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Automatic settlement system and settlement method

An automatic settlement and automatic technology, applied in the financial settlement system and settlement field, can solve the problems of large amount of data, not concise enough, complicated workload, etc., and achieve the effect of high degree of automation and simple structure

Inactive Publication Date: 2019-05-21
深圳市恒创智达信息技术有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0002] The rapid growth of enterprises has brought about a sharp increase in the workload of financial personnel. Financial bill sorting, receipt and payment records and write-offs are complicated and complicated, and the amount of data is huge. It is difficult to manually sort out. At present, there are various financial management systems. According to the industry According to different customers, the financial data is also different, and the financial management modules that need to be configured are also different. The income and expenditure of the enterprise, such as salary, benefits, equipment purchase, etc., are mostly settled between customers. Such a system is relatively complicated. Not concise enough

Method used

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  • Automatic settlement system and settlement method
  • Automatic settlement system and settlement method

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0032] Such as figure 1 As shown, the system according to the present invention includes a paid-in management unit, a receivable management unit, an invoicing management unit and an auxiliary management unit.

[0033] The paid-in management unit is used to generate a list of bills, automatically obtain payment information and perform automatic write-off, wherein the paid-in management unit includes a bill unit, a payment management unit, a write-off unit, and a refund management unit. The bill unit is used for Generate settlement bills. The payment management unit is used to obtain payment information and generate payment statements. The write-off unit is used to match payment receipts and settlement statements, and to perform automatic write-offs and record write-off information. The refund unit is used to To initiate a refund and record the refund information, that is, on the monthly settlement date, the system will automatically generate the monthly settlement bill, send th...

Embodiment 2

[0038] Such as figure 2 As shown, an automatic settlement method, which includes:

[0039] The login step is to log in to the predetermined account;

[0040] In this embodiment, log in a predetermined account on the system, enter the management interface, and each account corresponds to different account information and financial information.

[0041] Settlement step, automatically obtain the latest settlement information, and generate a settlement bill;

[0042]The system obtains the latest settlement statement according to the contract signed by the customer. The settlement statement includes the settlement statement of the standard fee. This kind of settlement statement can be obtained directly according to the contract type. The settlement statement also includes the settlement statement of non-standard charges, mainly for customer discounts, late fees, customized The amount of online standardized settlement caused by the demand for standardized declaration does not mat...

Embodiment 3

[0051] Such as image 3 As shown, an automatic settlement method, which includes:

[0052] In the login step, log in the predetermined account.

[0053] The settlement step automatically obtains the latest settlement information and generates a settlement bill.

[0054] The step of obtaining the payment bill, automatically obtains the latest actual payment information and forms a payment receipt.

[0055] The automatic write-off step matches the payment receipt and the bill information, and if the difference between the payment and the bill amount of the same customer is within a limited range, automatic write-off is performed, and a write-off record is generated.

[0056] There is no difference between the above steps and Example 2.

[0057] Cancel the write-off step. For bills that will not be written off due to special reasons, after the write-off has been done, you can also cancel the write-off step, and then manually write off when necessary.

[0058] Manual write-off...

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PUM

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Abstract

The invention discloses an automatic settlement system and a settlement method, and the system comprises a real collection management unit which is used for generating a bill list, automatically obtaining money information, and carrying out the automatic verification and sale; a receivable management unit used for managing bills which are not issued and bills which are not verified and cancelled in the issued bills, and forming a bill list for standardized management; an invoicing management unit comprising an invoicing application unit and a financial review unit, an invoicing application unit is used for initiating an invoicing application and recording all invoicing application records and invoice information, the financial review unit comprises an invoicing review, and the invoicing review comprises financial review and review of other departments; and an auxiliary management unit comprising a manual settlement management unit and a settlement log unit, the manual settlement management unit is used for managing bills which cannot be automatically settled, and the log unit is used for managing all settlement records in the system. The system is simple in function, and can realize combination of automatic settlement and manual auxiliary management.

Description

technical field [0001] The invention relates to a financial settlement system and a settlement method, in particular to an automatic settlement system and a settlement method. Background technique [0002] The rapid growth of enterprises has brought about a sharp increase in the workload of financial personnel. Financial bill sorting, receipt and payment records and write-offs are complicated and complicated, and the amount of data is huge. It is difficult to manually sort out. At present, there are various financial management systems. According to the industry According to different customers, the financial data is also different, and the financial management modules that need to be configured are also different. The income and expenditure of the enterprise, such as salary, benefits, equipment purchase, etc., are mostly settled between customers. Such a system is relatively complicated. Not concise enough. Contents of the invention [0003] Based on this, aiming at the ...

Claims

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Application Information

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IPC IPC(8): G06Q40/00G06Q30/04
Inventor 吴锴张思颖
Owner 深圳市恒创智达信息技术有限公司