JP2019169183A - Accounting service support device and program - Google Patents

Abstract

An object of the present invention is to provide a work management device and a program that enable a user to easily input data and perform a professional work accurately without any burden. An activity record acquisition unit that acquires an activity record that triggers an operation, a task item selection unit that selects a work item corresponding to the activity record acquired by the activity record acquisition unit, It functions as a work instruction presenting means for presenting the work item selected by the work item selecting means to the user as a work instruction. [Selection] Figure 2

Description

  The present invention relates to a work management apparatus and a program.

2. Description of the Related Art Conventionally, a technique is known in which a computer automatically analyzes and classifies data input by a user so that the user can perform various operations as simply as possible.
For example, in the accounting process of a company, a journal process for creating journal details for daily transactions and the like is necessary. Such work related to corporate accounting is particularly burdensome for SMEs and individual business owners.
Therefore, in order to make accounting processing as simple as possible, the journal entry data entered by the user is identified for each transaction, and each transaction is automatically assigned to a specific account based on the description of the transaction details of each transaction. An accounting system or the like for journalizing has been proposed (see, for example, Patent Document 1 and Patent Document 2).

JP 2014-182787 A JP 2011-170490 A

However, for example, in the accounting processing described in the above example, it is assumed that the data itself that is automatically analyzed and classified by the computer is input without omission by the user. Cannot perform proper analysis and classification.
In this regard, in particular, when creating a journal entry detail in the accounting process of a company, there are many items to be input by the user, and the contents are also specialized and complicated.
For this reason, for individual business owners who are unfamiliar with accounting processing, data input itself is a heavy burden, and a system that supports accounting processing may not function sufficiently.

  An object of the present invention is to enable a user to easily input data, and to accurately perform a professional operation without burden.

In order to solve the above problems, the work management device according to the present invention includes an action record acquisition unit that acquires an action record that triggers the start of work, and an operation that corresponds to the action record acquired by the action record acquisition unit. First display control means for displaying an input work item list subdivided into a plurality of input work items, and any input work item from the input work item list displayed by the first display control means is operated by a user And a second display control means for displaying an input work page corresponding to the selected input work item when the input work page is selected, wherein the second display control means displays the input work page as the input work page. Each item is displayed as a different page.
In addition, the program according to the present invention provides a computer that is applied to the work management apparatus, a behavior record acquisition unit that acquires a behavior record that triggers a work start, and a task that corresponds to the behavior record acquired by the behavior record acquisition unit. Displays the input work item list subdivided into a plurality of input work items, and any input work item is operated by the user from the input work item list displayed by the first display control means The second display control means for displaying the input work page corresponding to the selected input work item, the second display control means causes the input work page to be displayed as the input work page. Each item is displayed as a different page.

  According to the present invention, it is possible for a user to easily input data, and it is possible to accurately perform a specialized work without burden.

It is a block diagram which shows the work management system of this embodiment. It is a block diagram which shows the function structure of a server apparatus. It is a block diagram which shows the function structure of a 1st terminal device. It is a block diagram which shows the function structure of a 2nd terminal device. It is a figure which shows the structural example of the data of the action record memorize | stored in an action record database. It is a figure which shows the structural example of the correspondence data of the action record memorize | stored in a journal information database, and a work item. It is a figure which shows the structural example of the task data memorize | stored in a task management database. It is a figure which shows the structural example of the data of the journal entry detail memorize | stored in a journal information database. It is a flowchart which shows the work management process in this embodiment. It is explanatory drawing which showed typically the flow until a journal entry detail is produced after an action record is input.

  Embodiments according to the present invention will be described below in detail with reference to the accompanying drawings. The present invention is not limited to the illustrated example.

First, the configuration of the work management system in the present embodiment will be described with reference to FIGS.
FIG. 1 is a block diagram showing a work management system 1 in the present embodiment.
As shown in FIG. 1, the work management system 1 includes a server device 10 that is a work management device, a first terminal device 20, and a second terminal device 30.

  FIG. 1 illustrates a configuration in which the server device 10 transmits and receives information between the first terminal device 20 and the second terminal device 30 of one user and manages the work of the user. However, the work management system 1 is not limited to this. In the work management system 1, the server device 10 transmits and receives information between the first terminal device 20 and the second terminal device 30 of a plurality of users, and the server device 10 centrally manages the work of each user. It is good also as composition to do.

The work managed in the server device 10 that is the work management apparatus of the present embodiment can be divided into a plurality of work items (unit work, hereinafter also referred to as “task”). It is assumed that the work itself is completed by completing all of the plurality of work items.
In the following embodiment, a case where journal entry creation work is performed in accounting processing will be described as an example.

The server device 10 is a work management device in the present embodiment.
The server device 10 is, for example, a server on the cloud. In the present embodiment, a journal entry detail is created in the accounting process according to a user input.
The server device 10 is connected to the communication network N. The communication network N is assumed to be the Internet, but may be another network such as a LAN (Local Area Network).

