここで、所定の条件は、各経費情報における一部の項目の情報が一致することまたは不一致すること、ならびに各経費情報における数値項目が一定以上または一定以下であることのうち少なくともいずれか一つを含む。このような申請書作成手段２４による申請書の作成方法の詳細については後述する。ワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を設定する。このようなワークフロー設定手段２６による承認者のアカウントの情報の設定方法の詳細については後述する。送信手段２８は、申請書作成手段２４により作成された申請書の情報を承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信する。承認手段３０は、送信手段２８により申請書の情報が送信された所定の承認者の端末から承認情報を受け付けることにより申請書の承認を行う。集計手段３２は、承認手段３０により承認が行われた申請書の経費の集計を行う。 The management server 10 includes a control section 20, a storage section 40, and a communication section 42. The control section 20 functions as a reception means 22, an application form creation means 24, a workflow setting means 26, a transmission means 28, an approval means 30, and a totalization means 32 by executing a predetermined program. The receiving means 22 receives various information from external devices (for example, the user terminal 50, the terminal 52 of the person in charge of accounting, and the terminals 54 and 56 of each approver A and B). When the reception means 22 receives an application creation instruction from the user terminal 50, the application creation means 24 collects expense information that satisfies predetermined conditions from among the plurality of expense information received by the reception means 22 and creates one application. Create. Here, the predetermined condition is at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. including. Details of how the application form creation means 24 creates an application form will be described later. The workflow setting means 26 sets information on the account of the approver to whom information on the application form created by the application form creation means 24 is to be sent. The details of how the workflow setting means 26 sets information on the approver's account will be described later. The transmitting means 28 transmits the information on the application form created by the application form creating means 24 to the terminals 54 and 56 associated with the accounts of approvers A and B. The approval means 30 approves the application form by receiving approval information from the terminal of a predetermined approver to whom the information on the application form has been sent by the sending means 28 . The aggregation means 32 aggregates the expenses of the applications approved by the approval means 30.

記憶部４０には、ユーザ端末５０から送信された経費情報や申請書作成手段２４により作成された申請書の情報等の様々な情報が記憶されるようになっている。また、管理サーバ１０は通信部４２により外部装置（例えば、ユーザ端末５０、経理担当者の端末５２、各承認者Ａ、Ｂの端末５４、５６）に対して情報の送受信を行うことができるようになっている。 The storage unit 40 stores various information such as expense information transmitted from the user terminal 50 and information on the application form created by the application form creation means 24. In addition, the management server 10 can send and receive information to and from external devices (for example, the user terminal 50, the terminal 52 of the person in charge of accounting, and the terminals 54 and 56 of each approver A and B) through the communication unit 42. It has become.

次に、本実施の形態の情報処理システムによる処理の流れについて図２および図３に示すチャート図やフローチャートを用いて説明する。 Next, the flow of processing by the information processing system of this embodiment will be explained using charts and flowcharts shown in FIGS. 2 and 3.

まず、経費の申請を行いたい従業員は、ユーザ端末５０において経費申請アプリを起動し、この経費申請アプリの経費申請画面で経費情報を入力する。なお、従業員はユーザ端末５０のモニタに表示されるブラウザ等により経費情報を入力してもよい。具体的には、従業員は、立替を行った領収書やレシートについて、利用日、金額、明細、プロジェクト名、自分の部署名、支払先名等の情報をユーザ端末５０により入力する。また、従業員は出張を行ったときの日当について出張日、出張先、日当の金額、プロジェクト名、自分の部署名等の情報をユーザ端末５０に入力する。また、従業員は交通費について交通機関の利用日、金額、プロジェクト名、自分の部署名、支払先名（交通機関名）等の情報をユーザ端末５０により入力する。また、例えばユーザ端末５０にカメラが備え付けられている場合は、従業員は領収書やレシートをカメラで撮像する。撮像された領収書やレシートの画像も経費情報に含まれる。また、ユーザ端末５０にＩＣカードの読取機器が備え付けられている場合は、従業員は交通機関で交通費の自動精算を行うことができるＩＣカードから交通費情報を読取機器により読み取らせる。読み取られた交通費情報における交通機関の利用日、金額、支払先名（交通機関名）の情報が経費情報として取得される。また、ユーザ端末５０が例えばスマートフォンであり、このスマートフォンによって交通機関で交通費の自動精算を行うことができるようになっている場合も、ユーザ端末５０において交通費について交通機関の利用日、金額、支払先名（交通機関名）の情報が取得される。 First, an employee who wishes to apply for expenses starts an expense application application on the user terminal 50 and inputs expense information on the expense application screen of this expense application application. Note that the employee may input expense information using a browser or the like displayed on the monitor of the user terminal 50. Specifically, the employee uses the user terminal 50 to input information such as the date of use, amount, details, project name, name of his or her department, and name of the payee regarding the receipt or receipt for which the payment was made in advance. Further, the employee inputs information such as the date of the business trip, the destination of the business trip, the amount of the per diem amount, the name of the project, and the name of the employee's department into the user terminal 50 regarding the per diem allowance when the employee goes on a business trip. Further, the employee inputs information regarding transportation expenses, such as the date of use of the transportation facility, the amount, the project name, the name of his or her department, and the name of the payee (transportation facility name) using the user terminal 50. Further, for example, if the user terminal 50 is equipped with a camera, the employee images the receipt with the camera. Expense information also includes captured images of receipts and receipts. Furthermore, if the user terminal 50 is equipped with an IC card reading device, the employee causes the reading device to read transportation expense information from the IC card that allows automatic payment of transportation expenses at transportation facilities. Information on the date of use of the transportation facility, the amount, and the name of the payee (transportation facility name) in the read transportation expense information is acquired as expense information . Furthermore, if the user terminal 50 is, for example, a smartphone, and the smartphone is capable of automatically paying transportation expenses at a transportation facility, the user terminal 50 can also display information such as the date of use of the transportation facility, the amount, and the amount of transportation expenses. Information on the payee name (transportation facility name) is acquired.

