Invoice management system for financial business data of logistics platform
By using the financial and business data invoice management system of the logistics platform, electronic invoices are automatically collected and generated, and their legality is checked. This solves the problems of low efficiency and inaccurate data in invoice management on the logistics platform, and achieves efficient and intelligent invoice management.
Patent Information
- Application Number
- CN202510892885.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-06-30
- Publication Date
- 2025-10-31
AI Technical Summary
Logistics platforms face challenges in invoice management, including inefficient invoice issuance, inaccurate financial data due to incorrect information entry, and difficulties in reconciling tax rates and payment terms.
An invoice management system for financial business data is provided, including a data acquisition module, a parameter configuration module, a bill generation module, an invoice generation module, and an invoice review module. It automatically acquires financial data through a data interface, automatically generates electronic invoices, and performs legality and accuracy checks. It also utilizes distributed storage technology for invoice storage and retrieval.
It improved the efficiency of invoice management, reduced labor costs, ensured the accuracy and legality of invoice data, and avoided financial risks and tax issues.
Smart Images
Figure CN120875995A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of information management technology, and more specifically to an invoice management system for financial business data of a logistics platform. Background Technology
[0002] Currently, online freight transportation services via logistics platforms have developed rapidly. However, due to tax regulations, complete business information must be uploaded before online freight transportation services can commence. Because logistics platforms involve various types of initiators and service providers, numerous problems arise. On the one hand, logistics transactions are frequent, resulting in a large number of invoices issued. Manual invoicing is not only inefficient but also prone to errors, leading to inaccurate financial data. On the other hand, logistics operations involve many stages and participants, making the sorting and verification of tax rates and payment terms difficult, resulting in inefficient invoice management.
[0003] Therefore, there is an urgent need for a solution that can achieve high efficiency and intelligence based on the characteristics of financial business data of logistics platforms. Summary of the Invention
[0004] In view of the technical deficiencies mentioned in the background art, the purpose of this invention is to provide an invoice management system for financial business data of a logistics platform.
[0005] To achieve the above objectives, embodiments of the present invention provide an invoice management system for financial business data of a logistics platform, the invoice management system comprising:
[0006] The data acquisition module is used to collect various financial and business data from the logistics platform in real time; the acquisition uses data interface technology to achieve automatic data acquisition and transmission.
[0007] The parameter configuration module is used to maintain the configuration parameters of each publisher according to different advance payment service contracts;
[0008] The bill generation module is used to group payment orders that have been submitted for advance payment by the same publisher within a preset time period based on the financial business data and configuration parameters into the same billing period and generate a bill; wherein the payment orders are advanced by the platform and the bill is repaid by the publisher.
[0009] The invoice generation module is used to combine the bills and financial business data, and automatically generate electronic invoices according to preset invoice generation rules and templates.
[0010] As a specific implementation of this application, the invoice management system further includes an invoice review module, which is used to automatically review the invoices generated by the invoice generation module.
[0011] As a specific implementation of this application, the automatic review specifically includes: checking the legality and accuracy of various information on the invoice through preset review rules; wherein, the review rules include checking the uniqueness of the invoice number, checking the consistency between the invoice amount and business data, and checking the correctness of the tax rate application.
[0012] As one specific implementation of this application, each bill has a corresponding payment period, which is obtained from the publisher's configuration parameters. The platform reminds publishers with advance payment business to repay on time.
[0013] As one specific implementation of this application, when making repayments, for each single bill, it is permissible not to repay the entire amount at once;
[0014] The publisher can select multiple bills for repayment. Once more than one bill is selected, it must be fully repaid. It does not support outstanding amounts. At the same time, the backend will compare the total repayment amount of the selected bills with the publisher's sub-ledger balance. If the total outstanding amount is greater than the sub-ledger balance, batch repayment is not supported.
[0015] As a specific implementation of this application, the configuration parameters include the publisher's tax rate, advance payment limit, threshold, payment period, due date reminder, interest type, interest rate, and penalty interest rate configuration. When configuring for the first time, an approval workflow task needs to be generated and the corresponding approval workflow needs to be followed.