With reference to FIG. 2, an internal functional configuration of the server apparatus 10 will be described.
FIG. 2 is a block diagram illustrating a functional configuration of the server apparatus 10.
As illustrated in FIG. 2, the server device 10 includes a CPU (Central Processing Unit) 11, a RAM (Random Access Memory) 12, a storage unit 13 as a storage unit, an operation unit 14, a display unit 15, and communication. Unit 16. Each part of the server device 10 is connected via a bus 17.

The CPU 11 controls each unit of the server device 10. The CPU 11 reads a designated program from among the system programs and various application programs stored in the storage unit 13, develops it in the work area of the RAM 13, and executes various processes in cooperation with the program.
In the present embodiment, the CPU 11 functions as a journal entry creation unit that performs a journal entry creation process in cooperation with an accounting process program 131 for creating a journal entry detail in the accounting process.
In addition, the CPU 11 corresponds to action recording described later with respect to the user terminal device (that is, the first terminal device 20 or the second terminal device 30) in cooperation with the work instruction presentation program 132. As work instruction presenting means for performing work instruction presenting processing for presenting the selected work item (task) as a work instruction to the user (that is, the first terminal device 20 or the second terminal device 30 which is the user's terminal device). Function.
In addition, as will be described later, the CPU 11 selects a work item obtained by subdividing work corresponding to the action record acquired by the action record acquisition means and action record acquisition means for acquiring the action record that triggers the start of work. It also functions as an item selection means.

  The RAM 12 is a volatile memory and has a work area for temporarily storing a program read from the storage unit 13 by the CPU 11 and various data.

The storage unit 13 includes a hard disk drive (HDD), a solid state drive (SSD), and the like, and is a storage unit that can write and read data and programs.
In particular, the storage unit 13 of the present embodiment includes an accounting processing program 131 for creating accounting journal details, a work instruction presentation program 132, an action record database 133, a journal information database 134, and a task management database 135 to be described later. I remember it.

The operation unit 14 includes a key input unit such as a keyboard (not shown) and a pointing device such as a mouse, receives key input and position input, and outputs the operation information to the CPU 11.
The display unit 15 includes an LCD (Liquid Crystal Display), an EL (ElectroLuminescent) display, and the like, and performs various displays according to display information instructed by the CPU 11.
The communication unit 16 is configured by a network card or the like, is connected to the communication network N, and communicates with devices on the communication network N. In the present embodiment, the CPU 11 can communicate with the first terminal device 20 and the second terminal device 30 on the communication network N via the communication unit 16.

Although illustration is omitted, the server device 10 in the present embodiment includes means for extracting character data from image data.
That is, for example, in the storage unit 13, a software program for performing OCR recognition (optical character recognition) for converting a printed document included in image data into a format (character code string) that can be edited by a computer. Is remembered. Then, in cooperation with this program, the CPU 11 purchases the purchase item and its purchase price from the image data such as a receipt or receipt transmitted from the user terminal device (first terminal device 20 in the present embodiment). The character information such as the store name of the purchase destination and the purchase date / time is acquired.
When character information about an item requested to be input by the user as a work item (task) described later is obtained from the image data, the CPU 11 does this until the user inputs or corrects the work item. Is stored as initial information of the work item.

  Here, specific functions of the CPU 11 as the action record acquisition unit, the work item selection unit, the work instruction presentation unit, and the journal entry creation unit in the present embodiment will be described.

First, the CPU 11 acquires an action record that triggers the start of work as an action record acquisition unit.
Here, “operation” is assumed to be an operation completed through a plurality of processes, and in this embodiment, is an operation for creating a journal entry detail.
Also, the “behavior record” is an item that triggers the start of work. For example, in the case of journal entry creation work, there is a user action that requires creation of a journal entry detail. It is a record of the behavior shown.
Specifically, for example, when a user makes a purchase at a store, the first terminal device 20 performs an input indicating that the user has made a purchase, and when this is transmitted from the first terminal device 20 to the server device 10, the server The CPU 11 of the apparatus 10 acquires information that shopping has been performed as an action record. Further, for example, when a receipt or receipt received when the user shop is taken by the camera 26 of the first terminal device 20 and the image data is transmitted to the server device 10, the CPU 11 of the server device 10 The image data is acquired as an action record.
In addition, CPU11 will be made to memorize | store this in the action recording database 133 of the memory | storage part 13, if action recording is acquired. At this time, each action record is given an ID (hereinafter referred to as “behavior record ID”) for identifying it from other action records. Even when a plurality of pieces of information that can be action records, such as, for example, the fact that the user has made a purchase and the image data of the receipt received at that time, are transmitted from the first terminal device 20 to the server device 10, Are transmitted by an operation on one action record input screen 251 (see FIG. 10), the CPU 11 stores them as one action record in the action record database 133 in association with one action record ID.

