Program, computer, system and information processing method
The system automates the processing of supporting document data by generating identification codes and linking data to client information, enhancing efficiency in data acquisition and management.
Patent Information
- Application Number
- JP2025049757
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Priority Date
- 2024-10-10
- Filing Date
- 2025-03-25
- Publication Date
- 2025-10-27
- Estimated Expiration
- 2045-03-25
AI Technical Summary
Existing systems are inefficient in processing supporting document data uploaded by a client's business partners, necessitating a more efficient method for data acquisition and processing.
A program and system that includes a management server functioning as a proxy acquisition information receiving, transmitting, and voucher data receiving means, generating identification codes, and linking acquired data to client identification information for automated data access and processing.
Enables more efficient processing of supporting document data by automating the acquisition and linking of data to client identification information, improving data management and processing efficiency.
Smart Images

Figure 0007760136000001_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 efficient 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 more efficiently process 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 proxy acquisition information receiving means, a transmission means, and a voucher data receiving means, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the voucher to be obtained by proxy, information on the URL of the proxy acquisition site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer: It is a random combination of letters, numbers, or symbols assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the document, each project, or any combination thereof. Generate an identification code, the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 voucher data receiving means is characterized in that it receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information.
[0007] In the program of the present disclosure, The transmitting means may transmit the generated identification code to the client terminal.
[0008] In the program of the present disclosure, 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.
[0009] In the program of the present disclosure, The proxy acquisition information may be sent to the supporting document data acquisition terminal by the transmitting means, and the supporting document data may be automatically acquired by the supporting document data acquisition terminal by automatically accessing the proxy acquisition destination site.
[0010] The computer of the present disclosure includes: A computer that functions as a proxy acquisition information receiving means, a transmission means, and a voucher data receiving means by executing a program, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the voucher to be obtained by proxy, information on the URL of the proxy acquisition site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer: It is a random combination of letters, numbers, or symbols assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the document, each project, or any combination thereof. Generate an identification code, the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 voucher data receiving means is characterized in that it receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information.
[0011] 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 an agent acquisition information receiving means, a transmission means, and a voucher data receiving means, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the voucher to be obtained by proxy, information on the URL of the proxy acquisition site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer: It is a random combination of letters, numbers, or symbols assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the document, each project, or any combination thereof. Generate an identification code, the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 voucher data receiving means is characterized in that it receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information.
[0012] The information processing method of the present disclosure includes: An information processing method executed by a computer having a control unit, After receiving the proxy acquisition information, the computer: It is a random combination of letters, numbers, or symbols assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the document, each project, or any combination thereof. Generate an identification code, a step in which the control unit receives proxy acquisition information including client identification information from a client terminal, the received proxy acquisition information further including information on the voucher to be obtained by proxy, information on the URL of the proxy acquisition destination site, and information on a proxy acquisition schedule; 、 a step in which the control unit transmits the received proxy acquisition information together with the generated identification code to the evidence data acquisition terminal, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence data; 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; Equipped with In the evidence data acquisition terminal, the evidence data acquired from the proxy acquisition destination site is linked to the client identification information. [Effects of the Invention]
[0013] According to the program, computer, system, and information processing method disclosed herein, it is possible to more efficiently process evidence data uploaded to the proxy acquisition site by a client's business partner company. [Brief explanation of the drawings]
[0014] [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
[0015] 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.
[0016] The information processing system 1 shown in FIG. 1 includes a management server (computer) 10, a supporting document data acquisition terminal 26, a client terminal 30, a customer terminal 40, and a proxy acquisition site 50. 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 26, the client terminal 30, and the proxy acquisition site 50 via a network such as the Internet. The customer terminal 40 may also be communicatively connected to the management server 10. The client terminal 30, the customer terminal 40, and the proxy acquisition site 50 are also communicatively connected among each other, allowing for the transmission and reception of information (including uploading). The supporting document data acquisition terminal 26 can access the proxy acquisition site 50 and download invoice data (specifically, invoice image data) uploaded to the proxy acquisition site 50.
