Receipt management paper

The receipt management paper addresses the challenge of managing bulk receipts by incorporating structured storage and recording units, enabling easy review and electronic conversion with standardized formats.

JP2025001501APending Publication Date: 2025-01-08INVOICE RESEARCH CO LTD
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Patent Information

Application Number
JP2023101125
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2023-06-20
Publication Date
2025-01-08

AI Technical Summary

Technical Problem

Existing receipt management systems, such as those described in Patent Document 1, struggle with the difficulty of reviewing and managing individual receipts due to their bulk storage, making it hard to track details like expense classification and payment methods.

Method used

A receipt management paper featuring a paper main body with receipt pasting, expense classification recording, and payment method recording units, along with perforations and adhesive protection, allowing easy storage and management of receipts with associated information.

Benefits of technology

Enables easy storage and management of receipts with linked information, facilitating review and conversion into electronic data, while maintaining uniformity and ease of handling through standardized sizes and formats.

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Abstract

To provide a user-friendly receipt management paper capable of easily storing and managing receipts and such.SOLUTION: A receipt management paper 0 comprises a paper body 1 and a receipt management section 2, the paper management section 2 having a receipt attachment section 21, an expense classification recording section 22, and a payment method recording section 23. The receipt attachment section 21 includes a peeling section 21a and an adhesive section 21b, and the adhesive section 21b is protected by the peeling section 21a.SELECTED DRAWING: Figure 1
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Description

[Technical field]

[0001] The present invention relates to paper suitable for managing receipts and the like. [Background technology]

[0002] Conventionally, receipts and invoices must be kept for several years for expense settlement and the like.

[0003] However, there are so many receipts and invoices generated in daily economic activities that the administrative work of storing them all becomes extremely cumbersome.

[0004] In light of this, various mounts have been proposed to aid in the clerical work involved in storing receipts, invoices, and the like.

[0005] For example, Patent Document 1 proposes a receipt sorting sheet for sticking a large number of receipts of different sizes one by one in an orderly manner onto a large mount. [Prior art documents] [Patent documents]

[0006] [Patent Document 1] Japanese Patent Application Publication No. 7-242088 Summary of the Invention [Problem to be solved by the invention]

[0007] The invention described in Patent Document 1 stores a large number of receipts etc. in one place, but it is difficult to later look back at the type and payment method of each receipt individually.

[0008] The present invention has been made in consideration of the above-mentioned circumstances, and provides a user-friendly receipt management paper that enables receipts and the like to be easily stored and managed. [Means for solving the problem]

[0009] In order to solve the above problems, the present invention provides a paper feeder that includes a paper body and a receipt management unit, The receipt management unit includes a receipt attachment unit, an expense classification recording unit, and a payment method recording unit. The receipt attachment section includes a peeling section and an adhesive section, The adhesive portion is protected by the peeling portion.

[0010] According to the present invention, when a user receives a receipt, the user can immediately attach the receipt to the paper of the present invention and enter the expense classification and payment method, thereby easily storing and managing receipts, etc. in a format that is easy to refer to later.

[0011] In a preferred embodiment of the present invention, the receipt management paper further includes a perforation, and the receipt management section is provided on each side of the perforation.

[0012] With this configuration, the user can separate or fold the paper depending on the usage such as the size of the file for managing the paper. In addition, the information recorded in association with each receipt such as expense classification is not separated.

[0013] In a preferred embodiment of the present invention, the perforations are formed along a perpendicular bisector of a longer side of the paper body.

[0014] With this configuration, the size of the separated sheets of paper separated along the perforations is uniform, making it easier to manage the separated sheets of paper.

[0015] In a preferred embodiment of the present invention, the receipt management paper has a plurality of binding holes aligned along the long sides, short sides and perforations of the paper body.

[0016] With this configuration, the user can either staple the unseparated paper body or staple each of the multiple sheets of paper after separation.

[0017] In a preferred embodiment of the present invention, the paper body is A4 size.

[0018] With this configuration, the user can handle the paper as A4 size if the paper is not separated along the perforations, and as A5 size if the paper is separated along the perforations, making management easy.

[0019] In a preferred embodiment of the present invention, the paper body is colored.

[0020] With this configuration, when a typical white receipt is affixed to the paper of the present invention, it becomes easy to detect the edges of the receipt and read the image, allowing the user to easily convert the receipt into electronic data.

