File registration support device, file registration support method, and file registration support program

Abstract

To provide a file registration support apparatus, and the like, for supporting registration of a voucher file and a non-voucher file through the same screen.SOLUTION: A file registration support apparatus is configured to: (1) when a button to attach a file is selected on a slip input screen, which is a screen for inputting the content of a slip, display an attachment file list screen; and (2) when a file is attached on the attachment file list screen, display an attachment file detail screen including a region for inputting an image of the attached file and detail information on the attached file, while displaying a list of items according to the type of the attached file selected on the attachment file detail screen on the attachment file detail screen. Regarding some of the items to be displayed, in the case where the content of the slip has already been input on the slip input screen before displaying the attachment file list screen, the content of the slip input on the slip input screen are set, as item values, and displayed.SELECTED DRAWING: Figure 14

Description

Technical Field

[0001] The present invention relates to a file registration support device, a file registration support method, and a file registration support program.

Background Art

[0002] Paragraph 0006 of Patent Document 1 describes that "However, when digitizing and storing a large number of vouchers using a scanner and creating journal entries or expense settlement application documents based on these vouchers, it is necessary to associate the journal entries and expense settlement application documents with the vouchers, which is cumbersome." Further, paragraph 0007 of Patent Document 1 states that "Therefore, an object of the present invention is to provide a voucher processing system and a voucher processing method that enable the efficiency of accounting processing based on vouchers."

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] Here, when creating a slip, not only vouchers such as receipts but also non-vouchers such as petitions may be attached to the slip. This is because, for example, when approving a slip, there is a desire to confirm not only the receipt corresponding to the slip but also the petition corresponding to the slip.

[0005] However, conventionally, since voucher files and non-voucher files were registered from different screens, the user had to determine which screen to launch one by one according to the type of file to be registered, and there was a risk of mislaunching the screen and registering the file in the wrong registration destination (for example, registering a voucher file in the registration destination for non-voucher files).

[0006] Also, when it is desired to register both a certified file and a non-certified file, it is necessary to register them from separate screens, which imposes a heavy workload on the user.

[0007] The present invention has been made in view of the above problems, and an object thereof is to provide a file registration support device, a file registration support method, and a file registration support program that can assist in registering a certified file and a non-certified file from the same screen.

Means for Solving the Problems

[0008] In order to solve the above-described problems and achieve the object, a file registration support device according to the present invention is a file registration support device including a control unit that can assist in registering a certified file and a non-certified file from the same screen. When a button for attaching a file is selected on a slip input screen, which is a screen for inputting the contents of a slip, the control unit includes: an attached file list screen display unit that displays an attached file list screen, which is a screen for attaching a file; and an attached file details screen display unit that displays an attached file details screen, which is a screen for inputting detailed information about a file to be attached to a slip, including an image of the attached file and an area for inputting detailed information about the attached file. The attached file details screen display unit displays a list of items corresponding to the type of the attached file selected on the attached file details screen on the attached file details screen, and for some of the items to be displayed, when the contents of the slip have been input on the slip input screen before the attached file list screen is displayed, the contents of the slip input on the slip input screen are displayed with the item values set.

[0009] Further, the file registration support device according to the present invention is characterized in that the attached file details screen display means acquires a list of items to be displayed on the attached file details screen from a display item setting table including a list of items for each file type according to the type of the attached file selected on the attached file details screen.

[0010] Further, the file registration support device according to the present invention further includes a storage unit, and the storage unit stores a screen control table including system identification data for identifying the system to which the slip input screen belongs and document type identification data for identifying the type of document, and a voucher type table including the document type identification data, a document name, and item names related to dates. The attached file details screen display means acquires, from the screen control table, document type identification data associated with the system identification data for the system to which the slip input screen on which the slip content is input belongs, and then acquires, from the voucher type table, the document name and item names related to dates associated with the acquired document type identification data, and finally displays the acquired document name and item names related to dates.

[0011] Further, the file registration support device according to the present invention is characterized in that when the attached file list screen display means re-displays the attached file list screen including the list of attached files and the types of files corresponding thereto after information is input on the attached file details screen and a button for registering the attached file is selected on the attached file details screen, and when a button for registering the attached file is selected on the re-displayed attached file list screen, the file registration support device further includes a work table generation means for generating a work table including file identification data for the attached file, a file type identification category for the type of the attached file, detailed information for the attached file input on the attached file details screen, and binary information for the attached file.

[0012] In addition, the file registration support device according to the present invention is configured such that when a button for registering an attached file is selected on the attached file list screen that is redisplayed, the control unit redisplay the slip input screen, and when a button for registering a slip is selected on the redisplayed slip input screen, (i) a linking table including a slip number for identifying the registered slip and the file identification data in the work table, (ii) when the file type identification category in the work table indicates the category indicating the evidentiary file, an evidentiary information table including the file identification data, the file type identification category, and detailed information about the attached file in the work table, an evidentiary image table including the file identification data and binary information about the attached file in the work table, (iii) when the file type identification category in the work table indicates the category indicating the non-evidentiary file, a workflow case table including the slip number and case identification data for identifying each case on the workflow, a file information table including the case identification data and detailed information about the attached file in the work table, a file image table including the case identification data and binary information about the attached file in the work table, and (iv) a slip detail table including the slip number and the content of the slip input on the slip input screen, and further includes a linking table generation means for generating the like.

[0013] In addition, in the file registration support device according to the present invention, when a slip approval screen, which is a screen for an assignee to approve the slip, is activated by the control unit, the control unit acquires the content of the slip associated with the slip number in the workflow case table from the slip detail table. When a voucher associated with the case is registered in the association table, the control unit acquires the file identification data associated with the slip number in the workflow case table from the association table. Further, the control unit acquires detailed information and binary information associated with the acquired file identification data from the voucher information table and the voucher image table, respectively. When other files associated with the case are registered in the file information table, the control unit acquires binary information associated with the case identification data in the workflow case table from the file image table. When the file selected on the slip approval screen is the voucher file, the control unit displays the content of the acquired slip, the detailed information acquired from the voucher information table, and the binary information acquired from the voucher image table on the slip approval screen. When the file selected on the slip approval screen is the non-voucher file, the control unit further includes approval information display means for displaying the content of the acquired slip and the binary information acquired from the file image table on the slip approval screen.

[0014] In addition, in the file registration support device according to the present invention, when search conditions are input on a voucher search screen, which is a screen for searching for the voucher file, by the control unit, the control unit further includes voucher search result display means for searching for information about the voucher file that matches the input search conditions from the voucher information table and displaying the search results on the voucher search screen.

[0015] In addition, in the file registration support device according to the present invention, the voucher is an invoice, a receipt, a bill, or an estimate, and the non-voucher is a proposal.

[0016] In addition, the file registration support method according to the present invention is a file registration support method executed by an information processing apparatus including a control unit, which can support registering a credential file and a non-credential file from the same screen. When a button for attaching a file, which is executed by the control unit, is selected on a slip input screen that is a screen for inputting the content of a slip, a attached file list screen display step of displaying an attached file list screen that is a screen for attaching a file is performed. When a file is attached on the attached file list screen, an attached file details screen display step of displaying an attached file details screen that is a screen for inputting detailed information about a file to be attached to a slip, which includes an image of the attached file and an area for inputting detailed information about the attached file, is performed. The attached file details screen display step includes displaying a list of items corresponding to the type of the attached file selected on the attached file details screen on the attached file details screen, and for some of the items to be displayed, if the content of the slip has been input on the slip input screen before the attached file list screen is displayed, displaying the content of the slip input on the slip input screen with the item value set.

