Program, computer, system and information processing method
The program enhances the processing of supporting document data by linking it to client identification information, enabling accurate and efficient data management and retrieval from proxy acquisition sites.
Patent Information
- Application Number
- JP2025011151
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2025-01-27
- Publication Date
- 2025-08-05
- Estimated Expiration
- 2045-01-27
AI Technical Summary
Existing systems lack the capability for accurate processing of supporting document data, such as invoices, uploaded to a proxy acquisition site by a client's business partners.
A program that enables a computer to function as a voucher data receiving, transmission, and selection result receiving means, allowing for the receipt, display, and storage of supporting document data linked to client identification information, along with the acquisition of data from proxy sites using proxy acquisition information, including URLs and passwords.
Enables more accurate and efficient processing of supporting document data by linking it to client identification information, facilitating streamlined and automated data management and retrieval.
Smart Images

Figure 0007718008000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to a program, a computer, a system, and an information processing method. [Background technology]
[0002] Conventionally, various processing systems have been known for processing document data such as invoices. For example, Patent Document 1 discloses a data processing device, a data processing method, and a program that can improve the efficiency of processing invoices. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Patent No. 7051168 Summary of the Invention [Problem to be solved by the invention]
[0004] When processing supporting document data on behalf of clients, there is a demand for more accurate processing of the supporting document data uploaded to the proxy acquisition site by the client's business partners.
[0005] The present disclosure has been made taking these points into consideration, and aims to provide a program, computer, system, and information processing method that can perform more accurate processing of supporting document data uploaded to an agent acquisition site by a client's business partner company. [Means for solving the problem]
[0006] The program of the present disclosure is A program that causes a computer to function as a voucher data receiving means, a transmission means, and a selection result receiving means, the voucher data receiving means receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives an instruction regarding the evidence data received from the client terminal.
[0007] In the program of the present disclosure, The selection result receiving means may receive a selection result of the evidence data received from the client terminal.
[0008] In this case, the computer is further made to function as a storage means, The storage means may store, in a storage unit, evidence data corresponding to the selection result accepted by the selection result accepting means.
[0009] In addition, the program of the present disclosure The computer further functions as a proxy acquisition information receiving unit, the proxy acquisition information receiving means receives proxy acquisition information including the client identification information, the URL information of the proxy acquisition destination site, and proxy acquisition schedule information from the client terminal; the transmitting means transmits the proxy acquisition information accepted by the proxy acquisition information accepting means to the evidence data acquisition terminal, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site and acquire the evidence data; In the evidence data acquisition terminal, the evidence data acquired from the proxy acquisition destination site may be linked to the client identification information.
[0010] In this case, the proxy acquisition information accepted by the proxy acquisition information accepting means may further include at least one of ID information and a password required to access the proxy acquisition destination site.
[0011] In addition, the program of the present disclosure The computer is further made to function as a proxy acquisition information receiving means and an email receiving means, When the proxy acquisition information receiving means receives proxy acquisition information including the client identification information from the client terminal, the sending means sends a notification destination email address to the client terminal; When the email reception means receives a notification email addressed to the notification destination email address, the sending means transmits the notification email received by the email reception means to a voucher data acquisition terminal, thereby enabling the voucher data acquisition terminal to access the proxy acquisition destination site and acquire the voucher data; In the evidence data acquisition terminal, the evidence data acquired from the proxy acquisition destination site is linked to the client identification information, The notification email may include the client identification information and the URL of the proxy acquisition site.
[0012] The computer of the present disclosure includes: A computer that functions as a voucher data receiving means, a transmission means, and a selection result receiving means by executing a program, the voucher data receiving means receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives the selection result of the evidence data received from the client terminal.
[0013] The system of the present disclosure comprises: A system including a computer and a voucher data acquisition terminal, The voucher data acquisition terminal acquires the voucher data from the proxy acquisition destination site, and associates the acquired voucher data with the client identification information; The computer executes a program to function as a voucher data receiving means, a transmission means, and a selection result receiving means, the evidence data receiving means receives the evidence data acquired from the proxy acquisition destination site from the evidence data acquisition terminal in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives the selection result of the evidence data received from the client terminal.
