Accounting information disclosure system, method, and program
The accounting information disclosure system automates the management of school funds, reducing teacher burden and ensuring accurate accounting by automating data registration and allocation, thus providing timely and error-free financial information to payers.
Patent Information
- Application Number
- JP2023202385
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Priority Date
- 2023-06-09
- Filing Date
- 2023-11-30
- Publication Date
- 2024-12-19
AI Technical Summary
Existing bookkeeping systems for school management funds require manual correction of transaction data by homeroom teachers for irregular situations, leading to increased burden and potential errors in creating accurate ledgers.
An accounting information disclosure system that automates the registration and allocation of management funds, including payer, student, and group information, with automated approval and allocation of billing information, reducing the need for manual corrections by teachers.
The system provides accurate accounting information to payers without increasing the burden on homeroom teachers, ensuring timely and error-free management of school funds.
Smart Images

Figure 2024177031000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to an accounting information disclosure system, method, and program for disclosing to parents and other interested parties how school funds, such as PTA fees, class fees, academic fees, club fees, and teaching materials fees, are being used. [Background technology]
[0002] As an accounting device for creating an account book for the use of management money paid to a school by related parties such as parents and managed by the school, Patent Document 1 describes an accounting device that creates an account book for the entire school year and an account book for each individual student. According to the accounting device described in Patent Document 1, an account book for each individual student is created separately from an account book for the entire school year, so related parties such as parents can know in more detail whether the management money is being managed appropriately. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Patent No. 6908234 Summary of the Invention [Problem to be solved by the invention]
[0004] However, in the bookkeeping device described in Patent Document 1, when a person in charge of the actual management of the management funds, such as a homeroom teacher, places an order for an item from a seller of school supplies or other items, the account book is created by inputting the item name indicating the contents of the order and transaction data such as the purchase amount into the bookkeeping device. Therefore, when an irregular situation occurs, such as a discount or a cancellation of an order, the person in charge, such as a homeroom teacher, needs to correct the transaction data that has already been input, and if the data is not corrected in a timely and appropriate manner, a correct account book will not be created, which places a heavy burden on the homeroom teacher.
[0005] The present invention has been made in consideration of the above-mentioned problems, and its purpose is to provide an accounting information disclosure system, program, and method that can disclose accurate accounting information regarding the use of management fees managed by a school to contributors, without increasing the burden on the person in charge of actually managing the management fees, such as the homeroom teacher. [Means for solving the problem]
[0006] The accounting information disclosure system disclosed in the present application is a system that is configured by a computer and discloses accounting information regarding the use of a management fee managed by a school to a payer who pays the management fee, and includes a payer information registration means, a student information registration means, a group information registration means, a billing information registration means, an approval / disapproval information input means, an allocation means, an accounting information creation means, and a transmission / reception means. The payer information registration means registers payer information regarding the payer in a payer information database. The student information registration means links student information regarding the school's students with the payer and registers it in the student information database. The group information registration means registers group information regarding a group belonging to a school that consumes the management fee in a group information database. The billing information registration means registers billing information transmitted from a first terminal device with an approval request in the billing information database. The first terminal device is a terminal device used by a seller of an item purchased with the management fee. The approval / disapproval information input means inputs approval / disapproval information regarding whether or not to approve the approval request. The allocation means allocates the billing information for which approval has been granted in response to the approval request to a specific group or a specific school student. The accounting information creation means creates the accounting information for each group or each school student to which the billing information is allocated by the allocation means. The transmission / reception means receives the billing information transmitted from the first terminal device via a communication network, and transmits the accounting information created by the accounting information creation means to a second terminal device. The second terminal device is a terminal device used by the payer.
[0007] The accounting information disclosure method disclosed in the present application is a method for disclosing accounting information regarding the use of a management fee managed by a school to a payer who pays the management fee, and includes causing an accounting information disclosure system configured by a computer to execute a payer information registration step, a student information registration step, a group information registration step, a billing information registration step, an approval / disapproval information input step, an allocation step, an accounting information creation step, and a transmission / reception step. The payer information registration step registers payer information regarding the payer in a payer information database. The student information registration step links student information regarding students of the school with the payer and registers it in a student information database. The group information registration step registers group information regarding a group belonging to the school that consumes the management fee in a group information database. The billing information registration step registers billing information transmitted from a first terminal device with an approval request in a billing information database. The first terminal device is a terminal device used by a seller of goods purchased with the management fee. The approval / disapproval information input step inputs approval / disapproval information regarding whether or not to approve the approval request. The allocation step allocates the billing information approved in response to the approval request to a specific group or a specific school student. The accounting information creation step creates the accounting information for each group or each school student to which the billing information is allocated by the allocation step. The transmission / reception step receives the billing information transmitted from the first terminal device via a communication network, and transmits the accounting information created by the accounting information creation step to a second terminal device. The second terminal device is a terminal device used by the payer.