ユーザ端末５０において受け付けられたまたは取得された経費情報は当該ユーザ端末５０から管理サーバ１０に送信される。また、この際に、ユーザの識別情報またはユーザ端末５０の識別情報が経費情報に紐付けられてユーザ端末５０から管理サーバ１０に送信される。このようにして、管理サーバ１０の受付手段１２は、各従業員のユーザ端末５０から経費情報をユーザの識別情報またはユーザ端末５０の識別情報に紐付けられた状態で受け付ける（ＳＴＥＰ１）。受付手段１２により受け付けられた経費情報は、ユーザの識別情報またはユーザ端末５０の識別情報に紐付けられた状態で記憶部４０に記憶される。 Expense information accepted or acquired at the user terminal 50 is transmitted from the user terminal 50 to the management server 10. Also, at this time, the user's identification information or the identification information of the user terminal 50 is linked to the expense information and transmitted from the user terminal 50 to the management server 10 . In this way, the receiving means 12 of the management server 10 receives expense information from the user terminal 50 of each employee in a state where it is linked to the user's identification information or the identification information of the user terminal 50 (STEP 1). The expense information accepted by the accepting means 12 is stored in the storage unit 40 in a state where it is linked to the user's identification information or the user terminal's 50 identification information.

また、従業員がユーザ端末５０において経費申請アプリを起動したときに、この経費申請アプリの経費申請画面には今まで登録した経費情報が表示されるとともに申請書作成申請ボタンが表示されるようになっている。また、送信手段２８は、申請書作成申請ボタンをユーザ端末５０に表示させる表示指示信号をユーザ端末５０に送信する。このことにより申請書作成申請ボタンが経費申請画面に表示される。そして、従業員がユーザ端末５０において申請書作成申請ボタンを押すと、この従業員のユーザ端末５０から管理サーバ１０に申請書作成指示が送信される。受付手段１２がある従業員のユーザ端末５０から申請書作成指示を受け付けると（ＳＴＥＰ２の「ＹＥＳ」）、申請書作成手段２４は、受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成する（ＳＴＥＰ３）。上述したように、所定の条件は、各経費情報における一部の項目の情報が一致することまたは不一致すること、ならびに各経費情報における数値項目が一定以上または一定以下であることのうち少なくともいずれか一つを含む。また、各経費情報における一部の項目の情報とは、例えば勘定科目情報、プロジェクト情報、支払先情報、部署情報のうち少なくとも何れか一つまたは複数の情報のことをいう。例えば、各経費情報における一部の項目の情報がプロジェクト情報である場合は、申請書作成手段２４は、受け付けていた複数の経費情報のうちプロジェクト情報が一致する経費情報をまとめて一つの申請書を作成する。なお、後述するように所定の条件が設定されない場合もある。この場合は、この従業員について受け付けていた複数の経費情報全てをまとめて一つの申請書を作成する。 Additionally, when an employee starts the expense application application on the user terminal 50, the expense information that has been registered will be displayed on the expense application screen of this expense application application, as well as an application button to create an application form. It has become. The transmitting means 28 also transmits a display instruction signal to the user terminal 50 to cause the user terminal 50 to display an application form creation application button. As a result, an application form creation application button is displayed on the expense application screen. Then, when the employee presses the application form creation button on the user terminal 50, an application form creation instruction is transmitted from the employee's user terminal 50 to the management server 10. When the reception means 12 receives an application form creation instruction from the user terminal 50 of an employee (STEP 2: YES), the application form creation means 24 selects expense information that satisfies predetermined conditions from among the plurality of received expense information . Create one application form by combining the above (STEP 3). As mentioned above, the predetermined condition is at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. Including one. Further, the information on some items in each expense information refers to, for example, information on at least one or more of account information, project information, payee information, and department information. For example, if some of the item information in each expense information is project information, the application form creation means 24 collects the expense information that matches the project information out of the plurality of expense information received and creates one application form. Create. Note that, as will be described later, the predetermined condition may not be set. In this case, a single application form is created by combining all of the multiple expense information that has been accepted for this employee.