FIG. 5 is a diagram illustrating a data configuration example of action records stored in the action record database 133.
As shown in FIG. 5, the action record data includes “record date and time” that is the date and time when the action record is recorded in the action record ID, “behavior type” that is the content of the action input by the user, and action record. “Action position” that is position information of a transmission source (for example, the first terminal device 20) at the time of recording, “attached image” that is image data attached by the user, such as data of an image obtained by capturing a receipt, and the like. ing.
In the present embodiment, as will be described later, the first terminal device 20 includes a GPS information acquisition unit 28, and acquires GPS information (that is, position information of the own device) as needed. The GPS information is sent to the server device 10 together with information input by the user when the action record is transmitted from the first terminal device 20 to the server device 10. Further, the system time of the terminal device is also sent to the server device 10 together with information input by the user when transmitted from the first terminal device 20 to the server device 10. As the “recording date and time” and “behavior position” of the action record data, the GPS information and the system time of the terminal device are registered as initial information.
Note that the action record data is not necessarily in a state where all items of data as shown in FIG. 5 are prepared. For example, the user only inputs that he / she has made a purchase and does not attach any image data. In the case where there is no image, it is stored without an attached image.

Next, the CPU 11 selects a work item obtained by subdividing the work corresponding to the action record acquired by the action record acquisition unit as the work item selection unit.
Here, the “work item” is an individual task (unit work) required to complete a predetermined work (for example, a journal entry creation work). In the present embodiment, the work item is an item for inputting items necessary for creating the journal entry details.
For example, when a journal entry creation operation is started by an action record that a user has made a purchase, a task necessary for journalizing the purchase is selected as a work item.
What work items correspond to each action record is stored in the journal information database 134 of the storage unit 13.

FIG. 6 is a diagram illustrating a configuration example of correspondence data between action records and work items stored in the journal information database 134.
As shown in FIG. 6, for example, when the “behavior record” indicates that the user has made a purchase or the user has made a purchase, the purchase date is entered (in FIG. 01), purchase place input (task 02 in FIG. 6), purchase item input (task 03 in FIG. 6), purchase price input (task 04 in FIG. 6), payment method input (task 05 in FIG. 6) Is a work item. Also, for example, if the “behavior record” indicates that the user has moved by train, input of the date of movement (task 01 in FIG. 6), input of the movement section (task 02 in FIG. 6), and movement The input of the transportation means used (task 03 in FIG. 6), the input of the payment amount (task 04 in FIG. 6), and the input of the payment method (task 05 in FIG. 6) are the work items.

Further, in cooperation with the work instruction presentation program 132, the CPU 11 presents the work item (task) selected by the work item selection means as a work instruction presentation means to the user terminal device as a work instruction.
Specifically, a work instruction screen such as a work instruction list screen 351 (see FIG. 10) or a work instruction input screen 352 (see FIG. 10) is displayed on the display unit of the user terminal device (second terminal device 30 in this embodiment). An instruction signal to be displayed on 35 is transmitted to the second terminal device 30.
The work instruction list screen 351 is a screen for displaying a list of work instructions for all work items selected as corresponding to the action record on the user terminal device.
The work instruction input screen 352 is a screen for showing the work instruction to the user and requesting execution of the work item. On the work instruction input screen 352, as shown in FIG. 10, a user who is not familiar with accounting processing, such as “What did you use for payment?” It is preferable to display a question sentence that can be asked.
What work instructions (tasks) are displayed on the work instruction screen as work instructions is stored in the task management database 135 of the storage unit 13.
The work instruction input screen 352 is provided with a registration button 352a (see FIG. 10). When an input is performed in accordance with the work instruction in the form of answering the question text, and the registration button 352a is operated, the input content is confirmed. .

Note that, as described above, character information can be acquired from image data for an item requested by the user as a work item (task), and this is stored as initial information of the work item. The CPU 11 preferably displays a state in which the initial information is input on the work instruction screen and asks the user to confirm the input initial information.
In this case, it is preferable to display a message on the work instruction screen, for example, confirming if the initial information is correct, and requesting appropriate correction if the initial information is incorrect.
By doing so, if there is no error in the information automatically read from the image data, the user only needs to determine the initial information that has already been input, and it is only necessary to input the non-input portion. The input effort can be minimized.

FIG. 7 is a diagram illustrating a configuration example of task data stored in the task management database 135.
As shown in FIG. 7, the task data includes a “task ID” that identifies each task, a “display character string” that indicates a character string that is displayed on the work instruction screen, and an “occurrence date and time” that indicates the date and time when the task occurred. , “Execution completion deadline” that is the date and time of the deadline for executing the task, “Completion date and time” that is the date and time when the task was actually executed, and to identify the application to be started when the task is selected "Application ID", "function ID" for identifying the function on the application side that is executed when the application specified by the application ID is activated, and the like. “Execution completion deadline” is, for example, the deadline for final tax return in the case of accounting.
The task data is associated with an “behavior record ID” that identifies the action record that triggered the occurrence of the task, so that the CPU 11 can collectively manage tasks generated from one action record as a series of tasks. It has become.

