Program, computer, information processing system and information processing method

Abstract

To provide a program, computer, information processing system, and information processing method that are useful for executing proxy service of voucher processing.SOLUTION: A program causes a computer (a management server 10) to function as receiving means 12 and transmission means 14. The receiving means 12 receives proxy acquisition information including at least any one of identification information of a client company and identification information of a business partner company, the transmission means 14 transmits, to an operator terminal (a first operator terminal 30), a display instruction signal causing the operator terminal to display at least a part or all of the proxy acquisition information, and the receiving means 12 receives voucher data acquired from a server relating to the business partner company by an operation of an operator (a first operator) using the operator terminal, the voucher data to be transmitted from the business partner company to the client company.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to a program, a computer, an information processing system, and an information processing method. [Background technology]

[0002] Conventionally, various processing systems for processing document data such as invoices have been known. For example, Patent Document 1 discloses a data processing device, a data processing method, and a program that can improve the efficiency of processing invoices. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Patent No. 7051168 Summary of the Invention [Problem to be solved by the invention]

[0004] It would be convenient to have a proxy service that processes invoices and other supporting documents sent to a client company by its business partners. Although such proxy services existed in the past, they were not sufficient because some work remained for the client, such as obtaining supporting documents from the system uploaded by the business partner.

[0005] The present invention has been made in consideration of the above points, and has an object to provide a program, a computer, an information processing system, and an information processing method which are useful for providing an agency service for processing evidential documents. [Means for solving the problem]

[0006] The program of the present invention comprises: A program that causes a computer to function as a receiving unit and a transmitting unit, The receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmission means transmits to the operator terminal a display instruction signal for causing the operator terminal to display at least a part or all of the proxy acquisition information, The reception means is characterized in that it receives supporting document data to be sent from the trading partner company to the client company, the supporting document data being obtained from a server related to the trading partner company through operation of an operator at the operator terminal.

[0007] In the program of the present invention, The proxy acquisition information further includes an acquisition schedule for the supporting document data uploaded to the server related to the trading partner company; The transmission means may transmit to the operator terminal the display instruction signal for causing the operator terminal to display the acquisition schedule out of the proxy acquisition information.

[0008] The transmission means may transmit, to the operator terminal, the display instruction signal for causing the operator terminal to display the proxy acquisition information for each date in the acquisition schedule.

[0009] In addition, the transmission means may transmit the display instruction signal to the operator terminal to cause the operator terminal to display, based on the acquisition schedule, the proxy acquisition information corresponding to at least the date at which the operator terminal is operated.

[0010] In addition, the transmission means may transmit the display instruction signal to the operator terminal based on the acquisition schedule, causing the operator terminal to display at least the proxy acquisition information corresponding to the date at which the operator terminal is operated and the proxy acquisition information for a date prior to the date at which the operator terminal is operated and for which the acceptance means has not yet accepted the supporting document data.

[0011] In addition, the program of the present invention is The computer is further caused to function as an information acquisition forgetting notifying means, The information acquisition omission notification means may notify the operator terminal of omission of information acquisition of the evidence data when the evidence data that should be acquired based on the acquisition schedule has not been acquired.

[0012] In addition, operator identification information is assigned to each of the client companies or each of the business partners on each date, The transmitting means may transmit the display instruction signal to the operator terminal so as to display the proxy acquisition information on the operator terminal only when an operator of identification information assigned to the corresponding client company or business partner company on the corresponding date logs in to the operator terminal, based on the acquisition schedule of the proxy acquisition information accepted by the accepting means.

[0013] In addition, the program of the present invention is The computer further functions as a clearing means; The deactivation means may, when the operator terminal acquires supporting evidence data from the server, send a deactivation command to the operator terminal so as to prevent the proxy acquisition information corresponding to the supporting evidence data being displayed on the operator terminal from being displayed.

[0014] The reception means also receives, as the proxy acquisition information, a URL of an acquisition screen for acquiring evidence data from the server of the trading partner company, The transmitting means may transmit the proxy acquisition information including the URL to the operator terminal, and when a button related to the URL is clicked on the operator terminal, the acquisition screen may be displayed on the operator terminal.

[0015] In addition, input of ID information and password information is required to access the acquisition screen on the operator terminal, The accepting means also accepts the ID information and the password information as the proxy acquisition information, The transmission means may transmit to the operator terminal the display instruction signal for causing the operator terminal to display the proxy acquisition information including the ID information and the password information.

[0016] In addition, the program of the present invention is The computer further functions as a duplication check means, The duplication check means may check whether the supporting data obtained from the server of the trading partner company matches supporting data that has already been obtained, and if they match, the acceptance means may not accept the supporting data obtained from the server.

[0017] In addition, the program of the present invention is The computer further functions as a date reading means; The date reading means may read date information written on the evidence from the evidence data accepted by the accepting means.

[0018] The computer of the present invention comprises: A computer that functions as a receiving means and a transmitting means by executing a program, The receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmission means transmits to the operator terminal a display instruction signal for causing the operator terminal to display at least a part or all of the proxy acquisition information, The reception means is characterized in that it receives supporting document data to be sent from the trading partner company to the client company, the supporting document data being obtained from a server related to the trading partner company through operation of an operator at the operator terminal.

