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

Abstract

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

Description

Technical Field

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

Background Art

[0002] In paragraph 0006 of Patent Document 1, it is described that "However, in order to electronically store a large number of vouchers using a scanner and to create journal entries or expense settlement application documents based on these vouchers, it is necessary to associate the journal entries and expense settlement application documents with the vouchers, which is complicated." Also, in paragraph 0007 of Patent Document 1, it is described that "Therefore, an object of the present invention is to provide a voucher processing system and a voucher processing method that enable the efficiency of accounting processing based on vouchers."

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

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

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

[0006] Furthermore, if users wanted to register both supporting and non-supporting files, they had to register them from separate screens, which placed a significant burden on them.

[0007] The present invention has been made in view of the above-mentioned problems, and aims to provide a file registration support device, a file registration support method, and a file registration support program that can assist in registering both proof files and non-proof files from the same screen. [Means for solving the problem]

[0008] To solve the above-mentioned problems and achieve the objective, the file registration support device according to the present invention is a file registration support device equipped with a control unit that can support the registration of proof files and non-proof files from the same screen, wherein the control unit includes an attachment file list screen display means that displays an attachment file list screen, which is a screen for attaching files, when a button for attaching a file is selected on the slip input screen, which is a screen for inputting the contents of a slip, and an attachment file details screen display means that displays an attachment file details screen, which is a screen for inputting detailed information about a file attached to a slip, which includes an area for inputting an image of the attached file and detailed information about the attached file, when a file is attached on the attachment file list screen, wherein the attachment file details screen display means displays a list of items on the attachment file details screen according to the type of attached file selected on the attachment file details screen, and for some of the items to be displayed, if the contents of a slip were entered on the slip input screen before the attachment file list screen was displayed, the contents of the slip entered on the slip input screen are set as item values ​​and displayed.

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

[0010] Furthermore, the file registration support device according to the present invention further comprises a storage unit, the storage unit storing a screen control table including system identification data for identifying the system to which the slip input screen belongs and document type identification data for identifying the type of document, and a document type table including the document type identification data, the document name, and the item name related to the date, wherein the attached file details screen display means retrieves from the screen control table the document type identification data associated with the system to which the slip input screen in which the slip contents were entered belongs, then retrieves from the document type table the document name and the item name related to the date associated with the retrieved document type identification data, and finally displays the retrieved document name and the item name related to the date.

[0011] Furthermore, the file registration support device according to the present invention is characterized in that, when the attached file list screen display means displays the attached file list screen again, including a list of attached files and the corresponding file types, after information has been entered on the attached file details screen and a button for registering an attached file is selected on the attached file details screen, the control unit further comprises work table generation means that generates a work table including file identification data for the attached file, a file type identification classification for the type of attached file, detailed information about the attached file entered on the attached file details screen, and binary information about the attached file, when the button for registering an attached file is selected on the redisplayed attached file list screen.

[0012] Furthermore, in the file registration support device according to the present invention, when the control unit is selected to register an attached file on the attached file list screen which is displayed again, the slip input screen is displayed again, and when the button to register a slip is selected on the slip input screen which is displayed again, (i) a linking table which includes a slip number for identifying the registered slip and the file identification data in the work table linked together, and (ii) a document information table which includes the file identification data in the work table, the file type identification category and detailed information about the attached file if the file type identification category in the work table is a category which indicates the document file, and the file identification The invention further comprises a means for generating linked tables, etc., which generates a document image table including data and binary information about the attached file; (iii) if the file type identification category in the work table is a category indicating a non-document file, a workflow case table including the voucher number and case identification data for identifying each case in the workflow; a file information table including the case identification data and detailed information about the attached file in the work table; a file image table including the case identification data and binary information about the attached file in the work table; and (iv) a voucher detail table including the voucher number and the contents of the voucher entered on the voucher input screen.

[0013] Furthermore, in the file registration support device according to the present invention, when the document approval screen, which is a screen for the person in charge to approve the document, is activated, the control unit retrieves the contents of the document linked to the document number in the workflow case table from the document details table, and if a document linked to the case is registered in the linking table, retrieves the file identification data linked to the document number in the workflow case table from the linking table, and further retrieves detailed information and binary information linked to the acquired file identification data from the document information table and the document image table, respectively, and adds other files linked to the case to the file information table. The system further includes an approval information display means that, if registered, retrieves binary information associated with the case identification data in the workflow case table from the file image table, and if the file selected on the document approval screen is the document file, displays the contents of the retrieved document, the detailed information obtained from the document information table, and the binary information obtained from the document image table on the document approval screen; and if the file selected on the document approval screen is the non-document file, displays the contents of the retrieved document and the binary information obtained from the file image table on the document approval screen.

[0014] Furthermore, the file registration support device according to the present invention is characterized in that the control unit further comprises a document search result display means which, when search conditions are entered on the document search screen, which is a screen for searching for the document files, searches the document information table for information about the document files that match the entered search conditions and displays the search results on the document search screen.

[0015] Furthermore, the file registration support device according to the present invention is characterized in that the supporting document is a delivery note, receipt, invoice, or quotation, and the non-supporting document is an approval document.

[0016] Furthermore, the file registration support method according to the present invention is a file registration support method executed by an information processing device equipped with a control unit that can support the registration of proof files and non-proof files from the same screen, and includes an attachment file list screen display step executed by the control unit, which displays an attachment file list screen, which is a screen for attaching files, when a button for attaching a file is selected on a slip input screen, which is a screen for inputting the contents of a slip; and an attachment file details screen display step, which displays an attachment file details screen, which is a screen for inputting detailed information about a file attached to a slip, including an area for inputting an image of the attached file and detailed information about the attached file, when a file is attached on the attachment file list screen, wherein in the attachment file details screen display step, a list of items corresponding to the type of attached file selected on the attachment file details screen is displayed on the attachment file details screen, and for some of the items to be displayed, if the contents of a slip were entered on the slip input screen before the attachment file list screen was displayed, the contents of the slip entered on the slip input screen are set as item values ​​and displayed.