[0008] The accounting information disclosure program disclosed in the present application is a program for disclosing accounting information regarding the use of a management fee managed by a school to a payer who is to pay the management fee, and causes a computer to function as a payer information registration means, a student information registration means, a group information registration means, a billing information registration means, an approval / disapproval information input means, an allocation means, an accounting information creation means, and a transmission / reception means. The payer information registration means registers payer information regarding the payer in a payer information database. The student information registration means links student information regarding the school's students with the payer and registers it in a student information database. The group information registration means registers group information regarding a group belonging to a school that consumes the management fee in a group information database. The billing information registration means registers billing information transmitted from a first terminal device with an approval request in the billing information database. The first terminal device is a terminal device used by a seller of an item purchased with the management fee. The approval / disapproval information input means inputs approval / disapproval information regarding whether or not to approve the approval request. The allocation means allocates the billing information for which approval has been granted in response to the approval request to a specific group or a specific school student. The accounting information creation means creates the accounting information for each group or each school student to which the billing information is allocated by the allocation means. The transmission / reception means receives the billing information transmitted from the first terminal device via a communication network, and transmits the accounting information created by the accounting information creation means to a second terminal device. The second terminal device is a terminal device used by the payer.
[0009] In the accounting information disclosure system disclosed in this application, the management money is paid as a deposit, and the accounting information creation means creates the accounting information indicating the settlement of the management money paid as the deposit. Effect of the Invention
[0010] According to the accounting information disclosure system, program, and method of the present invention, accurate accounting information regarding the use of management fees managed by the school can be disclosed to contributors without increasing the burden on the person in charge of actually managing the management fees, such as the homeroom teacher. [Brief description of the drawings]
[0011] [Figure 1] 1 is a block diagram showing an accounting information disclosure system according to an embodiment of the present invention. [Diagram 2] FIG. 2 is a block diagram showing an administration server of the embodiment. [Diagram 3] 1A is a table diagram showing a school information database of an embodiment, FIG. 1B is a table diagram showing a payer information database of an embodiment, and FIG. 1C is a table diagram showing a student information database of an embodiment. [Figure 4] 1A is a table diagram showing a header of a group information database according to an embodiment, FIG. 1A is a table diagram showing details of a group information database according to an embodiment, and FIG. 1C is a table diagram showing a seller information database according to an embodiment. [Diagram 5] 1A is a schematic diagram showing a group management screen according to an embodiment, and FIG. 1B is a schematic diagram showing a group member registration screen according to an embodiment. [Figure 6] 1A is a table diagram showing a billing header of the billing information database of the embodiment, and FIG. 1B is a table diagram showing billing details of the billing information database of the embodiment. [Figure 7] 1A is a table diagram showing an allocation header of a billing information database according to an embodiment, and FIG. 1B is a table diagram showing allocation details of a billing information database according to an embodiment. [Figure 8] FIG. 13 is a schematic diagram showing a billing registration screen according to the embodiment. [Figure 9] FIG. 13 is a schematic diagram showing a first permission / rejection decision screen in the embodiment. [Figure 10] FIG. 13 is a schematic diagram showing a second permission / rejection decision screen in the embodiment. [Figure 11]FIG. 13 is a schematic diagram showing an example of transaction information created by the transaction information creation means of the embodiment, and is a schematic diagram showing a display screen displaying the income section of the transaction information. [Figure 12] FIG. 13 is a schematic diagram showing an example of accounting information created by the accounting information creation means of the embodiment, and is a schematic diagram showing a display screen displaying an expenditure section of the accounting information. [Figure 13] FIG. 13 is a schematic diagram showing an example of transaction information created by the transaction information creation means of the embodiment, and is a schematic diagram showing a display screen displaying the balance section of the transaction information. [Figure 14] FIG. 13 is a schematic diagram showing another example of transaction information created by the transaction information creation means of the embodiment, illustrating a display screen displaying payments for deposits for a certain month. [Figure 15] FIG. 13 is a schematic diagram showing another example of transaction information created by the transaction information creation means of the embodiment, and is a schematic diagram showing a display screen displaying the settlement for the next month's deposit. [Figure 16] FIG. 13 is a schematic diagram showing another example of transaction information created by the transaction information creation means of the embodiment, and is a schematic diagram showing a display screen displaying the settlement for the deposit for the month after next. [Figure 17] 1 is a flowchart showing the overall processing flow in an accounting information disclosure system according to an embodiment of the present invention. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0012] The accounting information disclosure system, method, and program according to the embodiment of the present invention will be described in detail below with reference to the drawings. Note that the embodiment described below is a preferred specific example for carrying out the present invention, and therefore various technical limitations are imposed thereon, but the present invention is not limited to this embodiment unless otherwise specified in the following description to limit the invention.
[0013] First Embodiment An accounting information disclosure system, method, and program according to an embodiment of the present invention will be described below with reference to Figures 1 and 2. Figure 1 is a block diagram showing an accounting information disclosure system according to an embodiment of the present invention. Figure 2 is a block diagram showing an administration server according to the embodiment.