[0017] 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 30 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."
[0018] Each component of the information processing system 1 will be described below.
[0019] (Management Server 10) 1, the management server 10 includes a control unit 12, a storage unit 22, and a communication unit 24. 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, and a voucher data receiving means 20 by executing a predetermined program stored in the storage unit 22. Details of these functions will be described later.
[0020] The program executed by the control unit 12 is not limited to being stored in the storage unit 22. 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 24, 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.
[0021] The storage unit 22 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 22. Information about business partners and information about client companies is stored in advance in the storage unit 22. The information about business partners includes information such as the identification information of the business partner company, company name, department name, name of person in charge, and contact information (telephone number and email address). In the storage unit 22, an identification code assigned to each business partner company (which may be a department or person in charge) may be linked to the company name as the identification information of the business partner company (which may be a department or person in charge). In addition, in the storage unit 22, an identification code assigned to each client company may be linked to the company name and stored as the identification information of the client company (which may be a department or person in charge). Furthermore, in addition to the business partner company and the client company, the storage unit 22 may store identification codes, for example, assigned to each department of these companies, each person in charge, each pair of source and destination of the voucher, each project, and each combination thereof, linked to the voucher data. The "identification code" is a code used by the management server 10 to identify the business partner company, etc., and may be, for example, the initials of each business partner or a random combination of letters, numbers, symbols, etc., and is not particularly limited. Information about the client company includes the client company's identification information, company name, department name, person in charge name, contact information (telephone number and email address), etc. Furthermore, the storage unit 22 can store the voucher data acquired from the proxy acquisition site linked to the client identification information. Each time proxy acquisition information is received by the management server 10, the storage unit 22 may store the proxy acquisition list. The storage unit 22 may also store notification emails received from the proxy acquisition site 50 (or the business partner terminal 40) linked to the corresponding client company. Such notification emails may also be stored as the "proxy acquisition list." The above-mentioned "proxy acquisition list" is a list of proxy acquisition information.
[0022] In this specification, "linking" between the evidence data and the client identification information in the storage unit 22 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 26 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 26 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.
[0023] The communication unit 24 connects the control unit 12 to external devices (e.g., the voucher data acquisition terminal 26, the client terminal 30, the trading partner terminal 40, the proxy acquisition site 50, 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 24.
[0024] (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 30. 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 also includes the name of the client company, department information, person in charge information, etc.
[0025] 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 50 for each client and information on the proxy acquisition schedule (including uploaded and scheduled uploads), and may further include at least one of ID information and password required to access the proxy acquisition destination site 50 (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 identification information of the client company, which is a client of the client company (for example, the client company's name, department information, and person in charge information, etc.). 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 50, such as the supporting document data, file name, and case name; a method for operating on the document (for example, combining supporting document data files, deleting a specified portion of a supporting document data file); and information on the document to be acquired (for example, identifying the document to be acquired when multiple supporting document data are uploaded).
[0026] (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 by the sending means 18 to the client terminal 30 and then sent from the client terminal 30 to the trading partner terminal 40 (upper part of Figure 4), or may be sent directly from the management server 10 to the trading partner terminal 40 by the sending means 18. In one embodiment, the "notification destination email address" is an email address addressed to the evidential data acquisition terminal 26, and the evidential data acquisition terminal 26 may accept the notification email. By the email acceptance means 16 accepting the notification email from the proxy acquisition destination site 50 (or the trading partner terminal 40), it can be recognized that the evidential data has been uploaded to the proxy acquisition destination site 50.
[0027] The "notification email" is an email notifying the client that the supporting document data has been uploaded to the proxy acquisition site 50 by the client terminal 40. 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 50. 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.
[0028] In addition, the email receiving means 16 may receive the identification code together with the notification email (i.e., in the body or email address) from the proxy acquisition destination site 50 (or the business partner terminal 40). In one embodiment, the voucher data acquisition terminal 26 may receive the identification code together with the notification email.