[0021] In a preferred embodiment of the present invention, the receipt management sheet further includes an instruction for use display section.

[0022] With this configuration, even if the user is using the present invention for the first time, the user can easily understand how to use the present invention.

[0023] In a preferred embodiment of the present invention, the receipt attachment section has a width of 80 mm or more.

[0024] With this configuration, the receipt pasting section is suitable for pasting receipts that are 58 mm or 80 mm wide, which are in line with general standards. Effect of the Invention

[0025] According to the present invention, it is possible to provide an easy-to-use receipt management paper that enables receipts and the like to be easily stored and managed. [Brief description of the drawings]

[0026] [Figure 1] 1 is a schematic diagram of a receipt management form according to an embodiment of the present invention. [Diagram 2]FIG. 2 is a schematic diagram of a receipt management unit according to an embodiment of the present invention. [Diagram 3] FIG. 4 is a diagram showing dimensions of each part of a receipt management sheet according to an embodiment of the present invention. [Figure 4] 4 is a schematic diagram of a usage method display unit according to an embodiment of the present invention. FIG. [Diagram 5] 11A and 11B are diagrams illustrating an example of how to use a receipt management form according to an embodiment of the present invention. [Figure 6] 11A and 11B are diagrams illustrating an example of how to use a receipt management form according to an embodiment of the present invention. [Figure 7] 13A and 13B are diagrams illustrating examples of designs of a receipt management form according to an embodiment of the present invention. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0027] A receipt management form according to an embodiment of the present invention will be described below with reference to Figures 1 to 7. Note that the embodiment described below is an example of the present invention, and the present invention is not limited to the following embodiment.

[0028] The reference numeral 0 indicates a receipt management form according to an embodiment of the present invention. Moreover, dotted frames in the accompanying drawings are used to indicate the unity of the configuration in the present invention. That is, unless otherwise specified, the dotted frame itself is not a constituent element of the present invention.

[0029] As shown in FIG. 1, the receipt management paper 0 includes a paper body 1, a plurality of receipt management sections 2, perforations 3, a plurality of binding holes 4, and an instruction display section 5. In the attached drawings, the perforations 3 are shown by dashed lines.

[0030] The paper body 1 preferably has a size conforming to the A4 standard. Specifically, it is preferable that the short side dimension is 210 mm and the long side dimension is 297 mm (see FIG. 3).

[0031] It is also preferable that the paper body 1 is colored. A colored paper body 1 is suitable for cases such as when an image of a receipt attached thereto is to be read.

[0032] A plurality of receipt management sections 2 are provided, separated by perforations 3. Therefore, even when the user separates the paper body 1 at the perforations 3, the user can manage the receipts affixed to each of the separated pieces of paper in separate receipt management units 2.

[0033] A plurality of binding holes 4 are provided in alignment along the long sides, short sides and perforations 3 of the paper body 1 . Therefore, the user can bind the paper body 1 at its long side or short side, and also when the paper body 1 is cut at the perforation 3, each of the cut pieces of paper can be separately stapled.

[0034] A plurality of usage indication sections 5 may be provided on either side of the perforation 3. In this way, when the user separates the paper body 1 at the perforations 3, the user can easily understand the method of use of the present invention for each of the separated pieces of paper.

[0035] As shown in FIG. 2, the receipt management unit 2 includes a receipt pasting unit 21, an expense classification recording unit 22, and a payment method recording unit .

[0036] The receipt pasting section 21 has a peeling section 21a made of a piece of paper, an adhesive section 21b (not shown) that is covered and protected by the peeling section 21a, and a pasting frame 21c. Therefore, the user can peel off the peeling portion 21a that protects the adhesive portion 21b, and attach a receipt to the receipt attachment portion 21 using the adhesive portion 21b.

[0037] For the adhesive portion 21b, a double-sided adhesive tape is preferably used.

[0038] The expense category recording section 22 includes various expense categories, such as purchases, food and drink expenses, consumables, etc., and a number of check boxes provided adjacent to each of them. This allows the user to check the appropriate item according to the expense classification of the attached receipt, making it easy to understand the expense classification of the attached receipt when looking back at it later. Please note that the expense categories shown in the attached drawing (purchases, food and beverages, consumables) are merely examples, and any expense category may be added or deleted depending on the user's economic activity trends.