[0016] As a specific implementation of this application, the approval flow can be set in multiple levels, and one or more approvers can be selected for each approval level.
[0017] As a specific implementation of this application, the invoice management system is characterized by further including an invoice storage and query module, which uses distributed storage technology to store approved invoices in the form of electronic documents, and establishes an invoice index database to facilitate quick query and retrieval.
[0018] As one specific implementation of this application, the invoice generation module has a built-in electronic voucher accounting data standard verification module, which automatically generates an XML file that meets tax requirements.
[0019] As one specific implementation of this application, the electronic invoice is sent to a designated email address or the customer management system of a logistics platform through a secure network channel; during the sending process, encrypted transmission technology is used to prevent the invoice information from being stolen or tampered with during transmission.
[0020] As can be seen from the above technical solution, the invoice management system for financial business data of logistics platforms provided by the present invention collects various financial business data of logistics platforms, maintains the configuration parameters of each issuing party according to different advance payment service contracts, and automatically generates electronic invoices by combining generated bills and financial business data and according to preset invoice generation rules and templates. The entire solution reduces manual intervention, is highly efficient and intelligent, greatly improves the work efficiency of invoice management, and reduces labor costs. At the same time, the audit mechanism ensures the accuracy and legality of invoice data and effectively avoids financial risks and tax problems caused by incorrect invoice information. Attached Figure Description
[0021] To more clearly illustrate the specific embodiments of the present invention or the technical solutions in the prior art, the accompanying drawings used in the description of the specific embodiments or the prior art will be briefly introduced below.
[0022] Figure 1 This is a schematic diagram of an invoice management system for financial business data of a logistics platform, provided in an embodiment of the present invention.
[0023] Figure 2 This is a schematic diagram of an interface for configuring parameters provided in an embodiment of the present invention;
[0024] Figure 3 This is a schematic diagram of another invoice management system for financial business data of a logistics platform provided in an embodiment of the present invention. Detailed Implementation
[0025] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some, not all, of the embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.
[0026] It should be understood that, when used in this specification and the appended claims, the terms "comprising" and "including" indicate the presence of the described features, integrals, steps, operations, elements and / or components, but do not exclude the presence or addition of one or more other features, integrals, steps, operations, elements, components and / or collections thereof.
[0027] Please refer to Figure 1 This invention provides an invoice management system for financial business data of a logistics platform, the invoice management system comprising:
[0028] The data acquisition module is used to collect various financial and business data from the logistics platform in real time; the acquisition uses data interface technology to achieve automatic data acquisition and transmission.
[0029] The parameter configuration module is used to maintain the configuration parameters of each publisher according to different advance payment service contracts;
[0030] The bill generation module is used to group payment orders that have been submitted for advance payment by the same publisher within a preset time period based on the financial business data and configuration parameters into the same billing period and generate a bill; wherein the payment orders are advanced by the platform and the bill is repaid by the publisher.
[0031] The invoice generation module is used to combine the bills and financial business data, and automatically generate electronic invoices according to preset invoice generation rules and templates.
[0032] In this embodiment, the financial business data includes, but is not limited to, order data, transportation data, and warehousing data. This module interfaces with the logistics platform's business system and database, employing data interface technology to achieve automatic data acquisition and transmission. Order data includes order number, goods information, transaction amount, customer name, and other order data; transportation data includes vehicle information, transportation route, transportation time, transportation cost, and other transportation data; simultaneously, the data acquisition module also has data cleaning and preprocessing functions, capable of deduplicating, correcting errors, and converting formats on the collected raw data to ensure data accuracy and consistency, providing a reliable data foundation for subsequent invoice management.
[0033] Reference Figure 2 The configuration parameters include the publisher's tax rate, advance payment limit, threshold, payment period, due date reminder, interest type, interest rate, and penalty interest rate. When configuring for the first time, an approval workflow task needs to be generated and the corresponding approval workflow needs to be followed. The approval workflow can be set in multiple levels, and one or more approvers can be selected for each approval level.
