CN106651559A - Method for automatically generating financial data through terminal submission - Google Patents
Method for automatically generating financial data through terminal submission Download PDFInfo
- Publication number
- CN106651559A CN106651559A CN201611004345.XA CN201611004345A CN106651559A CN 106651559 A CN106651559 A CN 106651559A CN 201611004345 A CN201611004345 A CN 201611004345A CN 106651559 A CN106651559 A CN 106651559A
- Authority
- CN
- China
- Prior art keywords
- accounting
- employee
- terminal
- financial data
- submit
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/12—Accounting
- G06Q40/125—Finance or payroll
Landscapes
- Business, Economics & Management (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Engineering & Computer Science (AREA)
- Development Economics (AREA)
- Economics (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Technology Law (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
Abstract
The invention discloses a method for automatically generating financial data through terminal submission. A reimbursement method involves completing reimbursement work through cooperation among a software server, a computer and a mobile terminal and specifically comprises establishment of accounting content, personnel and approval flow setting, mobile terminal setting and approval flow management. According to the invention, the method can enable accounting data to be more accurate and comprehensive; the method can save financial accounting time and labor and can realize the need for a paperless office to the greatest extent; and financial accounting is interpreted from a new angle, and the financial accounting does not relate to accurate application of subjects but accurate data calculation.
Description
Technical field
Patent of the present invention is related to one kind computer and completes financial data analysis, processes and display technique field, especially
It is a kind of to submit to the method for automatically generating financial data, the method for charging out to adopt the optimization design of computer software programs by terminal
With data processing, with electronization method, realize employee paid the bill with terminal device (such as mobile phone, panel computer) (or report
Pin) or gathering business, and by electronic auditing finishing service, the method safely, quickly, is not limited, greatly by time and space
The big efficiency that improve existing financial transaction.
Background technology
Submit an expense account in management process in existing finance, employee's payment, reimbursement or gathering substantially or by hand fill and present financial phase
Pass document, such as payment order, expense report or charge slip, then after various signing after examination, finally go to Finance Department to be submitted an expense account
Or friendship cash；There are following shortcomings and deficiencies in which：
1. employee payment, reimbursement or hand over money when, although such purposes is well aware of, but due to finance no
Solution, can fail to write relevant information when financial correlation document is filled in, cause financial staff when bookkeeping voucher is filled in error of item or
Lose related important information；
2. due to money is paid the bill, submitting an expense account or handed over using papery, inevitably limited by time and space, it is impossible to and
When confirm, examination ＆ approval；
3. paper is wasted, is unfavorable for the popularization and environmental protection of non-support cable；
The content of the invention
It is an object of the present invention to provide a kind of submit the method for automatically generating financial data to by terminal, overcome existing
The disadvantage and deficiency of financial reimbursement system, optimization design and data processing of the method for charging out using computer software programs, uses
The method of electronization, realizes that employee is paid the bill (or reimbursement) or gathering business with terminal device (such as mobile phone, panel computer),
And by electronic auditing finishing service, the method is safely, quickly, efficiently.
To solve above-mentioned technical problem, the present invention provides a kind of method for automatically generating financial data by terminal submission,
The method of charging out be by software server, computer, the cooperating of mobile terminal after, complete to submit an expense account work, specifically, including
Following technical step：
Step one, set up Accounting Content：
1. the content that user adjusts according to their needs, is selected in software server；
Used as a kind of illustration, the Accounting Content includes：
Contract accounting, Project Financial Analysis, department's accounting, client adjust, take in accounting, cost accounting, invoice accounting etc.；
Further, user can select to need which accounting carried out, and the above is adjusted can be with single choice, it is also possible to multiselect group
Close；
2. according to the Accounting Content of 1. middle selection, it is determined that needing the accounting detail content of selection in mobile terminal；
As a kind of illustration, when user selects cost accounting, then the conventional detail of cost accounting is listed, for using
Person selects the detail for needing to be shown in mobile terminal；
As a kind of illustration, when user selects department to adjust and cost accounting, the expense produced by different departments
Difference, user selects corresponding expense detailed according to different departments；
Step 2, personnel and approval process are arranged：
According to the Accounting Content that step one is selected, user needs to be configured personnel；
Used as a kind of illustration, the personnel are arranged to be included：
When user selects department to adjust, then need to carry out department's division to employee；
When user selects Project Financial Analysis, then need to carry out employee item dividing, same people can select multiple projects；
When user selects department to adjust and Project Financial Analysis, then need to employee while the department of carrying out division and project are drawn
Point；
Personnel after setting completed, according to enterprise's self-management framework, then arrange approval process；
The setting of step 3, mobile terminal：
User arranges mobile login initial password by software server, and employee is downloaded after APP, by user name and just
After beginning password is logged in, login password can be changed；
Used as a kind of illustration, the user is entitled：Employee name, cell-phone number, mailbox, micro-signal or microblogging number etc.；
Further, the software server can be managed to the password of mobile terminal, and the software server (is
System) according to employee content can be submitted to automatically generate accounting data；
Step 4, approval process management：
According to approval process is set, carry out declaring the examination ＆ approval of document, each link of approval process can be entered in mobile terminal
OK, it is also possible to carry out on the software server；
Used as a kind of explanation of applicating example, each link of the approval process, employee can real-time query in mobile terminal；
Further, each link of the approval process, user can at any time inquire about in computer end, and can be according to different
State carries out form and the inquiry of subject balance table；
Used as a kind of explanation of applicating example, the different state is：Reimbursement (or gathering) has been filed on non-approval status, neck
Lead approval status, pending payment state and received payment state etc..
