CN112419031A - Method for realizing automatic accounting service of cloud financial software as a service (SaaS) platform - Google Patents
Method for realizing automatic accounting service of cloud financial software as a service (SaaS) platform Download PDFInfo
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- CN112419031A CN112419031A CN202011376420.1A CN202011376420A CN112419031A CN 112419031 A CN112419031 A CN 112419031A CN 202011376420 A CN202011376420 A CN 202011376420A CN 112419031 A CN112419031 A CN 112419031A
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Abstract
The invention discloses a method for realizing automatic accounting service of a cloud financial SaaS platform, which comprises the following steps: s1, when a user, a management or a financial staff creates a digital object on the cloud finance SaaS platform, the digital object carries a label, and the label has a plurality of characteristic attributes; s2, the feature attributes comprise a mandatory feature, a default feature and a hidden feature; s3, the creator defines the necessary feature attributes including type, whether to tax, whether to net income, etc. The method for realizing the automatic accounting business of the cloud finance SaaS platform adopts a whole-person accounting scheme, so that some personnel who go with accounts can complete one transaction on the record of the cloud platform, each account is an independent digital object, each transaction is very detailed, and the accounts can be counted according to corresponding attributes when the cloud platform sums up forms and generates reports at the later stage, so that the number and the workload of the accounts are reduced, and the convenience of the online automatic recording of the accounts is realized.
Description
Technical Field
The invention relates to the technical field of cloud finance, in particular to a method for realizing automatic accounting service of a cloud finance SaaS platform.
Background
The SaaS platform is a platform for operating SaaS software. The SaaS provider builds all network infrastructures, software and hardware operation platforms required by informatization for enterprises and is responsible for a series of services such as implementation in the early stage, maintenance in the later stage and the like, and the enterprises can use the information system through the Internet without purchasing software and hardware, building a machine room and recruiting IT personnel. The SaaS is a software layout model, and is designed for network delivery by application, and is convenient for users to host, deploy and access through the internet.
At present, many enterprises carry out cloud internet official working, and the server need not to be built to the enterprise inside, only need lease high in the clouds server can, current high in the clouds financial software can't carry out the automation and keep accounts, need special accounting to make statistics of many times, very consume time. And in the later period, multiple parties need to be connected, once the account is mistaken, a specific link is difficult to be inquired to cause a problem, and a large amount of time is consumed.
Therefore, a method for realizing automatic accounting service by a cloud finance SaaS platform is provided.
Disclosure of Invention
The invention aims to solve the defects in the prior art, and provides a method for realizing automatic accounting service of a cloud finance SaaS platform.
In order to achieve the purpose, the invention adopts the following technical scheme:
a method for realizing automatic accounting service of a cloud finance SaaS platform comprises the following steps:
s1, when a user, a management or a financial staff creates a digital object on the cloud finance SaaS platform, the digital object carries a label, and the label has a plurality of characteristic attributes;
s2, the feature attributes comprise a mandatory feature, a default feature and a hidden feature;
s3, the creator defines necessary characteristic attributes including type, whether tax is paid, whether net income is obtained, and the like;
s4, the creator can selectively change the default characteristics, including the creation time and the effective time of the digital object, and the default attributes include the highlighting for individual users;
s5, adopting a hierarchical group management system, dividing multiple levels of input personnel, and performing grouping management, wherein the authority of users in different groups is different;
and S6, setting a periodic report plan by the highest manager, making a report frame in advance, and searching the digital object corresponding to the attribute by the report frame according to the numerical attribute of each grid to perform posting operation so as to automatically generate the financial report.
Preferably, the hidden feature in step S2 includes creating user information, modifying user information, and deleting user information, and the hidden feature cannot be modified and can only be viewed.
Preferably, in step S5, different management teams set a certain account data auditor, and the account entry staff need to submit data synchronously, so that the auditor audits the account.
Preferably, the cloud finance SaaS platform sets an accounting account, and has certain authority to call data and a cashier report.
The invention has the following beneficial effects:
1. according to the method for realizing the automatic accounting service of the cloud finance SaaS platform, provided by the invention, the cloud terminal convenience is utilized, a PC (personal computer) end or a mobile phone end is adopted to log in the SaaS cloud finance platform for real-time accounting, when personnel such as management, storage, finance and purchase are involved in company account transactions, the personnel only need to log in the platform by utilizing an account of the personnel, a corresponding digital object is created during the transactions, and corresponding necessary characteristic attributes are filled in for accounting, so that the automatic accounting can be realized through the platform.
2. The method for realizing the automatic accounting business of the cloud finance SaaS platform adopts a whole-person accounting scheme, so that some personnel who go with accounts can complete one transaction on the record of the cloud platform, each account is an independent digital object, each transaction is very detailed, and the accounts can be counted according to corresponding attributes when the cloud platform sums up forms and generates reports at the later stage, so that the number and the workload of the accounts are reduced, and the convenience of online recording of the accounts is realized.