[0034] When modifying the configuration later, if the fixed limit increases compared to the historical fixed limit, or the threshold increases compared to the historical threshold, or there are changes in interest, penalty interest, etc., the approval process must be invoked. If only the fixed limit is reduced, the approval process does not need to be invoked.
[0035] Each bill has a corresponding payment period, which is obtained from the publisher's configuration parameters. The platform will remind publishers with advance payment business to repay on time.
[0036] When making a payment, for a single bill, it is allowed not to pay the full amount at once, and the amount due, the amount actually paid, and the amount due are displayed.
[0037] The publisher can select multiple bills for repayment. Once more than one bill is selected, it must be fully repaid. It does not support outstanding amounts. At the same time, the backend will compare the total repayment amount of the selected bills with the publisher's sub-ledger balance. If the total outstanding amount is greater than the sub-ledger balance, batch repayment is not supported.
[0038] Furthermore, the invoice generation rules include invoice type (VAT special invoice, VAT general invoice, etc.), tax rate calculation rules, and invoice content filling specifications; this module uses template engine technology to automatically fill financial business data into the invoice template and generate complete invoice content;
[0039] This module also supports manual adjustment of invoice content to meet specific business needs. The generated electronic invoices are encrypted using secure and reliable digital signature technology to ensure their authenticity and immutability.
[0040] Based on the above technical solutions, it also includes:
[0041] The invoice review module is used to automatically review the invoices generated by the invoice generation module.
[0042] In this embodiment, the automatic review specifically includes: checking the legality and accuracy of various information on the invoice through preset review rules; wherein, the review rules include checking the uniqueness of the invoice number, checking the consistency between the invoice amount and business data, and checking the correctness of the tax rate application.
[0043] When applied, the system automatically checks whether the invoice number is being used repeatedly within the system, whether the transaction amount on the invoice matches the amount in the corresponding order data, and whether the tax rate complies with relevant tax policies and business type requirements. If the automatic audit finds any issues, the system will promptly issue a warning and mark the invoice as pending.
[0044] During implementation, the invoice generation module has a built-in electronic voucher accounting data standard verification module, which automatically generates XML files that meet tax requirements;
[0045] The electronic invoice is sent to a designated email address or the customer management system of a logistics platform via a secure network channel. During the sending process, encrypted transmission technology is used to prevent the invoice information from being stolen or tampered with.
[0046] Specifically, a secure channel is built using the TLS 1.3 protocol (RFC 8446), the invoice XML file is encrypted using the AES-256-GCM algorithm, a 128-bit random initialization vector (IV) is generated, and the encrypted data is accompanied by a 128-bit authentication tag;
[0047] Alternatively, the recipient's public key (obtained through a PKI system) can be used to encrypt the symmetric key, forming a "digital envelope".
[0048] The above solution collects various financial and business data from the logistics platform, maintains the configuration parameters of each issuing party according to different advance payment service contracts, and automatically generates electronic invoices based on the generated bills and financial and business data, and according to preset invoice generation rules and templates. The entire solution reduces manual intervention, is highly efficient and intelligent, greatly improves the efficiency of invoice management, and reduces labor costs. At the same time, the audit mechanism ensures the accuracy and legality of invoice data, and effectively avoids financial risks and tax issues caused by incorrect invoice information.
[0049] Furthermore, in another embodiment, the invoice management system further includes an invoice storage and query module, which uses distributed storage technology to store approved invoices in the form of electronic documents, and establishes an invoice index database to facilitate quick query and retrieval.
[0050] Specifically, when storing invoices, the system categorizes them according to various dimensions such as invoice type, issuance date, business type, and customer name. For example, VAT special invoices and VAT general invoices can be stored in different folders and archived by month. Multiple query methods are provided, supporting both fuzzy and precise searches. Users can quickly locate the required invoice information by entering key fields such as invoice number, order number, customer name, and issuance period. Simultaneously, the system supports statistical analysis of invoice data, generating various invoice statistical reports, such as statistics on the number and amount of invoices issued by time period, and statistics on invoice usage by customer, providing decision support for the financial management of the logistics platform.