[0017] The file registration support program according to the present invention is a file registration support program for causing an information processing apparatus including a control unit to execute, which can support registering a credential file and a non-credential file from the same screen. When a button for attaching a file, which is for causing the control unit to execute, is selected on a slip input screen that is a screen for inputting the contents of a slip, an attached file list screen display step of displaying an attached file list screen that is a screen for attaching a file is performed. When a file is attached on the attached file list screen, an attached file details screen display step of displaying an attached file details screen that is a screen for inputting detailed information about the file attached to the slip, including an image of the attached file and an area for inputting detailed information about the attached file, is performed. In the attached file details screen display step, a list of items corresponding to the type of the attached file selected on the attached file details screen is displayed on the attached file details screen, and for some of the items to be displayed, if the contents of the slip have been input on the slip input screen before the attached file list screen is displayed, the contents of the slip input on the slip input screen are displayed with the item values set.

Effect of the Invention

[0018] According to the present invention, there is an effect that it is possible to support registering a credential file and a non-credential file from the same screen.

Brief Description of the Drawings

[0019]

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Embodiments for Carrying Out the Invention

[0020] Hereinafter, embodiments of a file registration support apparatus, a file registration support method, and a file registration support program according to the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited by this embodiment.

[0021] [1. Overview] When creating a voucher, vouchers such as receipts and in-house management files such as proposals may be attached to the voucher. At this time, vouchers must be stored in accordance with the requirements of the Electronic Bookkeeping Preservation Act.

[0022] Here, a voucher file is data of a document for proving the content of a transaction. Examples of vouchers include delivery notes, receipts, invoices, and estimates. Voucher files generated by electronic transactions (electronic transaction files) and voucher files generated by scanner storage (scanner storage files) must meet the institutional requirements under the Electronic Bookkeeping Preservation Act, and thus belong to the category of "institutional requirement files".

[0023] On the other hand, a non-certificate file is data of documents for internal management. Examples of non-certificates include petitions. Non-certificate files do not need to meet the institutional requirements under the Electronic Book Preservation Law and belong to the category of "other attached files".

[0024] Since there are rules for the storage of institutional requirement files, storage by a storage method different from that of other attached files is required. Conventionally, in order to meet the rules, different screens were used to create upload ports for the institutional requirement files and other attached files to their respective storage locations.

[0025] However, when registering files from different screens, there were problems as follows in (1) to (2). (1) The user needs to determine the attachment entry according to the type of file to be uploaded, and there is a possibility of errors. (2) When uploading both institutional requirement files and other attached files, the procedures increase.

[0026] Also, there was a desire to be able to approve after checking the file of the petition that is the basis of the claim in the case of a claim form, or the file of the travel expense schedule in the case of business trip settlement. There was also a desire to store a set of related documents linked to the journal entry.

[0027] Therefore, in this embodiment, for example, the following (1) to (4) were made possible. (1) It was made possible to register a institutional requirement file (certificate file) that needs to be stored while meeting the institutional requirements and other attached files (non-certificate files) that do not need to be stored while meeting the institutional requirements from the same screen. This can reduce the user's procedures. (2) According to the type of file to be uploaded, the system was made to judge the items that need to be input for each institutional requirement and automatically display them on the screen. This can reduce the applicant's errors. (3) It has been made possible to search for e - transaction files and scanner - saved files. As a result, the cost of dealing with tax audits, etc. can be reduced. (4) When approving a slip, it has been made possible to refer to all vouchers and other attached files associated with the slip from the same screen. This reduces the user's workload and also reduces the chance of judgment errors.

[0028] Regarding the method of viewing uploaded files and file deletion, it is as follows.

[0029] In this paragraph, the method of viewing uploaded files will be explained. Uploaded files can be searched for and viewed, etc. in the electronic voucher list, the slip screen of each business, and the inquiry / approval screen of the workflow for all of the e - transaction files, scanner - saved files, and other attached files. Regarding other attached files, it varies depending on the method of calling each business and can also be controlled by each business.

[0030] In this paragraph, file deletion will be explained. For e - transaction files and scanner - saved files, physical deletion is not legally permitted and thus cannot be done. For other attached files, physical deletion is possible, and it is also possible to initialize the database. For other attached files, file deletion can also be controlled by each business system.

[0031] Below, the specific configuration and operation will be described.

[0032] [2. Configuration] An example of the configuration of the file registration support device 100 according to this embodiment will be described with reference to FIG. 1. FIG. 1 is a block diagram showing an example of the configuration of the file registration support device 100.

[0033] The file registration support device 100 is a commercially available desktop personal computer. Note that the file registration support device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, or tablet personal computer.

[0034] The file registration support device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the file registration support device 100 is communicably connected via an arbitrary communication path.

[0035] The communication interface unit 104 communicably connects the file registration support device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via a communication line. Here, the network 300 has a function of communicably connecting the file registration support device 100 and the server 200 to each other, and is, for example, the Internet or a LAN (Local Area Network). Note that data such as various masters described later may be stored in the server 200, for example.

[0036] An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, in addition to a monitor (including a home television), a speaker or a printer can be used. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. Note that hereinafter, the output device 114 may be described as the monitor 114, and the input device 112 may be described as the keyboard 112 or the mouse 112.

[0037] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 records a computer program for giving instructions to the CPU (Central Processing Unit) to perform various processes in cooperation with the OS (Operating System). As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc. can be used.

[0038] The storage unit 106 includes, for example, a screen control table 106a, a document type table 106b, a voucher slip work 106c as a work table, a voucher information table 106d, a voucher image table 106e, a voucher association table 106f as an association table, a workflow project table 106g, a file information table 106h, a file image table 106i, a journal entry details table 106j as a voucher details table, and a display item setting table 106k.

[0039] The screen control table 106a, the document type table 106b, the voucher slip work 106c, the voucher information table 106d, and the voucher image table 106e are tables stored in the electronic ledger storage system. In contrast, the voucher association table 106f, the workflow project table 106g, the file information table 106h, the file image table 106i, and the journal entry details table 106j are tables stored in each business system.

[0040] As shown in FIG. 5, the screen control table 106a includes, for example, system identification data (system name) for identifying the system to which a voucher input screen to be described later belongs, document type identification data (initial display document code) for identifying the type of document, and the like. In other words, the screen control table 106a includes the screen name of the source of the attachment file dialog call, the document code initially set when the attachment file dialog is called from that screen, and the like.

[0041] As shown in FIG. 5, for example, the voucher type table 106b includes the document type identification data (document code), the document name, the item name related to the date (transaction date label name), and the like.

[0042] The voucher slip work 106c is a work table for temporarily storing information related to files. As shown in FIG. 6, for example, the voucher slip work 106c includes a WK key (work key) for uniquely identifying a record in the voucher slip work 106c, file identification data (voucher Guid) for the attached file, a file type identification category (system category) for the type of the attached file, detailed information (file name, extension, document code, receipt date, transaction date, amount, customer name, product name, resolution, gradation, presence or absence of TS, TS assignment date and time, and source system) for the attached file input on the attached file details screen described later, binary information (file image) for the attached file, and the like. Only the code is actually stored in the column of the document code. TS is an abbreviation for "time stamp".

[0043] The file type identification category (system category) is broadly classified into a category indicating the voucher file ("electronic transaction" or "scanner storage" system category) and a category indicating the non-voucher file ("other attachment" system category). The category indicating the voucher file is further divided into a category indicating the electronic transaction file ("electronic transaction" system category) and a category indicating the scanner storage file ("scanner storage" system category).

[0044] The binary information is information representing the attached file itself, and may be image information or information other than an image. Examples of the binary information include a PDF file embedded with an image, electronic mail data, Excel format data, and Word format data.

