A budget processing method, device and equipment of a billing statement and a medium

Abstract

The application discloses a budget processing method and device of an invoice, equipment and a medium. The method comprises the following steps: obtaining invoice data of a sample invoice, and determining the type of the sample invoice according to the invoice data; if the type of the invoice is enabled for budget, a budget interface is called to obtain a plurality of invoice fields corresponding to the type of the invoice during budget processing; the field number of each invoice field is used to search the field name and the field type of each invoice field respectively to obtain the field information of each invoice field, and the field information is stored in a preset database table; a budget request for the type of the invoice is received, the field information of the type of the invoice is searched in the preset database table according to the budget request; and a budget view of the type of the invoice is generated according to the field information, and the budget view is displayed to the user. The customized budget view of the type of the invoice is generated, and the budget processing efficiency is improved.

Description

Technical Field

[0001] This application relates to the field of budget processing technology, and in particular to a budget processing method, apparatus, equipment and medium for expense reports. Background Technology

[0002] Comprehensive budgeting systems play a crucial role in corporate planning. For example, when applied to ERP financial systems, a comprehensive budget provides a quantitative description of a company's future development and operational processes. This is ultimately reflected in a complete set of projected reports and other supplementary schedules, primarily used to plan all of the company's economic activities and related financial results within the planning period. Invoices are the most frequently used business documents in a comprehensive budgeting system. During the document flow, the checking, verification, and updating of budgets often consume significant performance due to the complexity of the business, resulting in low budget processing efficiency for invoices and a poor user experience. Summary of the Invention

[0003] This application provides a method, apparatus, device, and medium for budget processing of expense reports, which addresses the problem of low efficiency in budget processing of expense reports.

[0004] The embodiments of this application adopt the following technical solutions:

[0005] On one hand, this application provides a budget processing method for expense reports. The method includes: acquiring document data of a sample expense report and determining the document type of the sample expense report based on the document data; if the document type has budget enabled, obtaining multiple document fields corresponding to the document type during budget processing by calling a budget interface; retrieving the field name and field type of each document field according to the field number of each document field to obtain the field information of each document field, and storing the field information in a preset database table; receiving a user's budget request for the document type, and retrieving the field information of the document type from the preset database table according to the budget request; generating a budget view of the document type based on the field information, and displaying the budget view to the user.

[0006] In one example, generating a budget view for the document type based on the field information specifically includes: concatenating the field information using Structured Query Language (SQL) to generate an SQL statement for creating the budget view; executing the SQL statement and determining whether the execution of the SQL statement was successful.

[0007] If the execution is successful, a budget view of the document type will be generated.

[0008] In one example, after executing the SQL statement and determining whether the SQL statement was executed successfully, the method further includes: if the execution fails, obtaining a pre-set general budget view; displaying the general budget view to the user, and prompting the user that the budget view for the document type failed to be generated.

[0009] In one example, after generating the budget view of the document type if the execution is successful, the method further includes: generating a view number for the budget view; receiving the user's submission request and obtaining the completed budget view; and passing the view number to the budget interface so that the approving user of the next node can call the completed budget view through the budget interface.

[0010] In one example, after displaying the budget view to the user, the method further includes: obtaining the user's request to add a field; verifying whether the added field exists in the budget view, and if so, disallowing the user from adding the field; and / or obtaining the user's request to delete a field, verifying whether the deleted field is used in budget processing, and if so, disallowing the user from deleting the field.

[0011] In one example, the method further includes: if the newly added field does not exist in the budget view, allowing the user to add it to obtain an updated budget view; and / or if the deleted field is not used in budget processing, allowing the user to delete it to obtain an updated budget view; and overwriting the budget view with the updated budget view to display the updated budget view to the user.

[0012] In one example, after the updated budget view overwrites the original budget view, the method further includes: obtaining updated information of the field information of the document type in the preset database based on the added field and / or the deleted field; sending the updated information to the administrator of the budget processing system; and if the administrator confirms the update, updating the field information of the document type based on the updated information.