[0014] The information processing method of the present disclosure includes: An information processing method executed by a computer having a control unit, a step in which the control unit accepts the evidence data acquired from the proxy acquisition destination site in a state linked to the client identification information; a step of the control unit transmitting a display instruction signal to a client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the received evidence data; a step in which the control unit receives a selection result of the evidence data received from the client terminal; The present invention is characterized by the following features. [Effects of the Invention]
[0015] According to the program, computer, system, and information processing method disclosed herein, it is possible to perform more accurate processing of evidence data uploaded to the proxy acquisition site by a client's business partner company. [Brief explanation of the drawings]
[0016] [Figure 1]1 is a diagram schematically illustrating a configuration of an information processing system according to an embodiment of the present disclosure. [Figure 2] 2 is a chart showing the flow of information between the components in the information processing system shown in FIG. 1 when providing a voucher processing agency service based on calendar management. [Figure 3] 3 is a flowchart showing an exemplary operation when the information processing shown in FIG. 2 is performed in the management server shown in FIG. [Figure 4] 2 is a chart showing the flow of information between the components in the information processing system shown in FIG. 1 when providing a voucher processing agency service based on email notification. [Figure 5] 5 is a flowchart showing an exemplary operation when the information processing shown in FIG. 4 is performed in the management server shown in FIG. DETAILED DESCRIPTION OF THE INVENTION
[0017] Hereinafter, an embodiment of the present invention will be described with reference to the drawings. FIGS. 1 to 5 are diagrams illustrating an information processing system 1 according to the present embodiment and an information processing method using the information processing system 1. The following description will be given assuming that the supporting documents processed by the information processing system 1 and the information processing method of the present embodiment are invoices subject to the invoice system. However, the supporting documents processed by the information processing system 1 and the information processing method of the present embodiment are not limited to invoices and may include receipts, purchase orders, delivery notes, contracts, approval documents, etc., and other documents may also be used. Furthermore, the supporting documents processed by the information processing system 1 and the information processing method may include receipts that are treated as qualified simplified invoices under the invoice system, as well as national tax-related documents other than invoices.
[0018] The information processing system 1 shown in FIG. 1 includes a management server (computer) 10, a supporting document data acquisition terminal 30, a client terminal 40, a customer terminal 50, and an agent acquisition site 60. The management server 10 is a server available via an Internet line and is provided as a virtual dedicated server built within a physical server accessible via the Internet. The management server 10 is communicatively connected to the supporting document data acquisition terminal 30, the client terminal 40, and the agent acquisition site 60 via a network such as the Internet line. The customer terminal 50 may also be communicatively connected to the management server 10. The client terminal 40, the customer terminal 50, and the agent acquisition site 60 are also communicatively connected among each other, allowing for the transmission and reception of information (including uploading). The supporting document data acquisition terminal 30 can access the agent acquisition site 60 and download invoice data (specifically, invoice image data) uploaded to the agent acquisition site 60.
[0019] In the information processing system 1, an agency service is provided for processing invoices to be sent to a client company by a business partner company that is a business partner of the client company where the client terminal 40 is installed. In other words, conventionally, when a business partner company issues an invoice for services that the business partner company has provided to the client company, the invoice is sent from the business partner company to the client company, and the client company processes the invoice (specifically, receives, approves, pays, etc.), but in the information processing system 1 according to this embodiment, a management company that manages the management server 10 processes the invoice on behalf of the client company. In this specification, information obtained when processing supporting documents such as invoices from business partners on behalf of the client company at the request of the client company (including its departments and staff members) is referred to as "agency acquisition information."
[0020] Each component of the information processing system 1 will be described below.
[0021] (Management Server 10) 1, the management server 10 includes a control unit 12, a storage unit 26, and a communication unit 28. The control unit 12 is, for example, a CPU (Central Processing Unit) or the like, and functions as a proxy acquisition information receiving means 14, an email receiving means 16, a transmission means 18, a voucher data receiving means 20, a selection result receiving means 22, and a storage means 24 by executing a predetermined program stored in the storage unit 26. Details of these functions will be described later.
[0022] The program executed by the control unit 12 is not limited to being stored in the storage unit 26. The program executed by the control unit 12 may be a program transmitted from an external device to the control unit 12 via the communication unit 28, a program stored in a storage medium such as a USB memory attached to the management server 10, or a program stored in a server (external device, for example, a cloud server) other than the management server 10. A predetermined program may be transmitted from an external device to the management server 10 each time and executed by the management server 10.
[0023] The storage unit 26 is configured with, for example, a hard disk drive (HDD), random access memory (RAM), read-only memory (ROM), and solid state drive (SSD), and various information, including proxy acquisition information, is stored in the storage unit 26. Information about business partners and information about client companies is pre-stored in the storage unit 26. The information about business partners includes information such as the business partner's identification information, company name, department name, name of person in charge, and contact information (telephone number and email address). In the storage unit 26, an identification code assigned to each business partner (which may be a department or person in charge) may be linked to the company name as identification information for the business partner. The "identification code" is a code used by the management server 10 or the like to identify the business partner. For example, it may be the initials of each business partner or a random combination of letters, numbers, symbols, etc., and is not particularly limited. The information about client companies includes information such as the client's identification information, company name, department name, name of person in charge, and contact information (telephone number and email address). Furthermore, the storage unit 26 can store the supporting document data acquired from the proxy acquisition destination site 60 in a state linked to the client identification information. Also, each time proxy acquisition information is received by the management server 10, it may be stored in the storage unit 26 as a "proxy acquisition list." The storage unit 26 can also store notification emails received from the proxy acquisition destination site 60 (or the trading partner terminal 50) in a state linked to the corresponding client company. Such notification emails may also be stored as a "proxy acquisition list." The above-mentioned "proxy acquisition list" is a list of proxy acquisition information. Furthermore, the storage unit 26 may also store instructions from the client terminal 40 regarding the supporting document data acquired from the proxy acquisition destination site 60.