[0029] (Transmission means 18) The transmitting means 18 transmits the proxy acquisition information received by the proxy acquisition information receiving means 14 to the supporting document data acquisition terminal 26. This enables the supporting document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing to acquire the supporting document data, and the supporting document data acquired from the proxy acquisition destination site 50 in the supporting document data acquisition terminal 26 is linked to the client identification information (in a broad sense). At this time, the transmitting means 18 transmits the proxy acquisition information to the supporting document data acquisition terminal 26, so that the supporting document data acquisition terminal 26 automatically accesses the proxy acquisition destination site 50, thereby automatically acquiring the supporting document data. The supporting document data can be automatically acquired by automatically accessing the proxy acquisition destination site 50 using a known method. For example, the supporting document data can be acquired using API linkage.
[0030] The sending means 18 can also send the notification destination email address to the client terminal 30. At this time, a different notification destination email address may be sent for each client company, department, or person in charge. In this way, the notification destination email address is sent from the client company (client terminal 30) to the business partner company (business partner terminal 40) that issues the invoice (upper part of FIG. 4). The sending means 18 may also send an identification code linked to the supporting document data to the client terminal 30 together with the notification destination email address.
[0031] The sending means 18 can also send the notification email received by the email receiving means 16 to the supporting document data acquisition terminal 26. This enables the supporting document data acquisition terminal 26 to access the proxy acquisition destination site 50 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 26, so that the supporting document data acquisition terminal 26 can automatically access the proxy acquisition destination site 50 and automatically acquire the supporting document data. Here too, by API linkage, the proxy acquisition destination site 50 can be automatically accessed and the supporting document data can be automatically acquired.
[0032] Furthermore, the transmission means 18 may transmit the generated identification code linked to the proxy acquisition information and the notification email to the supporting document data acquisition terminal 26 (not shown). In this way, it is preferable for the supporting document data acquisition terminal 26 to share the same information as the management server 10, in order to ensure the reliability of proxy processing of invoices (proxy acquisition of supporting document data, etc.).
[0033] Furthermore, the transmission means 18 may transmit the identification code alone or linked to the supporting document data to the client terminal 30. In this way, the client terminal 30 can share the same information as the management server 10. By using the identification code, the client terminal 30 can manage and process the supporting document data.
[0034] (Voucher data receiving means 20) The voucher data receiving means 20 receives the voucher data acquired from the proxy acquisition destination site 50 from the voucher data acquisition terminal 26 in a state linked to the client identification information. In this way, the client company (client terminal 30) can access the management server 10 to view the voucher data linked to the corresponding client identification information.
[0035] Alternatively, the evidence data receiving means 20 may acquire evidence data linked to the client identification information from the evidence data acquisition terminal 26 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.
[0036] (others) In addition, the management server 10 (control unit 12) can perform various other functions. For example, the voucher data received from the voucher data acquisition terminal 26 can be stored in the storage unit 22 in a state linked to client identification information, making it accessible for each client company. Furthermore, 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 data.
[0037] 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 50) 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 30 (which is then sent from the client terminal 30 to the business partner terminal 40). 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).
[0038] Furthermore, by executing a predetermined program, the management server 10 (control unit 12) may generate an identification code for each business partner company and / or client company (or each department or person in charge) related to the corresponding voucher or for each project related to the voucher after the proxy acquisition information receiving means 14 receives proxy acquisition information from the client terminal 30 (for example, FIG. 2), and may also generate a notification email address to be sent by the sending means 18 to the client terminal 30. There are no particular limitations on the method for generating the identification code or the notification email address, and any known method can be used.
[0039] Furthermore, as described above, it is possible to link the business partner companies and the proxy acquisition destination sites 50 that the proxy acquisition information receiving means 14 has accepted as "proxy acquisition information" with the identification codes corresponding to those business partner companies, etc. This allows the supporting document data acquisition terminal 26 and the management server 10 to use the linking information related to the identification codes to further simplify, automate, and streamline the management and processing of supporting document data, without the need to read the business partner company name, etc. from the supporting document data when or after the data acquisition terminal 26 or the management server 10 acquires the relevant supporting document data from the proxy acquisition destination site 50.