[0013] On the other hand, embodiments of this application provide a budget processing device for expense reports. The device includes: a determining module, which acquires document data of a sample expense report and determines the document type of the sample expense report based on the document data; a calling module, which, if the document type has budget enabled, obtains multiple document fields corresponding to the document type during budget processing by calling a budget interface; a storage module, which retrieves the field name and field type of each document field according to the field number of each document field, obtains the field information of each document field, and stores the field information in a preset database table; a retrieval module, which receives a user's budget request for the document type and retrieves the field information of the document type in the preset database table according to the budget request; and a generating module, which generates a budget view of the document type based on the field information and displays the budget view to the user.

[0014] On the other hand, this application embodiment provides a budget processing device for expense reports, including: at least one processor; and a memory communicatively connected to the at least one processor; wherein the memory stores instructions executable by the at least one processor, the instructions being executed by the at least one processor to enable the at least one processor to: acquire document data of a sample expense report, and determine the document type of the sample expense report based on the document data; if the document type has budget enabled, obtain multiple document fields corresponding to the document type during budget processing by calling a budget interface; retrieve the field name and field type of each document field according to the field number of each document field to obtain the field information of each document field, and store the field information in a preset database table; receive a user's budget request for the document type, and retrieve the field information of the document type in the preset database table according to the budget request; generate a budget view of the document type based on the field information, and display the budget view to the user.

[0015] On the other hand, embodiments of this application provide a non-volatile computer storage medium for budget processing of expense reports, storing computer-executable instructions. These instructions are configured to: acquire document data of a sample expense report and determine the document type of the sample expense report based on the document data; if budgeting is enabled for the document type, obtain multiple document fields corresponding to the document type during budget processing by calling a budget interface; retrieve the field name and field type of each document field according to its field number to obtain field information for each document field, and store the field information in a preset database table; receive a user's budget request for the document type, and retrieve the field information of the document type from the preset database table based on the budget request; generate a budget view for the document type based on the field information, and display the budget view to the user.

[0016] The above-described technical solutions adopted in the embodiments of this application can achieve the following beneficial effects:

[0017] By pre-generating the field information corresponding to the document type, a specific budget view that corresponds only to the document type can be generated, simplifying the budget view. Fields that are not used by the document type will no longer appear in the budget view, thereby making the budget view SQL more concise, reducing data access, returning less data, removing redundant queries in the general budget view, reducing the pressure on database disk access and network transmission, improving budget processing performance, and increasing budget processing efficiency. Attached Figure Description

[0018] To more clearly illustrate the technical solution of this application, some embodiments of this application will be described in detail below with reference to the accompanying drawings, in which:

[0019] Figure 1 A flowchart illustrating a budget processing method for expense reports provided in this application embodiment;

[0020] Figure 2 This is a schematic diagram of the structure of a budget processing device for expense reports provided in an embodiment of this application.

[0021] Figure 3 This is a schematic diagram of the structure of a budget processing device for expense reports provided in an embodiment of this application. Detailed Implementation

[0022] To make the objectives, technical solutions, and advantages of this application clearer, the technical solutions of this application will be clearly and completely described below in conjunction with specific embodiments and corresponding drawings. Obviously, the described embodiments are only a part of the embodiments of this application, and not all of them. Based on the embodiments in this application, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of this application.

[0023] Some embodiments of this application will now be described in detail with reference to the accompanying drawings.

[0024] Figure 1 This is a flowchart illustrating a budget processing method for expense reports provided in this application embodiment. This method can be applied to various business areas, such as ERP financial operations, internet finance, e-commerce, instant messaging, gaming, and government services. Certain input parameters or intermediate results in this process can be manually adjusted to help improve accuracy.