その後、送信手段２８は、申請書作成手段２４により作成された申請書の情報を承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信する（ＳＴＥＰ４）。ここで、承認者Ａ、Ｂのアカウントに関連する端末５４、５６とは、承認者Ａ、Ｂのアカウントでログインした端末５４、５６のことをいう。なお、承認者Ａ、Ｂが同じ端末（例えば、端末５４）を操作する場合でも、承認者Ａ、Ｂのアカウントが異なるため、申請書作成手段２４により作成された申請書の情報が送信される端末は、承認者Ａ、Ｂのアカウントでログインした場合の端末５４となる。ここで、申請書作成手段２４により作成された申請書の情報が送信される承認者Ａ、Ｂのアカウントに関連する端末５４、５６は、ワークフロー設定手段２６による設定に基づいて決められる。より詳細には、ワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を、所定の分類情報に紐付けて設定する。所定の分類情報は、勘定科目情報、プロジェクト情報および部署情報のうち少なくともいずれか一つを含む。そして、送信手段２８は、ワークフロー設定手段２６による設定に基づいて、申請書作成手段２４により作成された申請書の情報を、経費情報に含まれる所定の分類情報に対応する承認者のアカウントに関連する端末に送信する。 Thereafter, the transmitting means 28 transmits the information on the application form created by the application form creating means 24 to the terminals 54 and 56 associated with the accounts of approvers A and B (STEP 4). Here, the terminals 54 and 56 associated with the accounts of approvers A and B refer to the terminals 54 and 56 that have logged in with the accounts of approvers A and B. Note that even if approvers A and B operate the same terminal (for example, terminal 54), since the accounts of approvers A and B are different, the information on the application form created by the application form creation means 24 is transmitted. The terminal becomes the terminal 54 when the approvers A and B log in with their accounts. Here, the terminals 54 and 56 associated with the accounts of approvers A and B to which information on the application form created by the application form creation means 24 is transmitted are determined based on the settings by the workflow setting means 26. More specifically, the workflow setting means 26 sets the information of the approver's account to which the information of the application form created by the application form creation means 24 is to be sent, in association with predetermined classification information. The predetermined classification information includes at least one of account information, project information, and department information. Based on the settings made by the workflow setting means 26, the sending means 28 transmits the application form information created by the application form creating means 24 to the approver's account corresponding to the predetermined classification information included in the expense information . Send it to the terminal you want to send it to.

例えば、所定の分類情報に勘定科目情報が含まれている場合において、勘定科目に旅費交通費が含まれていない場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが承認者Ａのアカウントであることが設定され、また、勘定科目に旅費交通費が含まれている場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが承認者Ｂのアカウントであることが設定されていてもよい。また、所定の分類情報にプロジェクト情報が含まれている場合において、プロジェクト情報にあるプロジェクトＡが含まれている場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが承認者Ａのアカウントであることが設定され、また、プロジェクト情報にこのプロジェクトＡが含まれていない場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが承認者Ｂのアカウントであることが設定されていてもよい。また、所定の分類情報に部署情報が含まれている場合において、部署情報にある部署ａが含まれている場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが部署ａの管理者である承認者Ａのアカウントであることが設定され、また部署情報に別の部署ｂが含まれている場合は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントが部署ｂの管理者である承認者Ｂのアカウントであることが設定されていてもよい。このように、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントは、ワークフロー設定手段２６により予め設定されている。 For example, if account item information is included in the predetermined classification information, but travel expenses are not included in the account item, information on the application form created by the application form creation means 24 should be transmitted. If the approver's account is set to be that of approver A, and the account includes travel expenses, information on the application form created by the application form creation means 24 is transmitted. The account of the approver to be approved may be set to be that of approver B. In addition, in the case where project information is included in the predetermined classification information, if project A is included in the project information, the information on the application form created by the application form creation means 24 is approved to be sent. If the account of the person is set to be that of approver A, and the project information does not include this project A, information on the application form created by the application form creation means 24 should be sent. The account of the approver may be set to be that of approver B. In addition, in the case where department information is included in the predetermined classification information, if department a is included in the department information, the information on the application form created by the application form creation means 24 is approved to be sent. If the account of the approver is set to be that of approver A, who is the administrator of department a, and the department information includes another department b, the application form created by the application form creation means 24 The account of the approver to whom the information is to be sent may be the account of approver B who is the manager of department b. In this way, the account of the approver to whom the information on the application form created by the application form creation means 24 is to be sent is set in advance by the workflow setting means 26.