[0019] The information processing system of the present invention comprises: A computer, An operator terminal; Equipped with The computer functions as a receiving unit and a transmitting unit by executing a program, The receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmission means transmits to the operator terminal a display instruction signal for causing the operator terminal to display at least a part or all of the proxy acquisition information, The reception means is characterized in that it receives supporting document data to be sent from the trading partner company to the client company, the supporting document data being obtained from a server related to the trading partner company through operation of an operator at the operator terminal.

[0020] The information processing method of the present invention comprises the steps of: An information processing method carried out by a computer, comprising: a step of receiving, by the computer, proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; a step of transmitting a display instruction signal to an operator terminal by the computer to cause the operator terminal to display at least a part or all of the proxy acquisition information; a step of the computer receiving evidence data to be sent from the trading partner company to the client company, the evidence data being acquired from a server related to the trading partner company by an operator's operation of the operator terminal; The present invention is characterized by comprising: Effect of the Invention

[0021] The program, computer, information processing system, and information processing method of the present invention can be useful in providing an agency service for processing evidence. [Brief description of the drawings]

[0022] [Figure 1] 1 is a diagram illustrating a schematic configuration of an information processing system according to an embodiment of the present invention. [Diagram 2] 2 is a chart showing the flow of information between the components in the information processing system shown in FIG. 1 when providing an agency service for processing invoices as evidence. [Diagram 3] 2 is a diagram showing a screen displayed on a monitor of a first operator terminal in the information processing system shown in FIG. 1. [Figure 4] 2 is a diagram showing a screen displayed on a monitor of a first operator terminal in the information processing system shown in FIG. 1. [Diagram 5] 2 is a table showing identification information of a first operator assigned to each client company on each date in the information processing system shown in FIG. 1. [Figure 6] 1. FIG. 4 is a diagram showing another screen displayed on the monitor of the first operator terminal in the information processing system shown in FIG. [Figure 7] 4 is a flowchart showing the operation of the information processing system shown in FIG. 1 when acting as an agent for processing an invoice as evidence. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0023] Hereinafter, an embodiment of the present invention will be described with reference to the drawings. Fig. 1 to Fig. 7 are diagrams showing an information processing system 1 according to the present embodiment and an information processing method by the information processing system 1. The information processing system 1 according to the present embodiment processes evidence such as national tax-related documents. In the following explanation, a mode in which the information processing system 1 processes an invoice as evidence will be described.

[0024] The information processing system 1 according to the present embodiment includes a management server 10, a first operator terminal 30, a second operator terminal 32, a client terminal 40, and a cloud service 50. The information processing system 1 according to the present embodiment performs an agency service for processing invoices to be sent to a client company from a business partner company, which is a business partner of the client company where the client terminal 40 is installed. That is, when a business partner company issues an invoice for services provided to the client company by the business partner company, the invoice is conventionally sent from the business partner company to the client company and the client company processes the invoice (specifically, inputs invoice data, creates an invoice list, etc.), but in this embodiment, a management company that manages the management server 10 processes the invoice on behalf of the business partner company. The management server 10 is a server that can be used via an Internet line, and is provided in a state in which a virtual dedicated server is constructed in a physical server that can be accessed via the Internet. The management server 10 is communicably connected to the first operator terminal 30, the second operator terminal 32, the client terminal 40, and the cloud service 50 via a network such as the Internet line. In addition, a first operator terminal 30 is communicatively connected to the cloud service 50, and invoice data (specifically, image data of an invoice) uploaded to the cloud service 50 can be downloaded by the first operator terminal 30. The cloud service 50 is managed or used by a client company, and invoice data is uploaded to the cloud service 50.

[0025] In such an information processing system 1, when a client company issues an invoice, the image data of the invoice is uploaded to the cloud service 50 as invoice data. Thereafter, a first operator who is an employee of the management company that manages the management server 10 downloads the image data of the invoice from the cloud service 50 using the first operator terminal 30 and registers it in the management server 10. A second operator who is an employee of the management company that manages the management server 10 inputs information such as the invoice date, details, amount, and payment due date as invoice information using the second operator terminal 32 based on the image data of the invoice registered in the management server 10. The invoice data acquired from the cloud service 50 (specifically, the image data of the invoice) and the input invoice information are transmitted from the management server 10 to the client terminal 40 of the client company. This allows the accounting staff of the client company to perform payment processing (e.g., bank transfer processing) of the invoice amount to the client company based on the invoice data displayed on the client terminal 40 and the input information. In the above explanation, the operator terminal that downloads invoice data (specifically, image data of the invoice) from the cloud service 50 and the operator terminal that inputs invoice information based on this invoice data are separate, but the operator terminal that downloads invoice data from the cloud service 50 and the operator terminal that inputs invoice information based on this invoice data may be the same.

[0026] Each component of such information processing system 1 will be described below.

[0027] The first operator terminal 30 and the second operator terminal 32 each include a personal computer or the like installed in the office of a management company that manages the management server 10, and a first operator who is an employee of the management company operates the first operator terminal 30, and a second operator operates the second operator terminal 32 to transmit and receive information to and from the management server 10. Specifically, the first operator operates the first operator terminal 30 to download invoice data from the cloud service 50 and register the downloaded invoice data in the management server 10. The second operator operates the second operator terminal 32 to input information such as the billing date, details, amount, and payment due date of the invoice.