[0025] The analysis method involved in the embodiments of this application can be implemented by a terminal device or a server, and this application does not impose any special limitations on it. For ease of understanding and description, the following embodiments are all described in detail using a server as an example.

[0026] It should be noted that the server can be a single device or a system composed of multiple devices, i.e., a distributed server. This application does not make any specific limitations on this.

[0027] Figure 1 The process includes the following steps:

[0028] S102: Obtain the document data of the sample report form and determine the document type of the sample report form based on the document data.

[0029] In some embodiments of this application, the management user fills in the document data of the sample expense report in the budget processing system. Here, document data refers to the initial document fields necessary for the sample expense report, that is, setting the initial document structure of the expense report. For example, document data includes travel expense reimbursement form and amount.

[0030] The server detects document data, extracts keywords from the data, and matches these keywords to the corresponding document type. It should be noted that the matching relationship between keywords and document types is pre-defined.

[0031] S104: If the document type is budgeted, the budget interface is called to obtain the multiple document fields corresponding to the document type during budget processing.

[0032] In other words, multiple document fields are equivalent to budget fields. The budget interface includes a method for matching document types with these multiple document fields. It's important to note that this method pre-sets the matching relationships between document types and the multiple document fields.

[0033] If the document type is not budgeted, a sample report will be returned to the user that does not meet budget requirements.

[0034] S106: Based on the field number of each document field, retrieve the field name and field type of each document field to obtain the field information of each document field, and store the field information in a preset database table.

[0035] In some embodiments of this application, when multiple document fields are obtained, different field numbers are generated for each document field. This allows the data model to match the corresponding field information based on the field number. For example, the field information includes the field name and field type. For instance, the preset database table is ROBUDGETVIEWFIELD.

[0036] S108: Receive a user's budget request for the document type, and retrieve the field information of the document type from the preset database table according to the budget request.

[0037] In some embodiments of this application, the user selects a document type on the budget system and then submits a budget request, thereby retrieving the field information of that document type from a preset database table using the document type as an index.

[0038] S110: Generate a budget view for the document type based on the field information, and display the budget view to the user.

[0039] In some embodiments of this application, when generating a budget view, the field information is concatenated using Structured Query Language (SQL) to generate an SQL statement for creating the budget view. Then, the SQL statement is executed, and its success is determined. If successful, a budget view for the document type is generated. The budget view is then stored in the database, differentiated according to the document type, so that the information contained in the fields of the budget view can be displayed on the front end.

[0040] Furthermore, a view number for the budget view is generated, and then the user's submission request is received to obtain the completed budget view. The view number is then passed to the budget interface so that the next approval user can access the completed budget view through the budget interface.

[0041] In other words, once the budget view is successfully generated and configured, it exists in the database. When the budget is called in the billing process, the generated budget view number will be passed to the budget interface for invocation.

[0042] If the execution fails, a pre-defined general budget view is retrieved, displayed to the user, and the user is notified that the document type's budget view generation failed.

[0043] In some embodiments of this application, since user needs are in a dynamic process, in order to meet user needs, after the budget view is generated, the user can configure the fields of the budget view.

[0044] Therefore, retrieve the user's request to add a field and check if the field already exists in the budget view. If it does, disallow the user to add it. And / or retrieve the user's request to delete a field and check if the field is used in the budget processing. If it is, disallow the user to delete it.

[0045] Furthermore, if the new field does not exist in the budget view, the user is allowed to add it, resulting in an updated budget view; and / or

[0046] If the deleted field is not needed in the budget processing, allow the user to delete it, resulting in an updated budget view. This updated budget view will then overwrite the original budget view to present the updated budget view to the user.

[0047] In other words, after generating the budget view, users can configure its fields, adding or deleting them. The field information of the generated budget view can be displayed on the front end, making it easy for implementation personnel to understand which expense reports can be obtained from the current budget view. Furthermore, fields can be added or deleted directly on the front end, eliminating the need for patch releases to maintain the budget view.