In the present embodiment, the CPU 11 also functions as a notification unit that notifies the user when a work item presented as a work instruction by the work instruction presentation unit is not completed by a predetermined time limit.
Specifically, for example, the day of the “execution completion deadline” or a day before the predetermined number of days (for example, 10 days before the “execution completion deadline”) is preset as the predetermined deadline for the work item. When the work item is not completed by a predetermined time limit, the CPU 11 displays a message to that effect on the work instruction screen such as the work instruction list screen 351 (see FIG. 10) or the work instruction input screen 352 (see FIG. 10). And alert the user.
Note that the display for alerting is not limited to the display of a message. For example, the user may be alerted by changing the character color to red or the like, or performing reverse display on a work item that has passed a predetermined time limit. The display method may be changed by changing the color of the characters as the deadline approaches.
Note that the predetermined time limit for performing notification may be set by default on the device side, or may be arbitrarily set by the user.
Further, the method of notification is not limited to that exemplified here, and for example, a method such as outputting a voice message may be used.

In this embodiment, when a task is executed, the CPU 11 deletes the data of the task from the task management database 135.
When the task data is deleted, the CPU 11 as the work instruction presenting means displays the work instruction list screen 351 so that the work instruction corresponding to the task is deleted from the work instruction list screen 351 (see FIG. 10). An instruction signal for instructing updating is transmitted to the second terminal device 30. Note that the display mode when the task data is deleted is not limited to the deletion of the work instruction corresponding to the task. For example, check the work instruction corresponding to the deleted task, or highlight the item part so that it is displayed in a manner that distinguishes between executed tasks and unexecuted tasks. May be.

In addition, when the work item presented as the work instruction by the work instruction presenting means is completed as the journal specification creating means in cooperation with the accounting processing program 131, the CPU 11 creates the journal details based on the work item. create. Items necessary for creating the journal entry details are stored in the journal information database 134 of the storage unit 13.
FIG. 8 is a diagram illustrating a configuration example of the journal detail data stored in the journal information database 134.
As shown in FIG. 8, the journal entry data includes “transaction date” indicating the date on which the transaction targeted for the journal was performed, “transaction number” for identifying the transaction, and journal items. “Debit Account”, “Debit Amount”, “Credit Account”, “Credit Amount”, “Description”, “Business Partner”, etc.
The journal entry data is associated with an “behavior record ID” that identifies the action record that triggered the creation work of the journal entry detail, and the journal entry details are created based on which action record is triggered. The CPU 11 can manage whether or not.

The first terminal device 20 is a terminal device possessed by a user such as a private store owner or a private company owner. Specifically, the first terminal device 20 is a smartphone, tablet terminal, mobile phone, PDA (Personal Digital Assistant) that the user carries around. ) Is assumed. Here, the first terminal device 20 will be described as a smartphone.
In addition, the 1st terminal device 20 is not limited to small terminal devices, such as a smart phone, For example, other terminal devices, such as a notebook PC (Personal Computer), may be sufficient.
The first terminal device 20 is connected to the communication network N via a base station on the communication network N, a wireless LAN router (both not shown), and the like.

With reference to FIG. 3, the internal functional configuration of the first terminal apparatus 20 will be described.
FIG. 3 is a block diagram illustrating a functional configuration of the first terminal device 20.
As illustrated in FIG. 3, the first terminal device 20 includes a CPU 21, a RAM 22, a storage unit 23, an operation unit 24, a display unit 25, a camera 26, a wireless communication unit 27, and a GPS information acquisition unit. 28. Each unit of the first terminal device 20 is connected via a bus 29.
In addition, since CPU21, RAM22, the memory | storage part 23, the operation part 24, and the display part 25 are common in many parts with CPU11, RAM12, the memory | storage part 13, the operation part 14, and the display part 15 of the server apparatus 10, it overlaps. Is omitted, and different parts are mainly described.

The CPU 21 controls each unit of the first terminal device 20.
The storage unit 23 is configured by a flash memory, an EEPROM (Electrically Erasable Programmable ROM), or the like, and is a storage unit that can write and read data and programs. In particular, the storage unit 23 of the present embodiment stores various application programs such as an input screen display program 231 for displaying the action record input screen 251 (see FIG. 10).
The operation unit 24 includes a button (not shown) and a touch panel provided on the display screen of the display unit 25, receives button operations and touch inputs from the user, and outputs the operation information to the CPU 21.
The display unit 25 displays various screens according to display information instructed by the CPU 21. In the present embodiment, the display unit 25 can display an action record input screen 251 (see FIG. 10) for inputting an action record.

As shown in FIG. 10, the action record input screen 251 is provided with an action record input unit 251a for a user to input an action record.
The action record input unit 251a preferably has a format in which the user selects an action record that applies to his / her action from items prepared in advance (for example, shopping, purchasing, train movement, etc.). Note that the input format of the action record input screen 251 is not limited to the one exemplified here, and the action record may be input by the user inputting arbitrary characters by a button operation or the like.
The action record input screen 251 is provided with a shooting button 251b. When the user operates the shooting button 251b, the camera 26 is activated, and a receipt or the like can be shot.
Further, the action record input screen 251 is provided with a transmission button 251c. When the user operates the transmission button 251c, information input on the action record input screen 251 is transmitted to a predetermined transmission destination (in this embodiment, a server). To the device 10).
Although illustration is omitted, the action record input screen 251 may display a message or the like that prompts the user to attach image data when no image data is attached.