[0040] (Evidence data acquisition terminal 26) The evidential data acquisition terminal 26 includes, but is not limited to, a personal computer installed in the office of the management company that manages the management server 10. By operating the evidential data acquisition terminal 26, information is sent and received to and from the management server 10. The evidential data acquisition terminal 26 can also link the evidential data acquired from the proxy acquisition destination site 50 to client identification information (in the narrow sense). It is more preferable that the evidential data acquisition terminal 26 links 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 that 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 26 may receive a "notification email." Login information may be acquired from the server as needed.
[0041] (Client terminal 30) The client terminal 30 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.
[0042] (Customer terminal 40) The customer terminal 40 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.
[0043] (50 proxy acquisition sites) The proxy acquisition site 50 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 40.
[0044] [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 that has a client terminal 30 and a predetermined trading partner company that has a trading partner terminal 40.
[0045] First, proxy acquisition information including client identification information, proxy acquisition destination site URL information, and proxy acquisition schedule information is sent from this client terminal 30 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, proxy acquisition destination site URL information, and proxy acquisition schedule information from the client terminal 30 (FIG. 3, step S10). Note that, if necessary, the proxy acquisition information may also include ID information and password information for accessing the proxy acquisition destination site 50 (left side of FIG. 2). At this time, an identification code may also be generated and linked to the proxy acquisition information.
[0046] Next, the control unit 12 (transmission means 18) transmits the received proxy acquisition information to the supporting document data acquisition terminal 26, thereby enabling the supporting document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing based on the proxy acquisition schedule information and acquire the supporting document data (center of Figure 2; Figure 3, step S20).
[0047] At the same time, a trading partner that has done business with the client company that owns this client terminal 30 issues an invoice and uploads the image data of the invoice to the proxy acquisition site 50 as supporting document (invoice) data (right side of Figure 2).
[0048] 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 50 using the evidence data acquisition terminal 26 and downloads and acquires the evidence data. Next, the evidence data acquired from the proxy acquisition site 50 by the evidence data acquisition terminal 26 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.).
[0049] Next, the control unit 12 (voucher data receiving means 20) receives the voucher data acquired from the proxy acquisition destination site 50 by the voucher data acquisition terminal 26 in a state linked to the client identification information (FIG. 3, step S30).
[0050] This information may be stored and registered in the storage unit 22.
[0051] Furthermore, the voucher data acquired from the proxy acquisition destination site 50 can be made accessible to each client company (each department or each person in charge). Alternatively, it may be sent from the management server 10 to the client terminal 30 of the client company. As a result, the accounting staff of the client company can approve the amount invoiced to the trading partner company, process payments (for example, bank transfers), etc., based on the voucher data displayed on the client terminal 30.
[0052] [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 specified client company that owns the client terminal 30 and a specified trading partner company that owns the trading partner terminal 40, and common matters will be omitted as appropriate.
[0053] First, proxy acquisition information including client identification information is transmitted from this client terminal 30 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 from the client terminal 30 (left side of FIG. 4; FIG. 5, step S110).
[0054] Next, the control unit 12 (transmission means 18) transmits the notification destination email address to be notified after uploading to the client terminal 30 (upper part of FIG. 4; step S120 in FIG. 5).
[0055] Then, as shown in FIG. 4, the client terminal 30 sends an email address to notify the client of the upload to the client terminal 40, and the client company (client terminal 40) uploads the image data of the invoice to the proxy acquisition site 50 as supporting document data.
[0056] 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 information on the URL of the proxy acquisition destination site 60.
[0057] Next, the control unit 12 (transmission means 18) transmits the received notification email to the supporting evidence data acquisition terminal 26, thereby enabling the supporting evidence data acquisition terminal 26 to automatically access the corresponding proxy acquisition destination site 50 and automatically acquire the supporting evidence data (center of FIG. 4; 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 26 together with the notification email or independently. Note that the received notification email may be transmitted to the supporting evidence data acquisition terminal 26, thereby enabling an operator to manually access the proxy acquisition destination site 50 at a predetermined timing using the supporting evidence data acquisition terminal 26 to acquire the supporting evidence data.