[0045] The voucher information table 106d is a table that manages detailed information about the voucher file and is generated from the voucher slip work 106c. As shown in FIG. 7, the voucher information table 106d includes, for example, the file identification data (voucher Guid), the file type identification category (system category), and detailed information about the attached file (file name, extension, document code, receipt date, transaction date, amount, counterparty name, product name, resolution, gradation, presence / absence of TS, TS application date and time, source system, and deleted flag), and the like. A table describing explanations for each item included in the voucher information table 106d is shown in FIG. 8.

[0046] The voucher image table 106e is a table that manages binary information about the voucher file and is generated from the voucher slip work 106c. As shown in FIG. 7, the voucher image table 106e includes, for example, the file identification data (voucher Guid) and binary information about the attached file (file image), and the like.

[0047] The voucher linking table 106f is a table for linking vouchers and attached files. In the case of an accounting system, the "attached files" include both the system requirement files and the other attached files. As shown in FIG. 9, the voucher linking table 106f includes, for example, a voucher number for identifying the registered voucher, the file identification data (electronic voucher Guid) in the voucher slip work 106c, the file type identification category (system category) in the voucher slip work 106c, and the like, linked together.

[0048] As shown in FIG. 10, the workflow case table 106g includes, for example, case identification data (case Guid) for identifying each case in the workflow, an approval status, an applicant employee name, the voucher number (business voucher number), and the like.

[0049] The file information table 106h is a table that manages detailed information about the non-certificate file and is generated from the voucher work 106c. As shown in FIG. 10, the file information table 106h includes, for example, the case identification data (case Guid), detailed information about the attached file (attached file name and memo), and the like.

[0050] The file image table 106i is a table that manages binary information about the non-certificate file and is generated from the voucher work 106c. As shown in FIG. 10, the file image table 106i includes, for example, the case identification data (case Guid), binary information about the attached file (file image), and the like.

[0051] As shown in FIG. 9, the journal detail table 106j includes, for example, the voucher number, the case identification data (case Guid), the content of the voucher input on the voucher input screen described later (debit account item and debit amount), and the like.

[0052] As shown in FIG. 17, the display item setting table 106k includes a list of items to be displayed on the attached file detail screen described later for each file type. In the example of FIG. 17, the items marked with "〇" are the items to be displayed on the attached file detail screen, and the items marked with "×" are the items not to be displayed on the attached file detail screen.

[0053] The control unit 102 is a CPU or the like that comprehensively controls the file registration support device 100. The control unit 102 has an internal memory for storing control programs such as the OS, programs defining various processing procedures, and required data, and executes various information processes based on these stored programs.

[0054] Functionally conceptually, the control unit 102, for example, (1) when a button for attaching a file is selected on the slip input screen which is a screen for inputting the contents of a slip, the attached file list screen display unit 102a as an attached file list screen display means for displaying the attached file list screen which is a screen for attaching a file; (2) when a file is attached on the attached file list screen, the attached file detail screen display unit 102b as an attached file detail screen display means for displaying the attached file detail screen which is a screen for inputting the image of the attached file and an area for inputting detailed information about the attached file, which is a screen for inputting detailed information about the file to be attached to the slip; (3) when a button for registering the attached file is selected on the attached file list screen displayed again, the work table generation unit 102c as a work table generation means for generating a work table including the file identification data about the attached file, the file type identification category about the type of the attached file, the detailed information about the attached file input on the attached file detail screen, and the binary information about the attached file; (4) when a button for registering the attached file is selected on the attached file list screen displayed again, the slip input screen is displayed again, and when a button for registering the slip is selected on the slip input screen displayed again, (i) a linking table including the slip number for identifying the registered slip and the file identification data in the work table linked together; (ii) when the file type identification category in the work table indicates the category of the voucher file, a voucher information table including the file identification data, the file type identification category, and the detailed information about the attached file in the work table, and a voucher image table including the file identification data and the binary information about the attached file in the work table; (iii) when the file type identification category in the work table indicates the category of the non-voucher file, a workflow case table including the slip number and the case identification data for identifying each case on the workflow.A file information table including the case identification data and detailed information about the attached files in the work table, a file image table including the case identification data and binary information about the attached files in the work table, and (iV) a voucher detail table including the voucher number and the content of the voucher input on the voucher input screen. A linking table generation unit 102d as a linking table generation means for generating the above, and (5) when a voucher approval screen, which is a screen for an operator to approve the voucher, is activated, the content of the voucher associated with the voucher number in the workflow case table is acquired from the voucher detail table. If voucher documents associated with the case are registered in the linking table, the file identification data associated with the voucher number in the workflow case table is acquired from the linking table. Further, detailed information and binary information associated with the acquired file identification data are acquired from the voucher information table and the voucher image table, respectively. If other files associated with the case are registered in the file information table, binary information associated with the case identification data in the workflow case table is acquired from the file image table. If the file selected on the voucher approval screen is the voucher file, the content of the acquired voucher, the detailed information acquired from the voucher information table, and the binary information acquired from the voucher image table are displayed on the voucher approval screen. If the file selected on the voucher approval screen is the non-voucher file, the content of the acquired voucher and the binary information acquired from the file image table are displayed on the voucher approval screen. An approval information display unit 102e as an approval information display means, and (6) when search conditions are input on a voucher search screen, which is a screen for searching for voucher files, information about the voucher files that match the input search conditions is searched from the voucher information table, and a voucher search result display unit 102f as a voucher search result display means for displaying the search results on the voucher search screen. Note that the content of the processing executed by each unit will be described in detail in the following [4. Specific examples of processing].

[0055] [3. Overview of the Process] In this section, the overview of the process according to this embodiment will be described.

[0056] [3-1. Overall Overview] The overview of the process flow according to this embodiment is shown in FIG. 2. In this embodiment, as shown in FIG. 2, the point is that files can be registered from a common upload screen (attachment file list screen and attachment file details screen) even if the file types are different.

[0057] [3-2. Overview for Each System Classification] The overview of the process flow when the system classification is "electronic transaction" or "scanner storage" is shown in FIG. 3. When the system classification is "electronic transaction" or "scanner storage", as shown in FIG. 3, a voucher information table 106d and a voucher image table 106e are generated as tables for storing voucher file information.

[0058] The overview of the process flow when the system classification is "other attachment" and a workflow is used is shown in FIG. 4. When the system classification is "other attachment" and a workflow is used, a file information table 106h and a file image table 106i are generated as tables for storing non-voucher file information.

[0059] Here, in this embodiment, as shown in FIGS. 3 and 4, the point is that files can be registered in the same flow of journal entry input screen → attachment file list screen and attachment file details screen → journal entry input screen even if the system classifications of the files are different.

[0060] Note that in FIGS. 3 and 4, the characters marked with ※ indicate the correspondence with [4-1. Operation Image] below. For example, a specific example of the process at the location marked with "※ Operation Image (3)-D" in FIG. 3 is described in (3)-D of [4-1. Operation Image].

[0061] [3-3. About the Electronic Ledger Storage System and the Business System] In this embodiment, voucher files can be stored in an electronic ledger storage system, which is a dedicated database separate from the normal business database, so as to meet the requirements of the Electronic Bookkeeping Preservation Act. As a result, the processing can be completely separated between the electronic ledger storage system that stores voucher files and the normal business system that stores non-voucher files. It is characterized in that they can be processed in a batch in the same database and are integrated into one database for unified handling of logical deletion within the same database. The characteristics of the processing or management performed in each system are shown below.

[0062] (Electronic ledger storage system) · It is possible to assign a timestamp. This can prevent the forgery of voucher data by persons without legitimate authority and can also detect the presence or absence of forgery. · Physical deletion of vouchers is not possible at all. Also, the attachment of timestamps can be aggregated in one database (not dispersed in the business database). · Since it is a separate database, it is possible to encrypt it in the database settings. Also, individual database backups can be made (not including the requirement up to secure as the database access right). · As described in [4-3] below, it is possible to search for vouchers after meeting the search requirements of the Electronic Bookkeeping Preservation Act.