[0048] Furthermore, in the preset database, updated field information for the document type is obtained based on newly added and / or deleted fields. This updated information is then sent to the administrators of the budget processing system. If the administrators confirm the update, the field information for the document type is updated accordingly. This enables automatic updating of the fields for that document type in the preset database table based on user-configured fields.

[0049] It should be noted that, although the embodiments in this application are based on... Figure 1 Steps S102 to S110 will be described sequentially, but this does not mean that steps S102 to S110 must be performed in a strict order. The reason this embodiment follows this order is... Figure 1The order in which steps S102 to S110 are described is provided to facilitate understanding of the technical solutions of the embodiments of this application by those skilled in the art. In other words, in the embodiments of this application, the order of steps S102 to S110 can be appropriately adjusted according to actual needs.

[0050] pass Figure 1 This method, by pre-generating the field information corresponding to the document type, can generate a specific budget view that only corresponds to that document type. This simplifies the budget view, and fields that are not used by the document type will no longer appear in the budget view. This makes the budget view SQL more concise, reduces data access, returns less data, removes redundant queries in the general budget view, reduces the pressure on database disk access and network transmission, and improves budget processing performance and efficiency.

[0051] Based on the same idea, some embodiments of this application also provide apparatus, devices and non-volatile computer storage media corresponding to the above methods.

[0052] Figure 2 This is a schematic diagram of the structure of a budget processing device for expense reports provided in an embodiment of this application.

[0053] The determination module 202 obtains the document data of the sample report form and determines the document type of the sample report form based on the document data;

[0054] Module 204 is invoked. If the document type is budgeted, the budget interface is invoked to obtain multiple document fields corresponding to the document type during budget processing.

[0055] The storage module 206 retrieves the field name and field type of each document field according to the field number of each document field, obtains the field information of each document field, and stores the field information in a preset database table.

[0056] The retrieval module 208 receives a user's budget request for the document type and retrieves the field information of the document type from the preset database table according to the budget request.

[0057] The generation module 210 generates a budget view of the document type based on the field information and displays the budget view to the user.

[0058] Figure 3 A schematic diagram of a budget processing device for expense reports provided in this application embodiment, the device comprising:

[0059] At least one processor; and,

[0060] A memory communicatively connected to the at least one processor; wherein,

[0061] The memory stores instructions executable by the at least one processor, which, when executed by the at least one processor, enable the at least one processor to:

[0062] Obtain the document data of the sample expense report and determine the document type of the sample expense report based on the document data;

[0063] If the document type is budgeted, the budget interface is called to obtain the multiple document fields corresponding to the document type during budget processing.

[0064] Based on the field number of each document field, the field name and field type of each document field are retrieved to obtain the field information of each document field, and the field information is stored in a preset database table.

[0065] Receive a user's budget request for the document type, and retrieve the field information of the document type from the preset database table according to the budget request;

[0066] Based on the field information, a budget view for the document type is generated, and the budget view is displayed to the user.

[0067] This application provides a non-volatile computer storage medium for budget processing of expense reports, which stores computer-executable instructions, wherein the computer-executable instructions are configured as follows:

[0068] Obtain the document data of the sample expense report and determine the document type of the sample expense report based on the document data;

[0069] If the document type is budgeted, the budget interface is called to obtain the multiple document fields corresponding to the document type during budget processing.

[0070] Based on the field number of each document field, the field name and field type of each document field are retrieved to obtain the field information of each document field, and the field information is stored in a preset database table.

[0071] Receive a user's budget request for the document type, and retrieve the field information of the document type from the preset database table according to the budget request;

[0072] Based on the field information, a budget view for the document type is generated, and the budget view is displayed to the user.

[0073] The various embodiments in this application are described in a progressive manner. Similar or identical parts between embodiments can be referred to mutually. Each embodiment focuses on describing the differences from other embodiments. In particular, the device, apparatus, and medium embodiments are basically similar to the method embodiments, so the descriptions are relatively simple; relevant parts can be referred to the descriptions of the method embodiments.