[0017] Furthermore, the file registration support program according to the present invention is a file registration support program to be executed by an information processing device equipped with a control unit, which can support the registration of proof files and non-proof files from the same screen, and includes an attachment file list screen display step to be executed by the control unit, which, when a button for attaching a file is selected on the slip input screen, which is a screen for inputting the contents of a slip, displays an attachment file list screen, which is a screen for attaching a file, and when a file is attached on the attachment file list screen, displays an attachment file details screen, which is a screen for inputting detailed information about a file attached to a slip, which includes an area for inputting an image of the attached file and detailed information about the attached file, wherein in the attachment file details screen display step, a list of items corresponding to the type of attached file selected on the attachment file details screen is displayed on the attachment file details screen, and for some of the items to be displayed, if the contents of a slip were entered on the slip input screen before the attachment file list screen was displayed, the contents of the slip entered on the slip input screen are set as item values ​​and displayed. [Effects of the Invention]

[0018] The present invention has the effect of supporting the registration of both proof files and non-proof files from the same screen. [Brief explanation of the drawing]

[0019] [Figure 1] Figure 1 is a block diagram showing an example of the configuration of a file registration support device. [Figure 2] Figure 2 shows an example of the overview of the processing flow according to this embodiment. [Figure 3] Figure 3 shows an example of the processing flow when the system category is "electronic transaction" or "scanner storage". [Figure 4]FIG. 4 is a diagram showing an example of an outline of a processing flow when the system classification is "other attachment" and a workflow is used. [Figure 5] FIG. 5 is a diagram showing an example of a screen control table and a document type table. [Figure 6] FIG. 6 is a diagram showing an example of a document voucher work. [Figure 7] FIG. 7 is a diagram showing an example of a document information table and a document image table. [Figure 8] FIG. 8 is a diagram showing an example of a table describing explanations for each item included in the document information table. [Figure 9] FIG. 9 is a diagram showing an example of a journal entry details table and a document linking table. [Figure 10] FIG. 10 is a diagram showing an example of a workflow project table, a file information table, and a file image table. [Figure 11] FIG. 11 is a diagram showing an example of a voucher input screen at the stage when the content of the voucher is input. [Figure 12] FIG. 12 is a diagram showing an example of arguments for dialog call. [Figure 13] FIG. 13 is a diagram showing an example of an attached file list screen. [Figure 14] FIG. 14 is a diagram showing an example of an attached file details screen for inputting detailed information about a delivery note file (electronic transaction file). [Figure 15] FIG. 15 is a diagram showing an example of an attached file details screen for inputting detailed information about a receipt file (scanner saved file). [Figure 16] FIG. 16 is a diagram showing an example of an attached file details screen for inputting detailed information about a petition file (other attached file). [Figure 17] FIG. 17 is a diagram showing an example of a display item setting table. [Figure 18] FIG. 18 is a diagram showing an example of the attached file list screen displayed again. [Figure 19] Figure 19 shows an example of a generated document voucher worksheet. [Figure 20] Figure 20 shows an example of the slip entry screen that is displayed again. [Figure 21] Figure 21 is a flowchart showing an example of the process executed within the business system after the "Register" button is pressed on the slip entry screen that is displayed again. [Figure 22] Figure 22 shows an example of obtaining a list of generated voucher documents and voucher documents. [Figure 23] Figure 23 shows an example of a generated document linking table. [Figure 24] Figure 24 shows an example of a document information table and a document image table generated when the system classification is "electronic transaction or scanner storage". [Figure 25] Figure 25 shows an example of a generated document voucher worksheet. [Figure 26] Figure 26 shows an example of a workflow case table, file information table, and file image table that are generated when the system category is "Other Attachments" and a workflow system is used. [Figure 27] Figure 27 shows an example of a file information table and a file image table that are generated when the system category is "Other Attachments" and a workflow system is not used. [Figure 28] Figure 28 shows an example of a generated journal entry details table. [Figure 29] Figure 29 shows an example of the information required to display the document approval screen being acquired in advance. [Figure 30] Figure 30 shows an example of the document approval screen when File A, which is the system requirements file, is selected. [Figure 31] Figure 31 shows an example of the document approval screen when File C, which is an additional attachment, is selected. [Figure 32]Figure 32 shows an example of items that can be displayed as detailed information of the supporting document on the document approval screen. [Figure 33] Figure 33 shows an example of a document information table that is subject to search. [Figure 34] Figure 34 shows an example of items that can be used as search criteria. [Figure 35] Figure 35 shows an example of items displayed in the search results. [Figure 36] Figure 36 shows an example of a document search screen. [Figure 37] Figure 37 shows buttons and other elements located in the footer section of the document search screen. [Figure 38] Figure 38 shows an example of a document information table with updated TS (Time Stamp) availability and TS assignment date / time. [Modes for carrying out the invention]

[0020] Embodiments of the file registration support device, file registration support method, and file registration support program according to the present invention will be described in detail below with reference to the drawings. However, the present invention is not limited to these embodiments.

[0021] [1. Overview] When creating a voucher, supporting documents such as receipts and internal management files such as approval documents may be attached to the voucher. In this case, supporting documents must be stored in accordance with the requirements of the Electronic Bookkeeping Law.

[0022] Here, a document file refers to data of documents that prove the details of a transaction. Examples of documents include delivery slips, receipts, invoices, and quotations. Document files generated through electronic transactions (electronic transaction files) and document files generated by scanning and saving documents (scanner-saved files) must meet the institutional requirements under the Electronic Bookkeeping Law, and therefore belong to the category of "institutional requirement files."

[0023] In contrast, non-evidence files are data files used for internal company management. Examples of non-evidence files include approval documents. Non-evidence files do not need to meet the system requirements of the Electronic Bookkeeping Law and fall under the category of "other attached files."

[0024] Because there are rules for storing the system requirements file, it needs to be stored using a different method than other attached files. Previously, to meet these rules, separate upload points were created for the system requirements file and other attached files, each requiring a different screen to access their respective storage locations.

[0025] However, registering files from different screens presented the following challenges: (1) and (2). (1) Users need to determine the appropriate attachment point depending on the type of file they are uploading, which can lead to errors. (2) Uploading both the system requirements file and other attached files will increase the number of steps required.

[0026] Furthermore, there was a request to be able to approve invoices by reviewing the approval document file that serves as the basis for the invoice, and to approve travel expense reimbursements by reviewing the travel itinerary file as well. There was also a request to store all related documents linked to the journal entries.

[0027] Therefore, in this embodiment, for example, the following (1) to (4) are made possible. (1) It is now possible to register both the system requirement files (document files) that must be stored in accordance with system requirements and other attached files (non-document files) that do not need to be stored in accordance with system requirements, from the same screen. This reduces the amount of work required from the user. (2) Depending on the type of file being uploaded, the system can automatically determine and display on the screen the items that need to be entered according to the system requirements. This reduces errors by applicants. (3) Electronic transaction files and scanned files can now be searched. This reduces the costs associated with responding to tax audits and other related matters. (4) When approving a voucher, all supporting documents and other attached files associated with that voucher can be viewed from the same screen. This reduces the amount of work required from the user and also reduces the likelihood of judgment errors.

[0028] The methods for viewing and deleting uploaded files are as follows.

[0029] This paragraph describes how to view uploaded files. All uploaded files, including electronic transaction files, scanned files, and other attachments, can be searched and viewed in the electronic document list, the document screen for each business process, and the inquiry / approval screen of the workflow. Note that the method for accessing other attachments varies depending on the method used for each business process, and this can also be controlled by each process.

[0030] This paragraph describes file deletion. Physical deletion of electronic transaction files and scanned files is not permitted by law and therefore cannot be performed. Other attached files can be physically deleted, and the database can also be initialized. Furthermore, the deletion of other attached files can be controlled by the respective business systems.

[0031] The specific configuration and operation will be described below.

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

[0033] The file registration support device 100 is a commercially available desktop personal computer. However, the file registration support device 100 is not limited to stationary information processing devices such as desktop personal computers, but may also be portable information processing devices such as commercially available notebook personal computers, PDAs (Personal Digital Assistants), smartphones, or tablet personal computers.