Drawings
Fig. 1 is an execution flow chart of a method for realizing automatic accounting service by a cloud finance SaaS platform according to the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments.
In the description of the present invention, it is to be understood that the terms "upper", "lower", "front", "rear", "left", "right", "top", "bottom", "inner", "outer", and the like, indicate orientations or positional relationships based on the orientations or positional relationships shown in the drawings, are merely for convenience in describing the present invention and simplifying the description, and do not indicate or imply that the device or element being referred to must have a particular orientation, be constructed and operated in a particular orientation, and thus, should not be construed as limiting the present invention.
Example 1
A warehousing worker A needs to purchase a certain product when finding that the inventory is insufficient, and 1 digital object is created according to a purchase list, wherein the necessary filling characteristics of the digital object are purchase, expenditure, auditor, state and the like;
the default characteristics of the digital object are that the creation time is short, the effective period is 30 days, and the storage person A selects to highlight aiming at a storage supervisor S and a purchasing supervisor E;
the hidden feature of the digital object is initially creating time information to create a person warehousing member A;
after the digital object is created, the system actively pushes the digital object to a storage supervisor S and a purchase supervisor E, the storage supervisor S and the purchase supervisor E need to examine and approve, and after the two people examine and approve, the purchase supervisor allocates the digital object to a buyer O for purchase;
the buyer O requests financial fund transfer according to the purchase order, purchases, sends the product to the warehouse after the purchase is completed, at this moment, the storage personnel A checks the product quantity and the receipt to be purchased, then initiates the state modification of the digital object A, modifies the digital object A into a completion state, and completes a purchase process.
In the process, when account making is carried out in the later stage of the cloud finance SaaS platform, only data objects with characteristics of purchasing and states of being completed need to be called, and the account making can be carried out automatically by screening according to time.
Example 2
The buyer B receives a purchasing task through the mobile phone APP, wherein one purchasing amount in the purchasing task is not clearly divided and needs to be given to the purchasing supervisor F to determine according to the multi-party price ratio, and the buyer B creates an empty digital object aiming at the purchasing information at the moment, wherein the initial value is 0, and the necessary filling characteristics of the digital object are purchasing, expenditure, auditing personnel, state, warehousing and the like;
the default characteristics of the digital object are that the creation time is short, the effective period is 30 days, a buyer B selects to highlight a purchasing supervisor F;
the hidden feature of the digital object is initially creating time information to create a person warehousing member A;
after the buyer B reaches the purchasing place, the digital object is subjected to multi-aspect price comparison, finally communicated with a supervisor, and the final price is determined, the buyer F is required to audit, the numerical value of the digital object is changed into the final price of the product, then the product is purchased, and after the purchase is completed, the digital object is delivered to the buyer F, if the product is required to be stored in a warehouse due to the filling characteristic, the digital object is delivered to the warehouse for management after the purchase is completed, and after the confirmation of the warehouse supervisor P is required, the state of the digital object can be changed into the completion.
And on the account making of the financial statement, selecting the purchasing state completion and the auditing completion, namely inquiring the same batch of digital objects of the type through the quick connection of the cloud platform, and strictly dividing the digital objects according to time to obtain single digital objects, so that each digital object is taken as an independent event, and the automatic accounting is convenient.
Example 3
And (3) producing the main task C, wherein the production main task C receives the verbal message of the leader W in production, the message content is 'the weather is too hot, some watermelons and beverages are purchased for workers to relieve summer heat and can be sold out', at the moment, the production main task C instructs the workers to purchase the watermelons and consume the beverages for a total of 150 yuan, and at the moment, the production main task C can take out the mobile phone to edit the digital object through the APP.
The numerical value of the digital object is 150, the type is expense, the state is not completed, the auditor leader W, the audit state is not audited, and the reimbursement amount is reported, wherein the digital object is attached with photos of the beverage and the watermelon and photos of the invoice;
the default characteristics of the digital object are that the creation time is set, the effective period is 30 days, and the production master C selects to highlight the leader W;
the hidden feature of the digital object is initially creating time information to create a production master C;
when the leader W is checked through the mobile phone or the PC, the highlighted checking information is received, and after the confirmation of no error, the checking state of the digital object is that the checking is passed; and warehousing and storing the digital object, acquiring a denomination value according to the reimbursement amount by the financial system, inquiring the state, and remitting the production master C of the reimburser after the state is approved.