[0074] The apparatus, device, and medium provided in this application are one-to-one with the method. Therefore, the apparatus, device, and medium also have similar beneficial technical effects as their corresponding methods. Since the beneficial technical effects of the method have been described in detail above, the beneficial technical effects of the apparatus, device, and medium will not be repeated here.

[0075] Those skilled in the art will understand that embodiments of the present invention can be provided as methods, systems, or computer program products. Therefore, the present invention can take the form of a completely hardware embodiment, a completely software embodiment, or an embodiment combining software and hardware aspects. Furthermore, the present invention can take the form of a computer program product embodied on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, etc.) containing computer-usable program code.

[0076] This invention is described with reference to flowchart illustrations and / or block diagrams of methods, apparatus (systems), and computer program products according to embodiments of the invention. It will be understood that each block of the flowchart illustrations and / or block diagrams, and combinations of blocks in the flowchart illustrations and / or block diagrams, can be implemented by computer program instructions. These computer program instructions can be provided to a processor of a general-purpose computer, special-purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, generate instructions for implementing the flowchart illustrations and / or block diagrams. Figure 1 One or more processes and / or boxes Figure 1 A device that provides the functions specified in one or more boxes.

[0077] These computer program instructions may also be stored in a computer-readable storage medium that can direct a computer or other programmable data processing device to function in a particular manner, such that the instructions stored in the computer-readable storage medium produce an article of manufacture including instruction means, which are implemented in a process Figure 1 One or more processes and / or boxes Figure 1 The function specified in one or more boxes.

[0078] These computer program instructions may also be loaded onto a computer or other programmable data processing equipment to cause a series of operational steps to be performed on the computer or other programmable equipment to produce a computer-implemented process, thereby providing instructions that execute on the computer or other programmable equipment for implementing the process. Figure 1 One or more processes and / or boxes Figure 1 The steps of the function specified in one or more boxes.

[0079] In a typical configuration, a computing device includes one or more processors (CPU), input / output interfaces, network interfaces, and memory.

[0080] Memory may include non-persistent storage in computer-readable media, such as random access memory (RAM) and / or non-volatile memory, such as read-only memory (ROM) or flash RAM. Memory is an example of computer-readable media.

[0081] Computer-readable media includes both permanent and non-permanent, removable and non-removable media that can store information using any method or technology. Information can be computer-readable instructions, data structures, modules of programs, or other data. Examples of computer storage media include, but are not limited to, phase-change memory (PRAM), static random access memory (SRAM), dynamic random access memory (DRAM), other types of random access memory (RAM), read-only memory (ROM), electrically erasable programmable read-only memory (EEPROM), flash memory or other memory technologies, CD-ROM, digital versatile optical disc (DVD) or other optical storage, magnetic tape, magnetic magnetic disk storage or other magnetic storage devices, or any other non-transferable medium that can be used to store information accessible by a computing device. As defined herein, computer-readable media does not include transient computer-readable media, such as modulated data signals and carrier waves.

[0082] It should also be noted that the terms "comprising," "including," or any other variations thereof are intended to cover non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such a process, method, article, or apparatus. Without further limitation, an element defined by the phrase "comprising one..." does not exclude the presence of other identical elements in the process, method, article, or apparatus that includes said element.

[0083] The above description is merely an embodiment of this application and is not intended to limit this application. Various modifications and variations can be made to this application by those skilled in the art. Any modifications, equivalent substitutions, improvements, etc., made within the technical principles of this application should fall within the protection scope of this application.