[0034] The file registration support device 100 comprises a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the file registration support device 100 is connected to communicate via any communication path.

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

[0036] The input / output interface unit 108 is connected to an input device 112 and an output device 114. The output device 114 can be a monitor (including a home television), a speaker, or a printer. The input device 112 can be a keyboard, mouse, microphone, or a monitor that works in conjunction with a mouse to provide pointing device functionality. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or mouse 112.

[0037] The memory unit 106 stores various databases, tables, and files. The memory unit 106 also stores computer programs that work in cooperation with the OS (Operating System) to give instructions to the CPU (Central Processing Unit) to perform various processes. As the memory unit 106, for example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, and optical disks can be used.

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

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

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

[0041] As shown in Figure 5, the document type table 106b includes, for example, the document type identification data (document code), the document name, the date-related item name (transaction date label name), and so on.

[0042] The document voucher worktable 106c is a worktable for temporarily storing information about a file. As shown in Figure 6, the document voucher worktable 106c includes, for example, a WK key (work key) for uniquely identifying the record in the document voucher worktable 106c, file identification data (document GUID) for the attached file, a file type identification category (system category) for the type of attached file, detailed information about the attached file entered on the attached file details screen described later (file name, extension, document code, receipt date, transaction date, amount, customer name, item name, resolution, grayscale, presence or absence of TS, TS assignment date and time, and originating system), binary information about the attached file (file image), etc. In reality, only the code is stored in the document code column. TS is an abbreviation for "timestamp".

[0043] The aforementioned file type identification categories (system categories) are broadly divided into categories indicating the aforementioned document files (system categories of "electronic transactions" or "scanner storage") and categories indicating the aforementioned non-document files (system category of "other attachments"). The categories indicating the aforementioned document files are further divided into categories indicating the aforementioned electronic transaction files (system category of "electronic transactions") and categories indicating the aforementioned scanner-stored files (system category of "scanner storage").

[0044] The aforementioned binary information represents the attached file itself and may be image information or other types of information. Examples of such binary information include PDF files with embedded images, email data, Excel data, and Word data.

[0045] The document information table 106d is a table that manages detailed information about the document file and is generated from the document slip work 106c. As shown in Figure 7, the document information table 106d includes, for example, the file identification data (document GUID), the file type identification category (system category), and detailed information about the attached file (file name, extension, document code, receipt date, transaction date, amount, trading partner name, product name, resolution, grayscale, presence or absence of TS, TS assignment date and time, originating system, and deleted flag), etc. A table describing each item included in the document information table 106d is shown in Figure 8.

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

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

[0048] As shown in Figure 10, the workflow case table 106g includes, for example, case identification data (case GUID) to identify each case in the workflow, approval status, applicant employee name, and the aforementioned voucher number (business voucher number).

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

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

[0051] As shown in Figure 9, the journal entry details table 106j includes, for example, the voucher number, the case identification data (case Guid), and the contents of the voucher entered in the voucher entry screen described later (debit account and debit amount), etc.

[0052] The display item setting table 106k, as shown in Figure 17, contains a list of items to be displayed on the attachment details screen, described later, for each file type. In the example in Figure 17, items marked with "○" are displayed on the attachment details screen, and items marked with "×" are not displayed on the attachment details screen.

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

[0054] Functionally, the control unit 102 includes, for example, (1) an attachment file list screen display unit 102a as an attachment file list screen display means that displays an attachment file list screen when a button for attaching a file is selected on the slip input screen, which is a screen for entering the contents of the slip; (2) an attachment file details screen display unit 102b as an attachment file details screen display means that displays an attachment file details screen, which is a screen for entering detailed information about the file attached to the slip, including an area for entering an image of the attached file and detailed information about the attached file when a file is attached on the attachment file list screen; and (3) when a button for registering the attached file is selected on the attachment file list screen that is displayed again, a work table that includes file identification data for the attached file, a file type identification classification for the type of attached file, detailed information about the attached file entered on the attachment details screen, and binary information about the attached file. The worktable generation unit 102c is a means for generating a worktable, and (4) when a button for registering an attached file is selected on the attached file list screen which is displayed again, the slip input screen is displayed again, and when a button for registering a slip is selected on the slip input screen which is displayed again, (i) a linking table which includes a link between a slip number for identifying the registered slip and the file identification data in the worktable, (ii) if the file type identification category in the worktable is a category that indicates the evidence file, a evidence information table which includes the file identification data in the worktable, the file type identification category and detailed information about the attached file, and a evidence image table which includes the file identification data in the worktable and binary information about the attached file, (iii) if the file type identification category in the worktable is a category that indicates the non-evidence file, a workflow case table which includes the slip number and case identification data for identifying each case in the workflow,(iV) A linking table generation unit 102d generates a file information table including the case identification data and detailed information about the attached file in the work table, a file image table including the case identification data and binary information about the attached file in the work table, and a document detail table including the document number and the contents of the document entered on the document input screen. (5) When the document approval screen, which is a screen for the person in charge to approve the document, is started, the contents of the document linked to the document number in the workflow case table are obtained from the document detail table, if a document linked to the case is registered in the linking table, the file identification data linked to the document number in the workflow case table is obtained from the linking table, and further, detailed information and binary information linked to the obtained file identification data are obtained from the document information table and the document image table, respectively, and the file information table is entered. If other files associated with the case are registered, the system includes: an approval information display unit 102e which, as an approval information display means, displays the contents of the acquired document, the detailed information acquired from the document information table, and the binary information acquired from the document image table on the document approval screen if the file selected on the document approval screen is the document file; and an approval information display unit 102e which, as an approval information display means, displays the contents of the acquired document and the binary information acquired from the file image table on the document approval screen if the file selected on the document approval screen is a non-document file; and a document search result display unit 102f which, as a document search result display means, searches the document information table for information about the document file that matches the entered search conditions when search conditions are entered on the document search screen, which is a screen for searching for the document file, and displays the search results on the document search screen. The contents of the processing performed by each unit will be explained in detail in [4. Specific Examples of Processing] below.

[0055] [3. Overview of the process] This section will describe the overview of the process according to this embodiment.

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

[0057] [3-2. Overview of each system category] Figure 3 shows an overview of the processing flow when the system classification is "electronic transaction" or "scanner storage". When the system classification is "electronic transaction" or "scanner storage", as shown in Figure 3, the document information table 106d and the document image table 106e are generated as tables for storing information of the document file.

[0058] Figure 4 shows an overview of the processing flow when the system category is "Other Attachments" and a workflow is used. When the system category is "Other Attachments" and a workflow is used, the file information table 106h and the file image table 106i are generated as tables for storing information on non-evidence files.

[0059] In this embodiment, as shown in Figures 3 and 4, the key point is that even if the file classification is different, files can be registered using the same flow: journal entry screen → attached file list screen and attached file details screen → journal entry screen.