[0014] As shown in Fig. 1, the accounting information disclosure system of the embodiment includes an operating server 1, and is a system for disclosing accounting information regarding the use of management fees to those who pay the management fees managed by the school. In the embodiment, the management fees managed by the school include PTA membership fees, class fees, school fees, club fees, and educational material fees such as study drills.
[0015] The management server 1 is a computer and has a control unit 10, a memory unit 20, and a communication unit 30. The control unit 10 is composed of a central processing unit, a main memory unit, etc., and controls the overall operation of the management server 1. The memory unit 20 is composed of an auxiliary memory unit, and stores and preserves various information. The communication unit 30 is physical hardware such as a network interface card that allows the management server 1 to communicate with external devices via a communication network 2 such as a local area network (in-house network), a mobile phone line, and the Internet.
[0016] The management server 1 has server functions such as a web server and a mail server, and communicates with terminal devices 3 such as a seller terminal 3A, a contributor terminal 3B, and a person in charge terminal 3C via a communication network 2, as shown in FIG. 1. The seller terminal 3A is a terminal device 3 used by a seller of goods purchased with the management fee. The contributor terminal 3B is a terminal device 3 used by a contributor such as a parent or guardian of a student at a school. The person in charge terminal 3C is a terminal device 3 used by a person in charge such as a homeroom teacher. Note that if the management server 1 does not have server functions such as a web server or mail server, the management server 1 communicates with the terminal devices 3 via the web server or mail server.
[0017] The terminal device 3 is a computer such as a mobile phone, a smartphone, a tablet, a personal computer, or a notebook computer, and has communication functions such as wireless communication and wired communication, and a display function for displaying various information.
[0018] 2, the control unit 10 of the management server 1 controls the management server 1 by having the central processing unit load a program stored in the main storage device of the computer and execute instructions contained in the program, and also functions as school information registration means 11, payer information registration means 12, student information registration means 13, group information registration means 14A, group member registration means 14B, seller information registration means 15, billing information registration means 16, permission / rejection information input means 17A, allocation means 17B, accounting information creation means 18, and transmission / reception means 19. The programs may be stored in a storage medium such as a CD-ROM or USB memory and read from the storage medium to the management server 1 and installed, or may be installed in the management server 1 via the communication network 2.
[0019] In this embodiment, the storage unit 20 of the management server 1 stores and saves a school information database 21, a payer information database 22, a student information database 23, a group information database 24, a seller information database 25, and a billing information database 26. Each database in this embodiment will be described below with reference to Figs. 3 to 10.
[0020] FIG. 3(a) is a table diagram showing a school information database of an embodiment. FIG. 3(b) is a table diagram showing a donor information database of an embodiment. FIG. 3(c) is a table diagram showing a student information database of an embodiment. FIG. 4(a) is a table diagram showing a header of a group information database of an embodiment. FIG. 4(b) is a table diagram showing details of a group information database of an embodiment. FIG. 4(c) is a table diagram showing a seller information database of an embodiment. FIG. 5(a) is a schematic diagram showing a group management screen of an embodiment. FIG. 5(b) is a schematic diagram showing a group member registration screen of an embodiment.
[0021] FIG. 6(a) is a table diagram showing a billing header of the billing information database of the embodiment. FIG. 6(b) is a table diagram showing billing details of the billing information database of the embodiment. FIG. 7(a) is a table diagram showing an allocation header of the billing information database of the embodiment. FIG. 7(b) is a table diagram showing allocation details of the billing information database of the embodiment. FIG. 8 is a schematic diagram showing a billing registration screen of the embodiment. FIG. 9 is a schematic diagram showing a first permission / rejection decision screen of the embodiment. FIG. 10 is a schematic diagram showing a second permission / rejection decision screen of the embodiment.
[0022] The school information registration means 11 registers school information related to schools in the school information database 21. In the embodiment, the schools are elementary schools and junior high schools. However, the schools of the present invention may be any schools as defined by the School Education Act, including high schools, universities, technical colleges, etc.
[0023] As shown in FIG. 3(a), in the embodiment, the school information database 21 has the following items: school ID, school name, payment time, location, contact information, and password. The item "school ID" stores the identification number of the school. The item "school name" stores the name of the school. The item "payment time" stores information about a certain payment time determined for each school. In each school in the illustrated example, management fees such as class fees, club fees, and teaching materials fees are paid at the beginning of each semester, but as will be described later, in the embodiment, the management fees may be paid as a deposit of a certain amount basically every month, for example, by credit card payment or account transfer, as necessary. In addition, for cases in which each school student should be billed individually after the purchase of an item, the closing date, deduction date, payment date to the biller, etc. may be separately registered in the school information database 21.
[0024] The "Location" item of the school information database 21 stores the address of the school. The "Contact" item stores contact information such as a telephone number. The "Password" item stores a password for logging in to the management server 1. Each person in charge, such as a class teacher, logs in to the management server 1 from the person in charge terminal 3C used by each person in charge, for example, by using a school ID and password.
[0025] The payer information registration means 12 registers payer information relating to payers of the management fee, such as the parents of the students, in the payer information database 22.