Claims

1. A method for budget processing of expense reports, characterized in that, The method includes: Obtain the document data of the sample expense report and determine the document type of the sample expense report based on the document data; If the document type is budgeted, the budget interface is called to obtain the multiple document fields corresponding to the document type during budget processing. Based on the field number of each document field, the field name and field type of each document field are retrieved to obtain the field information of each document field, and the field information is stored in a preset database table; Receive a user's budget request for the document type, and retrieve the field information of the document type from the preset database table according to the budget request; Based on the field information, a budget view for the document type is generated, and the budget view is displayed to the user. The step of generating a budget view for the document type based on the field information specifically includes: The field information is concatenated using Structured Query Language (SQL) to generate the SQL statement for creating the budget view; Execute the SQL statement and determine whether the execution of the SQL statement was successful; If the execution is successful, a budget view of the document type will be generated; After executing the SQL statement and determining whether the execution of the SQL statement was successful, the method further includes: If the execution fails, a pre-defined general budget view is obtained; The general budget view is displayed to the user, and the user is prompted that the budget view for the document type failed to be generated. If the execution is successful, after generating the budget view for the document type, the method further includes: Generate the view number for the budget view; Receive the user's submission request and obtain the completed budget view; The view number is passed to the budget interface so that the approving user at the next node can call the completed budget view through the budget interface.

2. The method according to claim 1, characterized in that, After displaying the budget view to the user, the method further includes: Obtain the user's request to add a field; check if the field exists in the budget view; if so, disallow the user from adding the field; and / or Obtain the user's request to delete a field, and check whether the field to be deleted is used in budget processing. If so, the user is not allowed to delete it.

3. The method according to claim 2, characterized in that, The method further includes: If the newly added field does not exist in the budget view, the user is allowed to add it, resulting in an updated budget view; and / or If the field to be deleted is not needed in the budget processing, the user is allowed to delete it, and an updated budget view is obtained; The updated budget view is overlaid on the original budget view to display the updated budget view to the user.

4. The method according to claim 3, characterized in that, After overwriting the budget view with the updated budget view, the method further includes: In the preset database, update information of the field information of the document type is obtained based on the newly added field and / or the deleted field; The update information is sent to the administrator of the budget processing system. If the administrator confirms the update, the field information of the document type is updated according to the update information.

5. A budget processing device for expense reports, characterized in that, The apparatus, applied to the budget processing method for an expense report as described in claim 1, comprises: The module determines the document type of the sample expense report by acquiring the document data and determining the document type of the sample expense report based on the document data. If the document type is budgeted, the calling module will obtain multiple document fields corresponding to the document type during budget processing by calling the budget interface. The storage module retrieves the field name and field type of each document field according to the field number of each document field, obtains the field information of each document field, and stores the field information in a preset database table; The retrieval module receives a user's budget request for the document type and retrieves the field information of the document type from the preset database table based on the budget request. The generation module generates a budget view for the document type based on the field information and displays the budget view to the user. The step of generating a budget view for the document type based on the field information specifically includes: The field information is concatenated using Structured Query Language (SQL) to generate the SQL statement for creating the budget view; Execute the SQL statement and determine whether the execution of the SQL statement was successful; If the execution is successful, a budget view of the document type will be generated; After executing the SQL statement and determining whether the execution of the SQL statement was successful, the method further includes: If the execution fails, a pre-defined general budget view is obtained; The general budget view is displayed to the user, and the user is prompted that the budget view for the document type failed to be generated. If the execution is successful, after generating the budget view for the document type, the method further includes: Generate the view number for the budget view; Receive the user's submission request and obtain the completed budget view; The view number is passed to the budget interface so that the approving user at the next node can call the completed budget view through the budget interface.

6. A budget processing device for expense reports, characterized in that, include: At least one processor; as well as, A memory communicatively connected to the at least one processor; wherein, The memory stores instructions that can be executed by the at least one processor to enable the at least one processor to perform a budget processing method for an expense report as described in any one of claims 1-4.

7. A non-volatile computer storage medium for budget processing of expense reports, storing computer-executable instructions, characterized in that, The computer-executable instructions are configured to execute a budget processing method for expense reports as described in any one of claims 1-4.

Images