以下の説明では、送信手段２８が、申請書作成手段２４により作成された申請書の情報を、設定された複数の承認者Ａ、Ｂのアカウントのうちまず承認者Ａ（例えば、従業員の上長）のアカウントに関連する端末５４に送信し、この承認者Ａの端末５４から承認情報を受け付けると、別の承認者Ｂ（例えば、承認者Ａの更に上長）のアカウントに関連する端末５６に申請書の情報を送信するような態様について説明する。 In the following explanation, the transmitting means 28 transmits information on the application form created by the application form creating means 24 to the account of approver A (for example, an employee) from among the multiple accounts of approvers A and B. When the approval information is received from the terminal 54 of approver A, it is transmitted to the terminal 54 associated with the account of another approver B (for example, a superior of approver A). We will explain how to send application form information to.

上述したように、ある従業員のユーザ端末５０から管理サーバ１０に申請書作成指示が送信されることによって申請書作成手段２４により申請書が作成されると、ワークフロー設定手段２６による設定に基づいて、申請書作成手段２４により作成された申請書の情報が送信手段２８により承認者Ａのアカウントに関連する端末５４に送信される。そして、承認者Ａが自分のアカウントで端末５４にログインしてブラウザに表示される申請書の情報を見て承認の指示を端末５４に入力すると、端末５４から管理サーバ１０に承認情報が送信される。管理サーバ１０の受付手段２２が端末５４から承認情報を受け付けると、送信手段２８は次に申請書作成手段２４により作成された申請書の情報を承認者Ｂのアカウントに関連する端末５６に送信する。そして、承認者Ｂが自分のアカウントで端末５６にログインしてブラウザに表示される申請書の情報を見て承認の指示を端末５６に入力すると、端末５６から管理サーバ１０に承認情報が送信される。このような承認者Ａ、Ｂによる申請書の承認において、所定の条件を満たす複数の経費情報がまとめて一つの申請書となっているため、承認者Ａ、Ｂは従業員の経費が勘定科目毎、プロジェクト毎または部署毎にまとまった状態で承認することができるようになる。 As described above, when an application form is created by the application form creation means 24 by sending an application form creation instruction from the user terminal 50 of a certain employee to the management server 10, the application form is created based on the settings by the workflow setting means 26. The information on the application form created by the application form creation means 24 is transmitted by the transmission means 28 to the terminal 54 associated with the approver A's account. Then, when approver A logs into the terminal 54 with his or her own account, views the application form information displayed on the browser, and inputs an approval instruction into the terminal 54, the approval information is sent from the terminal 54 to the management server 10. Ru. When the reception means 22 of the management server 10 receives approval information from the terminal 54, the transmission means 28 next transmits the information of the application form created by the application form creation means 24 to the terminal 56 related to the account of approver B. . Then, when approver B logs into the terminal 56 using his or her own account, views the application form information displayed on the browser, and inputs approval instructions into the terminal 56, the approval information is sent from the terminal 56 to the management server 10. Ru. When approving an application form like this, approvers A and B consider employee expenses to be an account item because multiple expense information that meets the predetermined conditions are combined into one application form. Approval can be made in bulk for each project, department, or department.

このようにして、承認が必要な全ての承認者Ａ、Ｂの端末５４、５６から承認情報を受け付けると（ＳＴＥＰ５の「ＹＥＳ」）、承認手段３０は申請書の承認を行う。そして、集計手段３２は、承認手段３０により承認が行われた申請書の経費の集計を行う（ＳＴＥＰ６）。その後、集計手段３２により行われた集計情報が経理担当者のアカウントに関連する端末５２（経理担当者用端末）に送信される（ＳＴＥＰ７）。このようにして、経理担当者は申請書の経費の集計情報を認識することができる。その後、経理担当者は従業員に対して立替分の経費の支払いを行う。 In this way, when approval information is received from the terminals 54 and 56 of all approvers A and B who require approval ("YES" in STEP 5), the approval means 30 approves the application form. The totaling means 32 then totals the expenses of the applications approved by the approval means 30 (STEP 6). Thereafter, the total information compiled by the totaling means 32 is transmitted to the terminal 52 (accounting staff terminal) associated with the accountant's account (STEP 7). In this way, the accountant can recognize the total expense information in the application form. Thereafter, the accounting person pays the employee the advance expenses.