[0024] In this specification, "linking" between the evidence data and the client identification information in the storage unit 26 means tagging to facilitate searching for the evidence data (linking in the narrow sense). On the other hand, "linking" by the evidence data acquisition terminal 30 is a broad concept that means not only linking in the narrow sense but also processing the evidence data and the client identification information as a set (information collection, simultaneous transmission, etc.) (linking in the broad sense). In other words, "linking" by the evidence data acquisition terminal 30 is a process that presupposes linking in the management server 10 by transmitting a set of the evidence data and the client identification information to the management server 10.
[0025] The communication unit 28 connects the control unit 12 to external devices (e.g., the voucher data acquisition terminal 30, the client terminal 40, the trading partner terminal 50, the proxy acquisition site 60, etc.) so that they can communicate with each other. The control unit 12 is capable of sending and receiving various signals to and from external devices via the communication unit 28.
[0026] (Proxy acquisition information receiving means 14) The proxy acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 40. Note that "client identification information" is information for identifying to which client company the voucher to be processed is to be sent (i.e., information for viewing one's own voucher data after the specified voucher data has been sent to the management server 10), and is not particularly limited, and includes the name of the client company, department information, person in charge information, etc.
[0027] The "proxy acquisition information" received by the proxy acquisition information receiving means 14 may further include information on the URL of the proxy acquisition destination site 60 for each client and information on the proxy acquisition schedule (including uploaded data and data to be uploaded), and may further include at least one of ID information and password required to access the proxy acquisition destination site 60 (see FIG. 2). The "proxy acquisition information" may also include information on the supporting document data to be acquired by proxy (for an invoice, the invoice number, invoice date, details, amount, and payment due date, etc.) and information identifying the client company, which is a client of the client company (e.g., the client company's name, department information, and person in charge information). Furthermore, the "proxy acquisition information" may include a method for determining the destination of the supporting document data (which client, department, and person in charge) from information displayed on the proxy acquisition destination site 60, such as the supporting document data, file name, and case name, and a method for operating on the document (e.g., combining supporting document data files, deleting a specified portion of a supporting document data file).
[0028] (Email reception method 16) The email acceptance means 16 accepts notification emails addressed to the notification destination email address. The "notification destination email address" is an email address addressed to the management server 10, designated by the administrator of the management server 10. The "notification destination email address" may be sent in advance to the client terminal 40 by the sending means 18 and then sent from the client terminal 40 to the customer terminal 50 (upper part of Figure 4), or may be sent directly from the management server 10 to the customer terminal 50 by the sending means 18. In one embodiment, the "notification destination email address" is an email address addressed to the evidence data acquisition terminal 30, and the evidence data acquisition terminal 30 may accept the notification email. By the email acceptance means 16 accepting the notification email from the proxy acquisition destination site 60 (or the customer terminal 50), it can be recognized that the evidence data has been uploaded to the proxy acquisition destination site 60.
[0029] The "notification email" is an email notifying the client that the supporting document data has been uploaded to the proxy acquisition site 60 by the client terminal 50. It is preferable to link the client identification information to the notification email (middle panel of Figure 4), as this makes it easier for administrators and operators to verify the supporting document data. It is more preferable that the client company's identification information be linked to the notification email, in addition to the client identification information. It is even more preferable that the client company's identification information be linked to the notification email, in addition to the client identification information, and information about the supporting document data to be acquired by proxy. The notification email may include the URL of the proxy acquisition site 60. Accessing the URL in the notification email may enable downloading of the supporting document data (including image data; the same applies below). Alternatively, accessing the URL may display an ID and password entry (login) screen, allowing the client to download the supporting document data by entering a temporary ID and password sent separately. Alternatively, the client may obtain the ID and password as proxy acquisition information from the client company or client company before or after the fact, access the URL, log in, and download the supporting document data.
[0030] (Transmission means 18) The transmitting means 18 transmits a display instruction signal to the client terminal 40 to cause all or part of the evidence data received by the evidence data receiving means 20 to be displayed on the client terminal 40 corresponding to the client identification information. The transmitting means 18 transmits a display instruction signal to the corresponding client terminal 40, thereby causing the evidence data received by the evidence data receiving means 20 to be displayed on the client terminal 40, but displaying "part" of such evidence data means that it is not necessary to view part of the evidence data on the client terminal 40, and for example, if the evidence data uploaded to the proxy acquisition destination site 60 contains data unrelated to the evidence (for example, a simple receipt email, seasonal greetings, noise information unrelated to the transaction), it can be removed at the discretion of the administrator or operator.
