Voucher information processing system, voucher information processing method, and voucher information processing program

Abstract

To reduce the burden of work that must be performed by a bill data recipient or a bill issuer when information required for the bill data recipient to process a bill is missing. [Solution] This information processing system includes a voucher data receiving unit 31 that receives voucher data transmitted via an electronic invoice network 2 over which voucher data is transmitted and received by a voucher issuer system 1, a missing information determination unit 32 that determines whether specified information is missing from the voucher data received by the voucher data receiving unit 31, and a missing information notification unit 33 that, if the missing information determination unit 32 determines that specified information is missing from the voucher data, automatically sends a notification to the voucher issuer system requesting it to transmit the information missing from the voucher data.

Description

[Technical Field]

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

[0002] In the process of sending invoices, it is common to create an image file of the invoice in PDF format, attach the image file to an e-mail, and send it to the invoice recipient's e-mail address.It is also common for invoice issuers to send text data and numerical data (hereinafter collectively referred to as "invoice data") showing the contents of the invoice directly to the invoice recipient via an electronic invoice network that complies with standards such as Peppol (see Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] WO2023 / 007720A1 Summary of the Invention [Problem to be solved by the invention]

[0004] When invoice data is sent from the invoice issuer to the invoice recipient (invoice data recipient) via an electronic invoice network, the invoice data may be missing some of the information necessary for the invoice data recipient to process the invoice. In such cases, the invoice data recipient must contact the invoice issuer and request that the missing information be added and resent. The invoice issuer must also investigate the missing information, add the information, and then resend the invoice data to the invoice data recipient.

[0005] Therefore, the present invention has been made in consideration of these points, and aims to provide a supporting document information processing system, a supporting document information processing method, and a supporting document information processing program that can reduce the burden of work that must be performed by an invoice data recipient or an invoice issuer when invoice data sent from an invoice issuer to an invoice data recipient is missing information necessary for the invoice data recipient to process the invoice. [Means for solving the problem]

[0006] The information processing system of the first aspect of the present invention comprises a supporting document data receiving unit that receives supporting document data sent by a supporting document issuer via an electronic invoice network over which supporting document data is sent and received; a missing information determination unit that determines whether specified information is missing from the supporting document data received by the supporting document data receiving unit; and a missing information notification unit that, if the missing information determination unit determines that specified information is missing from the supporting document data, automatically sends a notification to the supporting document issuer requesting it to send the information missing from the supporting document data.

[0007] The predetermined information may include any of information about the department to which the voucher is to be sent, an order number, an invoice number, information about tax, and information about the billing period or summary.

[0008] The specified information may be information regarding taxes, and if the missing information determination unit determines that information regarding taxes is missing from the supporting document data, the system may have a candidate creation unit that creates candidates for information regarding taxes based on the supporting document data, and the missing information notification unit may send the candidates for information regarding taxes created by the candidate creation unit to the supporting document issuer.

[0009] The candidate creation unit may create multiple candidates for information regarding taxes based on the supporting document data, and the missing information notification unit may send the multiple candidates for information regarding taxes created by the candidate creation unit to the supporting document issuer, and when the supporting document issuer selects one of the multiple candidates for information regarding taxes sent by the missing information notification unit, the selection result may be automatically sent to the supporting document recipient.

[0010] The missing information determination unit may determine whether predetermined information is missing from the evidence data by using a language model.

[0011] The device may have a language model that outputs a response to an instruction when an instruction is input, and the missing information determination unit may determine whether specified information is missing by inputting an instruction to the language model to output the supporting data and information regarding whether the specified information is missing from the supporting data.

[0012] In the second aspect of the information processing system of the present invention, the system may include an item storage unit in which the recipient of supporting document data stores items necessary for accounting processing for each business partner, and an item notification unit that notifies the business partner of the items necessary for accounting processing for each business partner stored in the item storage unit.

