Evidence information processing system, evidence information processing method, and evidence 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 supporting data receiving unit 31 that receives supporting data transmitted by the supporting data issuer system 1 via an electronic invoice network 2 over which supporting data is transmitted and received, a missing information determination unit 32 that determines whether specified information is missing in the supporting data received by the supporting data receiving unit 31, and a missing information notification unit 33 that automatically sends a notification to the supporting data issuer system requesting it to transmit the information missing from the supporting data if the missing information determination unit 32 determines that specified information is missing from the supporting data.

Description

[Technical field]

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

[0002] In the process of sending invoices, it is customary 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 customary to send text data and numerical data (hereinafter collectively referred to as "invoice data") showing the contents of the invoice directly from the invoice issuer to the invoice recipient via an electronic invoice network conforming to 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 destination (invoice data recipient) via an electronic invoice network, the invoice data may be missing some information necessary for the invoice data recipient to process the invoice. In such cases, the invoice data recipient must contact the invoice issuer to 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 information processing system, a supporting information processing method, and a supporting 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 invoices. [Means for solving the problem]

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

[0007] The predetermined information may include any of information regarding the department to which the document is to be sent, an order number, an invoice number, tax information, and information regarding 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 voucher data, and the missing information notification unit may send the multiple candidates for information regarding taxes created by the candidate creation unit to the voucher issuer, and when the voucher 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 voucher recipient.

[0010] The missing information determination unit may determine whether or not predetermined information is missing from the evidence data by using a language model.

[0011] The system 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 memory unit in which the recipient of supporting 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 memory unit.

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

[0014] It is possible to provide a supporting information processing system, a supporting information processing method, and a supporting 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. [Brief description of the drawings]

[0015] [Figure 1] FIG. 1 is a diagram showing a configuration of the present embodiment. [Diagram 2] FIG. 2 is a diagram illustrating the configuration of a computer used in the present embodiment. [Diagram 3] FIG. 2 is a flowchart of information processing according to the first embodiment. [Figure 4] FIG. 13 is a diagram showing a list of information required by company B, the invoice data recipient, to process an invoice. [Diagram 5] 1 is a diagram showing invoice data 1 sent by company A, an invoice issuer, to company B. FIG. [Figure 6] FIG. 13 is a diagram showing a display screen 6 of Company A's system. [Figure 7] 13 is a diagram showing invoice data 2 sent by company A, an invoice issuer, to company B. [Figure 8] FIG. 13 is a diagram showing a display screen 8 of the system of company A. [Figure 9] FIG. 13 is a diagram showing a configuration of a third embodiment. [Figure 10] FIG. 1 shows a display screen 10 of a system of company A. [Figure 11] FIG. 1 shows a display screen 11 of Company A's system. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0016] An embodiment of the present invention will be described below. Fig. 1 is a diagram showing the configuration and information flow of a voucher information processing system according to an embodiment of the present invention. This information processing system includes a voucher data receiving unit 31 that receives voucher data transmitted by a voucher issuer system 1 via an electronic invoice network 2 through which voucher data is transmitted and received, a missing information determining unit 32 that determines whether or not predetermined information is missing in the voucher data received by the voucher data receiving unit 31, and a missing information notifying unit 33 that automatically transmits a notification to the voucher issuer system requesting the system to transmit the information missing from the voucher data when the missing information determining unit 32 determines that predetermined information is missing from the voucher 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 storage 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 storage 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 with an external device. 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, a microphone, etc. The output unit 44 is a device for outputting information stored in the storage 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 voucher issuer's system requesting it to send the information missing from the voucher data, thereby eliminating the need for the recipient of the voucher data to check for missing data or to request the voucher issuer to send the missing information. EXAMPLES

[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 (hereafter referred to as "Company B"), the recipient of the invoice data. Items required for invoice processing at Company B are entered in advance by Company B's accounting staff into the accounting information processing system (hereafter 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 responsible" to process invoices.

[0022] First, an accounting staff member of A Corporation (hereinafter referred to as "Company A"), which is 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, which is 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] FIG. 5 shows invoice data 1 sent from Company A's system to Company B's system and stored in the memory unit 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 (FIG. 4) with invoice data 1 (FIG. 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 information is missing, information processing in Company B's system is completed (S13).