[0028] The client terminal 40 includes a personal computer or the like installed in the client company, and is operated by an employee of the client company.

[0029] The cloud service 50 can be used via an internet line, and allows employees of a business partner company, which is a business partner of the client company, to upload invoice data (specifically, invoice image data) to the cloud service 50 using a business partner terminal (not shown). The invoice image data uploaded to the website can be downloaded from the cloud service 50 by the first operator terminal 30.

[0030] The management server 10 executes a predetermined program to function as a reception means 12, a transmission means 14, a clearing means 16, an information acquisition omission notification means 18, a duplication check means 20, and a date reading means 22. The reception means 12 is adapted to receive various information from external devices (e.g., the first operator terminal 30, the second operator terminal 32, the client terminal 40, the cloud service 50, etc.). The transmission means 14 is adapted to transmit various information to the external devices. When the first operator terminal 30 acquires invoice data (specifically, invoice image data) from the cloud service 50, the clearing means 16 is adapted to transmit a clearing command to the first operator terminal 30 so as not to display proxy acquisition information (described later) corresponding to the invoice data displayed on the first operator terminal 30. The information acquisition omission notification means 18 is adapted to notify the first operator terminal 30 of the invoice data information acquisition omission when invoice data (invoice image data) that should be acquired based on an acquisition schedule (described later) has not been acquired. The duplication check means 20 checks whether the invoice data acquired from the cloud service 50 of the business partner company matches the invoice data already acquired, and if they match, the reception means 12 does not accept the invoice data acquired from the cloud service 50. The date reading means 22 reads date information such as the invoice issue date from the invoice data accepted by the reception means 12, for example, by an OCR function. Here, the date such as the invoice issue date may not only be the invoice issue date, but also a different date written on the invoice. The functions of the reception means 12, the transmission means 14, the clearing means 16, the information acquisition forgetting notification means 18, the duplication check means 20, and the date reading means 22 will be described in detail later. The management server 10 also has a memory 24, and various information is stored in the memory 24.

[0031] The predetermined program executed by the management server 10 is stored in the memory 24 of the management server 10. Note that the predetermined program may be transmitted from an external device to the management server 10 each time and executed by the management server 10.

[0032] Next, the flow of processing by the information processing system 1 of this embodiment will be described with reference to charts shown in FIGS. 2 to 7 and monitor screens of the first operator terminal 30. FIG.

[0033] An employee of a business partner company, which is a business partner of the client company, uploads invoice data (specifically, image data of the invoice) to the cloud service 50 using the business partner terminal on a specific date. The uploaded invoice data is arbitrarily linked to the upload date, the download deadline date, and the like. For example, the invoice data is uploaded to the cloud service 50 on a fixed day of each month. When the invoice data is uploaded to the cloud service 50, information that the invoice data has been uploaded is transmitted from the business partner terminal or the cloud service 50 to the client terminal 40 by, for example, email, but is not transmitted to the management server 10.

[0034] When it is decided that the invoice data will be uploaded to the cloud service 50 on a specific date, the employee of the client company notifies the management company that manages the management server 10 of the proxy acquisition information in advance. Specifically, for example, the employee of the client company registers the proxy acquisition information in the management server 10 or transmits it to the email address of the management company in advance using the client terminal 40. Alternatively, the employee of the client company may send a document containing the proxy acquisition information to the employee of the management company, who may input the proxy acquisition information using the operator terminals 30 and 32. The proxy acquisition information includes identification information of the client company (specifically, for example, the name of the client company), identification information of a business partner company that is a business partner of the client company (specifically, for example, the name of the business partner company), and an acquisition schedule for downloading from the cloud service 50 the invoice data to be sent from the business partner company to the client company. When the proxy acquisition information is transmitted from the client terminal 40 to the management server 10, the reception means 12 of the management server 10 receives the proxy acquisition information from the client terminal 40 (step St1 in FIG. 7). The proxy acquisition information received by the reception means 12 is stored in the memory 24 of the management server 10. In this way, information on the date when the invoice data uploaded to the cloud service 50 will be downloaded by the management company managing the management server 10 is stored in the memory 24 of the management server 10 for each client company and each trading partner company.

[0035] The transmission means 14 of the management server 10 transmits a display instruction signal to each first operator terminal 30 operated by an employee (first operator) of the management company that manages the management server 10, for example, at a time before the start of business hours each day, to display the proxy acquisition information for each date of the acquired schedule on the monitor of the first operator terminal 30 (step St2 in FIG. 7). When each first operator terminal 30 receives the display instruction signal from the management server 10, the proxy acquisition information is displayed on the monitor of each first operator terminal 30. Specifically, a schedule display screen 100 as shown in FIG. 3 is displayed on the monitor of each first operator terminal 30.