[0063] (Normal business system) · Timestamps are not assigned. · Physical deletion of attached files is possible. Also, the database can be initialized. · The way of searching differs for each business system. There are also business systems in which file search is not possible. In the case of a workflow system, it can be referred to from "File Attachment Specification. Inquiry", but individual file search is not possible.

[0064] [4. Specific examples of processing] In this item, specific examples of the processing according to this embodiment will be described.

[0065] [4-1. Operation Image] In this section, the operation image of screen startup will be described. In this section, the file registration method will be described by taking the "Journal Entry Input" of the accounting system as an example, but files can also be registered in the same way in other business systems.

[0066] (1) Calling the Attachment File Dialog from the Business System First, when a button for attaching a file (the "Attach" button) is selected on the voucher input screen (see Fig. 11), which is the screen for inputting the content of the voucher, the attached file list screen display section 102a displays the attached file list screen (see Fig. 13), which is the screen for attaching files. In other words, the display of the attached file list screen is the activation of the attachment file dialog.

[0067] Here, the attached file list screen display section 102a displays the attached file list screen according to the arguments for dialog calling shown in Fig. 12. Pay attention to the following points regarding the arguments for dialog calling. · When calling a dialog from the source of transition, it is possible to pass the items to be initially set in the dialog as arguments. Also, it is possible to make those items read-only. · The read-only flag is a flag used to prevent the modification of amounts, etc., when viewing in reference mode from the final approval or from a job. · The source system is used for setting the upper limit of files that can be uploaded and for uniquely identifying vouchers in [4-3], etc. The source system is set in advance as an argument when calling the dialog.

[0068] (2) Activation and Registration of the Attachment File Dialog (2-1) Step 1: Selecting the File to be Attached on the Attached File List Screen Next, the file to be attached is selected from the attached file list screen (see Fig. 13). There are the following four types of file attachment methods.

[0069] The first method is to press the "Select from Explorer" button in Fig. 13 to select the file to be attached. The second method is to drag and drop the file to be attached to the area of "You can drag & drop files here" in Fig. 13.

[0070] The third method is to press the "Select from files taken by certificate photograph" button in Fig. 13 to upload the files taken by the mobile phone. According to this method, not only can the images taken by the mobile phone be directly applied from the mobile phone, but it is also possible to import them from the company's internal PC.

[0071] The fourth method is to press the "Select from previously uploaded files" button in Fig. 13 to re-attach the files that were deleted after being registered in the electronic ledger storage system. According to this method, it is possible to re-associate and upload the vouchers that have been logically deleted in the voucher information table 106d to the voucher again.

[0072] When the attachment of the file is completed, it will transition to the attached file details screen.

[0073] (2-2) Procedure 2: Input of detailed information about the attached file on the attached file details screen When a file is attached on the attached file list screen (see Fig. 13), the attached file details screen display unit 102b displays an attached file details screen (see Figs. 14 to 16), which is a screen for inputting detailed information about the file to be attached to the voucher, including an image of the attached file and an area for inputting detailed information about the attached file.

[0074] Fig. 14 shows the attached file details screen for inputting detailed information about the invoice file (electronic transaction file). Fig. 15 shows the attached file details screen for inputting detailed information about the receipt file (scanner saved file). Fig. 16 shows the attached file details screen for inputting detailed information about the petition file (other attached files).

[0075] Here, the attached file details screen display unit 102b displays a list of items corresponding to the type of the attached file selected on the attached file details screen (see FIGS. 14 to 16) on the attached file details screen (see FIGS. 14 to 16). For some of the items to be displayed, if the content of the slip has been input on the slip input screen before the attached file list screen is displayed, the content of the slip input on the slip input screen (see FIG. 11) is set as the item value and then displayed.

[0076] As described in the previous paragraph, the attached file details screen display unit 102b may obtain a list of items corresponding to the type of the attached file selected on the attached file details screen (see FIGS. 14 to 16) according to a fixed rule, but as described below, it may also obtain the list by referring to the display item setting table 106k (see FIG. 17). That is, the attached file details screen display unit 102b may obtain a list of items corresponding to the type of the attached file selected on the attached file details screen from the display item setting table 106k (see FIG. 17) that includes a list of items to be displayed on the attached file details screen for each type of file.

[0077] Specifically, when the type of the file (= system classification) is selected from the location of "Please select the type of file." at the upper right of the attached file details screen (see FIGS. 14 to 16), the attached file details screen display unit 102b obtains the items corresponding to the selected system classification from the display item setting table 106k (see FIG. 17), thereby switching the display / non-display of the input items. When a value is set in the "arguments for dialog call" described in (1) in the business system, the attached file details screen display unit 102b starts the attached file details screen (see FIGS. 14 to 16) with the items set.

[0078] Note that regarding the display of the attached file details screen performed by the attached file details screen display unit 102b, the following points should be noted. · The attached file details screen (see FIGS. 14 to 16) is launched with the items passed from the slip input screen (see FIG. 11) being initially set. What to set can be configured by the business system side. For example, in the case of the transportation expense settlement application of the travel expense system, if there is a requirement to attach vouchers for each detail, parameters can be set for each detail. · On the same screen, it is possible to select whether it is a system requirement file or other attached file and upload the file. · The input items are automatically switched according to the selected system classification. That is, the system guides so that what meets the system requirements can be input. For the display and non-display of items for each system classification, refer to the display item setting table 106k (see FIG. 17).

[0079] Here, the attached file details screen display unit 102b obtains the document type identification data (initial display document code) associated with the system identification data (system name) for the system to which the slip input screen (see FIG. 11) where the slip content is input belongs from the screen control table 106a (see FIG. 14). Subsequently, the attached file details screen display unit 102b obtains the document name and the item name related to the date (transaction date label name) associated with the obtained document type identification data (document code) from the voucher type table 106b (see FIG. 14). Finally, the attached file details screen display unit 102b displays the obtained document name and the item name related to the date (transaction date label name).

[0080] Regarding the display of the document name and the item name related to the date (transaction date label name) performed by the attached file details screen display unit 102b, specifically, it is as follows. · The document name is managed by the screen control table 106a (see Fig. 14). Also, the initially displayed document name can be set for each screen of the calling source. For example, as shown in the screen control table 106a (see Fig. 14), when starting from journal entry input, it is possible to obtain the document code of the delivery note, and when starting from transportation expense settlement, it is possible to obtain the document code of the receipt. · The label name of "Date" can be set for each document code to be initially displayed in the voucher type table 106b (see Fig. 14). Such a function is provided because the concept of "transaction date" differs for each document. For example, as shown in the voucher type table 106b (see Fig. 14), when the document is a "delivery note", the label name of the transaction date is "Date", and when the document is a "receipt", the label name of the transaction date is "Receipt Date". · When a specific document code is selected by the user on the attached file details screen, the selected document code is searched from the voucher type table 106b (see Fig. 14), and the document name corresponding to the searched and hit document code can be displayed on the attached file details screen.

[0081] When the input of the item is completed, the "Register" button is pressed. If multiple files are selected, the screen switches to the input screen for the next file.

[0082] As described above in (2-1) and (2-2), according to the file registration support device 100 according to the present embodiment, it is possible to support the registration of voucher files and non-voucher files from the same screen. Voucher files, in this example, are the files of delivery notes (electronic transaction files) and the files of receipts (scanner saved files). Non-voucher files, in this example, are the files of petitions (other attached files). The same screen, in this example, is the attached file list screen (see Fig. 13) and the attached file details screen (see Figs. 14 to 16).