[0031] The transmitting means 18 can also transmit the proxy acquisition information received by the proxy acquisition information receiving means 14 to the supporting document data acquisition terminal 30. This enables the supporting document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire the supporting document data, and the supporting document data acquired from the proxy acquisition destination site 60 in the supporting document data acquisition terminal 30 is linked to the client identification information (in a broad sense). At this time, the proxy acquisition information is transmitted to the supporting document data acquisition terminal 30 by the transmitting means 18, so that the supporting document data acquisition terminal 30 can automatically access the proxy acquisition destination site 60 and automatically acquire the supporting document data by itself. The supporting document data can be automatically acquired by automatically accessing the proxy acquisition destination site 60 using a known method. For example, the supporting document data can be acquired using API linkage.
[0032] Furthermore, when the proxy acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 40, the sending means 18 can also send a notification destination email address to the client terminal 40. At this time, a different notification destination email address may be sent for each client company, each department, or each person in charge. In this way, the notification destination email address is sent from the client company (client terminal 40) to the business partner company (business partner terminal 50) that issues the invoice (upper part of FIG. 4).
[0033] The sending means 18 can also send the notification email received by the email receiving means 16 to the supporting document data acquisition terminal 30. This enables the supporting document data acquisition terminal 30 to access the proxy acquisition destination site 60 at a predetermined timing and acquire the supporting document data. At this time, the sending means 18 sends the notification email to the supporting document data acquisition terminal 30, so that the supporting document data acquisition terminal 30 can automatically access the proxy acquisition destination site 60 and automatically acquire the supporting document data. Here too, by API linkage, the proxy acquisition destination site 60 can be automatically accessed and the supporting document data can be automatically acquired.
[0034] Furthermore, the transmission means 18 may transmit the generated identification code linked to the proxy acquisition information and notification email (which may include client identification information and / or the URL of the proxy acquisition destination site 60) to the supporting document data acquisition terminal 30 (not shown). In this way, it is preferable for the supporting document data acquisition terminal 30 to share the same information as the management server 10 in order to ensure the reliability of proxy invoice processing (proxy acquisition of supporting document data, etc.).
[0035] (Voucher data receiving means 20) The evidence data receiving means 20 receives the evidence data acquired from the proxy acquisition destination site 60 from the evidence data acquisition terminal 30 in a state linked to the client identification information.
[0036] Alternatively, the evidence data receiving means 20 may acquire evidence data linked to the client identification information from the evidence data acquisition terminal 30 based on pre-stored proxy acquisition information, proxy acquisition schedule, etc. The acquisition method is not particularly limited, and the data can be acquired by API linkage, etc.
[0037] (Selection result receiving means 22, storage means 24) The selection result receiving means 22 receives instructions from the client terminal 40 regarding the evidence data received by the evidence data receiving means 20. Examples of instructions from the client terminal 40 include, but are not limited to, instructions to combine a predetermined number of pieces of evidence data or to divide a predetermined piece of evidence data. The content of such instructions may be set in advance (for example, after receiving the proxy acquisition information) and stored in the storage unit 26.
[0038] In one embodiment, the selection result receiving means 22 receives the selection result of the received evidential data from the client terminal 40, and the storage means 24 stores the evidential data in the storage unit 26 in correspondence with the instruction regarding the evidential data received from the client terminal 40. That is, the evidential data corresponding to the selection result received by the selection result receiving means 22 can be stored in the storage unit 26. In this way, only the selected evidential data can be stored in the management server 10 in a state linked to each client identification information, and the client company (client terminal 40) can view the evidential data linked to the corresponding client identification information by accessing the management server 10.
[0039] (others) In addition, the management server 10 (control unit 12) can perform various other functions. For example, when a department or person in charge is received as client identification information, it can be set so that only employees or people in the corresponding department can view the information.
[0040] Furthermore, as a method of identifying a business partner company (including its departments and personnel), the management server 10 (controller 12) may provide each business partner company with a unique URL (proxy acquisition site 60) for uploading supporting document data. Specifically, an upload URL may be issued for each business partner company (including its departments and personnel) and sent to the client terminal 40 (which is then sent from the client terminal 40 to the business partner terminal 50). This URL may display a list of destinations for supporting documents (departments and personnel of the client company) so that the business partner company (sender of the invoice) can be selected, or it may be a dedicated destination (department or personnel of the client company) for each business partner company (sender).