[0039] The payment method recording section 23 includes various payment methods such as credit card payment, bankbook payment, cash payment (including electronic payment), etc., and a number of check boxes provided adjacent to each of them. This allows the user to check the appropriate item depending on the payment method on the attached receipt, making it easy to understand the payment method on the attached receipt when looking back at it later. Please note that the payment methods shown in the attached drawing (credit card payment, bankbook payment, cash payment (including electronic payment)) are merely examples, and any payment method may be added or deleted depending on the user's economic activity trends.

[0040] The receipt management unit 2 may further include a remarks recording unit 24 and / or a time recording unit 25.

[0041] In addition, the user can record notes regarding the attached receipt in the notes recording section 24, so that when looking back at the receipt later, the user can easily understand the notes regarding the attached receipt.

[0042] In addition, since the user can record the time when the attached receipt was issued or attached in the time recording section 25, when looking back at the receipt later, the user can easily know when the attached receipt was issued.

[0043] Many receipts have the issue date and other information pre-recorded on them, but the location of this information is not standardized. Therefore, having the time recording section 25 in a uniform position on this paper helps the user to quickly understand when the receipt was issued, making receipt management even easier.

[0044] In the attached drawings, time recording section 25 is a column for recording the year and month, but it may be a column for recording the year, month, and day or month.

[0045] As shown in FIG. 3, receipt attachment section 21 has a width of 80 mm or more. Since receipts of standard specifications are either 58 mm or 80 mm wide, by making the width of the receipt attachment portion 21 80 mm or more, receipts of standard specifications can be attached. A grid may also be printed on the receipt pasting section 21. In the attached drawings, a 10 mm grid is printed on the receipt pasting section 21.

[0046] The perforation 3 is formed along the perpendicular bisector of the long side of the paper body 1 . Therefore, the sheets of paper separated at the perforations 3 have a unified standard size, which makes it easier to manage each of the separated sheets of paper. Furthermore, if the paper body 1 is a size conforming to a standard dimension such as A4, the paper separated at the perforation 3 will be the next smaller size conforming to the standard dimension (e.g. A4 becomes A5), making it even easier to manage each of them.

[0047] As shown in FIG. 4, the usage instruction display section 5 has a URL display section 51 and a code display section 52.

[0048] The URL display unit 51 and the code display unit 52 guide the user to a website or the like that shows how to use the receipt management form 0, thereby displaying how to use the receipt management form 0 to the user. Although a QR code (registered trademark) is preferably used as the code display unit 52, any format may be used as long as the code can be read by an electronic device such as a smartphone.

[0049] The usage instruction display unit 5 may display the usage instructions for the receipt management form 0 to the user in any manner, including text, illustrations, etc.

[0050] An example of how to use the receipt management form 0 according to one embodiment of the present invention will be described below with reference to FIGS.

[0051] As shown in FIG. 5, a user can attach a receipt R1 to the adhesive portion 21b from which the peel-off portion 21a (not shown) has been peeled off.

[0052] Next, the user can check the appropriate items in the expense classification record section 22 and the payment method record section 23. In this way, when the user looks back at the receipt R1 later, he or she can quickly see what expenses the receipt R1 represents and how it was paid for.

[0053] That is, in the example of FIG. 5, receipt R1 is for food and drink, and it can be seen that payment was made by credit card. Similarly, in the example of Figure 5, receipt R2 is for consumable expenses, and it can be seen that payment was made in cash (including electronic payment).

[0054] Additionally, the user can optionally record notes about the receipt in the remarks recording section 24 and record the time the receipt was issued in the time recording section 25. That is, in the example of Figure 5, it can be seen that receipt R1 was issued in June 2023 and was issued in connection with "dinner with Mr. X."

[0055] As shown in FIG. 5, the user can use the paper body 1 as a single sheet of paper without using the perforations 3. In this case, the user can bind the paper in a file F or the like using the multiple binding holes 4 provided along the long sides of the paper body 1 and store it therein.

[0056] As shown in FIG. 6, the user can separate the paper body 1 into two pieces using the perforations 3 for use. In this case, the user can bind the paper in a file F or the like by using the multiple binding holes 4 provided along the short side of the paper body 1 before it is separated and along the perforations 3, and store the paper therein.

[0057] In addition, since multiple receipt management sections 2 each having a receipt attachment section 21, etc. are provided on either side of the perforation 3, even when the paper body 1 is separated into two pieces at the perforation 3 for use, information such as expense classification and payment method linked to the attached receipt will not become disorganized.