[0060] In Figures 3 and 4, the characters marked with * indicate their correspondence to the following [4-1. Operation Image]. For example, a specific example of the processing at the point marked "* Operation Image (3)-D" in Figure 3 is described in (3)-D of [4-1. Operation Image].

[0061] [3-3. Electronic record keeping system and business system] In this embodiment, the evidence files can be stored in an electronic ledger storage system, which is a dedicated database separate from the regular business database, in order to satisfy the requirements of the Electronic Bookkeeping Law. This allows for complete separation of processing between the electronic ledger storage system, which stores evidence files, and the regular business system, which stores non-evidence files. A key feature is that all files can be processed in the same database, and that logical deletions within the same database are handled in a unified manner. The characteristics of the processing or management performed in each system are shown below.

[0062] (Electronic record keeping system) • It is possible to add a timestamp. This prevents unauthorized alteration of evidence data and allows for the detection of any alteration. • Physical deletion of supporting documents is not possible. Furthermore, timestamp attachments can be consolidated into a single database (not distributed across business databases). • Because it's a separate database, encryption is possible through the database settings. Also, individual database backups are possible (this requirement does not include security measures related to database access permissions). As explained in [4-3] below, it is possible to search for evidence while meeting the search requirements of the Electronic Bookkeeping Law.

[0063] (Standard business system) • No timestamp is added. • Attachments can be physically deleted. The database can also be initialized. • The search method varies depending on the business system. Note that some business systems do not allow file searching. In the case of workflow systems, files can be viewed via "File Attachment Specification / Inquiry," but individual file searches are not possible.

[0064] [4. Specific examples of processing] This section describes a specific example of the process according to this embodiment.

[0065] [4-1. Operation Image] This section describes the operation of the screen startup process. While this section uses the "Journal Entry" function of an accounting system as an example to explain how to register files, it is possible to register files in a similar manner in other business systems.

[0066] (1) Calling the attachment dialog from the business system First, when the button for attaching a file ("Attach" button) is selected on the slip input screen (see Figure 11), which is the screen for entering the contents of the slip, the attachment file list screen display unit 102a displays the attachment file list screen (see Figure 13), which is the screen for attaching files. Displaying the attachment file list screen is, in other words, the activation of the attachment dialog box.

[0067] Here, the attachment list screen display unit 102a displays the attachment list screen according to the dialog call arguments shown in Figure 12. Please note the following points regarding the dialog call arguments. When a dialog is called from the source of the transition, you can pass items to be initially set in the dialog as arguments. It is also possible to make those items read-only. The read-only flag prevents changes to amounts and other information after final approval or when viewing the job in read-only mode. The originating system is used to set the upper limit on the number of files that can be uploaded, and to uniquely identify the evidence in [4-3], etc. The originating system is pre-set as an argument when the dialog is called.

[0068] (2) Launching and registering the attachment dialog (2-1) Step 1: Select the file you want to attach on the attachment list screen. Next, the file to be attached is selected from the attached file list screen (see Figure 13). There are four methods for attaching files:

[0069] The first method is to press the "Select from Explorer" button in Figure 13 and select the file you want to attach. The second method is to drag and drop the file you want to attach into the area labeled "You can drag and drop files here" in Figure 13.

[0070] The third method involves pressing the "Select from captured files" button in Figure 13 and uploading the file taken with the mobile device. This method allows not only to submit the application directly from the mobile device, but also to import the image from a company PC.

[0071] The fourth method involves clicking the "Select from previously uploaded files" button in Figure 13 and re-attaching files that were previously deleted after being registered in the electronic ledger storage system. This method makes it possible to re-upload documents that have been logically deleted in the document information table 106d, linking them to the voucher again.

[0072] Once the file attachment is complete, the user will be redirected to the attachment details screen.

[0073] (2-2) Step 2: Enter detailed information about the attachment on the attachment details screen. When a file is attached on the attached file list screen (see Figure 13), the attached file details screen display unit 102b displays an attached file details screen (see Figures 14 to 16), which is a screen for entering detailed information about the file attached to the slip, and includes an area for entering an image of the attached file and detailed information about the attached file.

[0074] Figure 14 shows the attachment details screen for entering detailed information about a delivery slip file (electronic transaction file). Figure 15 shows the attachment details screen for entering detailed information about a receipt file (scanned file). Figure 16 shows the attachment details screen for entering detailed information about a proposal document file (other attachments).

[0075] Here, the attachment details screen display unit 102b displays a list of items corresponding to the type of attached file selected on the attachment details screen (see Figures 14 to 16) on the attachment details screen (see Figures 14 to 16). For some of the items to be displayed, if the contents of a slip have been entered on the slip input screen before the attachment list screen is displayed, the contents of the slip entered on the slip input screen (see Figure 11) are set as the item values ​​and displayed.

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

[0077] Specifically, when a file type (=system classification) is selected from the "Please select the file type" section in the upper right corner of the attachment details screen (see Figures 14 to 16), the attachment details screen display unit 102b retrieves the items corresponding to the selected system classification from the display item setting table 106k (see Figure 17), and switches the display / hide status of the input items. If a value is set in the "arguments for dialog invocation" described in (1) in the business system, the attachment details screen display unit 102b launches the attachment details screen (see Figures 14 to 16) with the items already set.

[0078] Please note the following points regarding the display of the attachment details screen by the attachment details screen display unit 102b. The attached file details screen (see Figures 14-16) is launched with the items passed from the aforementioned slip input screen (see Figure 11) initially set. The business system can configure what is set. For example, in the case of a travel expense system's transportation expense reimbursement application, if there is a requirement to attach supporting documents on a per-item basis, parameters can be set for each item. On the same screen, it is possible to select whether to upload a system requirements file or other attachments, and then upload the file. • Input fields automatically switch according to the selected system category. In other words, the system guides you to enter information that meets the system requirements. For information on which fields are displayed or hidden for each system category, please refer to Display Item Settings Table 106k (see Figure 17).

[0079] Here, the attachment details screen display unit 102b obtains from the screen control table 106a (see Figure 14) the document type identification data (initial display document code) associated with the system identification data (system name) for the system to which the document input screen (see Figure 11) in which the contents of the document were entered belong. Next, the attachment details screen display unit 102b obtains from the document type table 106b (see Figure 14) the document name and the item name related to the date (transaction date label name) associated with the obtained document type identification data (document code). Finally, the attachment details screen display unit 102b displays the obtained document name and the item name related to the date (transaction date label name).

[0080] The display of the document name and date-related item names (transaction date label names) by the attachment details screen display unit 102b is as follows: The document name is managed by the screen control table 106a (see Figure 14). Furthermore, the initially displayed document name can be set for each calling screen. For example, as shown in screen control table 106a (see Figure 14), if launched from journal entry, the document code for the delivery note can be obtained, while if launched from expense reimbursement, the document code for the receipt can be obtained. The label name for "Date" can be set for each document code initially displayed in the document type table 106b (see Figure 14). This function is provided because the concept of "Transaction Date" differs for each document. For example, as shown in document type table 106b (see Figure 14), the transaction date label name for a "Delivery Note" is "Date," and the transaction date label name for a "Receipt" is "Receipt Date." When a specific document code is selected by the user on the attachment details screen, the system searches for the selected document code in the document type table 106b (see Figure 14), and displays the document name corresponding to the found document code on the attachment details screen.