[0083] (2-3) Step 3: Return to the attached file list screen and check whether the attached files and their system classifications are correct After information is input on the attached file details screen (see FIGS. 14 to 16), when a button for registering the attached file (the "register" button) is selected on the attached file details screen (see FIGS. 14 to 16), the attached file list screen display unit 102a redisplay the attached file list screen (see FIG. 18) including the list of attached files and the types of corresponding files.

[0084] Specifically, when the registration of all selected attached files is completed on the attached file details screen (see FIGS. 14 to 16), return to the attached file list screen. On the returned attached file list screen, the attached files and the types of corresponding files (= system classifications) can be checked. When the attached file list screen is closed, return to the screen of the original business system.

[0085] In this specification, "redisplay" can be broadly construed and includes any of the following cases. · When the original screen is once made invisible and then transitions to the next screen and returns from the next screen to the original screen, the original screen is redisplayed. · When the next screen is displayed as a pop-up on the original screen and the original screen becomes active when the next screen is closed. In this case, the information added to the next screen may be displayed on the original screen, or alternatively, the original screen may be simply made active without displaying the information added to the next screen.

[0086] When a button for registering the attached file (the "Register" button) is selected on the attached file list screen (see Fig. 18) that is displayed again, the work table generation unit 102c generates a voucher work 106c (see Fig. 19) that includes file identification data (certificate Guid) for the attached file, a file type identification category (system category) for the attached file, detailed information (file name, extension, document code, receipt date, transaction date, counterparty name, amount, product name, resolution, gradation, presence / absence of TS, TS assignment date and time, and source system) for the attached file entered on the attached file details screen (see Figs. 14 to 16), and binary information (file image) for the attached file. The work table generation unit 102c also stores the same WK key (work key) in the voucher work 106c.

[0087] Specifically, when registering through the attached file dialog, the detailed information of the attached certificate and the file image are stored in the voucher work 106c. When the storage is completed, the screen returns to the screen of the source business system. Note that the items to be stored differ according to the radio button selected on the attached file details screen (see Figs. 14 to 16). In other words, the columns in the voucher work 106c updated according to the system category selected on the attached file details screen (see Figs. 14 to 16) are different. For example, when a scanner saved file is selected, information is stored in the columns of resolution and gradation.

[0088] (3) Voucher registration in the calling source (business system) When a button for registering the attached file (the "Register" button) is selected on the attached file list screen (see Fig. 18) that is displayed again, the linking table etc. generation unit 102d redisplays the voucher input screen (see Fig. 20). Then, when a button for registering the voucher (the "Register" button) is selected on the redisplayed voucher input screen (see Fig. 20), the linking table etc. generation unit 102d starts generating each data (corresponding to "Start" in the flowchart of Fig. 21).

[0089] Depending on the system classification selected on the attached file details screen (see FIGS. 14 to 16), the types of data generated are different (= the storage locations of the information in the voucher slip work 106c are different). Hereinafter, each data generated by the association table generation unit 102d will be described according to the flowchart of FIG. 21. FIG. 21 is a flowchart showing the processing executed inside the business system after the "Registration" button on the voucher input screen (see FIG. 20) is pressed again.

[0090] (3)-A. Acquisition of a list of voucher slips registered in the attached file dialog First, as shown in FIG. 22, the association table generation unit 102d uses the common processing of the electronic ledger storage system to obtain the file identification data (voucher Guid) and the file type identification classification (system classification) as information necessary for generating the voucher association table 106f from the voucher slip work 106c, which is a temporary table registered in the attached file dialog (corresponding to the processing of "A" in the flowchart of FIG. 21).

[0091] (3)-B. Generation of the voucher association table 106f Next, the association table generation unit 102d generates a voucher association table 106f (see FIG. 23) that includes linking the voucher number for identifying the registered voucher, the file identification data (voucher Guid) in the voucher slip work 106c, and the like (corresponding to the processing of "B" in the flowchart of FIG. 21). Note that the association table generation unit 102d may further include the file type identification classification (system classification) in the voucher slip work 106c in the voucher association table 106f (see FIG. 23).

[0092] In the voucher association table 106f shown in FIG. 23, for one voucher specified by the voucher number "Zaimu100", three files, namely, a delivery note file (voucher Guid: Guid_Evi01), a receipt file (voucher Guid: Guid_Evi02), and a proposal file (voucher Guid: Guid_Evi03), are linked.

[0093] Note that regarding the generation of the voucher linking table 106f performed by the linking table generation unit 102d, the following points should be noted. · On the business system side, update the linking information in the voucher linking table 106f of the business system DB (this update is entrusted to the business side). Here, link the vouchers of the business system with the electronic vouchers. · Using the electronic voucher Guid as the key, link the voucher number of the business system with the electronic voucher registered in the attachment file dialog. · The update of the voucher linking table 106f is entrusted to each business system. Therefore, the information held by the voucher linking table 106f may vary depending on each business system. For example, the accounting system also updates the "other attached files", while the travel expense system does not update the "other attached files", etc. This is because how each business system stores the "other attached files" in which DB is different, so as to be able to respond flexibly.

[0094] (3)-C. Check of System Classification Next, the linking table generation unit 102d checks the types of the file type identification classifications (system classifications) in the voucher slip work 106c (corresponding to the process of "C" in the flowchart of FIG. 21).

[0095] Referring to the generated voucher slip work 106c shown in FIG. 19, the records in the first row (system classification: electronic transaction) and the second row (system classification: scanner storage) correspond to the records in the system requirement file. In this case, based on the records in the first and second rows of the voucher slip work 106c, the linking table generation unit 102d generates the voucher information table 106d and the voucher image table 106e as described in (3)-D below.

[0096] In contrast, referring to the generated voucher work 106c shown in FIG. 19, the record in the third row (system classification: other attachment) corresponds to the record of the other attachment file. In this case, based on the record in the third row of the voucher work 106c, the linking table generation unit 102d generates the workflow case table 106g, the file information table 106h, and the file image table 106i as described in (3)-F below, or generates the file information table 106h and the file image table 106i as described in (3)-G below.

[0097] (3)-D. When the system classification is electronic transaction or scanner storage When the file type identification classification (system classification) in the voucher work 106c (see FIG. 19) indicates the voucher file (electronic transaction or scanner storage) (when proceeding to the system requirement file (electronic transaction or scanner storage) at C in the flowchart of FIG. 21), the linking table generation unit 102d ● The voucher information table 106d (see FIG. 24) including the file identification data (voucher Guid) in the voucher work 106c (see FIG. 19), the file type identification classification (system classification) in the voucher work 106c (see FIG. 19), and the detailed information (file name, extension, document code, receipt date, transaction date, amount, product name, customer name, resolution, tone, presence / absence of TS, TS assignment date and time, source system, and deleted flag) about the attached file in the voucher work 106c (see FIG. 19), ● The voucher image table 106e (see FIG. 24) including the file identification data (voucher Guid) in the voucher work 106c (see FIG. 19) and the binary information (file image) about the attached file in the voucher work 106c (see FIG. 19), is generated (corresponding to the process of "D" in the flowchart of FIG. 21).

[0098] Note that regarding the generation of the linking table etc. generation unit 102d for the proof information table 106d and the proof image table 106e, the following points should be noted. ·Execute the common process (electronic proof confirmation process) of the electronic ledger storage system. ·Update the proof information table 106d and the proof image table 106e. Also, delete the data in the proof slip work 106c. ·Using the "WK key" registered in the proof slip work 106c, which is a temporary table, as a key, acquire the corresponding data and update the information in each table (the proof information table 106d and the proof image table 106e). ·The columns in the proof information table 106d updated according to the system classification are different. For example, when a scanner storage file is selected, information is stored in the columns of resolution and gradation.