[0036] More specifically, as shown in FIG. 3, the monitor of each first operator terminal 30 displays a current date 101, past unacquired data 102, and future data acquisition schedule 104 as an invoice data import schedule. The past unacquired data 102 and future data acquisition schedule 104 displayed on the monitor each include a date 106 when the invoice data should be acquired, identification information of the client company (specifically, the name 108 of the client company), and identification information of the business partner company that is the issuer of the invoice (specifically, the name 110 of the business partner company). When such a schedule display screen 100 is displayed on the monitor, if the first operator clicks on an item of the client company name 108 or the business partner company name 110 with a mouse or the like, the screen displayed on the monitor of the first operator terminal 30 is switched to a task display screen 120 shown in FIG. 4. Specifically, the monitor displays a planned acquisition date 122, the name 124 of the client company, and the name 126 of the business partner company that is the issuer of the invoice for the invoice data of the item clicked as the invoice data import schedule. Additionally, a bill data acquisition button 128 is displayed on the monitor.

[0037] When the first operator clicks the invoice data acquisition button 128 on the task display screen 120 with a mouse or the like, an invoice data acquisition screen is displayed on the first operator terminal 30, and this acquisition screen enables the invoice data (invoice image data) uploaded from the cloud service 50 to be downloaded. More specifically, the URL of the acquisition screen for acquiring invoice data from the client company's cloud service 50 is also transmitted from the client terminal 40 to the management server 10 as proxy acquisition information. As a result, the receiving means 12 of the management server 10 also receives the URL of the acquisition screen for acquiring invoice data from the client company's cloud service 50 as proxy acquisition information.

[0038] Furthermore, the transmission means 14 transmits proxy acquisition information including the URL of the acquisition screen to the first operator terminal 30. Then, when a bill data acquisition button 128 related to this URL is clicked on the first operator terminal 30, an acquisition screen for the bill data based on the URL is displayed on the first operator terminal 30. According to these technical details, the first operator can switch the display screen of the first operator terminal 30 to the acquisition screen for the bill data simply by pressing the bill data acquisition button 128, thereby improving convenience for the first operator.

[0039] When the invoice data acquisition button 128 is clicked with a mouse or the like on the task display screen 120 displayed on the monitor of the first operator terminal 30, an input screen for ID information and password information may be displayed. In this case, the first operator inputs the ID information and password information transmitted from an employee of the client company into the first operator terminal 30, and the input screen transitions to an invoice data acquisition screen, whereby the first operator can acquire the invoice data uploaded to the cloud service 50. Details of the ID information and password information will be described later.

[0040] When the first operator downloads invoice data (specifically, image data of the invoice) from the cloud service 50 by the first operator terminal 30 (step St3 in FIG. 7), the downloaded invoice data is transmitted from the first operator terminal 30 to the management server 10. In this way, when the reception means 12 of the management server 10 receives the invoice data, the received invoice data is stored in the memory 24. In addition, after the first operator downloads the invoice data from the cloud service 50 by the first operator terminal 30, the name of the client company and the name of the business partner company related to this invoice data are also input by the first operator terminal 30. As a result, the input information of the client company name and the business partner company name is transmitted from the first operator terminal 30 to the management server 10 in a state linked to the invoice data, and is stored in the memory 24. Note that even if the name of the client company and the name of the business partner company related to the invoice data are not input by the first operator terminal 30, the information of the client company name and the business partner company name automatically input using the information acquired from the invoice data may be stored in the memory 24 in a state linked to the invoice data.

[0041] In addition, the invoice data transmitted from the first operator terminal 30 to the management server 10 is transmitted to the second operator terminal 32 by the transmission means 14 of the management server 10 and displayed on the monitor of the second operator terminal 32. Thereafter, the second operator inputs information such as the billing date, details, amount, and payment due date as invoice information based on the invoice data (specifically, image data of the invoice) displayed on the monitor by the second operator terminal 32. The input invoice information is sent from the second operator terminal 32 to the management server 10 and stored in the memory 24 of the management server 10 (step St4). In addition, the invoice data downloaded from the cloud service 50 by the first operator terminal 30 and the input information about this invoice by the second operator terminal 32 (specifically, information such as the billing date, details, amount, and payment due date) are transmitted from the management server 10 to the client terminal 40 of the client company (step St5). This allows the accounting staff of the client company to perform payment processing (for example, bank transfer processing) of the invoice amount to the trading partner company based on the invoice data and input information displayed on the client terminal 40.

[0042] Furthermore, when the first operator downloads invoice data from the cloud service 50 using the first operator terminal 30, the clearing means 16 transmits a clearing instruction to the first operator terminal 30 to not display the proxy acquisition information corresponding to the invoice data displayed on the first operator terminal 30. As a result, the proxy acquisition information (specifically, the name of the client company, the name of the trading partner company, and the invoice data acquisition schedule) related to the invoice data downloaded from the cloud service 50 is no longer displayed on the monitor of the first operator terminal 30.

[0043] Furthermore, if the bill data uploaded to the cloud service 50 based on the acquisition schedule stored in the memory 24 of the management server 10 has not been acquired even after a specified date based on the acquisition schedule has passed, the information acquisition forgetting notifying means 18 notifies each first operator terminal 30 of the forgetting to acquire the bill data. As a result, even if the first operator should have acquired the bill data on a specified date but has forgotten to do so, the forgetting to acquire the bill data information is notified to each first operator terminal 30, so that the first operator will acquire the bill data via the first operator terminal 30.