The camera 26 includes a lens and an image sensor (for example, a charge coupled device (CCD) and a complementary metal-oxide semiconductor (CMOS)) that are not shown, and converts an optical image that has passed through the lens into a two-dimensional image signal by the image sensor. To shoot the subject.
In the present embodiment, the camera 26 functions as an image acquisition unit that captures image data such as a receipt or receipt by photographing a receipt or receipt received when the user has made a purchase.

The wireless communication unit 27 includes an antenna, a transmission / reception circuit, a signal processing circuit, and the like, and transmits / receives information to / from a base station on the communication network N using radio waves. Therefore, the CPU 21 can communicate with the server device 10 via the base station on the communication network N by the wireless communication unit 27.
In the present embodiment, the information transmitted from the first terminal device 20 to the server device 10 via the wireless communication unit 27 includes the current position information of the own device acquired by the GPS information acquisition unit 28 described later, and the terminal device. Current time information, which is a system time managed by a timer unit (not shown), can be attached.

The GPS information acquisition unit 28 includes an antenna, a reception circuit, a signal processing circuit, and the like, and receives a radio wave transmitted from a GPS (Global Positioning System) satellite (not shown) to acquire a GPS signal. And the GPS information acquisition part 28 has a current position detection function which calculates the present position of the 1st terminal device 20 based on this GPS signal, and detects the present position information (latitude information, longitude information). The GPS information acquisition unit 28 may detect the current time from the time information included in the GPS signal in addition to the current position information of the device itself.
The GPS information acquisition unit 28 outputs the acquired current position information to the CPU 21. Thereby, the 1st terminal device 20 acquires the present position information of an own apparatus.
Note that the method by which the first terminal apparatus 20 acquires the current position information of the own apparatus is not limited to the one exemplified here, and for example, the position information is received from a base station (not shown) on the communication network N. The current position information of the device itself may be detected based on the position information.

The second terminal device 30 is a user terminal device possessed by a user such as a private store owner or a private company owner. Specifically, the second terminal device 30 is a desktop PC or notebook PC installed in the user's office or home. Is assumed.
In addition, the 2nd terminal device 30 is not limited to the terminal device installed in a user's office, a house, etc. For example, portable terminal devices, such as a smart phone with which a user carries out whereabouts, may be sufficient.
The second terminal device 30 is connected to the communication network N via a base station on the communication network N, a wireless LAN router (both not shown), and the like.

With reference to FIG. 4, an internal functional configuration of the second terminal device 30 will be described.
FIG. 4 is a block diagram illustrating a functional configuration of the second terminal device 30.
As shown in FIG. 4, the second terminal device 30 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35, and a wireless communication unit 36. Each part of the second terminal device 30 is connected via a bus 37.
In addition, since CPU31, RAM32, the memory | storage part 33, the operation part 34, and the display part 35 are common in many parts with CPU11, RAM12, the memory | storage part 13, the operation part 14, and the display part 15 of the server apparatus 10, it is the overlapping description. Is omitted, and different parts are mainly described.

The CPU 31 controls each unit of the second terminal device 30.
The storage unit 33 is configured by a flash memory, an EEPROM (Electrically Erasable Programmable ROM), or the like, and is a storage unit that can write and read data and programs. In particular, the storage unit 33 of the present embodiment stores various application programs such as a work instruction screen display program 331 for displaying a work instruction screen (see the work instruction list screen 351 in FIG. 10 and the work instruction input screen 352 in FIG. 10). is doing.
The operation unit 34 includes a key input unit such as a keyboard (not shown) and a pointing device such as a mouse, receives key input and position input, and outputs the operation information to the CPU 31. The operation unit 34 may have a touch panel provided on the display screen of the display unit 35. In this case, the operation unit 34 receives a touch input by the user and outputs the operation information to the CPU 31.
The display unit 35 displays various screens according to display information instructed by the CPU 31. In the present embodiment, the display unit 35 can display a work instruction screen (see the work instruction list screen 351 in FIG. 10 and the work instruction input screen 352 in FIG. 10) for inputting work instructions.

  The wireless communication unit 36 includes an antenna, a transmission / reception circuit, a signal processing circuit, and the like, and transmits / receives information to / from a base station on the communication network N using radio waves. Therefore, the CPU 31 can communicate with the server device 10 via the base station on the communication network N by the wireless communication unit 36.

Next, the operation of the work management system 1 including the server apparatus 10 that is a work management apparatus will be described with reference to FIGS. 9 and 10.
FIG. 9 is a flowchart showing a work management process performed in the work management system 1 of the present embodiment.
FIG. 10 is an explanatory diagram schematically showing the flow from entry of action records to creation of journal entries.