[0041] Furthermore, by executing a predetermined program, the management server 10 (controller 12) may generate an identification code for each business partner company (which may be a department or person in charge) related to the corresponding voucher after the proxy acquisition information receiving means 14 receives proxy acquisition information from the client terminal 40 (for example, FIG. 2), and may also generate a notification email address to be sent by the sending means 18 to the client terminal 40. There are no particular limitations on the method for generating the identification code and the notification email address, and any known method may be used.
[0042] Furthermore, as described above, the trading partner company and the proxy acquisition destination site 60 accepted as "proxy acquisition information" by the proxy acquisition information accepting means 14 can be linked to the identification code corresponding to the trading partner company. This allows the supporting document data acquisition terminal 30 and the management server 10 to use the linking information related to the identification code to further simplify, automate, and streamline the management and processing of supporting document data, without having to read the trading partner company name, etc. from the supporting document data when or after the acquisition by the supporting document data acquisition terminal 30 and the management server 10 from the supporting document data.
[0043] (Evidence data acquisition terminal 30) The evidential data acquisition terminal 30 includes, but is not limited to, a personal computer installed in the office of the management company that manages the management server 10. Information is sent and received to and from the management server 10 by operating the evidential data acquisition terminal 30. The evidential data acquisition terminal 30 can also link the evidential data acquired from the proxy acquisition destination site 60 to client identification information (in a narrow sense). It is more preferable for the evidential data acquisition terminal 30 to link not only the client identification information but also the identification information of the business partner company to the evidential data, and it is even more preferable for the evidential data to link not only the client identification information but also information on the evidential data acquired by proxy to the evidential data. The evidential data acquisition terminal 30 may receive a "notification email." Login information may be acquired from the management server 10 as needed.
[0044] (Client terminal 40) The client terminal 40 includes a personal computer or the like installed in a client company to which invoices are sent from business partners in the past, and is operated by an employee of the client company.
[0045] (Transaction partner terminal 50) The customer terminal 50 includes a personal computer or the like installed in a customer company of the client company that is to issue an invoice to the client company, and is operated by an employee of this customer company.
[0046] (Agent Acquisition Site 60) The proxy acquisition site 60 can be accessed via the Internet and is managed or used by each client company. For example, it can create a website on the Internet and allow invoice data (specifically, images of invoices) to be uploaded to the website. An employee of the client company uploads the invoice data using the client terminal 50.
[0047] [Information processing method 1] Next, the flow of processing by the information processing system 1 of this embodiment will be described with reference to the charts shown in Figs. 2 and 3. Fig. 2 is a chart showing the flow of information between the components when a voucher processing agency service is provided based on calendar management (agency acquisition schedule) in the information processing system 1 shown in Fig. 1. Fig. 3 is a flowchart showing an exemplary operation when the information processing shown in Fig. 2 is performed in the management server 10 shown in Fig. 1. In the following, it is assumed that a transaction has been carried out between a predetermined client company having a client terminal 40 and a predetermined trading partner company having a trading partner terminal 50.
[0048] First, proxy acquisition information including client identification information, information on the URL of the proxy acquisition destination site 60, and information on the proxy acquisition schedule is transmitted from the client terminal 40 to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives proxy acquisition information including client identification information, information on the URL of the proxy acquisition destination site 60, and information on the proxy acquisition schedule from the client terminal 40 (FIG. 3, step S10). Note that the proxy acquisition information may also include ID information and password information for accessing the proxy acquisition destination site 60, as necessary (left side of FIG. 2). At this time, an identification code may also be generated and linked to the proxy acquisition information.
[0049] Next, the control unit 12 (transmission means 18) transmits the received proxy acquisition information to the evidence data acquisition terminal 30, thereby enabling the evidence data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire the evidence data (center of FIG. 2; FIG. 3, step S20). For example, it may be possible for the evidence data acquisition terminal 30 to access the proxy acquisition destination site 60 at a predetermined timing based on the proxy acquisition schedule information and acquire the evidence data.
[0050] At the same time, a trading partner that has done business with the client company that owns this client terminal 40 issues an invoice and uploads the image data of the invoice to the proxy acquisition site 60 as supporting document (invoice) data (right side of Figure 2).
[0051] Thereafter, an operator who is an employee (or may be a trustee, contractor, etc.) of the management company that manages the management server 10 accesses the proxy acquisition site 60 using the evidence data acquisition terminal 30 and downloads and acquires the evidence data. Next, the evidence data acquired from the proxy acquisition site 60 by the evidence data acquisition terminal 30 is linked to the client identification information (center of Figure 2). At this time, it may be possible to determine which department or person in charge of the client is involved from the evidence data, etc. Furthermore, for example, if an identification code has not been generated, it may also be possible to acquire information on the sender's business partner company from the evidence data, etc. (The business partner company may be identified from the evidence data, etc.).