[0044] Furthermore, the duplication check means 20 checks whether the invoice data acquired from the cloud service 50 of the trading partner company matches the invoice data that has already been acquired. If the two sets of data match, the acceptance means 12 does not accept the invoice data acquired from the cloud service 50. This makes it possible to prevent the same invoice data from being stored in the memory 24 twice.

[0045] In addition, when each first operator terminal 30 receives a display instruction signal from the management server 10 and the proxy acquisition information is displayed on the monitor of each first operator terminal 30, the monitor is not limited to displaying both the past unacquired data 102 and the future data acquisition schedule 104. When the proxy acquisition information is displayed on the monitor of each first operator terminal 30, only one of the past unacquired data 102 and the future data acquisition schedule 104 may be displayed on the monitor. In addition, the transmission means 14 may transmit a display instruction signal to the first operator terminal 30 to display at least the proxy acquisition information corresponding to the date at which the first operator terminal 30 is operated, based on the acquisition schedule stored in the memory 24. In this case, only the proxy acquisition information related to the invoice data to be downloaded from the cloud service 50 on the date at which the first operator terminal 30 is operated is displayed on the monitor of the first operator terminal 30.

[0046] Also, the management company that manages the management server 10 may assign the identification information of the first operator to each client company on each date. Specifically, the first operator may be assigned to download invoice data from the cloud service 50 of the business partner company corresponding to each client company on which date. In this case, a table of the identification information of the first operator assigned to each date and each client company is stored in the memory 24, as shown in FIG. 5. Also, the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the surrogate acquisition information on the first operator terminal 30 only when the first operator of the identification information assigned to the corresponding client company on the corresponding date logs in to the first operator terminal 30 based on the acquisition schedule of the surrogate acquisition information accepted by the acceptance means 12 (i.e., the acquisition schedule of the surrogate acquisition information stored in the memory 24). As a result, the surrogate acquisition information is not displayed on the monitor of the first operator terminal 30 of the first operator who is not assigned to download the invoice data, so that the first operator can reliably download only the invoice data that he or she is in charge of from the cloud service 50.

[0047] The date reading means 22 is also adapted to read date information such as the invoice issue date, for example by an OCR function, from the invoice data received by the reception means 12 from the first operator terminal 30. This allows the management server 10 to compare the invoice issue date, etc. input by the second operator at the second operator terminal 32 with the invoice issue date, etc. read by the date reading means 22, and if the two do not match, to notify the second operator terminal 32 that the invoice issue date, etc. input is incorrect. Alternatively, it becomes possible to omit input of the invoice issue date, etc. by the second operator using the second operator terminal 32.

[0048] Furthermore, when each first operator terminal 30 receives a display instruction signal from the management server 10 and the proxy acquired information is displayed on the monitor of each first operator terminal 30, the display is not limited to the schedule display screen 100 as shown in Fig. 3 on the monitor of the first operator terminal 30. When each first operator terminal 30 receives a display instruction signal from the management server 10, a schedule display screen 140 in a calendar format as shown in Fig. 6 may be displayed on the monitor of the first operator terminal 30.

[0049] Specifically, as shown in Fig. 6, the monitor of each first operator terminal 30 displays the current date 101 and a calendar 142 for the current month as a bill data import schedule. The name of the client company 144 is displayed in the column for each date on the calendar 142. When such a schedule display screen 140 is displayed on the monitor, if the first operator clicks on the item of the client company name 144 for a certain date on the schedule display screen 140 with a mouse or the like, the screen displayed on the monitor of the first operator terminal 30 is switched to the task display screen 120 shown in Fig. 4. Then, if the first operator clicks on the bill data acquisition button 128 on the task display screen 120 with a mouse or the like, a bill data acquisition screen is displayed on the first operator terminal 30, and the bill data (image data of the bill) uploaded from the cloud service 50 can be downloaded from this acquisition screen.

[0050] Furthermore, when an employee of a client company transmits the proxy acquisition information to the management server 10 using the client terminal 40, if there is consent from the business partner company or if it is permitted in the terms of service of the business partner company, the employee may also transmit, as the proxy acquisition information, ID information and password information required to access an invoice data acquisition screen for downloading the invoice data from the cloud service 50. In this case, the reception means 12 of the management server 10 also receives the ID information and password information from the client terminal 40 as the proxy acquisition information. The received ID information and password information are linked to the identification information of the client company and stored in the memory 24. Then, the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the proxy acquisition information including the ID information and password information on the first operator terminal 30. As a result, the first operator can transition from the input screen to the invoice data acquisition screen by inputting the ID information and password information displayed on the monitor of the first operator terminal 30 as it is on the input screen for inputting the ID information and password information displayed on the monitor of the first operator terminal 30, and the first operator can acquire the invoice data uploaded to the cloud service 50. 4, the ID information and password information transmitted from the management server 10 may be automatically input into the input screen displayed on the monitor. In this case, the first operator can omit inputting the ID information and password information into the input screen displayed on the monitor of the first operator terminal 30.

[0051] According to the information processing system 1, management server 10, program, and information processing method of the present embodiment configured as described above, the management server 10 (computer) functions as the reception means 12 and the transmission means 14 by executing the program, the reception means 12 receives proxy acquisition information including at least one of the identification information of the client company (e.g., the name of the client company) and the identification information of the business partner company that is the business partner of the client company (e.g., the name of the business partner company), the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display at least a part or all of the proxy acquisition information on the first operator terminal 30, and the reception means 12 receives supporting data (specifically, for example, invoice data) acquired from the cloud service 50 (server) of the business partner company by the operation of the first operator using the first operator terminal 30. According to such information processing system 1, management server 10, program, and information processing method, it is possible to provide a proxy service for processing supporting documents (specifically, for example, invoices).