As shown in FIG. 9, when the user performs an action to create a journal entry, when the user performs an action that requires creation of a journal entry, as shown in FIG. 9, the first terminal device 20 is shown in FIG. 10. The action record input screen 251 is opened to input an action record. The input information is sent to the CPU 21, and the reception of action records (step S 1) is completed in the CPU 21.
For example, when shopping, when the user leaves the store, “shopping” is input in the action record input unit 251 a of the action record input screen 251 of the first terminal device 20. At that time, when a receipt, a receipt, or the like is photographed by the camera 26, the photographing button 251b of the action record input screen 251 is operated. Thereby, a receipt, a receipt, and the like are photographed, and the image data is attached to the action record information. FIG. 10 illustrates a case where the user simply inputs “shopping” and no image data is attached.
When the user operates the send button 251c on the action record input screen 251, the action record input by the user is transmitted from the first terminal device 20 to the server device 10 (step S2).

When an action record is transmitted from the first terminal device 20, the CPU 11 of the server device 10 acquires an action record that triggers the start of work as an action record acquisition unit (step S3).
Then, the CPU 11 determines, as a work item selection means, what the action record corresponds to in the work for creating the journal entry details, and selects work items (tasks) necessary for creating the journal entry details. Select (step S4). These work items are registered in association with an action record ID for identifying the action record (step S5).
When the work item (task) is registered, the CPU 11 performs provisional registration of the journal entry details (step S6). That is, among the items of the journal entry details, items that can be input based on the information included in the action record are stored in the journal information database 134 as initial information.

In addition, as the work instruction presenting means, the CPU 11 first displays a work instruction list screen 351 (see FIG. 10) for presenting a list of registered work items (tasks) to the user as a work instruction list. An instruction signal is transmitted to the terminal device 30 (step S7). That is, as shown in FIG. 10, when there are five work items (tasks) to be presented to the user as work instructions, the CPU 11 displays a work instruction list screen 351 as shown in FIG. 10 for these five items. The second terminal device 30 is instructed to do so.
The display mode, layout, and the like of the work instruction list screen 351 are not particularly limited. However, as shown in FIG. 10, it is preferable that the display indicates which action record the work instruction relates to. Further, when the task has an execution completion deadline, it is preferable to display the execution completion deadline, the number of remaining days until the execution completion deadline, and the like.
Also, in this embodiment, if the task is not completed by a predetermined time limit, the user is alerted by displaying a message that the time limit is approaching or that the time limit is over in red, etc. It has become.
When receiving the instruction signal from the server apparatus 10, the CPU 31 of the second terminal apparatus 30 displays a work instruction list screen 351 corresponding to the instruction on the display unit 35 (step S8).

The CPU 31 determines whether any work instruction is selected from the work instruction list screen 351 (step S9), and repeats the determination until it is selected.
On the other hand, when any work instruction is selected (step S9; YES), the CPU 31 transmits to the server apparatus 10 that the work instruction is selected (step S10).
In this case, the server apparatus 10 transmits an instruction signal to the second terminal apparatus 30 so that the work instruction input screen 352 for the work instruction is displayed on the display unit 35 (step S11).
For example, when the work instruction “input purchase date” arranged at the top of FIG. 10 is selected from the work instruction list screen 351, “when did you purchase?” At the top of FIG. An instruction signal is transmitted so as to display the work instruction input screen 352 on which the question text “?” Is displayed.
When receiving the signal from the server device 10, the CPU 31 of the second terminal device 30 displays the instructed work instruction input screen 352 on the display unit 35 (step S12).

The CPU 31 determines whether or not necessary items are input from the work instruction input screen 352 (step S13), and repeats the determination until it is input. Then, when necessary items are input from the work instruction input screen 352 (step S13; YES), that is, for example, the work instruction input screen 352 at the top of FIG. 10, “When did you purchase?” When “2015/07/03” is input by the user and the registration button 352a is operated, the input information is transmitted to the server device 10 (step S14).
When the input information is transmitted from the second terminal device 30, the CPU 11 of the server device 10 updates the data of the journal details provisionally registered in the journal information database in step S6 with the input information (step S15).
Further, the CPU 11 deletes the work item (task) corresponding to the work instruction from the task management database 135 (step S16).
The CPU 31 of the second terminal device 30 determines whether or not another work instruction is selected from the work instruction list screen 351 (step S17). For example, when a state where no other work instruction is selected continues for a certain period of time. Then, the process ends.
On the other hand, if any work instruction is selected (step S17; YES), the processing from step 10 onward is repeated.
In the second terminal device 30, when the work instruction screen is closed by the user, the process ends.

In addition, the CPU 11 of the server device 10 determines whether all work items associated with one action record have been deleted (step S18).
When it is determined that the work items corresponding to the action record are all completed by executing the input process corresponding to the work instructions sequentially by the user (step S18; YES), the CPU 11 of the server device 10 performs the input. Based on the obtained information, for example, a journal entry 134a as shown in FIG. 10 is created (step S19), and the work management process is terminated.
On the other hand, when it is determined that all work items corresponding to the action record have not been completed (step S18; NO), the CPU 11 of the server device 10 returns to step S7 and displays the work instruction list screen 351 again. An instruction signal is transmitted to the second terminal device 30 so that the At this time, the CPU 11 updates the work instruction list screen 351 so that the work instruction for the task that has already been completed and deleted is deleted from the work instruction list screen 351, and the second terminal device. 30 is instructed to display.