[0081] Once you have finished entering the required information, click the "Register" button. If multiple files are selected, the screen will switch to the input screen for the next file.

[0082] As described above in (2-1) and (2-2), the file registration support device 100 according to this embodiment can support the registration of proof files and non-proof files from the same screen. In this example, proof files are delivery slip files (electronic transaction files) and receipt files (scanner saved files). In this example, non-proof files are approval document files (other attached files). In this example, the same screen is the attached file list screen (see Figure 13) and the attached file details screen (see Figures 14 to 16).

[0083] (2-3) Step 3: Return to the attachment list screen and verify that the attached files and their respective regulatory classifications are correct. After information has been entered on the attachment details screen (see Figures 14 to 16), if the button for registering the attached file ("Register" button) is selected on the attachment details screen (see Figures 14 to 16), the attachment list screen display unit 102a will redisplay the attachment list screen (see Figure 18), which includes a list of attached files and their corresponding file types.

[0084] Specifically, once all selected attachments have been registered on the attachment details screen (see Figures 14-16), the system returns to the attachment list screen. On the attachment list screen, the attached files and their corresponding file types (=system classifications) can be confirmed. Closing the attachment list screen returns the system to the screen of the original business system.

[0085] In this specification, "re-displayed" can be interpreted broadly and includes any of the following cases: - When the original screen is temporarily hidden, the user transitions to the next screen, and then returns to the original screen from the next screen, the original screen is redisplayed. - A case where the next screen is displayed as a pop-up on top of the original screen, and the original screen becomes active when the next screen is closed. In this case, the information added to the next screen may be displayed on the original screen, or the original screen may simply be made active without displaying the information added to the next screen.

[0086] When the button for registering an attached file ("Register" button) is selected on the attached file list screen (see Figure 18) that is displayed again, the work table generation unit 102c generates a document slip work 106c (see Figure 19) which includes file identification data (document GUID) for the attached file, file type identification classification (system classification) for the attached file, detailed information about the attached file entered on the attached file details screen (see Figures 14 to 16) (file name, extension, document code, receipt date, transaction date, customer name, amount, item name, resolution, grayscale, presence or absence of TS, TS assignment date and time, and originating system), and binary information (file image) for the attached file. The work table generation unit 102c also stores the same WK key (work key) in the document slip work 106c.

[0087] Specifically, when an attachment is registered in the attachment dialog, the detailed information and file image of the attached document are stored in the document slip work 106c. Once storage is complete, the user returns to the screen of the original business system. Note that the items stored differ depending on the radio button selected on the attachment details screen (see Figures 14 to 16). In other words, the columns in the document slip work 106c that are updated differ depending on the system classification selected on the attachment details screen (see Figures 14 to 16). For example, if a scanned file is selected, information is stored in the resolution and grayscale columns.

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

[0089] Depending on the system category selected on the attached file details screen (see Figures 14 to 16), the type of data generated differs (i.e., the storage location of the information in the document voucher work 106c differs). Below, the data generated by the linking table generation unit 102d will be explained according to the flowchart in Figure 21. Figure 21 is a flowchart showing the processes executed within the business system after the "Register" button is pressed on the aforementioned voucher input screen (see Figure 20) which is displayed again.

[0090] (3)-A. Obtaining a list of registered vouchers in the attachment dialog. First, as shown in Figure 22, the linking table generation unit 102d uses the common processing of the electronic ledger storage system to obtain the file identification data (document Guid) and the file type identification classification (system classification) from the temporary table, document slip work 106c, which was registered in the attachment dialog, as information necessary for generating the document linking table 106f (corresponding to process "A" in the flowchart of Figure 21).

[0091] (3)-B. Generation of the document linking table 106f Next, the linking table generation unit 102d generates a document linking table 106f (see Figure 23) which includes the document number for identifying the registered document, the file identification data (document Guid) in the document document work 106c, and so on (corresponding to process "B" in the flowchart of Figure 21). The linking table generation unit 102d may also include the file type identification category (system category) in the document document work 106c in the document linking table 106f (see Figure 23).

[0092] In the document linking table 106f shown in Figure 23, three files are linked to a single document identified by the document number "Zaimu100": a delivery note file (documentGuid:Guid_Evi01), a receipt file (documentGuid:Guid_Evi02), and an approval document file (documentGuid:Guid_Evi03).

[0093] Please note the following points regarding the generation of the document linking table 106f by the linking table generation unit 102d. • On the business system side, update the linking information in the document linking table 106f of the business system DB (this update is delegated to the business side). Here, the business system's vouchers and electronic documents are linked. The electronic document GUID is used as the key to link the document number in the business system with the electronic document registered in the attachment dialog. The updating of the document linking table 106f is delegated to each business system. Therefore, the information contained in the document linking table 106f may differ depending on the business system. For example, the accounting system updates "other attached files," while the travel expense system does not. This is to allow for flexibility, as each business system stores "other attached files" in different databases and in different ways.

[0094] (3)-C. Checking the system classification Next, the linking table generation unit 102d checks the type of file type identification category (system category) in the document voucher work 106c (corresponding to process "C" in the flowchart in Figure 21).

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

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

[0097] (3)-D. System classification = Electronic transaction or scanner storage The linking table generation unit 102d, when the file type identification category (system category) in the document slip work 106c (see Figure 19) is a category indicating the document file (electronic transaction or scanner storage) (when proceeding to system requirement file (electronic transaction or scanner storage) in C in the flowchart of Figure 21), ● A document information table 106d (see Figure 24) includes the file identification data (document GUID) in the document slip work 106c (see Figure 19), the file type identification category (system category) in the document slip work 106c (see Figure 19), and detailed information about the attached file in the document slip work 106c (see Figure 19) (file name, extension, document code, receipt date, transaction date, amount, item name, trading partner name, resolution, grayscale, presence or absence of TS, TS assignment date and time, originating system and deleted flag), ● A document image table 106e (see Figure 24) includes the file identification data (document GUID) in the document slip work 106c (see Figure 19) and the binary information (file image) about the attached file in the document slip work 106c (see Figure 19), This generates (corresponding to process "D" in the flowchart in Figure 21).

[0098] Please note the following points regarding the generation of the document information table 106d and the document image table 106e by the linking table generation unit 102d. • Execute the common processing (electronic document confirmation processing) for the electronic record keeping system. • Update the document information table 106d and the document image table 106e. Also, delete the data in the document slip worksheet 106c. Using the "WK key" registered in the temporary table, document voucher work 106c, the relevant data is retrieved, and the information is updated in the respective tables (document information table 106d and document image table 106e). The columns in the document information table 106d, which are updated depending on the system classification, differ. For example, if a scanner-saved file is selected, information is stored in the resolution and grayscale columns.