[0052] Next, the control unit 12 (voucher data receiving means 20) receives the voucher data acquired from the proxy acquisition destination site 60 from the voucher data acquisition terminal 30 in a state linked to the client identification information (FIG. 3, step S30).
[0053] Next, the control unit 12 (transmission means 18) transmits a display instruction signal to the client terminal 40 so as to display all of the received evidence data on the client terminal 40 corresponding to the client identification information (FIG. 3, step S40).
[0054] Next, the client terminal 40 transmits to the management server 10 a selection result of the evidence data to be stored (and later made accessible) in the management server 10 from among the evidence data accepted by the client terminal 40. That is, the control unit 12 (selection result accepting means 22) accepts the selection result of the evidence data accepted from the client terminal 40 (FIG. 3, step S50).
[0055] Next, the control unit 12 (storage means 24) stores the evidence data corresponding to the accepted selection result in the storage unit 26 (FIG. 3, step S60).
[0056] Furthermore, the supporting document data acquired from the proxy acquisition site 60 can be made accessible to each client company (each department or each person in charge). As a result, the accounting staff of the client company can approve the amount invoiced to the business partner company, process payments (for example, bank transfers), etc., based on the supporting document data displayed on the client terminal 40.
[0057] [Information processing method 2] Next, the flow of processing by the information processing system 1 of this embodiment will be described with reference to the charts shown in Figs. 4 and 5. Fig. 4 is a chart showing the flow of information between the components when a voucher processing agency service is provided based on email notification in the information processing system 1 shown in Fig. 1. Fig. 5 is a flowchart showing exemplary operations when the information processing shown in Fig. 4 is performed in the management server 10 shown in Fig. 1. Hereinafter, it is also assumed that a transaction has been carried out between a specific client company that owns a client terminal 40 and a specific trading partner company that owns a trading partner terminal 50, and common matters will be omitted as appropriate.
[0058] First, proxy acquisition information including client identification information is transmitted from this client terminal 40 to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives the proxy acquisition information including client identification information from the client terminal 40 (left side of FIG. 4; FIG. 5, step S110).
[0059] Next, the control unit 12 (transmission means 18) transmits the notification destination email address to be notified after uploading to the client terminal 40 (upper part of FIG. 4; step S120 in FIG. 5).
[0060] Then, as shown on the right side of Figure 4, the client terminal 40 sends an email address to notify the client of the upload to the client terminal 50, and the client company (client terminal 50) uploads the image data of the invoice to the proxy acquisition site 60 as supporting document data.
[0061] Next, this upload notification email is sent to the management server 10. That is, the control unit 12 (email reception means 16) receives the notification email addressed to the notification destination email address (FIG. 5, step S130). This notification email may include client identification information and information on the URL of the proxy acquisition destination site 60. Note that after receiving the notification email, the control unit 12 may include the client identification information in the notification email by referring to the proxy acquisition list (proxy acquisition information) in the storage unit 26.
[0062] Next, the control unit 12 (transmission means 18) transmits the received notification email to the supporting evidence data acquisition terminal 30, thereby enabling the supporting evidence data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire the supporting evidence data (FIG. 5, step S140). For example, this enables the supporting evidence data acquisition terminal 30 to automatically access the corresponding proxy acquisition destination site 60 and acquire the supporting evidence data (FIG. 4 center; FIG. 5, step S140). At this time, an identification code (linked to the proxy acquisition information) may be transmitted to the supporting evidence data acquisition terminal 30 together with the notification email or independently. Note that the received notification email may be transmitted to the supporting evidence data acquisition terminal 30, thereby enabling an operator to manually access the proxy acquisition destination site 60 at a predetermined timing using the supporting evidence data acquisition terminal 30 to acquire the supporting evidence data.
[0063] Instead of steps S130 and S140, the upload notification email may be sent directly to the evidential data acquisition terminal 30. In this case, the evidential data acquisition terminal 30 may access the proxy acquisition site 60 to acquire the evidential data without notifying the management server 10 that it has received the upload notification email. Alternatively, the evidential data acquisition terminal 30 may notify the management server 10 that it has received the upload notification email, and access the proxy acquisition site 60 to acquire the evidential data.
[0064] Thereafter, the control unit 12 (the evidence data receiving means 20) receives the evidence data acquired from the proxy acquisition destination site 60 from the evidence data acquisition terminal 30 in a state linked to the client identification information (FIG. 5, step S150).
[0065] Next, the control unit 12 (transmission means 18) transmits a display instruction signal to the client terminal 40 so as to display part of the received evidence data on the client terminal 40 corresponding to the client identification information (FIG. 5, step S160).
[0066] Next, an instruction regarding the evidence data received by the client terminal 40 is transmitted from the client terminal 40 to the management server 10 (this "instruction" may be, for example, tagging predetermined information (such as a note) to predetermined evidence data). That is, the control unit 12 (selection result receiving means 22) receives the instruction regarding the evidence data received from the client terminal 40 (FIG. 5, step S170).