As described above, according to the present embodiment, when a user takes an action that triggers the start of a work for creating a classification statement, a simple action record such as input of “shopping” is performed, such as a smartphone. The information is sent to the server device 10 and the work corresponding to the action record is automatically started only by inputting from the first terminal device 20.
For this reason, it is unlikely that the user forgets to start the work to be done or that the work to be done is left behind and the work is accumulated later.
In this embodiment, input of items necessary for performing work is divided into fine work items (tasks), and the subdivided work items are presented to the user as work instructions.
For this reason, the user can input each item using a small amount of time, and there is no need to be conscious of the time for performing the work. As a result, it is possible to perform an input operation or the like of items necessary for creating the sorting details without imposing a heavy burden on the user.
Further, as shown in FIG. 10, the work instructions are in a question format that is easy to understand even for an amateur, so that it is difficult to understand even a specialized work that is difficult for an unfamiliar user, such as creation of journal entries in accounting processing. Individual input can be easily performed without being conscious of the work being performed.

In the present embodiment, a list of work instructions is displayed on the display unit 35 of the user terminal device.
For this reason, in order to complete the work based on one action record, it is possible to easily indicate to the user what work item (task) must be executed.

In the present embodiment, when the task is not completed by a predetermined time limit, the CPU 11 as the work instruction presenting means displays on the second terminal device 30 that the time limit is approaching or has passed. In the work instruction list screen 351 etc. of the part 35, it is displayed in red.
In this way, by providing a notification means for notifying the user of the task deadline, the user is alerted even if the final tax return or the like must be completed by the predetermined deadline. It is possible to complete the work reliably by the deadline date.

In the present embodiment, when all work items (tasks) presented as work instructions are completed, the CPU 11 of the server device 10 creates a journal entry based on the work items.
The journal entry creation work in accounting processing is specialized and complicated, so especially in the case of small business owners and individual business owners, the journal entry creation work is postponed and accumulated before the final tax return. There is a tendency to cause a situation that must be put together.
In this regard, as in the present embodiment, the journal details are automatically created in the server device 10 which is a work management device by simply performing work items (tasks) divided into fine items and presented as work instructions. If this is the case, it is unlikely that the work for creating the classification details will be neglected and work will be accumulated later. In addition, it is possible to easily complete the journal entry creation operation without burdening the user without being aware of the creation of the journal entry details.

  The description in the above embodiment is an example of the work management apparatus and program according to the present invention, and the work management apparatus and program according to the present invention are not limited to this.

For example, in the above-described embodiment, the case where the work for creating a journal entry detail is performed as an example. However, the work to which the work management apparatus of this embodiment can be applied is not limited to the work for creating a journal entry. As long as the work can be finely divided into a plurality of work items (tasks) and completed through a plurality of steps, the work management apparatus and program of the present embodiment can be widely applied.
For example, the work management apparatus of the present embodiment may be applied when performing an initial setting work when introducing some system or software program. In this case, items and the like that must be input for the initial setting are presented as tasks to the user in a work instruction format to prompt input of necessary items. Further, the work management apparatus of this embodiment may be applied to payroll calculation and other processing work.

Moreover, in the said embodiment, although the case where the 1st terminal device 20 and the 2nd terminal device 30 were separate terminal devices was illustrated, the 1st terminal device 20 and the 2nd terminal device 30 are separate. It is not limited to the case of the apparatus.
For example, a work instruction display program provided in the second terminal device 30 is installed in a storage unit such as a smartphone or a tablet terminal assumed as the first terminal device 20, and the work instruction display is displayed on the display unit of the first terminal device 20. A screen may be displayed so that the first terminal device 20 can input items of work instructions.
In this case, it is possible to perform work items in a short time even when away from home, and the burden on the user can be further reduced.

Moreover, in this embodiment, when a user inputs some action record from the 1st terminal device 20, an action record is acquired by CPU11 of the server apparatus 10, and work, such as preparation of a journal entry, is started by this. However, the action record acquired by the CPU 11 of the server device 10 is not limited to the one input by the user.
For example, GPS information acquired by the GPS information acquisition unit 28 from the first terminal device 20 of the user to the server device 10 at any time or every predetermined period (that is, position information of the own device) or the first terminal device 20 The CPU 11 of the server device 10 acquires the position information (coordinate information) of the user's first terminal device 20 from this GPS information. And an action record may be automatically acquired by CPU11 side of server device 10 based on a user's stay record acquired from this position information.
That is, when the past behavior situation of the user is stored in the storage unit 13 of the server device 10, the GPS information and time information sent from the first terminal device 20 are compared with the past behavior of the user. If it is determined that the user carrying the first terminal device 20 at the time has stopped at a store where he / she has done shopping or transactions, the CPU 11 does not receive input or image data from the user. May acquire the GPS information or the like as an action record and automatically start work.
In this case, even if the user forgets to input some action record, the work can be started without omission.
When a work instruction based on the action record is displayed on the display unit 35 of the second terminal device 30 as the work instruction list screen 351, an action corresponding to the action record (for example, shopping or transaction) is performed by the user. In the case where the action record is not performed, by inputting to delete the action record from the work instruction list screen 351, the work triggered by the action record can be ended.