In order to better illustrate the design principle of the present invention, the employee that now illustrates submits operation rule when reimbursement or gathering business to
Model：
1. employee has selected Accounting Content according to user, is paid the bill by mobile terminal, is submitted an expense account or gathering business；
Example 1：User selects department to adjust and Project Financial Analysis, and employee carries out gathering business confirmation；I.e. employee is mobile whole
End log in when, can the corresponding department of Auto-matching, employee can in collecting company typing keyword, system by meet keyword with
The relevant all contracts of this employee are referred to as and numbering is listed and selected for this employee, and while select detailed, typing gathering gold of collecting money
1000 yuan of volume, selects shroff account number (such as cash gathering), if there is annex, to annex upload of taking pictures is carried out；
Example 2：User selects department to adjust and Project Financial Analysis, and employee is paid the bill or reimbursement business confirms；I.e. employee exists
When mobile terminal is logged in, can the corresponding department of Auto-matching, employee can in payer typing keyword, system will meet key
The all contracts relevant with this employee of word are referred to as and numbering is listed and selected for this employee, and while select to submit an expense account detailed, typing
Payment (or reimbursement) 600 yuan of the amount of money, account is (such as to select payment (or reimbursement)：This employee's money advanced for somebody to be paid back later), upload related accessories；
2. system submits to content to automatically generate accounting data according to employee；
The Accounting Content that system is selected according to user, matches corresponding subject, according to example 1, accounting entry
It is as follows：
Borrow：Cash 1000
Borrow：Project gathering detailed -1 1000
Automatically generate financial data such as following table：
The Accounting Content that system is selected according to user, matches corresponding subject, according to example 2, accounting entry
It is as follows：
Borrow：Project Payment Details -1 600
Borrow：This employee's loaning bill 600
Automatically generate financial data such as following table：
Beneficial effects of the present invention：
1st, the present invention can cause the data of accounting more accurate and comprehensively, accounting data is more timely；
2nd, the method for the invention can save the time of financial accounting, manpower, and maximized can realize non-support cable
Needs；
3rd, financial accounting is annotated with new angle, financial accounting not just uses accurate subject, but data are calculated
Accurately.
Description of the drawings
Fig. 1 is a kind of flow process structural representation of the method that financial data is automatically generated by terminal submission of the present invention
Specific embodiment
Below in conjunction with the accompanying drawings to a preferred embodiment of the present invention will be described in detail.