[0067] Next, the control unit 12 (storage means 24) stores the evidence data in the storage unit 26 in accordance with the received instruction (FIG. 5, step S180).
[0068] The above-described information processing method is an example, and the processing is not limited to the above.
[0069] In another embodiment, the operator of the evidence data acquisition terminal 30 may check the proxy acquisition information in the storage unit 26 at any time, access the proxy acquisition destination site 60, and download and acquire the evidence data.
[0070] In the information processing system 1, management server 10 (computer), program, and information processing method of the present embodiment configured as described above, the information processing system 1 includes a computer 10 and a supporting document data acquisition terminal 30. The supporting document data acquisition terminal 30 acquires supporting document data from the proxy acquisition destination site 60 and links the acquired supporting document data to client identification information. The computer 10 executes the program to function as supporting document data receiving means 20, transmission means 18, and selection result receiving means 22. The supporting document data receiving means 20 receives the supporting document data acquired from the proxy acquisition destination site 60 from the supporting document data acquisition terminal 30 in a state linked to the client identification information. The transmission means 18 transmits a display instruction signal to the client terminal 40 to display all or part of the supporting document data received by the supporting document data receiving means 20 on the client terminal 40 corresponding to the client identification information. The selection result receiving means 22 receives instructions regarding the received supporting document data from the client terminal 40. According to the information processing system 1, management server 10 (computer), program, and information processing method, the document data uploaded to the proxy acquisition site 60 by a client's business partner company can be processed with higher accuracy.
[0071] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of the present embodiment, the selection result receiving means 22 may receive the selection result of the evidential data received from the client terminal 40. Furthermore, the computer 10 may further function as storage means 24, and the storage means 24 may store the evidential data corresponding to the selection result received by the selection result receiving means 22 in the storage unit 26. In this way, based on the selection result received from the client terminal 40, it is possible to perform more accurate processing of the evidential data uploaded to the agent acquisition site 60 by the client's business partner company.
[0072] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 further functions as proxy acquisition information accepting means 14, which accepts proxy acquisition information including client identification information, information on the URL of the proxy acquisition destination site 60, and information on the proxy acquisition schedule from the client terminal 40, and the transmission means 18 transmits the proxy acquisition information accepted by the proxy acquisition information accepting means 14 to the evidence data acquisition terminal 30, thereby enabling the evidence data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire evidence data, and the evidence data acquired from the proxy acquisition destination site 60 is linked to the client identification information in the evidence data acquisition terminal 30. In this way, based on the transmission of the proxy acquisition information to the evidence data acquisition terminal 30, more specifically based on the proxy acquisition schedule, it is possible to more efficiently process the evidence data uploaded to the proxy acquisition destination site 60, and in particular, it is possible to efficiently process only the uploaded evidence data. Furthermore, by simply clicking on the URL displayed on the monitor of the evidence data acquisition terminal 30, the evidence data acquisition screen (proxy acquisition site 60) will be transitioned to and displayed on the evidence data acquisition terminal 30, thereby improving convenience when acquiring evidence data.
[0073] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of the present embodiment, it is preferable that the proxy acquisition information accepted by the proxy acquisition information accepting means 14 further includes at least one of ID information and password required to access the proxy acquisition destination site 60. In this way, the ID information and password information required to access the acquisition screen are also transmitted to the evidence data acquisition terminal 30, further improving convenience when acquiring evidence data.
[0074] In addition, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 further functions as a proxy acquisition information receiving means 14 and an email receiving means 16, and when the proxy acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 40, the sending means 18 sends a notification email address to the client terminal 40, and when the email receiving means 16 receives a notification email addressed to the notification email address, the sending means 18 sends the notification email received by the email receiving means 16 to the supporting document data acquisition terminal 30, thereby enabling the supporting document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire the supporting document data, and in the supporting document data acquisition terminal 30, the supporting document data acquired from the proxy acquisition destination site 60 is linked to the client identification information. In this way, by using the notification email sent to the voucher data acquisition terminal 30 after uploading the voucher data as a trigger for the voucher data acquisition terminal 30 to access the proxy acquisition site 60, more efficient processing of the voucher data uploaded to the proxy acquisition site 60 can be performed.
[0075] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the notification email preferably includes client identification information and information on the URL of the proxy acquisition destination site 60. Including the client identification information in the notification email makes it easier to check the evidence data acquired from the proxy acquisition destination site 60. Furthermore, including information on the URL of the proxy acquisition destination site 60 in the notification email makes it possible to display the evidence data acquisition screen (proxy acquisition destination site 60) on the evidence data acquisition terminal 30 simply by clicking on this URL displayed on the monitor of the evidence data acquisition terminal 30, thereby improving convenience when acquiring evidence data.