In the above-described embodiment, the case where image data is attached from the action record input screen 251 when the user acts is illustrated. However, even when a simple input such as “shopping” is initially performed, a receipt or the like can be sent at a later date. The image data may be transmitted after being photographed.
In this case, the image data is associated with the action record input earlier by the action record ID.
When character data such as a purchase item or purchase price is acquired from the image data, information based on the character data is registered as initial information in a corresponding part of the work instruction screen (work instruction input screen 352).
In this case, the user confirms whether or not the initial information is correct, confirms it if it is correct, and corrects the input only if it is incorrect, thus ensuring an opportunity to correct the incorrect input. And the burden of input work can be reduced.

  In addition, it is needless to say that the detailed configuration and detailed operation of each component of the work management apparatus in the above embodiment can be changed as appropriate without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the equivalents thereof.
The invention described in the scope of claims attached to the application of this application will be added below. The item numbers of the claims described in the appendix are as set forth in the claims attached to the application of this application.
[Appendix]
<Claim 1>
Action record acquisition means for acquiring an action record that triggers the start of work;
Work item selection means for selecting work items obtained by subdividing work corresponding to the action record acquired by the action record acquisition means;
Work instruction presenting means for presenting the work item selected by the work item selecting means to the user terminal device as a work instruction;
A work management apparatus comprising:
<Claim 2>
The work management apparatus according to claim 1, wherein the work instruction presenting unit displays a list of work instructions of all work items selected as corresponding to the action record on the user terminal device.
<Claim 3>
The work management according to claim 1, further comprising a notifying unit that notifies a user when a work item presented as a work instruction by the work instruction presenting unit is not completed by a predetermined time limit. apparatus.
<Claim 4>
The work item is an item of input work necessary to create a journal entry,
4. A journal specification creating means for creating a journal detail based on the work item when all the work items presented as work instructions by the work instruction presenting means are completed. The work management device according to any one of the above.
<Claim 5>
The computer applied to the work management device
Action record acquisition means for acquiring an action record that triggers work start,
Work item selection means for selecting work items obtained by subdividing work corresponding to the action record acquired by the action record acquisition means;
A program for functioning as work instruction presenting means for presenting a work item selected by the work item selecting means as a work instruction to a user terminal device.

1 Work Management System 10 Server Device 11 CPU
13 Storage Unit 15 Display Unit 20 First Terminal Device 21 CPU
23 storage unit 25 display unit 30 first terminal device 31 CPU 33 storage unit 35 display unit N communication network

The present invention relates to an accounting operation support apparatus and a program.

In order to solve the above-described problems, an accounting operation support apparatus according to the present invention includes an acquisition unit that acquires receipt information, and a plurality of input operations corresponding to an accounting operation when the receipt information is acquired by the acquisition unit. First display control means for displaying an input work item list subdivided into input work items at a predetermined timing, and any input work item from the input work item list displayed by the first display control means And a second display control means for displaying an input work page corresponding to the selected input work item when the user selects the input work page, and the second display control means displays the input work page. Each input work item is displayed as a different page.
In addition, the program according to the present invention includes a computer for obtaining receipt information, and when the receipt information is obtained by the obtaining unit, an input work corresponding to an accounting operation is subdivided into a plurality of input work items. A first display control means for displaying the inputted input work item list at a predetermined timing, and when any input work item is selected by the user operation from the input work item list displayed by the first display control means And a second display control means for displaying an input work page corresponding to the selected input work item, wherein the second display control means changes the input work page to a different page for each input work item. It is characterized by being displayed as.

Claims (6)

Action record acquisition means for acquiring an action record that triggers the start of work;
First display control means for displaying an input work item list in which work corresponding to the action record acquired by the action record acquisition means is subdivided into a plurality of input work items;
When any input work item is selected by a user operation from the input work item list displayed by the first display control means, an input work page corresponding to the selected input work item is displayed. Second display control means,
The second display control means displays the input work page as a different page for each input work item.   The work management apparatus according to claim 1, wherein a detailed instruction content for input and an input field are displayed on the input work page.   The work management apparatus according to claim 2, further comprising notification means for notifying a user when registration on the input work page by a user operation is not completed by a predetermined time limit.   The said 2nd display control means displays the registration button for a user to confirm the registration in the said input work page for every said input work page, The Claim 2 or Claim 3 characterized by the above-mentioned. Work management device. Each of the plurality of input work items is an input work item necessary to create a journal entry corresponding to the acquired action record,
The journal description creating means for creating a journal detail corresponding to the acquired action record when registration on the input work page is completed for the plurality of work items. The work management apparatus according to claim 1. The computer applied to the work management device
Action record acquisition means for acquiring an action record that triggers work start,
First display control means for displaying an input work item list in which work corresponding to the action record acquired by the action record acquisition means is subdivided into a plurality of input work items;
When any input work item is selected by a user operation from the input work item list displayed by the first display control means, an input work page corresponding to the selected input work item is displayed. Function as second display control means,
The second display control means displays the input work page as a different page for each input work item.

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