[0099] (3)-E. Check whether or not to use a workflow system. The linking table generation unit 102d checks whether or not to use the workflow system if the file type identification category (system category) in the document slip work 106c (see Figure 19) is the category indicating a non-document file (other attachments). This is because the storage location and method of other files differ depending on whether or not each business system uses the workflow system. All updates to other files are delegated to the business system. Each business system saves file images obtained through the common processing of the electronic ledger storage system. Figure 25 shows the document slip work 106c, which is the source table for updates.

[0100] (3)-F. System classification = Other attached, and when using a workflow system The linking table generation unit 102d, when the file type identification category (system category) in the document slip work 106c (see Figure 19) is a category indicating a non-document file (other attachments) (when proceeding to "other attachments" in step C of the flowchart in Figure 21), and when a workflow system is being used (when proceeding to "use" in step E of the flowchart in Figure 21), ●The workflow case table 106g (see Figure 26) includes the aforementioned slip number (business slip number), the aforementioned case identification data (case GUID), etc. ●The file information table 106h (see Figure 26) includes the aforementioned case identification data (case GUID) and detailed information about the attached file in the document voucher work 106c (see Figure 19) (attached file name and memo), ●The file image table 106i (see Figure 26) includes the aforementioned case identification data (case GUID) and the binary information (file image) of the attached file in the document voucher work 106c (see Figure 19), This generates (corresponding to process "F" in the flowchart in Figure 21).

[0101] Please note the following points regarding the generation of the workflow case table 106g, file information table 106h, and file image table 106i by the linking table generation unit 102d. • By executing common processes in the workflow system, the system saves the linking information between other attached files and documents. • By using the workflow system, it is possible to view the document and other attached files simultaneously during the approval process.

[0102] (3)-G. System classification = Other attachments, and when a workflow system is not used (when attachments are saved independently by the business) The linking table generation unit 102d, when the file type identification category (system category) in the document slip work 106c (see Figure 19) is the category indicating the non-document file (other attachments) (when proceeding to "other attachments" in step C of the flowchart in Figure 21), and when the workflow system is not being used (when proceeding to "do not use" in step E of the flowchart in Figure 21), ●The file information table 106h (see Figure 27) includes the aforementioned slip number and detailed information (attached file name and memo) about the attached file in the supporting slip work 106c (see Figure 19), ●The file image table 106i (see Figure 27) includes the aforementioned slip number and the binary information (file image) of the attached file in the supporting slip work 106c (see Figure 19), This generates (corresponding to process "G" in the flowchart in Figure 21).

[0103] Please note the following points regarding the generation of the file information table 106h and the file image table 106i by the linking table generation unit 102d. Each business system stores file images and other data obtained through the common processing of the electronic ledger storage system. • In this example, the values ​​from the accounting system used in the explanations so far are listed.

[0104] (3)-H. Generation of the journal entry details table Finally, the linking table generation unit 102d generates a journal entry details table 106j (see Figure 28) which includes the voucher number and the contents of the voucher entered on the voucher input screen (see Figure 20) (corresponding to the process labeled "H" in the flowchart of Figure 21). In other words, the voucher is finalized by the voucher registration process of each business system.

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

[0106] As explained in section (3) of this invention, the file registration support device 100 according to this embodiment allows for the storage of proof files and non-proof files in separate locations. Specifically, information on proof files is stored in the proof information table 106d and the proof image table 106e, while information on non-proof files is stored in the workflow case table 106g, the file information table 106h, and the file image table 106i. By storing proof files and non-proof files separately in this way, the approval of documents as described in [4-2] below and the searching of documents as described in [4-3] below become easier.

[0107] [4-2. Approval of Invoices] This section explains the approval process for vouchers. When using the workflow, all supporting documents and other files associated with a voucher can be viewed from the same screen during the approval process. The information that can be viewed is as follows: • Contents of the slip • File image of supporting documents linked to the invoice • Detailed information linked to the document (the information entered on the attachment details screen when uploading the document) • File images of other attached files linked to the invoice

[0108] Here, in order to display information when a document is approved, it is necessary to obtain the information to be displayed in advance, so first, we will explain how to obtain the information to be displayed. When the document approval screen, which is the screen for the person in charge to approve the document, is launched, the approval information display unit 102e obtains the information in advance as follows.

[0109] As shown in Figure 29, the approval information display unit 102e retrieves the contents of the voucher (debit account title and debit amount, etc.) associated with the voucher number in the workflow case table 106g from the journal entry details table 106j.

[0110] Furthermore, if a document linked to a case is registered in the document linking table 106f, the approval information display unit 102e retrieves the file identification data (document GUID) linked to the slip number in the workflow case table 106g from the document linking table 106f, as shown in Figure 29. It also retrieves detailed information (file name, extension, document code, receipt date, etc.) and binary information (file image) linked to the retrieved file identification data (document GUID) from the document information table 106d and the document image table 106e, respectively.

[0111] Then, if other files associated with the case are registered in the file information table 106h, the approval information display unit 102e retrieves binary information (file image) associated with the case identification data (proof Guid) in the workflow case table 106g from the file image table 106i, as shown in Figure 29.

[0112] Please note the following points regarding the prior acquisition of information performed by the approval information display unit 102e. • Workflow case table 106g references journal entry details table 106j and supporting document linking table 106f. • The information on the supporting documents is obtained through the document acquisition process of the electronic ledger storage system, which is referenced within the common processing of the workflow from the document linking table 106f. • Information on other attached files is retrieved based on the workflow case GUID.

[0113] The approval information display unit 102e then displays the acquired information on the document approval screen as follows.

[0114] If the file selected on the document approval screen is the document file (institutional requirement file), the approval information display unit 102e displays the contents of the acquired document, the detailed information obtained from the document information table 106d, and the binary information obtained from the document image table 106e on the document approval screen.

[0115] The display in question will be explained in detail using Figure 30. Figure 30 shows the document approval screen when the cursor is placed on the "File A.pdf" button. As shown in Figure 30, when File A, which is the system requirement file, is selected at the top of the screen, the approval information display unit 102e displays the "Journal Entry Confirmation" area on the left side of the screen as the contents of the document, displays the area on the right side of the screen including the document name, etc., as the detailed information, and displays the delivery note image in the center of the screen as the binary information. The items that can be displayed as detailed information are summarized in Figure 32.

[0116] In contrast, if the file selected on the document approval screen is the non-proof file (other attached file), the approval information display unit 102e displays the contents of the acquired document and the binary information obtained from the file image table 106i on the document approval screen.

[0117] The display in question will be explained in detail using Figure 31. Figure 31 shows the document approval screen when the cursor is placed on the "File C.pdf" button. As shown in Figure 31, when File C, which is an attached file, is selected at the top of the screen, the approval information display unit 102e displays the "Journal Entry Confirmation" area on the left side of the screen as the contents of the document, and displays the image of the approval document on the right side of the screen as the binary information.