[0026] As shown in FIG. 3(b), in an embodiment, the payer information database 22 has items of payer ID, payer name, password, payment method, and contact information. The item "payer ID" stores the identification number of the payer. The item "payer name" stores the name of the payer. The item "password" stores a password for the payer to log in to the management server 1 from the payer terminal 3B. The item "payment method" stores information indicating the payment method by which the payer pays the management fee. For example, various payment methods such as "credit card payment" for automatic payment by credit card, "account transfer" for automatic payment, "convenience store payment" for payment at a convenience store, and "bank transfer" can be stored. The item "contact information" stores information regarding contact information such as an e-mail address.
[0027] The student information registration means 13 links student information about the school's students with the payers and registers the information in the student information database 23.
[0028] As shown in Fig. 3(c), in an embodiment, the student information database 23 has the following items: student ID, student name, and payer ID. The item "student ID" stores an identification number for each student of the school. The item "student name" stores the name of the student of the school. The item "payer ID" stores an identification number for the payer to which the student is linked.
[0029] The group information registration means 14A registers group information relating to groups belonging to a school that consume a management fee in the group information database 24. The group member registration means 14B registers the students of the school or the payers to whom the students of the school are linked as members of each group.
[0030] As shown in Figures 4(a) and 4(b), in this embodiment, the group information database 24 includes a group header 24A and a group detail 24B. The group header 24A has items such as group ID, group name, number of people, and school ID. The group detail 24B has items such as group detail number, group ID, and student ID.
[0031] The group header 24A has an item "Group ID" that stores an identification number of the group. An item "Group Name" that stores the name of the group. An item "Number of members" that stores the number of members of the group. An item "School ID" that stores an identification number of the school to which the group belongs.
[0032] The item "Group Detail Number" of Group Detail 24B stores a serial number attached to a registration operation for registering each student to a specific group, the item "Group ID" stores an identification number of the group to which the student is registered, and the item "Student ID" stores an identification number of the student to be registered by the registration operation. Each student is registered to a group such as a grade or class, and if the student is in a club, he or she is also registered to a group indicating the club.
[0033] As shown in FIG. 5, in this embodiment, the group member registration means 14B generates web page data corresponding to a group management screen 31 and a group member registration screen 32, and transmits them to the person in charge terminal 3C by the transmission / reception means 19.
[0034] The group management screen 31 includes a group list 31a and a member registration button 31b. The group list 31a includes items such as group name and number of members, and displays the name of each group, such as "baseball club," "soccer club," and "PTA," belonging to a school, and the number of members. The group member registration button 31b is displayed on the group management screen 31 so that it can accept an operation such as a mouse click. For example, when a group is selected in the group list 31a and the group member registration button 31b accepts an operation such as a mouse click, the group member registration means 14B generates web page data corresponding to the group member registration screen 32 and transmits it to the person in charge terminal 3C.
[0035] The group member registration screen 32 includes a group name display field 32a and a member registration field 32b. The group name display field 32a displays the group name of the group for which member registration is being performed. The group member registration field 32b displays student information of the school student to be registered as a group member, obtained by search or the like, and accepts an operation to determine whether or not to actually add the student as a member of the group. When a school student is determined to be a member of a specific group on the group member registration screen 32, information indicating that the student is a member of the specific group is stored in the group information database 24.
[0036] The seller information registration means 15 registers seller information relating to sellers in the seller information database 25. The sellers registered in the seller information database 25 are sellers of goods purchased with the management money.
[0037] As shown in FIG. 4(c), in an embodiment, the seller information database 25 has the following items: seller ID, seller name, password, representative name, location, and contact information. The "seller ID" item stores the seller's identification number. The "seller name" item stores the name of the seller. The "password" item stores the password used by the seller to log in to the management server 1 via the seller terminal 3A. The "representative name" item stores the name of the representative. The "location" item stores the seller's address. The "contact information" item stores information regarding contact information, such as an e-mail address.
[0038] The billing information registration means 16 registers the billing information transmitted from the seller terminal 3A as the first terminal device in the billing information database 27 with an approval request. The billing information transmitted from the seller terminal 3A is received by the transmission / reception means 19 via the communication network 2. The approval / rejection information input means 17A inputs approval / rejection information regarding whether or not to approve the approval request attached to the billing information. The allocation means 17B allocates the billing information for which the approval request has been approved to a specific group or a specific school student.
[0039] As shown in FIGS. 6 and 7, in the embodiment, the billing information database 27 includes a billing header 27A, billing details 27B, an allocation header 27C, and allocation details 27D.
[0040] The billing header 27A and billing details 27B are automatically generated from the billing information sent from the seller terminal 3A used by the seller and received by the transmission / reception means 19, without requiring any operation from the person in charge such as the homeroom teacher. As an exception, for bills made by a school, such as bus charter fees for field trips and train fares, the billing information sent from the person in charge terminal 3C and received by the transmission / reception means 19 is registered in the billing header 27A and billing details 27B.