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

[0025] Figure 6 shows a 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 indicating that the name of the responsible department of the company to which the invoice is to be sent has not been entered, and prompting the entry of the name of the responsible department. When the accounting staff of Company A enters the name of the responsible department at Company B in the entry area 61 for the responsible department name 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 section 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 eliminate the need to request the invoice issuer to send the missing information, thereby realizing efficient, rapid and accurate processing. Also, 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 in the required item list is missing from the supporting data, the required item list, and the supporting data. EXAMPLES

[0028] Hereinafter, a second embodiment of the present invention will be described. Descriptions of information processing that is the same 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 section of 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 "applicable tax rate" and "tax amount" that Company B requires for invoice processing 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 section of Company B's system calculates candidates for the consumption tax amount for cases where the consumption tax rate is 8% or 10%, where the "invoice amount" is stated in tax-inclusive or tax-exclusive notation, and where the invoice issuer is a tax-exempt business.

[0030] The missing information notification section of Company B's system sends the candidate consumption tax amount calculated by the candidate creation section to Company A's system. Figure 8 shows a 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. When Company A's accounting staff selects the appropriate one from the five candidate consumption tax amount 81 and clicks the send button 82, 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 invoice issuer's accounting staff does not need to calculate the amount of consumption tax; they simply select an appropriate candidate from a list of possible consumption tax amounts, and the appropriate amount of consumption tax is then sent to the recipient of the invoice data, thereby reducing the burden on the invoice issuer. EXAMPLES

[0031] A third embodiment of the present invention will now be described. Figure 9 shows a configuration diagram of this embodiment. An accountant at company B, the invoice data recipient, inputs the items required for processing company B's invoice shown in Figure 4 (hereinafter referred to as the "required items list") 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's 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 receiving unit 97 of company A's system 95 and stored in the customer information storage unit.

[0032] FIG. 10 shows a display screen 10 when an invoice issuance process is to be performed in Company A's system. A message prompting input of the invoice delivery address is displayed on display screen 10. When the accounting staff of Company A enters "B Co., Ltd." in input box 101 for inputting the invoice delivery address, a list of required items for Company B is read from the customer information storage unit, and display screen 11 shown in FIG. 11 is displayed on the display of Company A's system. An input box for inputting the list of required items for Company B is displayed on display screen 11. Standard information used by Company A when issuing an invoice 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 transmits all of the information required 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 also does not need to respond to resends, allowing invoice processing to 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 Evidence 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 E-Invoice Network 95 Bill issuer system 96 Customer information storage section 97 Required Item List Reception Unit 10 Display screen 101 Input Box 11 Display screen

Claims

1. a voucher data receiving unit for receiving the voucher data transmitted via an electronic invoice network through which the voucher data is transmitted by the voucher issuer; a missing information determination unit that determines whether or not predetermined information is missing in the evidence data received by the evidence data receiving unit; a missing information notifying unit that, when the missing information determining unit determines that predetermined information is missing from the evidence data, transmits a notification to the evidence issuer requesting the issuer to transmit the information missing from the evidence data; The predetermined information is information regarding taxes, a candidate creation unit that creates candidates for information regarding taxes based on the evidence data when the missing information determination unit determines that information regarding taxes is missing from the evidence data, A voucher information processing system in which the missing information notification unit transmits candidates for tax-related information created by the candidate creation unit to the voucher issuer.

2. 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 candidates for information regarding the plurality of taxes created by the candidate creation unit to the voucher issuer, When the voucher issuer selects one of a plurality of candidates for the information regarding the tax transmitted by the missing information notification unit, the candidate for the information regarding the tax transmitted by the missing information notification unit selected by the voucher issuer is automatically transmitted to the voucher data recipient. The evidence information processing system according to claim 1.

3. a language model that, when an instruction is input, outputs a response to the instruction; the missing information determination unit determines whether or not predetermined information is missing by inputting an instruction to the language model to output the evidence data and information regarding whether or not the predetermined information is missing from the evidence data; 3. The evidence information processing system according to claim 1 or 2.

4. 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 or not predetermined information is missing in the evidence data received in the evidence data receiving step; a missing information notifying step of transmitting a notification 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, The predetermined information is information regarding taxes, a candidate creating step of creating candidates for information on taxes based on the evidence data when it is determined in the missing information determining step that information on taxes is missing from the evidence data; In the missing information notification step, the candidate for information regarding tax created in the candidate creation step is transmitted to the voucher issuer. Method for processing evidentiary information.

5. 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 or not predetermined information is missing in the evidence data received in the evidence data receiving step; a missing information notifying step of transmitting a notification 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, The predetermined information is information regarding taxes, When it is determined in the missing information determination step that information regarding tax is missing from the evidence data, a candidate creation step is executed to create candidates for information regarding tax based on the evidence data; In the missing information notification step, the candidate for information regarding tax created in the candidate creation step is transmitted to the voucher issuer. Evidence information processing program.

Images