[0013] A third aspect of the present invention is a method for processing supporting information, which includes a computer-executed supporting data receiving step for receiving supporting data transmitted by a supporting document issuer via an electronic invoice network over which supporting document data is transmitted and received; a missing information determination step for determining whether specified information is missing from the supporting document data received in the missing information determination step; and a missing information notification step for automatically sending a notification to the supporting document issuer requesting the issuer to transmit the information missing from the supporting document data, if the missing information determination step determines that specified information is missing from the supporting document data. In the fourth aspect of the supporting document information processing program of the present invention, a computer is caused to execute a supporting document data receiving step of receiving supporting document data transmitted by a supporting document issuer via an electronic invoice network over which supporting document data is transmitted and received; a missing information determination step of determining whether specified information is missing from the supporting document data received in the missing information determination step; and a missing information notification step of automatically sending a notification to the supporting document issuer requesting it to transmit the information missing from the supporting document data if it is determined in the missing information determination step that specified information is missing from the supporting document data. [Effects of the Invention]

[0014] It is possible to provide a supporting document information processing system, a supporting document information processing method, and a supporting document information processing program that can reduce the burden of work that must be performed by the invoice data recipient or the invoice issuer when invoice data sent from the invoice issuer to the invoice data recipient is missing information necessary for the invoice data recipient to process the invoice. [Brief explanation of the drawings]

[0015] [Figure 1] FIG. 1 is a diagram illustrating a configuration of an embodiment of the present invention. [Figure 2] FIG. 2 is a diagram illustrating the configuration of a computer used in the present embodiment. [Figure 3] FIG. 1 is a flowchart of information processing according to the first embodiment. [Figure 4] FIG. 10 is a diagram showing a list of information required by Company B, the invoice data recipient, to process the invoice. [Figure 5] FIG. 1 shows invoice data 1 sent by company A, which is an invoice issuer, to company B. [Figure 6] FIG. 10 is a diagram showing a display screen 6 of the system of company A. [Figure 7] FIG. 10 is a diagram showing invoice data 2 sent by company A, which is an invoice issuer, to company B. [Figure 8] FIG. 10 is a diagram showing a display screen 8 of the system of company A. [Figure 9] FIG. 10 is a diagram illustrating a configuration of a third embodiment. [Figure 10] FIG. 1 is a diagram showing a display screen 10 of a system of company A. [Figure 11] FIG. 1 is a diagram showing a display screen 11 of a system of company A. DETAILED DESCRIPTION OF THE INVENTION

[0016] An embodiment of the present invention will be described below. Fig. 1 is a diagram showing the configuration and information flow of a supporting document information processing system according to an embodiment of the present invention. This information processing system includes a supporting document data receiving unit 31 that receives supporting document data transmitted by a supporting document issuer system 1 via an electronic invoice network 2 over which supporting document data is transmitted and received, a missing information determining unit 32 that determines whether predetermined information is missing from the supporting document data received by the supporting document data receiving unit 31, and a missing information notifying unit 33 that, when the missing information determining unit 32 determines that predetermined information is missing from the supporting document data, automatically sends a notification to the supporting document issuer system requesting it to transmit the information missing from the supporting document data.

[0017] In this specification, "evidence" refers to documents or data related to a transaction. Evidence includes, for example, estimates, purchase orders, order forms, delivery notes, receipts, etc. Furthermore, "evidence data" refers to text data and numerical data that indicate the contents of the evidence.

[0018] The information processing in this information processing system is realized by a computer. FIG. 2 is a diagram showing the configuration of a computer 4 used in the information processing of the present invention. The memory unit 41 is a device for storing data and programs for executing information processing. The calculation unit 42 reads out programs and data necessary for information processing from the memory unit 41, executes information processing, and functions as a missing information determination unit, etc. The communication unit 45 is a device for inputting and outputting information to and from external devices. The input unit 43 is a device for inputting information to the computer 4. Examples of the input unit 43 include a keyboard, a mouse, a camera, and a microphone. The output unit 44 is a device for outputting information stored in the memory unit 41. Examples of the output unit 44 include a display, a speaker, etc.

[0019] According to this embodiment, a notification is automatically sent to the system of the evidence issuer requesting it to send any information missing from the evidence data, thereby eliminating the need for the recipient of the evidence data to check for missing data or to request the evidence issuer to send the missing information. [Example]

[0020] A first embodiment of the present invention will be described below. Fig. 3 is a diagram showing the procedure of information processing in this embodiment.

[0021] Figure 4 shows a list of items required for invoice processing at B Corporation (hereinafter referred to as "Company B"), the recipient of the invoice data. The items required for invoice processing at Company B are entered in advance by Company B's accounting staff into the accounting information processing system (hereinafter referred to as "Company B system") used by Company B. Company B has a management policy of clarifying which department is responsible for expenses, and therefore requires information on the "name of the department in charge" to process invoices.

[0022] First, an accounting staff member at Company A (hereinafter referred to as "Company A"), the invoice issuer, uses the accounting information processing system (hereinafter referred to as "Company A system") used by Company A to send invoice data to Company B, the invoice data recipient, via the electronic invoice network (S11), and the supporting data receiving unit of Company B's system receives the sent invoice data. The invoice data received by the supporting data receiving unit of Company B's system is stored in the memory unit of Company B's system.