[0058] Instead of steps S130 and S140, the upload notification email may be sent directly to the evidential data acquisition terminal 26. In this case, the evidential data acquisition terminal 26 may access the proxy acquisition site 50 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 26 may notify the management server 10 that it has received the upload notification email, and access the proxy acquisition site 50 to acquire the evidential data.
[0059] Thereafter, the control unit 12 (voucher data receiving means 20) receives the voucher data acquired from the proxy acquisition destination site 50 by the voucher data acquisition terminal 26 in a state linked to the client identification information (FIG. 5, step S150).
[0060] The above-described information processing method is an example, and the processing is not limited to the above.
[0061] In another embodiment, an operator of the evidence data acquisition terminal 26 may check the proxy acquisition information in the storage unit 22 as needed, access the proxy acquisition destination site 50, and download and acquire the evidence data.
[0062] 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 26. The supporting document data acquisition terminal 26 acquires supporting document data from the proxy acquisition destination site 50 and links the acquired supporting document data to client identification information. The computer 10 executes the program to function as an agent acquisition information receiving means 14 and an supporting document data receiving means 20. The agent acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 30, and the supporting document data receiving means 20 receives the supporting document data acquired from the proxy acquisition destination site 50 from the supporting document data acquisition terminal 26 in a state linked to the client identification information. The information processing system 1, management server 10 (computer), program, and information processing method described above enable more efficient processing of supporting document data uploaded by a client's business partner company to the proxy acquisition destination site.
[0063] 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 transmission means 18, and the proxy acquisition information received by the proxy acquisition information receiving means 14 further includes information on the URL of the proxy acquisition destination site 50 and information on the proxy acquisition schedule, and the transmission means 18 transmits the proxy acquisition information received by the proxy acquisition information receiving means 14 to the supporting document data acquisition terminal 26, thereby enabling the supporting document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing and acquire the supporting document data, and the supporting document data acquired from the proxy acquisition destination site 50 is linked to the client identification information in the supporting document data acquisition terminal 26. In this way, based on the transmission of the proxy acquisition information to the supporting document data acquisition terminal 26, more specifically based on the proxy acquisition schedule, it is possible to more efficiently process the supporting document data uploaded to the proxy acquisition destination site, and in particular, it is possible to efficiently process only the uploaded supporting document data. Furthermore, by simply clicking on the URL displayed on the monitor of the evidence data acquisition terminal 26, the evidence data acquisition screen (proxy acquisition site 50) will be transitioned to and displayed on the evidence data acquisition terminal 26, thereby improving convenience when acquiring evidence data.
[0064] 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 50. In this way, the ID information and password information required to access the acquisition screen are also transmitted to the evidence data acquisition terminal 26, further improving convenience when acquiring evidence data.
[0065] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the proxy acquisition information may be transmitted to the evidence data acquisition terminal 26 by the transmission means 18, and the evidence data may be automatically acquired by the evidence data acquisition terminal 26 by automatically accessing the proxy acquisition destination site 50. By automatically acquiring the evidence data in this manner, evidence data processing can be performed even more efficiently. The advantage of this configuration is clear when a client company conducts multiple transactions and needs to access, for example, 100 proxy acquisition destination sites 50.
[0066] 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 a sending means 18 and an email receiving means 16, the sending means 18 sends a notification destination email address to the client terminal 30, and when the email receiving means 16 receives a notification email addressed to the notification destination email address, the sending means 18 sends the notification email received by the email receiving means 16 to the evidential data acquisition terminal 26, thereby enabling the evidential data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing to acquire the evidential data, and the evidential data acquired from the proxy acquisition destination site 50 in the evidential data acquisition terminal 26 is linked to the client identification information. In this way, by using the transmission of the notification email to the evidential data acquisition terminal 26 after uploading the evidential data as a trigger for the evidential data acquisition terminal 26 to access the proxy acquisition destination site 50, more efficient processing of the evidential data uploaded to the proxy acquisition destination site can be performed.