なお、上記の説明では、送信手段２８が、申請書作成手段２４により作成された申請書の情報を、設定された複数の承認者Ａ、Ｂのアカウントのうちまず承認者Ａ（例えば、従業員の上長）のアカウントに関連する端末５４に送信し、この承認者Ａの端末５４から承認情報を受け付けると、別の承認者Ｂ（例えば、承認者Ａの更に上長）のアカウントに関連する端末５６に申請書の情報を送信するような態様について述べたが、本実施の形態はこのような態様に限定されることはない。送信手段２８が、申請書作成手段２４により作成された申請書の情報を、設定された複数の承認者Ａ、Ｂのアカウントに関連する端末５４、５６に同時に送信し、全ての承認者Ａ、Ｂの端末５４、５６から承認情報を受け付けると承認手段３０が申請書の承認を行うようになっていてもよい。 In the above explanation, the transmitting means 28 first sends the information of the application form created by the application form creating means 24 to approver A (for example, an employee When approval information is received from the terminal 54 of approver A, information related to the account of another approver B (for example, a superior of approver A) is sent to the terminal 54 related to the account of approver A. Although the embodiment has been described in which information on the application form is transmitted to the terminal 56, the present embodiment is not limited to such an embodiment. The transmitting means 28 simultaneously transmits the information on the application form created by the application form creating means 24 to the terminals 54 and 56 associated with the accounts of the plurality of approvers A and B, so that all the approvers A and B can receive the information. Upon receiving approval information from B's terminals 54 and 56, the approval means 30 may approve the application form.

また、申請書作成手段２４により申請書が作成されたときに、制御部２０は、この申請書に含まれる経費の合計金額を算出してもよい。また、ワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を、算出された経費の合計金額に紐付けて設定していてもよい。例えば、申請書作成手段２４により作成された申請書に含まれる経費の合計金額が予め設定されている所定の金額以下である場合には申請書が承認者Ａのアカウントに関連する端末５２に送信されるが、この合計金額が予め設定されている所定の金額より大きい場合には申請書が承認者Ａ、Ｂのアカウントに関連する端末５２、５４の両方に送信されるようになっていてもよい。また、別の態様として、申請書作成手段２４により作成された申請書に含まれる経費の合計金額が予め設定されている所定の金額以下である場合に、どの承認者による承認がなくても承認手段３０が申請書の承認を行うようになっていてもよい。 Further, when the application form is created by the application form creation means 24, the control unit 20 may calculate the total amount of expenses included in this application form. Further, even if the workflow setting means 26 sets the information of the approver's account to which the information of the application form created by the application form creation means 24 is to be sent, by linking it to the calculated total amount of expenses. good. For example, if the total amount of expenses included in the application form created by the application form creation means 24 is less than a predetermined amount, the application form is sent to the terminal 52 related to the account of approver A. However, if this total amount is larger than a predetermined amount, even if the application form is sent to both terminals 52 and 54 related to the accounts of approvers A and B. good. In addition, as another aspect, if the total amount of expenses included in the application form created by the application form creation means 24 is less than or equal to a predetermined amount, the application form is approved even if no approver has approved it. The means 30 may be adapted to approve the application.

また、ワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を、従業員の識別情報またはユーザ端末５０の識別情報に紐付けて設定していてもよい。この場合は、申請書作成手段２４により申請書が作成されたときに、ワークフロー設定手段２６による設定情報に基づいて、この申請書の情報が送信手段２８により従業員の識別情報またはユーザ端末５０の識別情報に対応する承認者のアカウントに関連する端末に送信される。 Further, the workflow setting means 26 links the information of the approver's account to which the information of the application form created by the application form creation means 24 is to be sent, with the identification information of the employee or the identification information of the user terminal 50. It may be set. In this case, when the application form is created by the application form creation means 24, the information of this application form is sent to the transmission means 28 based on the setting information by the workflow setting means 26, such as the employee's identification information or the user terminal 50. Sent to the device associated with the approver's account corresponding to the identification information.

また、申請書作成手段２４により経費に関する申請書が作成され、作成された申請書が送信手段２８により承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信された後、従業員はユーザ端末５０によりこの申請書について経費の情報の追加を行うことができるようになっていてもよい。具体的には、申請書作成手段２４により経費に関する申請書が作成され、作成された申請書が承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信された後、従業員により追加された経費情報がユーザ端末５０から管理サーバ１０に送信されると、申請書作成手段２４は、受付手段１２が受け付けた新たな経費情報を申請書に追加する。そして、新たな経費情報が追加された申請書の情報が送信手段２８により承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信され、これらの端末５２、５４、５６のブラウザに表示される申請書の情報が更新される。このことにより、承認者Ａ、Ｂは、新たな経費情報が追加された申請書の承認を行うことができるようになる。 Further, after the application form creation means 24 creates an application form regarding expenses, and the created application form is sent by the transmission means 28 to the terminals 54 and 56 related to the accounts of approvers A and B, the employee The terminal 50 may be able to add expense information to this application form. Specifically, an application form regarding expenses is created by the application form creation means 24, and after the created application form is sent to the terminals 54 and 56 related to the accounts of approvers A and B, the application form is added by the employee. When the expense information received by the user terminal 50 is transmitted to the management server 10, the application form creation means 24 adds the new expense information received by the reception means 12 to the application form. Then, the information on the application form to which the new expense information has been added is sent by the sending means 28 to the terminals 54 and 56 associated with the accounts of approvers A and B, and is displayed on the browsers of these terminals 52, 54 and 56. The information on the application form will be updated. This allows approvers A and B to approve the application form to which new expense information has been added.