[0041] As shown in FIG. 6(a), the billing header 27A has the following fields: billing number, billing date, biller ID, closing date, and payment date. The "billing number" field stores the serial number of each bill. The "billing date" field stores the date of the bill. The "biller ID" field stores the identification number of the seller who is the biller, or, if the biller is a school, the identification number of the school. The "closing date" field stores the closing date for billing for the current settlement period. The "payment date" field stores the date and time when payment should be made from the school to the seller, etc.
[0042] As shown in FIG. 6(b), the billing details 27B has the following items: billing detail number, billing number, billing object, unit price, quantity, billing amount, approval status, and billing destination ID. The item "billing detail number" stores the serial number of the specific transaction that is the cause of the billing. The item "billing number" stores the serial number of the billing linked to the specific transaction. The item "billing object" stores the name of the item, etc. that is the subject of the transaction and the item of the billing. The item "unit price" stores the unit price of the item and the amount to be collected per person. The item "quantity" stores the quantity of the item and the number of people to be collected. The item "billing amount" stores the total billing amount. The item "approval status" stores information on whether the person in charge has approved the billing for the specific transaction. The item "billing destination ID" stores the identification number of the billing destination specified in the billing information transmitted from the seller terminal 3A, etc.
[0043] As shown in Fig. 7(a), the allocation header 27C has the items of allocation number and allocation date. The item "allocation number" stores a reference number for a specific transaction that has been approved in response to an approval request and allocated to a specific group. The item "allocation date" stores the date and time when the allocation was made.
[0044] As shown in FIG. 7(b), the allocation details 27D has the following items: allocation details number, allocation number, billing details, billing number, unit price, quantity, billing amount, and allocation destination ID. The item "allocation details number" stores a serial number for allocation that finally allocates billing information for a specific transaction to a specific group or individual student. For example, when a seller requests "32" volumes of "arithmetic workbooks" to be billed to "5th grade class 1," the billing information is allocated to each student in 5th grade class 1, and a serial number is assigned to each allocation of billing information to each student.
[0045] The "Billing Details" item in the allocation details 27D stores the serial number of the specific transaction that is the cause of the billing. The "Billing Number" item stores the serial number of the billing to which the specific transaction is linked. The "Unit Price" item stores the unit price of the item or the amount charged per person. The "Quantity" item stores the quantity of the item or the number of people for which the billing is to be collected. The "Billing Amount" item stores the total billing amount. The "Allocation ID" item stores the identification number of the specific group or school student to which the billing information of the specific transaction was ultimately allocated.
[0046] 8, in the embodiment, the billing information registration means 16 generates web page data corresponding to the billing registration screen 33 and transmits it to the seller terminal 3A by the transmission / reception means 19. The billing registration screen 33 is a screen for the seller to submit a bill for the sold item to the school.
[0047] The billing registration screen 33 of the embodiment includes a delivery destination information input field 33a, a billing target information input field 33b, and a class quantity input field 33c. In the delivery destination information input field 33a, information on the delivery destination, such as the school and grade to which the goods are to be delivered, is input. In the billing target information input field 33b, information on the subject of the billing, such as the name, unit price, quantity, and billing amount of the goods, is input. In the class quantity input field 33c, if the seller has been informed of the required quantity of goods for each class, the required quantity of goods for each class is optionally input.
[0048] 9 and 10, the permission / rejection information input means 17A and the allocation means 17B generate web page data corresponding to a first permission / rejection decision screen 34 and a second permission / rejection decision screen 35, and transmit them to the person in charge terminal 3C by the transmission / rejection means 19. The first permission / rejection decision screen 34 and the second permission / rejection decision screen 35 are screens for inputting permission / rejection information regarding whether or not the person in charge approves the approval request, and for determining the final allocation destination of the billing information.
[0049] The first permission / rejection decision screen 34 has a status display field 34a, an assignment target information display field 34b, a class assignment field 34c, a confirmation button 34d, a return button 34e, and a detailed setting button 34f. The illustrated first permission / rejection decision screen 34 is a screen for a person in charge, such as a homeroom teacher representing the grade, to input the quantity of teaching materials to be distributed to each class in the class assignment field 34c with respect to a request for teaching materials for all students in the grade.
[0050] When the quantity of teaching materials to be distributed to each class is entered in class allocation column 34c, Confirm button 34d and detailed settings button 34f become capable of accepting operations such as mouse clicks, and when Confirm button 34d accepts an operation, the quantity of teaching materials to be distributed to each class is confirmed, the billing amount allocated to each class is confirmed, and approval has been given, and the identification number of each class is entered into the "Allocation ID" item in allocation details 27D.
[0051] Furthermore, when the detailed setting button 34f receives an operation such as a mouse click, a second permission / rejection decision screen 35 for further allocating the billing information allocated to each class to each school student is displayed on the person in charge terminal 3C.
[0052] Furthermore, if the quantity of items to be allocated does not match the total number of items allocated in the class allocation column 34c, the Send Back button 33e becomes operable to accept an operation such as a mouse click, and when the Send Back button 34e accepts the operation, it is determined that the claim was not approved. When it is determined that the claim was not approved, the reason for the send back is notified to the claimant, and after practical measures are taken to resolve the cause of the send back, the claim is submitted again.