[0067] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of the present embodiment, the notification email preferably includes information on the URL of the proxy acquisition destination site 50. In this way, simply by clicking on the URL displayed on the monitor of the evidence data acquisition terminal 26 via the proxy acquisition destination site 50 or management server 10, the evidence data acquisition screen (proxy acquisition destination site 50) is displayed on the evidence data acquisition terminal 26, thereby improving convenience when acquiring evidence data.
[0068] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, a notification email is sent by the sending means 18 to the evidence data acquisition terminal 26, and the evidence data is automatically acquired by the evidence data acquisition terminal 26 by automatically accessing the proxy acquisition destination site 50. By automatically acquiring the evidence data in this way, the evidence data processing can be performed more efficiently.
[0069] 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.
[0070] In the above, the management server 10 and the evidence data acquisition terminal 26 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 50.
[0071] Furthermore, the supporting document data acquired by the supporting document data acquisition terminal 26 from the proxy acquisition destination site 50 is not limited to invoice image data. Downloadable documents other than legal documents, such as minutes or memos, may 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 26 from the proxy acquisition destination site 50 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 26 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 destination site 50 is incorrect. [Explanation of symbols]
[0072] 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 Memory section 24 Communications Department 26. Voucher data acquisition terminal 30 client terminals 40 Customer terminal 50 Agent Acquisition Site
Claims
1. A program that causes a computer to function as a proxy acquisition information receiving means, a transmission means, and a voucher data receiving means, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information accepted by the proxy acquisition information accepting means further includes information on the voucher to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer generates an identification code which is a random combination of letters, numbers, or symbols and is assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the voucher, each project, or each combination thereof; the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 voucher data receiving means is a program that receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information.
2. 2. The program according to claim 1, wherein said transmitting means transmits the generated identification code to said client terminal.
3. 2. The program according to claim 1, 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.
4. The program of claim 1, wherein the proxy acquisition information is sent to the evidence data acquisition terminal by the transmitting means, and the evidence data is automatically acquired by the evidence data acquisition terminal by automatically accessing the proxy acquisition destination site.
5. A computer that functions as a proxy acquisition information receiving means, a transmission means, and a voucher data receiving means by executing a program, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information accepted by the proxy acquisition information accepting means further includes information on the voucher to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer generates an identification code which is a random combination of letters, numbers, or symbols and is assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the voucher, each project, or each combination thereof; the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 voucher data receiving means is a computer that receives the voucher data acquired from the proxy acquisition destination site in a state linked to the client identification information.
6. 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 an agent acquisition information receiving means, a transmission means, and a voucher data receiving means, the proxy acquisition information receiving means receives proxy acquisition information including client identification information from the client terminal; The proxy acquisition information accepted by the proxy acquisition information accepting means further includes information on the voucher to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule; After the proxy acquisition information receiving means receives the proxy acquisition information, the computer generates an identification code which is a random combination of letters, numbers, or symbols and is assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the voucher, each project, or each combination thereof; the transmitting means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the evidence data acquisition terminal together with the generated identification code, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence 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 system wherein 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.
7. An information processing method executed by a computer having a control unit, After receiving the proxy acquisition information, the computer generates an identification code, which is a random combination of letters, numbers, or symbols, that is assigned to each business partner or client company, each department of these companies, each person in charge, each pair of source and destination of the voucher, each project, or each combination thereof; a step in which the control unit receives proxy acquisition information including client identification information from a client terminal, the received proxy acquisition information further including information on the voucher to be obtained by proxy, information on the URL of the proxy acquisition destination site, and information on a proxy acquisition schedule; a step in which the control unit transmits the received proxy acquisition information together with the generated identification code to the evidence data acquisition terminal, thereby enabling the evidence data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the evidence data; 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; Equipped with An information processing method, wherein the evidence data acquired from the proxy acquisition destination site is linked to the client identification information in the evidence data acquisition terminal.
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