[0023] Figure 5 shows invoice data 1 sent from Company A's system to Company B's system and stored in the memory of Company B's system. Invoice data 1 does not contain information on the "name of department in charge." The missing information determination unit of Company B's system compares and collates the list of items required for invoice processing at Company B (Figure 4) with invoice data 1 (Figure 5) to determine whether invoice data 1 is missing information required for Company B's invoice processing. As a result, it is determined that invoice data 1 is missing information on the "department in charge" required for Company B's invoice processing work (S12). If the missing information determination unit determines that no missing information exists, information processing in Company B's system is completed (S13).

[0024] The missing information notification unit of Company B's system automatically notifies Company A's system via the electronic invoice network that the information for the "department in charge" is missing and requests that the information for the "department in charge" be sent, according to the determination result of the missing information determination unit (S14). These notifications may also be sent by email.

[0025] Figure 6 shows display screen 6 displayed on the display of Company A's system. On display screen 6, information identifying the target invoice (invoice issue date, invoice number, destination) is displayed at the top, and below that a message is displayed stating that the name of the responsible department at the company to which the invoice is to be sent has not been entered, and prompting the user to enter the name of the responsible department. When Company A's accounting staff enters the name of the responsible department at Company B in the responsible department name entry area 61 and clicks the send button 62, the responsible department name information is sent to Company B (S15), and the sent responsible department name information is received by the supporting data receiving unit of Company B's system via the electronic invoice network.

[0026] According to this embodiment, the invoice data recipient can check whether the received invoice data contains all the information necessary for invoice processing, and if any information is missing, can avoid the trouble of requesting the invoice issuer to send the missing information, thereby realizing efficient, speedy, and accurate processing. Furthermore, the invoice issuer can send the missing information to the invoice data recipient with a simple operation.

[0027] The missing information determination unit may perform a process to determine whether specified information is missing from the supporting data by inputting an instruction to a language model such as an LLM (large-scale language model) to output information regarding whether specified information corresponding to an item listed in the required item list is missing from the supporting data, the required item list, and the supporting data. [Example]

[0028] Hereinafter, a second embodiment of the present invention will be described, and a description of the same information processing as in the first embodiment will be omitted.

[0029] Figure 7 shows invoice data 2 sent from Company A's system to Company B's system. The missing information determination unit in Company B's system compares and collates Company B's required item list (Figure 4) with invoice data 2 (Figure 7) and determines that the information required by Company B for invoice processing, "applicable tax rate" and "tax amount," does not exist (is missing) in invoice data 2. Then, based on the information "invoice amount" and "500,000 yen" in invoice data 2, the candidate creation unit in Company B's system calculates candidate consumption tax amounts for cases where the consumption tax rate is 8% or 10%, when the "invoice amount" is stated tax-inclusive or tax-exclusive, and when the invoice issuer is a tax-exempt business.

[0030] The missing information notification unit of Company B's system sends the candidate consumption tax amount calculated by the candidate creation unit to Company A's system. Figure 8 shows display screen 8 displayed on the display of Company A's system. Five candidate consumption tax amounts 81 sent from Company B's system are displayed on display screen 8. Company A's accounting staff selects the appropriate one from the five candidate consumption tax amounts 81 and clicks send button 82, and the appropriate consumption tax amount for this case is sent from Company A's system to Company B's system via the electronic invoice network. In this embodiment, the accounting staff of the invoice issuer does not need to calculate the consumption tax amount; they simply select the appropriate consumption tax amount from the candidate options, and the appropriate consumption tax amount is sent to the recipient of the invoice data, thereby reducing the burden on the invoice issuer. [Example]

[0031] A third embodiment of the present invention will now be described. Figure 9 shows a configuration diagram of this embodiment. An accounting officer at Company B, the invoice data recipient, inputs the items required for Company B's invoice processing (hereinafter referred to as the "required items list") shown in Figure 4 into Company B's system 91, and the required items list is stored in a required items list storage unit 92 of Company B's system. The required items list stored in the required items list storage unit 92 is then transmitted by a required items list transmission unit 93 to the Company A system used by Company A, the invoice issuer, via the electronic invoice network. The transmitted required items list is received by a required items list reception unit 97 of Company A's system 95 and stored in the customer information storage unit.