[0052] In the information processing system 1, the management server 10, the program, and the information processing method according to the present embodiment, the proxy acquisition information further includes an acquisition schedule of the supporting data to be sent from the business partner company to the client company, which is uploaded to a server related to the business partner company, and the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the acquisition schedule among the proxy acquisition information on the first operator terminal 30. This makes it possible to prevent the client company from forgetting to acquire the supporting data from the cloud service 50 related to the business partner company when performing the proxy service for processing the supporting data. To explain in more detail, in the past, when performing the proxy service for processing the supporting data sent from a business partner company, which is a business partner of the client company, when the supporting data is uploaded to the cloud service 50 related to the business partner company, the client company is notified of the message that the supporting data has been uploaded from the cloud service 50 or the business partner company, but the company providing the proxy service is not notified of the message. For this reason, in the past, there was a problem that the company providing the proxy service may forget to acquire the supporting data from the cloud service 50 related to the business partner company. In contrast, in this embodiment, by displaying on the first operator terminal 30 proxy acquisition information including the client company's identification information, the trading company's identification information, and the schedule for acquiring supporting data, it is possible to prevent forgetting to acquire supporting data from the cloud service 50 related to the trading company when providing an agency service for processing supporting data.

[0053] The proxy acquisition information displayed on the first operator terminal 30 is not limited to the identification information of the client company, the identification information of the trading partner company, and the acquisition schedule of the supporting data. As another embodiment, the proxy acquisition information displayed on the first operator terminal 30 may be the identification information of the client company and the acquisition schedule of the supporting data. As another embodiment, the proxy acquisition information displayed on the first operator terminal 30 may be the identification information of the trading partner company and the acquisition schedule of the supporting data. As yet another embodiment, the proxy acquisition information displayed on the first operator terminal 30 may be only one or both of the identification information of the client company and the identification information of the trading partner company, and the acquisition schedule of the supporting data may not be displayed on the first operator terminal 30.

[0054] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, as described above, the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the proxy acquisition information on the first operator terminal 30 for each date of the acquisition schedule. As a result, the proxy acquisition information is displayed on the first operator terminal 30 for each date of the acquisition schedule, so that the first operator can view the proxy acquisition information displayed on the first operator terminal 30 and acquire the evidence data from the cloud service 50 according to the date of the acquisition schedule.

[0055] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, as described above, the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display at least the proxy acquisition information corresponding to the date when the first operator terminal 30 is operated on the basis of the acquisition schedule. In this case, the proxy acquisition information corresponding to the date when the first operator terminal 30 is operated is displayed on the first operator terminal 30, so that the first operator can acquire the evidence data from the cloud service 50 on the basis of the proxy acquisition information for the day when the first operator terminal 30 is operated.

[0056] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, as described above, the transmission means 14 transmits, based on the acquisition schedule, a display instruction signal to the first operator terminal 30 to cause the first operator terminal 30 to display at least the surrogate acquisition information corresponding to the date at which the first operator terminal 30 is operated and the surrogate acquisition information for which the acceptance means 12 has not yet accepted the supporting evidence data. In this case, the surrogate acquisition information for which the acceptance means 12 has not yet accepted the supporting evidence data and for which the acceptance means 12 has not yet accepted the supporting evidence data and for which the acceptance means 12 has not yet accepted the supporting evidence data is also displayed on the first operator terminal 30, so that the first operator can notice the supporting evidence data that he forgot to acquire in the past.

[0057] In the information processing system 1, management server 10, program, and information processing method of the present embodiment, the program causes the management server 10 (computer) to further function as information acquisition forgetting notification means 18, which notifies the first operator terminal 30 of forgetting to acquire evidence data when evidence data that should be acquired based on the acquisition schedule has not been acquired. This allows the first operator to become aware of evidence data that was forgotten to be acquired in the past.

[0058] In the information processing system 1, management server 10, program, and information processing method of the present embodiment, the identification information of the first operator is assigned to each date for each client company, and the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the proxy acquisition information only when the first operator of the identification information assigned to the corresponding client company on the corresponding date logs into the first operator terminal 30 based on the proxy acquisition information acquisition schedule accepted by the acceptance means 12. In this case, the proxy acquisition information is not displayed on the first operator terminal 30 of the first operator who is not assigned to download the evidence data, so that the first operator can reliably download only the evidence data that he or she is responsible for from the cloud service 50. In other words, the first operator can be prevented from erroneously acquiring evidence data that he or she is not responsible for from the cloud service 50.

[0059] Note that instead of assigning the identification information of the first operator to each date for each client company, the identification information of the first operator may be assigned to each date for each trading partner company. In this case, the transmission means 14 transmits a display instruction signal to the first operator terminal 30 to display the proxy acquisition information on the first operator terminal 30 only when the first operator of the identification information assigned to the corresponding trading partner company on the corresponding date logs in to the first operator terminal 30 based on the proxy acquisition information acquisition schedule accepted by the acceptance means 12.