[0053] The second permission / rejection decision screen 35 has a status display field 35a, an allocation target information display field 35b, a student allocation field 35c, a Confirm button 35d, and a Send back button 35e. The illustrated second permission / rejection decision screen 35 is a screen for a class teacher or other person in charge to input the quantity of teaching materials to be distributed to each student in the student allocation field 35c when requesting teaching materials for all students in a class.
[0054] When the quantity of teaching materials to be distributed to each school's student is entered in the student allocation column 35c, the Confirm button 35d becomes capable of accepting operations such as a mouse click, and when the Confirm button 35d accepts an operation, the quantity of teaching materials to be distributed to each school's student is confirmed, the billing amount allocated to each school's student is confirmed, approval is granted, and the identification number of each school's student is entered into the "Allocation ID" item in the allocation details 27D.
[0055] Furthermore, if the quantity of items to be allocated does not match the total number of items allocated in the student allocation column 35c, the Send Back button 35e becomes operable to accept an operation such as a mouse click, and when the Send Back button 35e accepts the operation, it is determined that the claim was not approved. When it is determined that the claim was not approved, the reason for the send back is notified to the claimant, and after practical measures are taken to resolve the cause of the send back, the claim is made again.
[0056] The accounting information creation means 18 creates accounting information for each group or each school student to which billing information is assigned by the assignment means 17B. The accounting information created by the accounting information creation means 18 is transmitted via the communication network 2 to the payer terminal 3B, which serves as a second terminal device.
[0057] In this embodiment, the accounting information creation means 18 creates accounting information for each group or each school student by referencing the identification number stored in the item "allocation destination ID" of the allocation details 27D.
[0058] An example of transaction information created by the transaction information creation unit 18 will be explained below with reference to FIGS. 11 to 13.
[0059] The accounting information shown in Figures 11 to 13 is accounting information regarding the use of management fees collected at the beginning of the semester as class fees, and is composed of an income section screen 41, an expenditure section screen 42, and a balance section screen 43.
[0060] The income section screen 41 displays the monthly unit price "200 yen" collected as class fees, the quantity "30 people", and the billed amount "6000 yen". The expenditure section screen 42 displays the names of the items "Stickers", "Files", ... and the billed amounts "500 yen", "300 yen", .... The balance section screen 43 displays the total balance "1200 yen", which is the total amount "18000 yen" on the income section screen 41 minus the total amount "16800 yen" on the expenditure section screen 42.
[0061] As explained above with reference to Figures 1 to 13, according to the embodiment of the accounting information disclosure system, the billing information registration means 16 registers the billing information sent from the seller terminal 3A in the billing information database 26 with an approval request, the approval / rejection information input means 17A inputs approval / rejection information regarding whether or not to approve the approval request, the allocation means 17B allocates the billing information for which approval has been granted in response to the approval request to a specific group or a specific school student, the accounting information creation means 18 creates accounting information for each group or school student to which the billing information is allocated by the allocation means 17B, and the transmission / reception means 19 transmits the accounting information created by the accounting information creation means 18 to the payer terminal 3B via the communications network 2.
[0062] Therefore, the person in charge of the actual management of the management money, such as a homeroom teacher, can create accounting information regarding the use of the management money and disclose it to payers, such as parents, by simply entering approval information regarding the billing information created by the item seller and allocating approved billing information to a specific group. Since the accounting information is basically created based on the billing information created by the seller, who is an accounting professional, there is little risk of accounting errors being included, and even if an error is included, the possibility of incorrect accounting information being created is further reduced by the person in charge double-checking it. As a result, accurate accounting information regarding the use of the management money managed by the school can be disclosed to payers, without increasing the burden on the person in charge.
[0063] Next, another example of accounting information created by the accounting information creation means 18 will be described with reference to Figures 14 to 16. The accounting information shown in Figures 14 to 16 is accounting information created by the accounting information creation means 18 when a donor deposits a certain amount each month as a management fee for teaching materials or the like, and is displayed on the donor terminal 3B such as a smartphone.
[0064] Fig. 14 is a schematic diagram showing another example of transaction information created by the transaction information creation means of an embodiment, and is a schematic diagram showing a display screen displaying a payment for a deposit in a certain month, Fig. 15 is a schematic diagram showing a display screen displaying a payment for a deposit in the following month, and Fig. 16 is a schematic diagram showing a display screen displaying a payment for a deposit in the month after that.
[0065] The detailed screen 51 shown in Fig. 14 shows that as of the closing date "June 26", a deposit of 3000 yen has been made by a payer, such as a parent or guardian who is the holder of the payer terminal 3B, to the management, which is the manager of the management server 1, for "school teaching materials and education fees" by credit card, and that 2000 yen has also been paid to A Elementary School as "PTA membership fees", and 300 yen has also been paid to A Elementary School as "physical education insurance", for a total of 5630 yen, including the subtotal of 5300 yen and the "transfer system fee" of 330 yen. The physical education insurance is an insurance premium paid to a specific organization when a disaster insurance contract is concluded with the specific organization to provide medical expenses for injuries, etc., that occur under the school's management, such as during physical education classes.