以上のような構成からなる本実施の形態のプログラム、管理サーバ１０（コンピュータ）、情報処理方法によれば、プログラムは、管理サーバ１０を受付手段２２と、申請書作成手段２４と、送信手段２８として機能させ、受付手段２２は、各従業員のユーザ端末５０から経費情報を受け付けるとともに申請書作成指示を受け付けるようになっており、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成する。また、送信手段２８は、申請書作成手段２４により作成された申請書の情報を所定の承認者Ａ、Ｂのアカウントに関連する端末５４、５６に送信する。このようなプログラム、管理サーバ１０、情報処理方法によれば、従業員にとって経費が発生する度に申請書を作成する手間を省くことができ、また、経費についての申請書の承認を行う承認者にとっての利便性を向上させることができる。 According to the program, management server 10 (computer), and information processing method of this embodiment having the above-described configuration, the program connects the management server 10 to the reception means 22, the application form creation means 24, and the transmission means 28. The receiving means 22 is configured to receive expense information from the user terminal 50 of each employee as well as instructions for creating an application form. Once received, the receiving means 22 compiles the expense information that satisfies a predetermined condition from among the plurality of expense information received and creates one application form. Further, the transmitting means 28 transmits the information on the application form created by the application form creating means 24 to the terminals 54 and 56 associated with the accounts of the predetermined approvers A and B. According to such a program, management server 10, and information processing method, it is possible for an employee to save the trouble of creating an application form every time an expense is incurred, and it is possible to save an employee the trouble of creating an application form every time an expense is incurred. It can improve convenience for people.

ここで、所定の条件は、各経費情報における一部の項目の情報が一致することまたは不一致すること、ならびに各経費情報における数値項目が一定以上または一定以下であることのうち少なくともいずれか一つを含む。ここで、各経費情報における一部の項目の情報とは、例えば勘定科目情報、プロジェクト情報、支払先情報、部署情報のうち少なくとも何れか一つまたは複数の情報のことをいう。具体的には、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち、勘定科目情報、プロジェクト情報、支払先情報および部署情報のうち予め設定されている何れかの情報が一致する経費情報をまとめて一つの申請書を作成してもよい。あるいは、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち、勘定科目情報、プロジェクト情報、支払先情報および部署情報のうち予め設定されている何れかの情報が不一致の経費情報をまとめて一つの申請書を作成してもよい。なお、各経費情報における一部の項目の情報として、勘定科目情報、プロジェクト情報、支払先情報、部署情報以外の情報が用いられてもよい。また、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち金額が一定以上であるまたは一定以下である経費情報のみをまとめて一つの申請書を作成してもよい。また、更に別の態様では、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けると、受付手段２２が受け付けていた複数の経費情報のうち金額が一定以上であるまたは一定以下であるとともに一部の項目の情報が一致するまたは不一致する経費情報のみをまとめて一つの申請書を作成してもよい。 Here, the predetermined condition is at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. including. Here, the information on some items in each expense information refers to, for example, information on at least one or more of account item information, project information, payee information, and department information. Specifically, when the reception means 22 receives the application creation instruction, the application creation means 24 collects information such as account information, project information, payee information, and department out of the plurality of expense information that the reception means 22 has received. A single application form may be created by combining expense information that matches any preset information. Alternatively, when the reception means 22 receives the application creation instruction, the application creation means 24 selects one of the account information, project information, payee information, and department information among the plurality of expense information accepted by the reception means 22. A single application form may be created by combining expense information that does not match any of the preset information. Note that information other than account information, project information, payee information, and department information may be used as information on some items in each expense information . Further, when the reception means 22 receives an application creation instruction, the application creation means 24 compiles only the expense information whose amount is above a certain level or below a certain level from among the plurality of expense information that the reception means 22 has accepted. You may create one application form. In still another aspect, when the reception means 22 receives an application creation instruction, the application creation means 24 determines that the amount of the plurality of expense information received by the reception means 22 is above a certain level or below a certain level. A single application form may be created by combining only the expense information in which the information in some items matches or does not match.

また、本実施の形態のプログラム、管理サーバ１０（コンピュータ）、情報処理方法においては、プログラムは管理サーバ１０を承認手段３０として更に機能させ、承認手段３０は、送信手段２８により申請書の情報が送信された所定の承認者の端末から承認情報を受け付けることにより申請書の承認を行うようになっている。この場合には、申請書作成手段２４により作成された申請書の情報が送信された端末を有する承認者が承認を行った場合にのみ、申請書の承認を行うことができるようになる。 Furthermore, in the program, management server 10 (computer), and information processing method of the present embodiment, the program further causes the management server 10 to function as an approval means 30, and the approval means 30 transmits the information of the application form by the transmission means 28. The application is approved by receiving approval information sent from the terminal of a predetermined approver. In this case, the application form can be approved only when the approver who has the terminal to which the information on the application form created by the application form creation means 24 is sent approves.