[0099] (3)-E. Check whether to use the workflow system When the file type identification classification (system classification) in the proof slip work 106c (see Fig. 19) indicates the non-proof file (other attachments), the linking table etc. generation unit 102d further checks whether to use the workflow system (corresponding to the process "E" in the flowchart of Fig. 21). This is because the storage location and storage method of other files differ depending on whether each business system uses the workflow system or not. The update of other files is entrusted entirely to the business system. Each business system stores file images etc. obtained by the common process of the electronic ledger storage system. Fig. 25 shows the proof slip work 106c, which is the update source table.

[0100] (3)-F. When the system classification = other attachments and the workflow system is being used When the file type identification category (system category) in the voucher slip work 106c (see FIG. 19) indicates the non-voucher file (other attachments) (when proceeding to other attachments in C in the flowchart of FIG. 21), and when using the workflow system (when proceeding to "use" in E in the flowchart of FIG. 21), ● a workflow case table 106g (see FIG. 26) including the voucher number (business voucher number), the case identification data (case Guid), etc.; ● a file information table 106h (see FIG. 26) including the case identification data (case Guid) and detailed information (attached file name and memo) about the attached file in the voucher slip work 106c (see FIG. 19); ● a file image table 106i (see FIG. 26) including the case identification data (case Guid) and binary information (file image) about the attached file in the voucher slip work 106c (see FIG. 19); are generated (corresponding to the process of "F" in the flowchart of FIG. 21).

[0101] Note that regarding the generation of the workflow case table 106g, the file information table 106h, and the file image table 106i performed by the association table generation unit 102d, the following points should be noted. · By executing the common process of the workflow system, the association information between other attached files and vouchers is saved. · By using the workflow system, it is possible to view the voucher and other attached files simultaneously at the time of approval.

[0102] (3)-G. When the system category is other attachments and the workflow system is not used (when saving attached files independently in the business) When the file type identification category (system category) in the voucher slip work 106c (see FIG. 19) is the category indicating the non-voucher file (other attachments) (when proceeding to other attachments at C in the flowchart of FIG. 21), and when the workflow system is not used (when proceeding to "not use" at E in the flowchart of FIG. 21), ● A file information table 106h (see FIG. 27) including the voucher number and detailed information (attached file name and memo) about the attached file in the voucher slip work 106c (see FIG. 19), ● A file image table 106i (see FIG. 27) including the voucher number and binary information (file image) about the attached file in the voucher slip work 106c (see FIG. 19), are generated (corresponding to the process of "G" in the flowchart of FIG. 21).

[0103] Note that regarding the generation of the file information table 106h and the file image table 106i performed by the linking table generation unit 102d, the following points should be noted. · Each business system stores file images and the like obtained by the common processing of the electronic ledger storage system. · In this example, the values of the accounting system used for explanation so far are described.

[0104] (3)-H. Generation of Journal Voucher Detail Table Finally, the linking table generation unit 102d generates a journal voucher detail table 106j (see FIG. 28) including the voucher number and the content of the voucher input on the voucher input screen (see FIG. 20) (corresponding to the process of "H" in the flowchart of FIG. 21). In other words, the voucher is finalized by the voucher registration process of each business system.

[0105] By performing the processes described in this item (3) above, the linking table generation unit 102d completes the generation of each data (corresponding to "end" in the flowchart of FIG. 21).

[0106] As described in item (3), according to the file registration support device 100 according to the present embodiment, the credential file and the non-credential file can be stored in different locations. That is, the information of the credential file is stored in the credential information table 106d and the credential image table 106e, while the information of the non-credential file can be stored in the workflow case table 106g, the file information table 106h, and the file image table 106i. By storing the credential file and the non-credential file separately in different locations in this way, there is an effect that the approval of the slip described in [4-2] below and the search for credentials described in [4-3] below become easier.

[0107] [4-2. Approval of Slip] In this item, the approval of the slip will be described. When using a workflow, at the time of approving a slip, all the credentials and other files associated with the slip can be referred to from the same screen. The information that can be referred to is as follows. · Content of the slip · File image of the credential associated with the slip · Detailed information associated with the credential (contents input on the attached file details screen at the time of uploading the credential) · File image of other attached files associated with the slip

[0108] Here, in order to display information at the time of approving a slip, it is necessary to acquire the information to be displayed in advance. First, the method of acquiring the information to be displayed will be described. When the slip approval screen, which is a screen for the person in charge to approve the slip, is launched, the approval information display unit 102e performs pre-acquisition of information as follows.

[0109] As shown in FIG. 29, the approval information display unit 102e acquires the content of the slip (debit account item, debit amount, etc.) associated with the slip number in the workflow case table 106g from the journal details table 106j.

[0110] In addition, when a proof is registered in the proof linking table 106f for a case, as shown in Fig. 29, the approval information display unit 102e obtains the file identification data (proof Guid) linked to the voucher number in the workflow case table 106g from the proof linking table 106f, and further obtains detailed information (file name, extension, document code, receipt date, etc.) and binary information (file image) linked to the obtained file identification data (proof Guid) from the proof information table 106d and the proof image table 106e, respectively.

[0111] When other files linked to a case are registered in the file information table 106h, as shown in Fig. 29, the approval information display unit 102e obtains binary information (file image) linked to the case identification data (proof Guid) in the workflow case table 106g from the file image table 106i.

[0112] Note that regarding the pre-acquisition of information performed by the approval information display unit 102e, the following points should be noted. · Refer to the journal details table 106j and the proof linking table 106f from the workflow case table 106g. · The proof information is obtained by the proof acquisition process of the electronic ledger storage system, which is referred to within the common processing of the workflow from the proof linking table 106f. · The information of other attached files is obtained based on the case Guid of the workflow.

[0113] Then, the approval information display unit 102e displays the acquired information on the voucher approval screen as follows.

[0114] When the file selected on the voucher approval screen is the proof file (system requirement file), the approval information display unit 102e displays the content of the acquired voucher, the detailed information acquired from the proof information table 106d, and the binary information acquired from the proof image table 106e on the voucher approval screen.

[0115] This display will be specifically described with reference to FIG. 30. FIG. 30 is a diagram showing the slip approval screen when the cursor is placed on the button of "File A.pdf". As shown in FIG. 30, when File A, which is a system requirement file, is selected at the upper part of the screen, the approval information display section 102e displays, as shown in FIG. 30, the area of "Journal Voucher Confirmation" on the left part of the screen as the content of the slip, the area including the document name etc. on the right part of the screen as the detailed information, and the image of the delivery note at the center part of the screen as the binary information. The items that can be displayed as the detailed information are summarized in FIG. 32.

[0116] On the other hand, when the file selected on the slip approval screen is the non-certificate file (other attached files), the approval information display section 102e displays the content of the acquired slip and the binary information acquired from the file image table 106i on the slip approval screen.

[0117] This display will be specifically described with reference to FIG. 31. FIG. 31 is a diagram showing the slip approval screen when the cursor is placed on the button of "File C.pdf". As shown in FIG. 31, when File C, which is an other attached file, is selected at the upper part of the screen, the approval information display section 102e displays, as shown in FIG. 31, the area of "Journal Voucher Confirmation" on the left part of the screen as the content of the slip, and the image of the petition on the right part of the screen as the binary information.

[0118] Note that regarding the display of the slip approval screen performed by the approval information display section 102e, the following points should be noted. · All attached files (system requirement files and other attached files) associated with the slip are displayed in a list as file buttons at the upper part of the slip approval screen. By clicking on the displayed file button, the attached file can be downloaded. ·By aligning the cursor with any of the file buttons displayed at the upper part of the slip approval screen, the attached files to be previewed can be automatically switched. Note that when the cursor is aligned with the file button for the system requirement file, the content of the detailed information also changes.

