Task Management Device for Automated Accounting Data Entry

Resolve Bottlenecks,
Find Innovative SolutionsGenerate Solutions

Solution Overview

Problem

Current task management systems are inadequate for accounting processes in companies, particularly for sole proprietors and small to medium-sized businesses, as they require technical knowledge for journalizing processes and cannot handle daily transactions effectively.

Innovation Solution

A task managing device and method that determines if a task item is associated with an accounting process and executes the corresponding accounting process, automatically setting relevant data in data input regions, simplifying the accounting process by integrating task management with accounting functions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional task management systems are used for accounting processes, then task items can be managed, but technical knowledge is required for journalizing processes and selecting account headings, making it difficult for non-technical users

Engineering Contradiction:

Improveease of accounting processVSAvoidcomplexity of journalizing process

Core Design Contradiction:

Ease of operationVSDevice complexity

Solution Approach 1:

The system automatically executes accounting processes by detecting task completion and retrieving relevant data without requiring user intervention in journalizing. The accounting process executes itself based on task management data, eliminating the need for users to manually select account headings or understand accounting terminology.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The task management system acts as an intermediary between business operations and accounting processes. It translates task completion events into accounting entries automatically, bridging the gap between operational data and financial records without requiring users to directly interact with complex accounting functions.

Inventive Principle:

Principle #24Intermediary (Mediator)

2Productivity

If accounting software is used for journal inputs, then accounting processes can be performed, but technical knowledge is needed to select account headings, creating a burden for sole proprietors and small businesses

Engineering Contradiction:

Improveaccounting process executionVSAvoidease of journal input

Core Design Contradiction:

ProductivityVSEase of operation

Solution Approach 1:

The system performs accounting processes automatically by detecting task completion and executing corresponding journal entries without user intervention. The system serves itself by automatically retrieving task data, determining account headings, and completing accounting entries based on predefined relationships between tasks and accounting processes.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The system pre-configures the relationships between task items and accounting processes, including account headings and data mapping rules, in advance. When a task is completed, the system automatically retrieves the pre-defined account heading and data format, eliminating the need for users to make decisions about accounting classifications during the input process.

Inventive Principle:

Principle #10Preliminary action

3Loss of time

If manual accounting processes are used, then detailed control is possible, but data entry is time-consuming and burdensome for non-technical users

Engineering Contradiction:

Improvetime for data entryVSAvoidautomation of accounting process

Core Design Contradiction:

Loss of timeVSExtent of automation

Solution Approach 1:

The system merges task management and accounting processes into a single integrated workflow. When a task is marked as complete in the task management system, the same event automatically triggers the accounting process, combining what were previously separate manual operations into one automated action that eliminates duplicate data entry.

Inventive Principle:

Principle #5Merging (Combining)

Solution Approach 2:

The system automatically executes accounting processes by detecting task completion events and retrieving relevant task data without requiring manual data entry. The system serves itself by automatically populating journal entry fields with task information, eliminating the time-consuming manual transcription of data between systems.

Inventive Principle:

Principle #25Self-service

Data Source

PatentUS10430235B2Task managing device for managing tasks relating to an accounting process, task managing method and non-transitory computer-readable medium

Publication Date: 2019.10.01 CASIO COMPUTER CO LTD

AI summary

A task managing device facilitates and assists in execution of tasks relating to an accounting process. The device refers to management information in which task items to be completed are defined. The task items are displayed on a display screen in association with checkboxes which are selectable by a user to input completion of the respective task items. If a checkbox is selected to input completion of the associated task item, the device determines, based on the management information, whether an accounting process task needs to be performed for the completed task item. If the accounting process task needs to be performed, the device switches the display screen to an accounting process screen, and enters past data associated with a predetermined data input item in a past accounting process task in data input regions corresponding to the accounting process task.