[0060] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, as described above, the program causes the management server 10 (computer) to further function as a clearing means 16, and when the first operator terminal 30 acquires supporting evidence data from the cloud service 50 (server), the clearing means 16 transmits a clearing command to the first operator terminal 30 so as not to display the proxy acquisition information corresponding to the supporting evidence data displayed on the first operator terminal 30. This makes it possible to prevent supporting evidence data from being acquired twice from the cloud service 50.

[0061] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, as described above, the reception means 12 also receives, as the proxy acquisition information, the URL of an acquisition screen for acquiring supporting document data from the cloud service 50 of the trading partner company, and the transmission means 14 transmits the proxy acquisition information including the URL to the first operator terminal 30, and when the invoice data acquisition button 128 associated with the URL is clicked on the first operator terminal 30, the acquisition screen is displayed on the first operator terminal 30. In this case, the first operator only needs to click the invoice data acquisition button 128 associated with the URL displayed on the monitor of the first operator terminal 30, and the acquisition screen is displayed on the first operator terminal 30, thereby improving convenience for the first operator.

[0062] Furthermore, in the information processing system 1, management server 10, program, and information processing method of the present embodiment, input of ID information and password information is required to access the acquisition screen on the first operator terminal 30, and the accepting means 12 may also accept the ID information and password information as the proxy acquisition information, and the transmitting means 14 may transmit to the first operator terminal 30 a display instruction signal for displaying the proxy acquisition information including the ID information and password information on the first operator terminal 30. In this case, the ID information and password information required to access the acquisition screen are also transmitted to the first operator terminal 30, so that convenience for the first operator can be further improved.

[0063] Furthermore, in the information processing system 1, management server 10, program, and information processing method of this embodiment, the program causes the management server 10 (computer) to further function as a duplication check means 20, which checks whether or not the supporting evidence data acquired from the cloud service 50 (server) of the trading partner company matches the supporting evidence data already acquired, and if they match, the acceptance means 12 does not accept the supporting evidence data acquired from the cloud service 50. This makes it possible to prevent supporting evidence data from being acquired twice from the cloud service 50.

[0064] In the information processing system 1, management server 10, program, and information processing method of the present embodiment, the program causes the management server 10 (computer) to further function as a date reading means 22, and the date reading means 22 reads date information such as the issue date of the voucher from the evidence data accepted by the acceptance means 12. In this case, the management server 10 compares the date such as the issue date of the voucher input by the second operator using the second operator terminal 32 with the date such as the issue date of the voucher read by the date reading means 22, and if the two do not match, it becomes possible to notify the second operator terminal 32 that the date such as the issue date of the voucher input is incorrect. Alternatively, it becomes possible to omit input of the date such as the issue date of the voucher by the second operator using the second operator terminal 32.

[0065] The information processing system 1 and the information processing method according to the present embodiment are not limited to the above-described aspects, and various modifications can be made.

[0066] The evidence processed by the information processing system 1 and the information processing method of the present embodiment is not limited to an invoice. Documents such as national tax-related documents other than an invoice may be used as evidence processed by the information processing system 1 and the information processing method.

[0067] Furthermore, in the management server 10, not only date information such as the invoice issue date but also other information on the invoice (for example, invoice details, amount, payment due date, etc.) may be read by the OCR function from the image data of the invoice accepted by the acceptance means 12. In this case, the management server 10 compares the invoice information entered by the second operator at the second operator terminal 32 with the invoice information read by the OCR function, and if the two do not match, it becomes possible to notify the second operator terminal 32 that the entered invoice information is incorrect. Alternatively, it becomes possible to omit the second operator from entering invoice information using the second operator terminal 32.

[0068] Furthermore, the invoice data acquired from the cloud service 50 by the first operator terminal 30 is not limited to image data of the invoice. For example, instead of image data of the invoice, text information of at least one of the invoice date, details, amount, payment due date, etc. may be used as the invoice data acquired from the cloud service 50 by the first operator terminal 30.

[0069] Furthermore, when the transmitting means 14 transmits a display instruction signal to the first operator terminal 30 to display the proxy acquisition information on the first operator terminal 30, the transmitting means 14 may transmit an email containing the proxy acquisition information to the email address of the first operator who operates the first operator terminal 30. In this case, the first operator opens the email received from the management server 10 using email software on the first operator terminal 30, whereby the proxy acquisition information is displayed on the monitor of the first operator terminal 30.

[0070] Also, instead of the first operator terminal 30 acquiring the bill data from the cloud service 50 and the acquired bill data being transmitted from the first operator terminal 30 to the management server 10, the first operator may operate the first operator terminal 30 to cause the management server 10 to directly acquire the bill data from the cloud service 50. Also, an employee of the client company may operate the client terminal 40 to cause the management server 10 to directly acquire the bill data from the cloud service 50. In this case, the management server 10 can acquire the bill data from the cloud service 50 even if the first operator, who is an employee of the management company that manages the management server 10, does not operate the first operator terminal 30.