[0066] In the detail screen 52 shown in Figure 15, as of the closing date of "July 15th", the "subtotal" for teaching materials etc. allocated to the child of the parent at school since the closing date of the previous month is 1,600 yen, broken down as follows: 300 yen for "Japanese language worksheets" purchased from Retailer A, 500 yen for "clay" purchased from Retailer B, and 800 yen for "science lab equipment" also purchased from Retailer B.
[0067] Furthermore, the detail screen 52 shown in FIG. 15 shows that as of the closing date of "July 15th", the "Previous month's carried over school materials and educational fees" that has already been deposited as a deposit has not been used and remains at 3,000 yen, and that a "June school materials and educational fees" of 3,000 yen has been paid as a deposit for this month, for example by credit card, making the "total" remaining deposit amount 6,000 yen.
[0068] In addition, the detailed statement screen 52 shown in Figure 15 indicates that as of the closing date of "July 15th", the "School materials and education expenses carried over to next month" of 4,400 yen, which is the remaining amount obtained by subtracting the "Materials and services fees used" of 1,600 yen, which corresponds to the "subtotal" of the material fees, etc. shown above, from the "Total school materials and education expenses" of 6,000 yen, which corresponds to the "total" of the deposit balance shown above, will be carried over to the next month.
[0069] In the detail screen 53 shown in Figure 16, as of the closing date of August 15th, the "subtotal" for teaching materials etc. allocated to the child of the parent at school since the closing date of the previous month is 700 yen, broken down as follows: 300 yen for "arithmetic workbooks" purchased from retailer A, 300 yen for "social studies workbooks" purchased from retailer B, and 100 yen for "study notebook" also purchased from retailer B.
[0070] Furthermore, the detail screen 53 shown in Figure 16 shows that as of the closing date of August 15th, the remaining deposit amount carried over from the previous month, "Previous month's carried over school materials and educational fees", is 4,400 yen, while the "July school materials and educational fees" deposit for this month has not been deposited as it is not necessary and is therefore 0 yen, and the "total" remaining deposit amount is 4,400 yen.
[0071] In addition, the detailed statement screen 53 shown in FIG. 16 indicates that as of the closing date, August 15th, the "School materials and education expenses carried over to next month" of 3,700 yen, which is the remaining amount obtained by subtracting 700 yen of the "Materials and services fees used" which corresponds to the "Subtotal" of the material fees, etc. shown above, from 4,400 yen of the "Total school materials and education expenses" which corresponds to the "Total" of the deposit balance shown above, will be carried over to the next month.
[0072] As described above, by periodically paying the management fee for school teaching materials, educational expenses, etc. as a deposit, there is no need to collect the money from the parents, etc. every time each teaching material is purchased, and non-payment of the purchase price can be prevented. In addition, the accounting information creation means 18 creates accounting information showing the settlement of the management fee paid as a deposit, and the remaining amount of the monthly deposit is transmitted to the payer's terminal 3B, such as a smartphone, by the transmission / reception means 19 and displayed, so that the payer can periodically check the use of the paid management fee. In addition, if there is a remaining amount of the deposit at the end of the school year or at graduation, the remaining amount can be returned directly to the parents, etc., instead of a substitute souvenir, etc., and the management fee paid by the parents, etc. can be managed more rationally.
[0073] The overall flow of processing in the accounting information disclosure system of this embodiment will be described below with reference to FIG.
[0074] In step S1, a person in charge such as a homeroom teacher registers students to each group such as a class, PTA, or club, and performs initial settings such as setting the payment period. The person in charge also explains the accounting information disclosure system to payers such as parents of students, and notifies them of various information required for registration such as a payer ID and password.
[0075] In step S2, the payer registers himself / herself in the accounting information disclosure system while linking himself / herself to the school student, and sets the payment method, etc.
[0076] In step S3, the person in charge registers invoices for administrative fees such as PTA membership fees, class fees, school year fees, club fees, and teaching materials fees in the invoice information database 27 for each expense item.
[0077] In step S4, the person in charge allocates the bills registered in the billing information database 27 to each student, and bills the payers, such as the parents of each student, for the management fees by expense item.
[0078] In step S5, the payer pays the management fee charged for each expense item using a preset payment method. The management fee is paid, for example, into a bank account managed by the system operator.
[0079] In step S6, the operator of the accounting information disclosure system pays the paid management fee to each school. As explained with reference to Figures 14 to 16, if the management fee for teaching materials etc. is paid to the operator as a deposit, the management fee paid to the operator is not paid by the operator to each school but is retained by the operator, and in step S11, which will be explained later, the operator pays the price directly to the seller of teaching materials etc.
[0080] In step S7, the person in charge registers in the billing information database 27 billing information regarding bills for which the school is the biller, such as bus charter fees, etc.