[0118] Please note the following points regarding the display of the document approval screen by the approval information display unit 102e. • At the top of the aforementioned document approval screen, all attached files associated with the document (system requirement files and other attached files) are displayed as a list of file buttons. By clicking on the displayed file button, you can download the attached file. • By hovering the cursor over any of the file buttons displayed at the top of the aforementioned document approval screen, the attached file being previewed will automatically switch. Note that if you hover the cursor over the file button for the system requirements file, the detailed information will also switch.

[0119] As described above in section [4-2], the file registration support device 100 according to this embodiment can display the contents of a voucher (in this example, the contents of "Journal Entry Confirmation"), an image of the supporting document associated with the voucher (in this example, an image of a delivery note), detailed information of the supporting document associated with the voucher (in this example, detailed information of a delivery note), and an image of a non-supporting document associated with the voucher (in this example, an image of a proposal document) on a single screen (in this example, the voucher approval screen). As a result, the approver can accurately and immediately confirm a series of pieces of information related to the voucher before approving it, thereby reducing the workload on the approver and eliminating errors in the approval process.

[0120] [4-3. Searching for Proof of Evidence (Displaying the List of Electronic Proofs)] This section explains how to search for supporting documents (display the electronic document list). Searching for supporting documents allows you to view all documents stored in the electronic ledger storage system. The electronic document list has two jobs: one for the user and one for the accounting staff.

[0121] For personal use, users can search, view, and logically delete documents they have uploaded. Additionally, for personal use, it is possible to register new electronic transaction files that are not linked to physical slips.

[0122] The accounting system is used for responding to tax audits, conducting periodic inspections, and performing daily checks. Furthermore, the accounting system allows users to search, view, and logically delete supporting documents uploaded by all users.

[0123] The document data retrieved in the electronic document list is obtained from the electronic ledger storage database. While transaction data is distributed across various business systems, document data is centralized in the electronic ledger storage database. Therefore, document searches (display of the electronic document list) allow users to search and view documents uploaded from all business systems.

[0124] Here, the search requirements under the Electronic Bookkeeping Law are as follows: (1) to (3). (1) The system must be searchable by "Transaction Date (or other date)", "Transaction Amount", and "Customer". (2) The search function must allow users to specify a date or monetary range. (3) The search function must be able to combine two or more items. However, if you comply with the request for download, conditions (2) and (3) are not required.

[0125] The following will specifically explain how to search for evidence using the evidence search screen (see Figure 36), which is the screen for searching for the aforementioned evidence files, but the following assumptions will be made. The document information table 106d shown in Figure 33 is assumed to exist as the target of the search. The document information table 106d shown in Figure 33 is a table in which files have been uploaded not only from the core accounting system but also from the travel expense system and the sales system. As shown in Figure 33, scanned files have been uploaded from the travel expense system (record with document Guid:Guid_Evi03), and electronic transaction files have been uploaded from the sales system (record with document Guid:Guid_Evi04). The items that can be used as search criteria are, for example, as shown in Figure 34. Search criteria can be entered in the left-hand area of ​​the document search screen (see Figure 36). The items displayed as search results are, for example, as shown in Figure 35. The search results are displayed in the right-hand area of ​​the document search screen (see Figure 36).

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

[0127] Please note the following points regarding the document search performed by the document search result display unit 102f. • By entering search criteria in the left-hand area of ​​the aforementioned document search screen (see Figure 36), it is possible to search (extract) documents based on the information registered at the time of application. By enabling document searches in this manner, the search requirements of the Electronic Bookkeeping Law can be met. • In the right-hand area of ​​the aforementioned document search screen (see Figure 36), the detailed items displayed as search results are controlled according to the selected system category. For details on how the displayed detailed items are controlled, please refer to Figure 35. •[4-1] describes an example of registering supporting documents from the core accounting system, but as explained in this section [4-3], if supporting documents are registered from other systems (in this example, the travel expense system and the sales system), the supporting documents registered from those other systems can be searched and viewed.

[0128] Here, we will explain the buttons located in the footer (lower part) of the document search screen (see Figure 36). Figure 37 shows a magnified view of the buttons located in the footer (lower part).

[0129] The "Add Document" button is for directly uploading electronic transaction files to the electronic ledger storage system without linking them to a voucher. When the "Add Document" button is pressed, the user is redirected to the attachment list screen and the attachment details screen.

[0130] The "Delete" button is used to logically delete a document. Logical deletion means treating the data as deleted rather than physically deleting it. When a document is logically deleted, the "Deleted Flag" in the document information table 106d is updated from "False" to "True," as shown in Figure 37. Records with the "Deleted Flag" updated to "True" are treated as deleted, but the records themselves are not actually deleted.

[0131] The "Details" button is used to view the detailed information of the selected document (the value entered on the attachment details screen). When the "Details" button is pressed, the attachment details screen opens in read-only mode.

[0132] As described above in section [4-3], the file registration support device 100 according to this embodiment can search for supporting documents and display the search results. This allows the person who registered the supporting documents to efficiently refer to the documents they have registered. Administrators can efficiently perform periodic inspections and daily checks, and can also respond quickly to tax audits.

[0133] Furthermore, as explained in section [4-3], the file registration support device 100 according to this embodiment allows searching for the desired document from the document information table 106d, which aggregates documents registered from multiple systems (in this example, including not only the core accounting system but also the travel expense system and the sales system). Therefore, a comprehensive and thorough search can be performed targeting all registered documents.

[0134] [4-4. Adding Timestamps] This section explains how to apply a timestamp. When a timestamp is applied, the presence or absence of the timestamp (TS presence / absence) and the date and time the timestamp was applied (TS application date and time) in the document information table 106d are updated, as shown in Figure 38. Because the documents are consolidated in the electronic ledger storage system, a certified, designated timestamp service can be used.

[0135] [5. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving operational efficiency and promoting appropriate management decisions by companies, thereby contributing to SDGs Goals 8 and 9.

[0136] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.

[0137] Furthermore, this embodiment can contribute to strengthening control and governance, thereby enabling contributions to SDG Goal 16.

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

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

[0140] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configuration shown in this specification and in the drawings may be changed at will unless otherwise specified.

[0141] Furthermore, with respect to the file registration support device 100, each component shown in the diagram is a functional concept and does not necessarily need to be physically configured as shown.

[0142] For example, the processing functions of the file registration support device 100, particularly those performed by the control unit, may be implemented in whole or in part by a CPU and a program interpreted and executed by the CPU, or they may be implemented as wired logic hardware. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for the information processing device to execute the processing described in this embodiment, and is mechanically read by the file registration support device 100 as needed. That is, a storage unit such as ROM or HDD (Hard Disk Drive) contains a computer program that works in cooperation with the OS to give instructions to the CPU and perform various processing tasks. This computer program is executed by being loaded into RAM and works in cooperation with the CPU to constitute the control unit.

[0143] Furthermore, this computer program may be stored on an application program server connected to the file registration support device 100 via any network, and it is possible to download all or part of it as needed.

[0144] Furthermore, the program for executing the processing described in this embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product. Here, "recording medium" includes any "portable physical medium" such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.