[0058] That is, in the example of Figure 6, receipt R1 is for food and drink expenses, and it can be seen that payment was made by credit card, and this information is compiled on a separate sheet of paper as expense classification record section 22 and payment method record section 23. Similarly, in the example of Figure 6, receipt R2 is for consumable expenses, and it can be seen that payment was made by cash (including electronic payment), and this information is compiled on a separate sheet of paper as expense classification record section 22 and payment method record section 23.

[0059] In addition, since a plurality of usage instruction display sections 5 are provided on either side of the perforation 3, even when the paper body 1 is separated into two pieces at the perforation 3, the user can easily understand the usage instructions when using each of the separated pieces of paper.

[0060] FIG. 6 shows an example in which the separated sheets are bound in separate files F, but the separated sheets may be bound and managed in the same file F.

[0061] According to this embodiment, when a user receives a receipt, the user can attach the receipt to the receipt attachment section 21 using the adhesive section 21b exposed after the peel-off section 21a has been peeled off, and then record the expense classification and payment method in the expense classification recording section 22 and the payment method recording section 23, thereby allowing the user to easily store and manage receipts, etc. in a format that is easy to refer to later.

[0062] Furthermore, since the receipt management paper 0 further includes perforations 3, the user can separate or fold the paper for storage depending on how it is used. In addition, since multiple receipt management sections 2 are provided with perforations 3 between them, information such as expense classification linked to each receipt is not separated even when the paper is separated.

[0063] In addition, since the perforation 3 is formed along the perpendicular bisector of the long side of the paper body 1, the size of the papers separated at the perforation 3 is uniform, making it easier to manage the papers after separation.

[0064] In addition, since the receipt management paper 0 has multiple binding holes 4 aligned along the long sides, short sides and perforations 3 of the paper body 1, the user can bind the paper body 1 without separating it, or bind each of the multiple papers after separation.

[0065] In addition, since the paper body 1 is A4 size, the user can handle it as A4 size if the paper is not separated at the perforation 3, and as A5 size if the paper is separated at the perforation 3, making it easy to manage.

[0066] Furthermore, because the paper body 1 is colored, when a typical white receipt is affixed to the paper of the present invention, it becomes easy to detect the edges of the receipt and read the image, allowing the user to easily convert the receipt into electronic data.

[0067] Furthermore, by further providing the usage instructions display section 5 to the receipt management form 0, the user can easily understand how to use the present invention even if it is his / her first time using the present invention.

[0068] Furthermore, since the receipt pasting section 21 has a width of 80 mm or more, the receipt pasting section 21 is suitable for pasting receipts that conform to the general standards of 58 mm or 80 mm in width.

[0069] The configurations and functions shown in the above-described embodiments are merely examples and can be modified in various ways based on design requirements, etc.

[0070] Moreover, the receipt management form 0 according to the embodiment of the present invention may be designed, for example, as shown in FIG. [Explanation of symbols]

[0071] 0 Receipt Management Form 1 Paper body 2. Receipt Management Department 21 Receipt attachment section 21a Peeling part 21b Adhesive part 22 Expense Classification and Recording Section 23 Payment Method Record Section 24 Remarks Recording Section 25. Time Record Section 3 Perforation 4 Stitched hole 5 Instructions display section 51 Code display section 52 URL display area

Claims

1. It has a paper body and a receipt management section. The receipt management unit includes a receipt attachment unit, an expense classification recording unit, and a payment method recording unit. The receipt attachment section includes a peeling section and an adhesive section, The adhesive portion is protected by the peelable portion.

2. Further equipped with perforations, The receipt management sheet according to claim 1 , wherein the receipt management section is provided in a plurality of positions on either side of the perforation.

3. The receipt management paper according to claim 2 , wherein the perforations are formed along a perpendicular bisector of a long side of the paper body.

4. The receipt management paper according to claim 2 or 3, further comprising a plurality of binding holes aligned along the long sides, short sides and the perforations of the paper body.

5. The receipt management paper according to claim 3 , wherein the paper body has a size conforming to A4 standard.

6. The receipt management paper according to claim 1 , wherein the paper body is colored.

7. The receipt management paper according to claim 1 , further comprising a usage instruction display section.

8. 2. The receipt management paper according to claim 1, wherein the receipt attachment portion has a width of 80 mm or more.

Citation Information

Patent Citations

  • Paper for organizing up receipt or the like

    JP1995242088A