Example 4
The salesman D, who needs to ask the visitor to eat or the like in the process of paying out, creates a digital object before the visitor, which includes the required characteristics, since the specific numerical value of the visitor eating is unknown, but the company-specified upper limit value is known, for example 2000: remuneration, reimbursement amount, upper limit value 2000, incomplete state, non-examined state, invoice information and the like;
the default characteristics of the digital object are that the creation time is set, the effective period is 1 day, and the salesman D selects to highlight aiming at the sales leader L;
the hidden feature of the digital object is initially creating time information, a creator salesman D;
when the sales supervisor L knows the highlight information to be audited of the digital object, the sales supervisor L calls and communicates with the salesman D, and after knowing that the reward is necessary, the sales supervisor L changes the auditing state of the digital object to be approved;
when the seller D finishes asking for the customer and finds that the actual amount of money of the customer is 1900 yuan, the seller D modifies the numerical value of the numerical value object, submits invoice information, audits a supervisor and finally determines that the state of the digital object is a finished state;
if the actual amount is 2100 yuan, the numerical value of the numerical object is modified to 2000 yuan, and the invoice information is submitted, and the supervisor is audited to finally determine that the state of the digital object is the completion state.
The above description is only for the preferred embodiment of the present invention, but the scope of the present invention is not limited thereto, and any person skilled in the art should be considered to be within the technical scope of the present invention, and the technical solutions and the inventive concepts thereof according to the present invention should be equivalent or changed within the scope of the present invention.
Claims (4)
1. A method for realizing automatic accounting service of a cloud finance SaaS platform is characterized by comprising the following steps:
s1, when a digital object is created on the cloud finance SaaS platform by a user, a manager or a financial staff, the digital object carries a label, and the label has a plurality of characteristic attributes;
s2, the feature attributes comprise a mandatory feature, a default feature and a hidden feature;
s3, the creator defines necessary characteristic attributes including type, whether tax is paid, whether net income is obtained, and the like;
s4, the creator can selectively change the default characteristics, including the creation time and the effective time of the digital object, and the default attributes also include the highlighting for the individual user;
s5, adopting a hierarchical group management system, dividing multiple levels of input personnel, and performing grouping management, wherein the authority of users in different groups is different;
and S6, setting a periodic report plan by the highest manager, making a report frame in advance, and searching the digital object corresponding to the attribute by the report frame according to the numerical attribute of each grid to perform posting operation so as to automatically generate the financial report.
2. The method for realizing automatic accounting service of the cloud finance SaaS platform according to claim 1, which is characterized in that: the hidden features in step S2 include creation user information, modifier information, and deleter information, and the hidden features cannot be modified and can only be viewed.
3. The method for realizing automatic accounting service of the cloud finance SaaS platform according to claim 1, which is characterized in that: in the step S5, different management teams set up a certain account data auditor, and the account entry staff need to submit data synchronously, so that the auditor audits the account.
4. The method for realizing automatic accounting service of the cloud finance SaaS platform according to claim 1, which is characterized in that: the cloud finance SaaS platform sets an accounting account and has certain authority to call data and a cashier report.
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| Application Number | Priority Date | Filing Date | Title |
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| CN202011376420.1A CN112419031A (en) | 2020-12-01 | 2020-12-01 | Method for realizing automatic accounting service of cloud financial software as a service (SaaS) platform |
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| CN202011376420.1A CN112419031A (en) | 2020-12-01 | 2020-12-01 | Method for realizing automatic accounting service of cloud financial software as a service (SaaS) platform |
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Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
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| US20130232042A1 (en) * | 2010-11-08 | 2013-09-05 | Thomas Kirk Simpson | System and method for computer-implemented accounting services provided using cloud resources |
| CN104754058A (en) * | 2015-04-16 | 2015-07-01 | 贝才禾兑网络科技南京有限公司 | Intelligent finance and tax service platform based on SaaS platform |
| CN107256514A (en) * | 2017-06-05 | 2017-10-17 | 深圳易嘉恩科技有限公司 | The method that CaaS plateform systems based on financial cloud realize open book keeping operation business |
| CN111353869A (en) * | 2020-03-15 | 2020-06-30 | 策拉人工智能科技(云南)有限公司 | Method applied to cloud financial learning and memorizing billing habit |
-
2020
- 2020-12-01 CN CN202011376420.1A patent/CN112419031A/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20130232042A1 (en) * | 2010-11-08 | 2013-09-05 | Thomas Kirk Simpson | System and method for computer-implemented accounting services provided using cloud resources |
| CN104754058A (en) * | 2015-04-16 | 2015-07-01 | 贝才禾兑网络科技南京有限公司 | Intelligent finance and tax service platform based on SaaS platform |
| CN107256514A (en) * | 2017-06-05 | 2017-10-17 | 深圳易嘉恩科技有限公司 | The method that CaaS plateform systems based on financial cloud realize open book keeping operation business |
| CN111353869A (en) * | 2020-03-15 | 2020-06-30 | 策拉人工智能科技(云南)有限公司 | Method applied to cloud financial learning and memorizing billing habit |
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