[0032] Figure 10 shows a display screen 10 when an invoice issuance process is to be performed in Company A's system. A message prompting the user to enter the invoice destination is displayed on display screen 10. When Company A's accounting staff enters "Corporation B" in input box 101 for entering the invoice destination, a list of required items for Company B is read from the customer information storage unit, and display screen 11 shown in Figure 11 is displayed on the display of Company A's system. Display screen 11 displays input boxes for entering the list of required items for Company B. Standard information used by Company A when issuing invoices is read from the storage unit and pre-entered into the input boxes for "invoice issuer," "applicable tax rate," and "whether or not to withhold tax."

[0033] According to this embodiment, the invoice issuer sends all the information necessary for the invoice data recipient to process the invoice, so the invoice data recipient does not need to request the invoice issuer to resend missing information, and the invoice issuer does not need to respond to the resend, so invoice processing can be carried out efficiently.

[0034] Although the present invention has been described above with reference to the embodiments and examples, the technical scope of the present invention is not limited to the above embodiments and examples, and various modifications and changes are possible within the scope of the gist of the present invention. [Explanation of symbols]

[0035] 1. Voucher issuer system 2. Electronic Invoice Network 3. Voucher data recipient system 31 Voucher Data Receiving Department 32 Missing information determination unit 33 Missing information notification section 4. Computer 41 Storage section 42 Arithmetic section 43 Input section 44 Output section 6 Display screen 61 Writing area 62 Send button 8 Display screen 81 Consumption tax rate proposal 82 Send button 91 Company B System 92 Required Item List Storage Unit 93 Required Item List Transmission Unit 94 Electronic Invoice Network 95 Bill issuer system 96 Customer information storage section 97 Required Item List Receiving Unit 10 Display screen 101 Input box 11 Display screen

Claims

1. a voucher data receiving unit that receives the voucher data transmitted via an electronic invoice network through which the voucher data is transmitted and received by the voucher issuer; a missing information determination unit that determines whether predetermined information is missing from the evidence data received by the evidence data receiving unit; a missing information notification unit that, when the missing information determination unit determines that predetermined information is missing from the evidence data, sends a notification to the evidence issuer requesting that the evidence issuer transmit the information missing from the evidence data; A document information processing system having the above.

2. The predetermined information includes any one of information about the department to which the voucher is to be sent, an order number, an invoice number, information about tax, and information about the billing period or summary. The evidence information processing system according to claim 1.

3. the predetermined information is information about taxes, a candidate creation unit that creates candidates for information on taxes based on the evidence data when the missing information determination unit determines that information on taxes is missing from the evidence data, The missing information notification unit transmits the candidate information regarding tax created by the candidate creation unit to the voucher issuer. The evidence information processing system according to claim 1.

4. the candidate creation unit creates a plurality of candidates for information regarding tax based on the evidence data; the missing information notification unit transmits the plurality of tax-related information candidates created by the candidate creation unit to the voucher issuer; When the voucher issuer selects one of the plurality of candidates for the information regarding the tax transmitted by the missing information notification unit, the selection result is automatically transmitted to the voucher data recipient. The evidence information processing system according to claim 3.

5. a language model that, when an instruction is input, outputs a response to the instruction; the missing information determination unit determines whether predetermined information is missing by inputting, to the language model, an instruction to output the evidence data and information regarding whether the predetermined information is missing from the evidence data; The evidence information processing system according to claim 1.

6. an item storage unit for storing items required for accounting processing by the recipient of the supporting document data for each business partner; an item notification unit that notifies each customer of the items necessary for accounting processing for each customer stored in the item storage unit; A document information processing system having the above.

7. The computer executes a voucher data receiving step of receiving the voucher data transmitted via an electronic invoice network through which the voucher data is transmitted and received by the voucher issuer; a missing information determination step of determining whether predetermined information is missing from the evidence data received in the evidence data receiving step; a missing information notifying step of automatically sending a notice to the voucher issuer requesting the issuer to transmit the information missing from the voucher data when it is determined in the missing information determining step that predetermined information is missing from the voucher data; A method for processing evidence information.

8. On the computer, a voucher data receiving step of receiving the voucher data transmitted via an electronic invoice network through which the voucher data is transmitted and received by the voucher issuer; a missing information determination step of determining whether predetermined information is missing from the evidence data received in the evidence data receiving step; a missing information notifying step of automatically sending a notice to the voucher issuer requesting the issuer to transmit the information missing from the voucher data when it is determined in the missing information determining step that predetermined information is missing from the voucher data; A document information processing program that executes the above.

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