また、本実施の形態のプログラム、管理サーバ１０（コンピュータ）、情報処理方法においては、プログラムは管理サーバ１０を集計手段３２として更に機能させ、集計手段３２は、承認手段３０により承認が行われた申請書の経費の集計を行い、送信手段２８は、集計手段３２による集計結果を所定の経理担当者のアカウントに関連する端末５２に送信する。この場合には、経理担当者は、所定の承認者による承認が行われた申請書の経費の集計情報を端末５２のブラウザに表示させることができる。 In addition, in the program, management server 10 (computer), and information processing method of the present embodiment, the program further causes the management server 10 to function as the aggregation means 32, and the aggregation means 32 is approved by the approval means 30. The expenses of the application form are totaled, and the transmitting means 28 transmits the total result by the totaling means 32 to the terminal 52 associated with the account of a predetermined accounting person. In this case, the accounting person can cause the browser of the terminal 52 to display the total expense information of the application form that has been approved by the predetermined approver.

また、本実施の形態のプログラム、管理サーバ１０（コンピュータ）、情報処理方法においては、プログラムは管理サーバ１０をワークフロー設定手段２６として更に機能させ、経費情報には所定の分類情報が含まれワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を、所定の分類情報に紐付けて設定している。そして、送信手段２８は、ワークフロー設定手段２６による設定に基づいて、申請書作成手段２４により作成された申請書の情報を、経費情報に含まれる所定の分類情報に対応する承認者のアカウントに関連する端末に送信する。この場合には、ワークフロー設定手段２６は、申請書作成手段２４により作成された申請書の情報が送信されるべき承認者のアカウントの情報を予め設定しておくことにより、申請書作成手段２４により作成された申請書の情報を、経費情報に含まれる所定の分類情報に基づいて、この申請書の承認を行う承認者のアカウントに関連する端末に自動的に送信することができるようになる。また、所定の分類情報は、勘定科目情報、プロジェクト情報および部署情報のうち少なくともいずれか一つを含む。 In addition, in the program, management server 10 (computer), and information processing method of this embodiment, the program further functions the management server 10 as a workflow setting means 26, and the expense information includes predetermined classification information to set the workflow. The means 26 sets information on the account of the approver to whom the information on the application form created by the application form creation means 24 is to be sent, in association with predetermined classification information. Based on the settings made by the workflow setting means 26, the sending means 28 transmits the application form information created by the application form creating means 24 to the approver's account corresponding to the predetermined classification information included in the expense information . Send it to the terminal you want to send it to. In this case, the workflow setting means 26 sets in advance the information of the approver's account to which the information of the application form created by the application form creation means 24 is to be sent. Information on the created application form can be automatically sent to a terminal associated with the account of the approver who approves the application form based on predetermined classification information included in the expense information . Further, the predetermined classification information includes at least one of account item information, project information, and department information.

なお、本実施の形態によるプログラム、管理サーバ１０（コンピュータ）、情報処理方法は、上述したような態様に限定されることはなく、様々な変更を加えることができる。 Note that the program, management server 10 (computer), and information processing method according to this embodiment are not limited to the above-described aspects, and various changes can be made.

例えば、申請書作成手段２４は、受付手段２２が申請書作成指示を受け付けたときに、受付手段２２が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成することに限定されることはない。他の態様として、申請書作成手段２４は、受付手段２２が申請書作成指示をユーザ端末５０から受け付けなくても、予め設定されている所定のタイミングで、または所定の期間毎に、受付手段２２が受け付けていた複数の経費情報のうち所定の条件を満たす経費情報をまとめて一つの申請書を作成してもよい。例えば、毎月の決まった日に申請書作成手段２４が申請書を作成してもよいし、あるいは、所定の日が経過する度に（例えば、１週間が経過する度に）申請書作成手段２４が申請書を作成してもよい。 For example, when the reception means 22 receives an application creation instruction, the application creation means 24 collects expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means 22 and creates one application. You are not limited to creating . As another aspect, even if the receiving means 22 does not receive an application form creation instruction from the user terminal 50, the application form creating means 24 can send the application form to the receiving means 22 at a predetermined timing set in advance or every predetermined period. A single application form may be created by combining expense information that satisfies a predetermined condition among a plurality of expense information that has been accepted by the applicant. For example, the application form creation means 24 may create an application form on a fixed day every month, or the application form creation means 24 may create an application form each time a predetermined day passes (for example, every time a week passes). may prepare the application form.