[0081] In step S8, the seller receives an order from the school, transmits billing information for the delivered goods from seller terminal 3A, and registers the information in billing information database 27 with an approval request.
[0082] In step S9, the person in charge inputs rejection information for the approval request attached to the request information, and assigns each request information to a specific group or a specific school student.
[0083] In step S10, the payer logs into the management server 1 and checks on the payer terminal 3B the billing information registered in step S7 and the accounting information regarding the use of the management fee, which is created from the billing information allocated in step S9.
[0084] In step S11, the person in charge pays the payment to the seller from the management money. Also, as described in step S6 above, if the management money for the teaching materials etc. is paid as a deposit to the management and the management holds the paid management money, the payment to the seller of the teaching materials etc. is made from the management money held by the management, and if there is a balance of the management money at the time of graduation of the school student etc., the management refunds the balance to the payer such as the guardian.
[0085] The embodiments of the present invention have been described above with reference to the drawings (FIGS. 1 to 17). However, the present invention is not limited to the above-described embodiments, and can be embodied in various forms without departing from the spirit and scope of the present invention. [Explanation of symbols]
[0086] 1. Operating server 2. Communication network 3…External device 3A…Seller terminal (first terminal device) 3B…Payer terminal (second terminal device) 3C: Personnel terminal 12...Payer information registration means 13...Method of registering student information 14A...Group information registration means 15…Means of registering seller information 16...Method of registering billing information 17A… Means for inputting permission / rejection information 17B…Allocation method 18...Means of preparing accounting information 19...Transmission and reception means 22...Payer information database 23…Student information database 24…Group information database 26…Billing information database
Claims
1. An accounting information disclosure system configured by a computer that discloses accounting information regarding the use of a management fee to a payer who pays the management fee managed by a school, comprising: a payer information registration means for registering payer information relating to the payer in a payer information database; a student information registration means for linking student information relating to the school students with the payers and registering the information in a student information database; a group information registration means for registering group information relating to a group belonging to a school that consumes the management fee in a group information database; a billing information registration means for registering billing information transmitted from a first terminal device used by a seller of an item purchased with the management money, together with an approval request, in a billing information database; an approval / disapproval information input means for inputting approval / disapproval information regarding whether or not the approval request is approved; an allocation means for allocating the request information for which approval has been granted in response to the approval request to a specific group or a specific student of the school; an accounting information creation means for creating the accounting information for each of the groups or each of the school students to which the billing information is assigned by the assignment means; a transmitting / receiving means for receiving the billing information transmitted from the first terminal device via a communication network and transmitting the accounting information generated by the accounting information generating means to a second terminal device used by the payer; An accounting information disclosure system that is equipped with the above.
2. 1. An accounting information disclosure method for disclosing accounting information regarding the use of a management fee to a payer who pays the management fee managed by a school, comprising: a payer information registration step of registering payer information relating to the payer in a payer information database; a student information registration step of linking student information about the school students with the payer and registering the information in a student information database; a group information registration step of registering group information relating to a group belonging to a school that consumes the management fee in a group information database; a billing information registration step of registering billing information transmitted from a first terminal device used by a seller of the goods purchased with the management money, together with an approval request, in a billing information database; an approval / disapproval information input step for inputting approval / disapproval information regarding whether or not to approve the approval request; an allocating step of allocating the request information for which approval has been granted in response to the approval request to a specific group or a specific student of the school; an accounting information creation step of creating the accounting information for each of the groups or each of the school students to which the billing information is assigned by the assignment step; A transmitting / receiving step of receiving the billing information transmitted from the first terminal device via a communication network and transmitting the accounting information created by the accounting information creating step to a second terminal device used by the payer. This is an accounting disclosure method that allows companies to:
3. An accounting information disclosure program for disclosing accounting information regarding the use of a management fee to a payer who pays the management fee managed by a school, the program comprising: a payer information registration means for registering payer information relating to the payer in a payer information database; a student information registration means for linking student information relating to the school students with the payers and registering the information in a student information database; a group information registration means for registering group information relating to a group belonging to a school that consumes the management fee in a group information database; a billing information registration means for registering billing information transmitted from a first terminal device used by a seller of an item purchased with the management money, together with an approval request, in a billing information database; an approval / disapproval information input means for inputting approval / disapproval information regarding whether or not the approval request is approved; an allocation means for allocating the request information for which approval has been granted in response to the approval request to a specific group or a specific student of the school; an accounting information creation means for creating the accounting information for each of the groups or each of the school students to which the billing information is assigned by the assignment means; and a transmitting / receiving means for receiving the billing information transmitted from the first terminal device via a communication network and transmitting the accounting information generated by the accounting information generating means to a second terminal device used by the payer; The accounting disclosure program serves as a.
4. The management fee is paid as a deposit, 2. The accounting information disclosure system according to claim 1, wherein said accounting information creation means creates said accounting information indicating the settlement of said management money paid as said deposit.
Citation Information
Patent Citations
Ledger management device, program, and ledger management method
JP6908234B1