[0051] In the embodiments provided in this application, it should be understood that the disclosed system can also be implemented in other ways. The system embodiments described above are merely illustrative. It should also be noted that in some alternative implementations, the functions marked in the boxes may occur in a different order than those shown in the figures. It should also be noted that each block in the block diagram and / or flowchart, and combinations of blocks in the block diagram and / or flowchart, can be implemented using a dedicated hardware-based system that performs the specified functions or actions, or using a combination of dedicated hardware and computer instructions.
[0052] In addition, the functional modules in the various embodiments of the present invention can be integrated together to form an independent part, or each module can exist independently, or two or more modules can be integrated to form an independent part.
[0053] If the aforementioned functions are implemented as software functional modules and sold or used as independent products, they can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention, in essence, or the part that contributes to the prior art, or a part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of the present invention. The above descriptions are merely preferred embodiments of the present invention and are not intended to limit the present invention. For those skilled in the art, the present invention can have various modifications and variations. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the scope of protection of the present invention.
[0054] The above description is merely a specific embodiment of the present invention, but the scope of protection of the present invention is not limited thereto. Any person skilled in the art can easily conceive of various equivalent modifications or substitutions within the technical scope disclosed in the present invention, and these modifications or substitutions should all be covered within the scope of protection of the present invention. Therefore, the scope of protection of the present invention should be determined by the scope of the claims.
Claims
1. An invoice management system for financial business data of a logistics platform, characterized in that, The invoice management system includes: The data acquisition module is used to collect various financial and business data from the logistics platform in real time; the acquisition uses data interface technology to achieve automatic data acquisition and transmission. The parameter configuration module is used to maintain the configuration parameters of each publisher according to different advance payment service contracts; The bill generation module is used to group payment orders that have been submitted for advance payment by the same publisher within a preset time period based on the financial business data and configuration parameters into the same billing period and generate a bill; wherein the payment orders are advanced by the platform and the bill is repaid by the publisher. The invoice generation module is used to combine the bills and financial business data, and automatically generate electronic invoices according to preset invoice generation rules and templates.
2. The invoice management system as described in claim 1, characterized in that, The invoice management system also includes an invoice review module, which is used to automatically review the invoices generated by the invoice generation module.
3. The invoice management system as described in claim 2, characterized in that, The automatic review specifically includes: checking the legality and accuracy of various information on the invoice through preset review rules; wherein, the review rules include checking the uniqueness of the invoice number, the consistency between the invoice amount and the business data, and the correctness of the tax rate application.
4. The invoice management system as described in claim 3, characterized in that, Each bill has a corresponding payment period, which is obtained from the publisher's configuration parameters. The platform will remind publishers with advance payment business to repay on time.
5. The invoice management system as described in claim 4, characterized in that, When making repayments, for each individual bill, partial repayment is not allowed. The publisher can select multiple bills for repayment. Once more than one bill is selected, it must be fully repaid. It does not support outstanding amounts. At the same time, the backend will compare the total repayment amount of the selected bills with the publisher's sub-ledger balance. If the total outstanding amount is greater than the sub-ledger balance, batch repayment is not supported.
6. The invoice management system as described in claim 5, characterized in that, The configuration parameters include the publisher's tax rate, advance payment limit, threshold, payment period, due date reminder, interest type, interest rate, and penalty interest rate. When configuring for the first time, an approval workflow task needs to be generated and the corresponding approval workflow needs to be followed.
7. The invoice management system as described in claim 6, characterized in that, The approval workflow can be configured with multiple levels, and one or more approvers can be selected for each approval level.
8. The invoice management system as described in claim 3, characterized in that, It also includes an invoice storage and retrieval module, which uses distributed storage technology to store approved invoices in the form of electronic documents, and establishes an invoice index database to facilitate quick query and retrieval.
9. The invoice management system as described in claim 8, characterized in that, The invoice generation module has a built-in electronic voucher accounting data standard verification module, which automatically generates XML files that meet tax requirements.
10. The invoice management system as described in claim 9, characterized in that, The electronic invoice is sent to a designated email address or the customer management system of a logistics platform via a secure network channel. During the sending process, encrypted transmission technology is used to prevent the invoice information from being stolen or tampered with.