このようなプログラム、管理サーバ１０（コンピュータ）、情報処理方法でも、従業員にとって経費が発生する度に申請書を作成する手間を省くことができ、また、経費についての申請書の承認を行う承認者にとっての利便性を向上させることができる。 With such a program, management server 10 (computer), and information processing method, it is possible for employees to save the trouble of creating an application form every time an expense is incurred, and to approve the application form for expenses. It is possible to improve convenience for users.

１０管理サーバ
１２受付手段
２０制御部
２２受付手段
２４申請書作成手段
２６ワークフロー設定手段
２８送信手段
３０承認手段
３２集計手段
４０記憶部
４２通信部
５０ユーザ端末
５２経理担当者のアカウントに関連する端末
５４承認者Ａのアカウントに関連する端末
５６承認者Ｂのアカウントに関連する端末 10 Management server 12 Reception means 20 Control section 22 Reception means 24 Application form creation means 26 Workflow setting means 28 Transmission means 30 Approval means 32 Totalization means 40 Storage section 42 Communication section 50 User terminal 52 Terminal 54 related to the accountant's account Terminal 56 related to approver A's account Terminal 56 related to approver B's account

Claims

A program that causes a computer to function as a reception means, an application form creation means, and a transmission means,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by combining expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means ;
The transmitting means is a program that transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

The predetermined conditions include at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. , The program according to claim 1.

further causing the computer to function as an authorization means;
3. The approval means approves the application form by receiving approval information from the terminal associated with the account of the predetermined approver to whom the application form information is transmitted by the transmission means. program.

further causing the computer to function as an aggregation means,
The aggregation means aggregates the expenses of the application forms approved by the approval means,
4. The program according to claim 3, wherein said transmitting means transmits the total results by said totaling means to an accountant terminal associated with a predetermined accountant's account.

further causing the computer to function as a workflow setting means,
The expense information includes predetermined classification information,
The workflow setting means sets information on an approver's account to which information on the application form created by the application form creation means is to be sent, in association with the predetermined classification information;
The transmitting means relates the information of the application form created by the application form creating means to the approver's account corresponding to the predetermined classification information included in the expense information based on the settings by the workflow setting means. The program according to claim 1 or 2, wherein the program is transmitted to the terminal.

A program that causes a computer to function as a reception means, an application form creation means, and a transmission means,
The reception means is adapted to receive expense information from each employee's user terminal,
The application form creation means collects expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means at a predetermined timing set in advance or for each predetermined period to form a single application. create a book ,
The transmitting means is a program that transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

The predetermined conditions include at least one of the following: information on some items in each expense information matches or does not match, and numerical items in each expense information are above a certain level or below a certain level. , The program according to claim 6.

A computer that functions as a reception means, an application form creation means, and a transmission means by executing a program,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by combining expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means ;
The transmitting means is a computer that transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

A computer that functions as a reception means, an application form creation means, and a transmission means by executing a program,
The reception means is adapted to receive expense information from each employee's user terminal,
The application form creation means collects expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means at a predetermined timing set in advance or for each predetermined period to form a single application. create a book ,
The transmitting means is a computer that transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver's account.

An information processing method performed by a computer,
a step in which the control unit of the computer receives expense information from a user terminal of each employee;
When the control unit receives an application form creation instruction from the user terminal of a certain employee, a step of creating one application form by collecting expense information that satisfies a predetermined condition from among the plurality of received expense information. and,
a step in which the control unit transmits information on the created application form to a terminal associated with a predetermined approver's account;
An information processing method with

An information processing method performed by a computer,
a step in which the control unit of the computer receives expense information from a user terminal of each employee;
A process in which the control unit compiles expense information that satisfies a predetermined condition from a plurality of received expense information at a predetermined timing or for each predetermined period to create one application form. With mode,
a step in which the control unit transmits information on the created application form to a terminal associated with a predetermined approver's account;
An information processing method with

A program that causes a computer to function as a reception means, an application form creation means, a transmission means, and a workflow setting means,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by combining expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means ; When the application form is created by the application form creation means, the total amount of expenses included in this application form is calculated,
The workflow setting means sets information on an approver's account to which information on the application form created by the application form creation means is to be sent, in association with the calculated total amount of expenses;
The transmitting means transmits information on the application form created by the application form creating means to a terminal associated with an approver's account corresponding to the calculated total amount of expenses, based on the settings by the workflow setting means. program.

A program that causes a computer to function as a reception means, an application form creation means, and a transmission means,
The reception means is configured to receive expense information from each employee's user terminal as well as instructions to create an application form,
The application form creation means, when the reception means receives the application creation instruction, creates one application form by combining expense information that satisfies a predetermined condition from among the plurality of expense information received by the reception means ;
The transmitting means transmits information on the application form created by the application form creating means to a terminal associated with a predetermined approver account;
The predetermined condition includes that a numerical value item in each expense information is greater than or equal to a certain value or less than a certain value.