[0145] Furthermore, "program" refers to a data processing method described in any language or writing method, regardless of its format, such as source code or binary code. Note that "program" is not necessarily limited to a single, monolithic structure; it also includes distributed structures consisting of multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions. Regarding the specific configuration and reading procedures for reading the recording medium in each device shown in the embodiments, as well as the installation procedures after reading, well-known configurations and procedures can be used.

[0146] The various databases stored in the memory unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0147] Furthermore, the file registration support device 100 may be configured as an information processing device such as a known personal computer or workstation, or as an information processing device to which any peripheral devices are connected. Alternatively, the file registration support device 100 may be implemented by installing software (including programs or data, etc.) that enables the processing described in this embodiment onto the device.

[0148] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the figures, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit according to various additions or functional loads. In other words, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively. [Industrial applicability]

[0149] The present invention is useful, for example, in the field of accounting and in fields that use subsidiary ledgers. [Explanation of Symbols]

[0150] 100 File Registration Support Device 102 Control Unit 102a Attachment list screen display section 102b Attachment details screen display section 102c Worktable Generation Unit 102d Linking Table Generation Unit 102e Approval information display section 102f Document Search Results Display Section 104 Communication Interface Section 106 Storage section 106a Screen control table 106b Document Type Table 106c Proof of Identity Voucher Work 106d Document Information Table 106e Document Image Table 106f Proof Linking Table 106g Workflow Case Table 106h File Information Table 106i File Image Table 106j Journal Entry Details Table 106k Display Item Settings Table 108 Input / Output Interface Section 112 Input device 114 Output device 200 servers 300 Networks

Claims

1. A file registration support device equipped with a control unit that can assist in registering both proof files and non-proof files from the same screen, The control unit, When a file is attached on the screen for attaching files, the attachment details screen display means displays an attachment details screen, which is a screen for entering detailed information about the file attached to the slip, including an area for entering an image of the attached file and detailed information about the attached file. Equipped with, The attachment details screen display means displays a list of items corresponding to the type of attached file selected on the attachment details screen on the attachment details screen. A file registration support device characterized by the following.

2. The attached file details screen display means is: From a display item setting table that includes a list of items to be displayed on the aforementioned attachment details screen for each file type, a list of items corresponding to the type of attached file selected on the aforementioned attachment details screen is obtained. The file registration support device according to claim 1, characterized in that

3. The control unit is When a button for attaching a file is selected on the slip entry screen, which is the screen for entering the contents of the slip, the attachment list screen display means displays the attachment list screen, which is the screen for attaching files. Furthermore, The aforementioned attachment details screen display means displays the attachment details screen when a file is attached to the attachment list screen. A file registration support device according to claim 1 or 2, characterized by the above.

4. Further comprising a storage unit, The aforementioned storage unit includes: A screen control table including system identification data for identifying the system to which the aforementioned slip entry screen belongs, and document type identification data for identifying the type of document, A document type table including the aforementioned document type identification data, document name, and date-related item names, It is stored there, The aforementioned means for displaying the attached file details screen is: From the aforementioned screen control table, obtain document type identification data linked to the system identification data for the system to which the document input screen in which the contents of the document are entered belongs; then, from the aforementioned document type table, obtain the item names related to the document name and date linked to the obtained document type identification data; and finally, display the obtained item names related to the document name and date. The file registration support device according to claim 3, characterized by the following:

5. When information has been entered on the attachment details screen and a button for registering an attached file has been selected on the attachment details screen, the attachment list screen, which includes a list of attached files and the corresponding file types, is displayed again by the attachment details screen. The control unit, When the button for registering an attached file is selected on the attached file list screen that is displayed again, a work table generation means generates a work table that includes file identification data for the attached file, a file type identification category for the type of attached file, detailed information about the attached file entered on the attached file details screen, and binary information about the attached file. To further equip, The file registration support device according to claim 3, characterized by the following:

6. The control unit is When the button for registering an attached file is selected on the attached file list screen that is displayed again, the slip entry screen is displayed again, and when the button for registering a slip is selected on the slip entry screen that is displayed again, (i) A linking table that includes a voucher number for identifying a registered voucher and the file identification data in the work table, (ii) If the file type identification category in the work table is a category indicating the document file, then a document information table including the file identification data in the work table, the file type identification category, and detailed information about the attached file, and a document image table including the file identification data in the work table and binary information about the attached file, (iii) If the file type identification category in the work table is a category indicating the non-proof file, a workflow case table including the slip number and case identification data for identifying each case in the workflow, a file information table including the case identification data and detailed information about the attached file in the work table, and a file image table including the case identification data and binary information about the attached file in the work table, (iv) A slip details table including the slip number and the slip details entered on the slip input screen, Means for generating linked tables etc. To further equip, The file registration support device according to claim 5, characterized in that

7. The control unit is When the document approval screen, which is the screen for the person in charge to approve the aforementioned document, is launched, From the aforementioned document details table, retrieve the contents of the document associated with the document number in the workflow case table. If a document linked to a case is registered in the linking table, the file identification data linked to the document number in the workflow case table is retrieved from the linking table, and further, the detailed information and binary information linked to the retrieved file identification data are retrieved from the document information table and the document image table, respectively. If other files associated with the case are registered in the aforementioned file information table, the binary information associated with the case identification data in the workflow case table is obtained from the aforementioned file image table. If the file selected on the aforementioned document approval screen is the aforementioned document file, the contents of the acquired document, the detailed information obtained from the document information table, and the binary information obtained from the document image table are displayed on the document approval screen. If the file selected on the document approval screen is the non-proof file, the approval information display means displays the contents of the acquired document and the binary information obtained from the file image table on the document approval screen. To further equip, The file registration support device according to claim 6, characterized by the following:

8. The control unit is When search criteria are entered on the document search screen, which is a screen for searching the aforementioned document files, the document search result display means searches the document information table for information about the document files that match the entered search criteria and displays the search results on the document search screen. To further equip, The file registration support device according to claim 6, characterized by the following:

9. A file registration support method executed on an information processing device equipped with a control unit that can support the registration of proof files and non-proof files from the same screen, The control unit executes the following: When a file is attached on the screen for attaching files, the Attachment Details Screen Display Step displays an Attachment Details Screen, which is a screen for entering detailed information about the file attached to the document, including an image of the attached file and an area for entering detailed information about the attached file. Includes, In the step of displaying the attachment details screen, a list of items corresponding to the type of attached file selected on the attachment details screen is displayed on the attachment details screen. A file registration support method characterized by the following.

10. A file registration support program to be executed by an information processing device equipped with a control unit, which can assist in registering proof files and non-proof files from the same screen, To be performed by the control unit, When a file is attached on the screen for attaching files, the Attachment Details Screen Display Step displays an Attachment Details Screen, which is a screen for entering detailed information about the file attached to the document, including an image of the attached file and an area for entering detailed information about the attached file. Includes, In the step of displaying the attachment details screen, a list of items corresponding to the type of attached file selected on the attachment details screen is displayed on the attachment details screen. A file registration support program characterized by the following:

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