[0076] The information processing system 1, management server 10 (computer), program, and information processing method according to this embodiment are not limited to the above-described aspects and combinations thereof, and various modifications can be made.
[0077] In the above, the management server 10 and the evidence data acquisition terminal 30 are separate devices, but they may be integrated and their respective functions may be realized by a single device. For example, the management server 10 may directly acquire evidence data from the proxy acquisition destination site 60.
[0078] Furthermore, the supporting document data acquired by the supporting document data acquisition terminal 30 from the proxy acquisition site 60 is not limited to invoice image data. Downloadable documents other than legal documents, such as minutes or memos, may also be used as long as they are handled in the course of business between a business partner and a client company and transmitted from one party to the other. For example, instead of invoice image data, the data acquired by the supporting document data acquisition terminal 30 from the proxy acquisition site 60 may contain text information such as the invoice date, details, amount, and payment due date. This information may be read from the invoice image data using an OCR function. In this case, the operator of the supporting document data acquisition terminal 30 can compare the proxy acquisition information with the invoice information read by the OCR function, and if the two do not match, notify the user that the proxy acquisition information or the information on the proxy acquisition site 60 is incorrect. [Explanation of symbols]
[0079] 1. Information Processing Systems 10 Management Server (Computer) 12 Control Unit 14. Means of accepting proxy-acquired information 16. Email reception method 18 Transmission Method 20. Voucher data acceptance method 22 Selection result acceptance means 24 Memory means 26 Memory section 28 Communications Department 30. Voucher data acquisition terminal 40 client terminals 50 trading terminals 60 Agent Acquisition Site
Claims
1. A program that causes a computer to function as a voucher data receiving means, a transmission means, and a selection result receiving means, the voucher data receiving means receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives, from the client terminal, an instruction regarding the evidence data received by the evidence data receiving means.
2. 2. The program according to claim 1, wherein the selection result receiving means receives, from the client terminal, a selection result for selecting the evidence data received by the evidence data receiving means.
3. causing the computer to further function as a storage means; 3. The program according to claim 2, wherein said storage means stores the evidence data corresponding to the selection result accepted by said selection result accepting means in a storage unit.
4. The computer further functions as a proxy acquisition information receiving unit, the proxy acquisition information receiving means receives proxy acquisition information including the client identification information, information on the URL of the proxy acquisition destination site, and information on a proxy acquisition schedule from the client terminal; the transmitting means transmits the proxy acquisition information accepted by the proxy acquisition information accepting means to the evidence data acquisition terminal, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site and acquire the evidence data; 2. The program according to claim 1, wherein the evidence data acquired from the proxy acquisition destination site is linked to the client identification information in the evidence data acquisition terminal.
5. 5. The program according to claim 4, wherein the proxy acquisition information accepted by the proxy acquisition information accepting means further includes at least one of ID information and a password required to access the proxy acquisition destination site.
6. The computer is further made to function as a proxy acquisition information receiving means and an email receiving means, When the proxy acquisition information receiving means receives proxy acquisition information including the client identification information from the client terminal, the sending means sends a notification destination email address to the client terminal; When the email reception means receives a notification email addressed to the notification destination email address, the sending means transmits the notification email received by the email reception means to a voucher data acquisition terminal, thereby enabling the voucher data acquisition terminal to access the proxy acquisition destination site and acquire the voucher data; In the evidence data acquisition terminal, the evidence data acquired from the proxy acquisition destination site is linked to the client identification information, 2. The program according to claim 1, wherein the notification email includes the client identification information and information on the URL of the proxy acquisition destination site.
7. A computer that functions as a voucher data receiving means, a transmission means, and a selection result receiving means by executing a program, the voucher data receiving means receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives, from the client terminal, an instruction regarding the evidence data received by the evidence data receiving means.
8. A system including a computer and a voucher data acquisition terminal, The voucher data acquisition terminal acquires the voucher data from the proxy acquisition destination site, and associates the acquired voucher data with the client identification information; The computer executes a program to function as a voucher data receiving means, a transmission means, and a selection result receiving means, the evidence data receiving means receives the evidence data acquired from the proxy acquisition destination site from the evidence data acquisition terminal in a state linked to the client identification information; the transmitting means transmits a display instruction signal to the client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the evidence data received by the evidence data receiving means; The selection result receiving means receives, from the client terminal, an instruction regarding the evidence data received by the evidence data receiving means.
9. An information processing method executed by a computer having a control unit, a step in which the control unit accepts the evidence data acquired from the proxy acquisition destination site in a state linked to the client identification information; a step of the control unit transmitting a display instruction signal to a client terminal corresponding to the client identification information to cause the client terminal to display all or a part of the received evidence data; a step in which the control unit receives, from the client terminal, an instruction regarding the evidence data received by the computer; An information processing method comprising:
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