[0119] As described above in this item [4-2], according to the file registration support device 100 according to the present embodiment, at the time of slip approval, the content of the slip (in this example, the content of the "journal voucher confirmation"), the image of the voucher associated with the slip (in this example, the image of the delivery note), the detailed information of the voucher associated with the slip (in this example, the detailed information of the delivery note), and the image of the non-voucher associated with the slip (in this example, the image of the memo) can be displayed within one screen (in this example, the slip approval screen). Thereby, the approval person can accurately and immediately confirm a series of information related to the slip and then approve the slip, so the load on the approval person is small and mistakes in the approval work can also be eliminated.

[0120] [4-3. Search for Vouchers (Display of Electronic Voucher List)] In this item, the search for vouchers (display of the electronic voucher list) will be described. By searching for vouchers, all vouchers stored in the electronic ledger storage system can be viewed. There are two jobs in the electronic voucher list, one for the individual and one for the accounting staff.

[0121] For the individual, the vouchers uploaded by oneself can be searched, referenced, and logically deleted. Also, for the individual, it is possible to newly register electronic transaction files not associated with slips.

[0122] For the accounting staff, it is used for responding to tax audits, regular inspections, and daily confirmations. Also, for the accounting staff, the vouchers uploaded by all users can be searched, referenced, and logically deleted.

[0123] The credential data obtained in the electronic credential list is retrieved from the electronic ledger storage DB. Although voucher data is distributed across each business system, the credential data is aggregated in the electronic ledger storage DB. Therefore, by searching for credentials (displaying the electronic credential list), it is possible to search for and view all the credentials uploaded from all business systems.

[0124] Here, as the search requirements of the Electronic Ledger Storage Law, the following (1) to (3) exist. (1) It is possible to search by "transaction date (other dates)", "transaction amount", and "counterparty". (2) It is possible to search by specifying a range of dates or amounts. (3) It is possible to search by combining two or more items. However, when responding to a request for download, the conditions (2) and (3) are not necessary.

[0125] The following specifically explains the search for credentials performed from the credential search screen (see Figure 36), which is the screen for searching the said credential file, assuming the following premises. · Assume that the credential information table 106d shown in Figure 33 exists as the search target. The credential information table 106d shown in Figure 33 is a table into which files have been uploaded not only from the core accounting system but also from the travel expense system and the sales system. As shown in Figure 33, a scanner storage file has been uploaded from the travel expense system (record with credential Guid: Guid_Evi03), and an electronic transaction file has been uploaded from the sales system (record with credential Guid: Guid_Evi04). · The items that can be used as search conditions are as shown in Figure 34, for example. The search conditions can be input in the left area on the said credential search screen (see Figure 36). · The items displayed as search results are as shown in Figure 35, for example. The search results are displayed in the right area on the said credential search screen (see Figure 36).

[0126] When search conditions are entered on the voucher search screen (see Fig. 36), the voucher search result display section 102f searches the voucher information table 106d for information about the voucher files that match the entered search conditions and displays the search results on the voucher search screen (see Fig. 36).

[0127] Note that regarding the search for vouchers performed by the voucher search result display section 102f, the following points should be noted. · By entering search conditions in the left area of the voucher search screen (see Fig. 36), it is possible to search (extract) vouchers based on the content registered at the time of application. By enabling such voucher searches, the search requirements of the Electronic Bookkeeping Preservation Law can be met. · In the right area of the voucher search screen (see Fig. 36), the detailed items displayed as search results are controlled according to the selected system classification. Refer to Fig. 35 for the control of the displayed detailed items. · In [4-1], an example of registering vouchers from the core accounting system was explained. However, as explained in this item [4-3], when vouchers are registered from other systems (in this case, the travel expense system and the sales system), it is possible to search for and view the vouchers registered from those other systems.

[0128] Here, the buttons arranged in the footer section (lower part) of the voucher search screen (see Fig. 36) will be explained. Fig. 37 shows an enlarged view of the buttons arranged in the footer section (lower part).

[0129] The "Add Voucher" button is for directly uploading an electronic transaction file to the electronic bookkeeping preservation system without linking it to a slip. When the "Add Voucher" button is pressed, the attached file list screen and the attached file details screen are transitioned to.

[0130] The "Delete" button is used to logically delete vouchers. Logical deletion means treating the data as deleted instead of physically deleting it. When logically deleting, as shown in Fig. 37, the "Deleted Flag" in the voucher information table 106d is updated from "False" to "True". Records with the "Deleted Flag" updated to "True" are treated as deleted, but the records themselves do not disappear.

[0131] The "Details" button is used to view the detailed information of the selected voucher (the values entered on the attached file details screen). When the "Details" button is pressed, the attached file details screen is launched in read-only mode.

[0132] As described above in this item [4-3], according to the file registration support device 100 according to this embodiment, vouchers can be searched and search results can be displayed. Thereby, the person who registered the voucher can efficiently refer to the vouchers registered by himself / herself. The administrator can efficiently perform regular inspections and daily confirmations, and can also quickly respond to tax audits.

[0133] Also, as described above in this item [4-3], according to the file registration support device 100 according to this embodiment, since the target voucher can be searched from the voucher information table 106d that aggregates vouchers registered from a plurality of systems (in this example, not only the core accounting system but also the travel expense system and the sales system), a comprehensive and non-leaking search can be performed on all registered vouchers.

[0134] [4-4. Timestamp Assignment] In this item, the assignment of a timestamp will be described. When a timestamp can be assigned, as shown in Fig. 38, the presence / absence of a timestamp (TS presence / absence) and the timestamp assignment date and time (TS assignment date and time) in the voucher information table 106d are updated. Since vouchers are aggregated in the electronic ledger storage system, a predetermined timestamp service that has been authenticated can be used.

[0135] [5. Contribution to the United Nations' Sustainable Development Goals (SDGs)] According to this embodiment, since it can contribute to improving business efficiency and enabling appropriate business judgment of the enterprise, it is possible to contribute to Goals 8 and 9 of the SDGs.

[0136] Also, according to this embodiment, since it can contribute to reducing waste loss and promoting paperless and digitalization, it is possible to contribute to Goals 12, 13, and 15 of the SDGs.

[0137] Also, according to this embodiment, since it can contribute to strengthening control and governance, it is possible to contribute to Goal 16 of the SDGs.

[0138] [6. Other Embodiments] The present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims, in addition to the embodiments described above.

[0139] For example, among the processes described in the embodiment, all or part of the processes described as being automatically performed can be manually performed, or all or part of the processes described as being manually performed can be automatically performed by a known method.

[0140] Also, regarding the process procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and the drawings, they can be arbitrarily changed unless otherwise specified.

[0141] Also, regarding the file registration support device 100, each illustrated component is a functional concept, and it is not necessarily physically configured as illustrated.

[0142] For example, regarding the processing functions provided by the file registration support device 100, particularly each processing function performed by the control unit, all or any part thereof may be realized by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware by wired logic. Note that the program is recorded on a non-transitory computer-readable recording medium including programmed instructions for causing the information processing device to execute the processing described in this embodiment, and is mechanically read by the file registration support device 100 as necessary. That is, in a storage unit such as a ROM or an HDD (Hard Disk Drive), a computer program for giving instructions to the CPU in cooperation with the OS to perform various processes is recorded. This computer program is executed by being loaded into the RAM, and constitutes the control unit in cooperation with the CPU.

[0143] In addition, this computer program may be stored in an application program server connected to the file registration support device 100 via an arbitrary network, and all or part of it can be downloaded as necessary.