[0071] Furthermore, when the management server 10 directly acquires the invoice data from the cloud service 50, the invoice data may be acquired from the cloud service 50 by scraping based on a predetermined program stored in the memory 24, rather than the first operator operating the first operator terminal 30. In this case, for example, the management server 10 accesses an acquisition screen for acquiring invoice data from the cloud service 50 of a trading partner company at predetermined intervals, and when the invoice data is uploaded to the cloud service 50, it is automatically downloaded by the management server 10. However, in this case, if the URL of the acquisition screen for acquiring the invoice data is changed or the source code is changed, the invoice data uploaded to the cloud service 50 cannot be automatically downloaded by the management server 10. In this case, the first operator needs to manually access the acquisition screen for acquiring the invoice data using the first operator terminal 30.

[0072] Also, an employee of the client company may operate the client terminal 40 to set the management server 10 to automatically acquire invoice data from the cloud service 50 by scraping. In this case, even if a first operator who is an employee of the management company that manages the management server 10 does not operate the first operator terminal 30, the scraping setting by the management server 10 can be set. [Explanation of symbols]

[0073] 1. Information Processing Systems 10 Management Server 12. Reception methods 14 Transmission Method 16 Settlement methods 18 Means of Notification 20 Duplicate Check Method 22 Date reading method 24 Memory 30 First operator terminal 32 Second operator terminal 40 Client terminals 50 Cloud Services 100 Schedule display screen 101 Current Date 102 Past data not yet collected 104 Future data collection plans 106 Date when invoice data should be obtained 108 Client Company Name 110 Name of business partner 120 Task display screen 122 Expected date of invoice data acquisition 124 Client Company Name 126 Name of business partner 128 Invoice data acquisition button 140 Schedule display screen 142 Calendar 144 Client Company Name

Claims

1. A program that causes a computer to function as a receiving means and a transmitting means, the receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmitting means is a program that transmits a display instruction signal to an operator terminal that displays at least a part or all of the proxy acquisition information on the operator terminal that acquires the supporting data to be sent from the trading company to the client company from a server related to the trading company.

2. The proxy acquisition information further includes an acquisition schedule for the supporting document data uploaded to the server related to the business partner company; 2. The program according to claim 1, wherein the transmitting means transmits the display instruction signal to the operator terminal to instruct the operator terminal to display the acquisition schedule out of the proxy acquisition information.

3. 3. The program according to claim 2, wherein the transmitting means transmits the display instruction signal to the operator terminal for each date in the acquisition schedule, the display instruction signal instructing the operator terminal to display the proxy acquisition information.

4. The program according to claim 3, wherein the transmitting means transmits the display instruction signal to the operator terminal to cause the operator terminal to display at least the proxy acquisition information corresponding to the date at which the operator terminal is operated based on the acquisition schedule.

5. The computer further functions as an information acquisition forgetting notifying unit, 3. The program according to claim 2, wherein the information acquisition omission notification means notifies the operator terminal that information acquisition of the evidence data has been forgotten when the evidence data that should be acquired based on the acquisition schedule has not been acquired.

6. Identification information of an operator is assigned to each of the client companies or each of the business partners on each date, The program of claim 2, wherein the transmitting means transmits the display instruction signal to the operator terminal so as to display the proxy acquisition information on the operator terminal only when an operator of identification information assigned to the corresponding client company or trading partner company on the corresponding date logs in to the operator terminal based on the acquisition schedule of the proxy acquisition information received by the receiving means.

7. The computer further functions as a clearing means; A program described in any one of claims 1 to 6, wherein when the operator terminal acquires supporting document data from the server, the deactivation means sends a deactivation command to the operator terminal to prevent the proxy acquisition information corresponding to the supporting document data being displayed on the operator terminal from being displayed.

8. The receiving means also receives, as the proxy acquisition information, a URL of an acquisition screen for acquiring the supporting document data from the server of the business partner company, 7. The program according to claim 1, wherein the transmitting means transmits the proxy acquisition information including the URL to the operator terminal, and when a button related to the URL is clicked on the operator terminal, the acquisition screen is displayed on the operator terminal.

9. The operator terminal is required to input ID information and password information to access the acquisition screen, the accepting means also accepts the ID information and the password information as the proxy acquisition information; 9. The program according to claim 8, wherein the transmitting means transmits the display instruction signal to the operator terminal to cause the operator terminal to display the proxy acquisition information including the ID information and the password information.

10. A computer that functions as a receiving means and a transmitting means by executing a program, the receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmitting means is a computer that transmits a display instruction signal to an operator terminal to display at least a part or all of the proxy acquisition information on the operator terminal that acquires the supporting document data to be sent from the trading company to the client company from a server related to the trading company.

11. A computer, an operator terminal; Equipped with The computer functions as a receiving unit and a transmitting unit by executing a program, the receiving means receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; The transmitting means transmits a display instruction signal to the operator terminal to display at least part or all of the proxy acquisition information on the operator terminal that acquires supporting data to be sent from the trading company to the client company from a server related to the trading company.

12. An information processing method carried out by a computer, comprising: a step in which the computer receives proxy acquisition information including at least one of identification information of a client company and identification information of a trading partner company that is a trading partner of the client company; a step in which the computer transmits a display instruction signal to an operator terminal that displays at least a part or all of the proxy acquisition information on the operator terminal that acquires, from a server related to the client company, the supporting document data to be sent from the client company to the client company; An information processing method comprising:

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