[0144] Also, a program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, and may also be configured as a program product. Here, this "recording medium" includes any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0145] Also, the "program" is a data processing method described in any language or description method, regardless of the form such as source code or binary code. Note that the "program" is not necessarily limited to being configured as a single entity, and also includes those that are distributed as a plurality of modules or libraries, or those that achieve their functions in cooperation with other separate programs represented by an OS. Regarding the specific configuration, reading procedure, and installation procedure after reading for reading the recording medium in each device shown in the embodiment, well-known configurations and procedures can be used.

[0146] The various databases and the like stored in the storage unit are storage means such as a memory device such as a RAM or a ROM, a fixed disk device such as a hard disk, a flexible disk, and an optical disk, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0147] Further, the file registration support device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the file registration support device 100 may be realized by implementing software (including programs or data, etc.) for realizing the processing described in this embodiment in the device.

[0148] Furthermore, the specific form of the distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in arbitrary units according to various additions or according to the functional load. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

Industrial Applicability

[0149] The present invention is useful, for example, in fields related to accounting and fields using auxiliary ledgers.

Explanation of Signs

[0150] 100 File registration support device 102 Control unit 102a Attachment file list screen display unit 102b Attachment file details screen display unit 102c Work table generation unit 102d Link table generation unit etc. 102e Approval information display unit 102f Voucher search result display unit 104 Communication interface unit 106 Storage unit 106a Screen control table 106b Voucher type table 106c Voucher slip work 106d Voucher information table 106e Voucher image table 106f Voucher link table 106g Workflow project table 106h File Information Table 106i File Image Table 106j Journal Voucher Detail Table 106k Display Item Setting Table 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 Server 300 Network

Claims

1. A file registration support device including a control unit, capable of assisting in registering a credential file and a non-credential file from the same screen, wherein the control unit an attached file list screen display means for displaying an attached file list screen, which is a screen for attaching files, when a button for attaching a file is selected on a slip input screen, which is a screen for inputting the content of a slip; an attached file details screen display means for displaying an attached file details screen, which is a screen for inputting detailed information about a file to be attached to a slip, including an image of the attached file and an area for inputting detailed information about the attached file; is provided with the attached file details screen display means displays a list of items corresponding to the type of the attached file selected on the attached file details screen on the attached file details screen, and for some of the items to be displayed, if the content of the slip has been input on the slip input screen before the attached file list screen is displayed, the content of the slip input on the slip input screen is displayed with the item value set; A file registration support device characterized by the above.

2. The attached file details screen display means obtains a list of items corresponding to the type of the attached file selected on the attached file details screen from a display item setting table including a list of items to be displayed on the attached file details screen for each file type; The file registration support device according to claim 1, characterized by the above.

3. further includes a storage unit, wherein the storage unit stores a screen control table including system identification data for identifying the system to which the slip input screen belongs and document type identification data for identifying the type of document; a credential type table including the document type identification data, the document name, and item names related to the date; and the attached file details screen display means obtains document type identification data associated with the system identification data for the system to which the slip input screen where the content of the slip has been input belongs from the screen control table, then obtains the document name and item names related to the date associated with the obtained document type identification data from the credential type table, and finally displays the obtained document name and item names related to the date. The file registration support device according to claim 1, characterized in that

4. When the attached file list screen display means selects a button for registering the attached file on the attached file details screen after information has been input on the attached file details screen, the attached file list screen including the list of attached files and the types of files corresponding thereto is displayed again, The control unit When a button for registering the attached file is selected on the attached file list screen displayed again, a work table generation means for generating a work table including file identification data for the attached file, a file type identification category for the type of the attached file, detailed information for the attached file input on the attached file details screen, and binary information for the attached file further comprising The file registration support device according to claim 1, characterized in that

5. The control unit When a button for registering the attached file is selected on the attached file list screen displayed again, the slip input screen is displayed again. When a button for registering a slip is selected on the slip input screen displayed again, (i) a linking table including a slip number for identifying the registered slip and the file identification data in the work table, linked together (ii) When the file type identification category in the work table indicates the category of the documentary evidence file, a documentary evidence information table including the file identification data, the file type identification category, and the detailed information for the attached file in the work table, and a documentary evidence image table including the file identification data and the binary information for the attached file in the work table (iii) When the file type identification category in the work table indicates the category of the non-documentary evidence file, a workflow case table including the slip number and case identification data for identifying each case on the workflow, a file information table including the case identification data and the detailed information for the attached file in the work table, and a file image table including the case identification data and the binary information for the attached file in the work table (iv) a voucher details table including the voucher number and the content of the voucher input on the voucher input screen; linking table generation means for generating the like; further comprising; The file registration support device according to claim 4, characterized in that.

6. The control unit, when a voucher approval screen, which is a screen for an operator to approve the voucher, is activated, acquires the content of the voucher associated with the voucher number in the workflow case table from the voucher details table; when a voucher is registered in the linking table, if there is a voucher associated with the case, the file identification data associated with the voucher number in the workflow case table is acquired from the linking table, and further, detailed information and binary information associated with the acquired file identification data are acquired from the voucher information table and the voucher image table, respectively; when other files associated with the case are registered in the file information table, binary information associated with the case identification data in the workflow case table is acquired from the file image table; when the file selected on the voucher approval screen is the voucher file, the content of the acquired voucher, the detailed information acquired from the voucher information table, and the binary information acquired from the voucher image table are displayed on the voucher approval screen; approval information display means for displaying, on the voucher approval screen, the content of the acquired voucher and the binary information acquired from the file image table when the file selected on the voucher approval screen is the non-voucher file; further comprising; The file registration support device according to claim 5, characterized in that.

7. The control unit, voucher search result display means for searching, from the voucher information table, information about the voucher file that matches the input search condition when search conditions are input on a voucher search screen, which is a screen for searching for the voucher file, and displaying the search result on the voucher search screen; further comprising; The file registration support device according to claim 5, characterized in that.

8. The voucher is a delivery note, receipt, invoice or estimate, the non-voucher is a proposal, The file registration support device according to any one of claims 1 to 7, characterized in that.

9. A file registration support method executed by an information processing apparatus including a control unit, which can assist in registering a certified file and a non-certified file from the same screen, comprising: executed by the control unit, an attached file list screen display step of displaying an attached file list screen, which is a screen for attaching files, when a button for attaching a file is selected on a slip input screen, which is a screen for inputting the contents of a slip; an attached file details screen display step of displaying an attached file details screen, which is a screen for inputting detailed information about a file to be attached to a slip, including an image of the attached file and an area for inputting detailed information about the attached file, when a file is attached on the attached file list screen; including: in the attached file details screen display step, a list of items corresponding to the type of the attached file selected on the attached file details screen is displayed on the attached file details screen, and for some of the items to be displayed, if the contents of the slip have been input on the slip input screen before the attached file list screen is displayed, the contents of the slip input on the slip input screen are displayed with the item values set; A file registration support method characterized by the above. [

10. ] A file registration support program for causing an information processing apparatus including a control unit to execute, which can assist in registering a certified file and a non-certified file from the same screen, comprising: for causing the control unit to execute, an attached file list screen display step of displaying an attached file list screen, which is a screen for attaching files, when a button for attaching a file is selected on a slip input screen, which is a screen for inputting the contents of a slip; an attached file details screen display step of displaying an attached file details screen, which is a screen for inputting detailed information about a file to be attached to a slip, including an image of the attached file and an area for inputting detailed information about the attached file, when a file is attached on the attached file list screen; including: In the attached file details screen display step, a list of items corresponding to the type of the attached file selected on the attached file details screen is displayed on the attached file details screen. For some of the items to be displayed, if the content of the slip has been input on the slip input screen before the attached file list screen is displayed, the content of the slip input on the slip input screen is set as the item value and displayed. A file registration support program characterized by the above.

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