With reference to shown in Fig. 1, a kind of to submit the method for automatically generating financial data to by terminal, the method for charging out is by soft
After part server, computer, the cooperating of mobile terminal, complete to submit an expense account work, specifically, including following technical step：
Step one, set up Accounting Content：
1. the content that user adjusts according to their needs, is selected in software server；
Used as a kind of illustration, the Accounting Content includes：
Contract accounting, Project Financial Analysis, department's accounting, client adjust, take in accounting, cost accounting, invoice accounting etc.；
Further, user can select to need which accounting carried out, and the above is adjusted can be with single choice, it is also possible to multiselect group
Close；
2. according to the Accounting Content of 1. middle selection, it is determined that needing the accounting detail content of selection in mobile terminal；
As a kind of illustration, when user selects cost accounting, then the conventional detail of cost accounting is listed, for using
Person selects the detail for needing to be shown in mobile terminal；
As a kind of illustration, when user selects department to adjust and cost accounting, the expense produced by different departments
Difference, user selects corresponding expense detailed according to different departments；
Step 2, personnel and approval process are arranged：
According to the Accounting Content that step one is selected, user needs to be configured personnel；
Used as a kind of illustration, the personnel are arranged to be included：
When user selects department to adjust, then need to carry out department's division to employee；
When user selects Project Financial Analysis, then need to carry out employee item dividing, same people can select multiple projects；
When user selects department to adjust and Project Financial Analysis, then need to employee while the department of carrying out division and project are drawn
Point；
Personnel after setting completed, according to enterprise's self-management framework, then arrange approval process；
The setting of step 3, mobile terminal：
User arranges mobile login initial password by software server, and employee is downloaded after APP, by user name and just
After beginning password is logged in, login password can be changed；
Used as a kind of illustration, the user is entitled：Employee name, cell-phone number, mailbox, micro-signal or microblogging number etc.；
Further, the software server can be managed to the password of mobile terminal, and the software server (is
System) according to employee content can be submitted to automatically generate accounting data；
Step 4, approval process management：
According to approval process is set, carry out declaring the examination ＆ approval of document, each link of approval process can be entered in mobile terminal
OK, it is also possible to carry out on the software server；
Used as a kind of explanation of applicating example, each link of the approval process, employee can real-time query in mobile terminal；
Further, each link of the approval process, user can at any time inquire about in computer end, and can be according to different
State carries out form and the inquiry of subject balance table；
Used as a kind of explanation of applicating example, the different state is：Reimbursement (or gathering) has been filed on non-approval status, neck
Lead approval status, pending payment state and received payment state etc..
In order to better illustrate the design principle of the present invention, the employee that now illustrates submits operation rule when reimbursement or gathering business to
Model：
1. employee has selected Accounting Content according to user, is paid the bill by mobile terminal, is submitted an expense account or gathering business；
Example 1：User selects department to adjust and Project Financial Analysis, and employee carries out gathering business confirmation；I.e. employee is mobile whole
End log in when, can the corresponding department of Auto-matching, employee can in collecting company typing keyword, system by meet keyword with
The relevant all contracts of this employee are referred to as and numbering is listed and selected for this employee, and while select detailed, typing gathering gold of collecting money
1000 yuan of volume, selects shroff account number (such as cash gathering), if there is annex, to annex upload of taking pictures is carried out；
Example 2：User selects department to adjust and Project Financial Analysis, and employee is paid the bill or reimbursement business confirms；I.e. employee exists
When mobile terminal is logged in, can the corresponding department of Auto-matching, employee can in payer typing keyword, system will meet key
The all contracts relevant with this employee of word are referred to as and numbering is listed and selected for this employee, and while select to submit an expense account detailed, typing
Payment (or reimbursement) 600 yuan of the amount of money, account is (such as to select payment (or reimbursement)：This employee's money advanced for somebody to be paid back later), upload related accessories；
2. system submits to content to automatically generate accounting data according to employee；
The Accounting Content that system is selected according to user, matches corresponding subject, according to example 1, accounting entry
It is as follows：
Borrow：Cash 1000
Borrow：Project gathering detailed -1 1000
Automatically generate financial data such as following table：
The Accounting Content that system is selected according to user, matches corresponding subject, according to example 2, accounting entry
It is as follows：
Borrow：Project Payment Details -1 600
Borrow：This employee's loaning bill 600
Automatically generate financial data such as following table：
The present invention can cause the data adjusted more accurately with comprehensively, and accounting data is more timely；The method of the invention can be with
The time of financial accounting is saved, manpower, and maximized can realize the needs of non-support cable；Financial core is annotated with new angle
Calculate, financial accounting not just uses accurate subject, but data are calculated accurately really.
Above-described is only the preferred embodiments of the present invention, and the explanation that should be understood that above example is simply used
In helping understand the method for the present invention and its core concept, the protection domain being not intended to limit the present invention is all the present invention's
Any modification, equivalent for being made within thought and principle etc., should be included within the scope of the present invention.
Claims (9)
1. it is a kind of that the method for automatically generating financial data is submitted to by terminal, it is characterised in that the method for charging out is by soft
After part server, computer, the cooperating of mobile terminal, complete to submit an expense account work, specifically, including following technical step：
Step one, set up Accounting Content：
1. the content that user adjusts according to their needs, is selected in software server；
2. according to the Accounting Content of 1. middle selection, it is determined that needing the accounting detail content of selection in mobile terminal；
Step 2, personnel and approval process are arranged：
According to the Accounting Content that step one is selected, personnel are configured；
Personnel after setting completed, according to enterprise's self-management framework, then arrange approval process；
The setting of step 3, mobile terminal：
User arranges mobile login initial password by software server, and employee is downloaded after APP, close with initial by user name
After code is logged in, login password can be changed；
Step 4, approval process management：
According to approval process is set, carry out declaring the examination ＆ approval of document, each link of approval process can be carried out in mobile terminal,
Can carry out on the software server；
The software server can submit to content to automatically generate accounting data according to employee.
2. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating Accounting Content includes：Contract accounting, Project Financial Analysis, department's accounting, client adjust, take in accounting, cost accounting, invoice core
Calculate.
3. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating Accounting Content can be with single choice, it is also possible to combine multiselect.
4. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating personnel and arranging includes：
When user selects department to adjust, then need to carry out department's division to employee；
When user selects Project Financial Analysis, then need to carry out employee item dividing, same people can select multiple projects；
When user selects department to adjust and Project Financial Analysis, then need to employee while the department of carrying out division and the division of project.
5. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating user name includes：Employee name, cell-phone number, mailbox, micro-signal or microblogging number.
6. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating software server can be managed to the password of mobile terminal.
7. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Each link of approval process is stated, employee can real-time query in mobile terminal.
8. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Each link of approval process is stated, user can at any time inquire about in computer end, and form and subject can be carried out according to different states
Balance sheet is inquired about.
9. it is according to claim 1 it is a kind of by terminal submit to automatically generate financial data method, it is characterised in that institute
Stating different states is：Reimbursement or collect money have been filed on non-approval status, leader approval status, pending payment state and paid
Money state.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611004345.XA CN106651559A (en) | 2016-11-15 | 2016-11-15 | Method for automatically generating financial data through terminal submission |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201611004345.XA CN106651559A (en) | 2016-11-15 | 2016-11-15 | Method for automatically generating financial data through terminal submission |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN106651559A true CN106651559A (en) | 2017-05-10 |
Family
ID=58805964
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201611004345.XA Pending CN106651559A (en) | 2016-11-15 | 2016-11-15 | Method for automatically generating financial data through terminal submission |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN106651559A (en) |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107194627A (en) * | 2017-07-27 | 2017-09-22 | 北京令才科技有限公司 | Expense report checking method and device |
| CN108009905A (en) * | 2017-10-19 | 2018-05-08 | 远光软件股份有限公司 | One kind reimbursement equipment and its processing method |
Citations (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102044025A (en) * | 2011-01-27 | 2011-05-04 | 北京世纪互联工程技术服务有限公司 | Employee service platform based on network reimbursement |
| CN104008440A (en) * | 2014-05-04 | 2014-08-27 | 广东都市丽人实业有限公司 | Multistage expense approval network management method and system based on web |
-
2016
- 2016-11-15 CN CN201611004345.XA patent/CN106651559A/en active Pending
Patent Citations (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102044025A (en) * | 2011-01-27 | 2011-05-04 | 北京世纪互联工程技术服务有限公司 | Employee service platform based on network reimbursement |
| CN104008440A (en) * | 2014-05-04 | 2014-08-27 | 广东都市丽人实业有限公司 | Multistage expense approval network management method and system based on web |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107194627A (en) * | 2017-07-27 | 2017-09-22 | 北京令才科技有限公司 | Expense report checking method and device |
| CN108009905A (en) * | 2017-10-19 | 2018-05-08 | 远光软件股份有限公司 | One kind reimbursement equipment and its processing method |
Similar Documents
| Publication | Publication Date | Title |
|---|---|---|
| US9129268B2 (en) | Directing payments to satisfy periodic financial obligations | |
| CA2716420C (en) | Third party information transfer | |
| US10121208B2 (en) | Thematic repositories for transaction management | |
| CN103150672A (en) | Bank quick credit granting system and method | |
| CN105900396A (en) | Mobile cloud service architecture | |
| CN101251913A (en) | Administrative system and method of self-help apply for reimbursement | |
| WO2001086567A2 (en) | System for capturing, processing, tracking and reporting proposal, project, time and expense data | |
| CN108765113A (en) | A kind of examination of invoice, reimbursement, management system | |
| US20090076954A1 (en) | Method and system for settling financial transactions | |
| US9825935B2 (en) | Gateway facilitating document transactions and related methods | |
| US10366457B2 (en) | Thematic repositories for transaction management | |
| CN104050549A (en) | Order management system based on third-party logistical business | |
| US8762932B2 (en) | Systems and methods for context understanding for developing a software solution for a project | |
| CN108109087A (en) | A kind of intellectual property right management and operation system | |
| CN110019194A (en) | Verification of data method, apparatus, computer equipment and storage medium | |
| CN108985979A (en) | A method of intellectual property service is provided based on network | |
| US20210383309A1 (en) | System and method for hiring persons to perform services on a temporary basis | |
| CN104899740A (en) | Local check information processing method and check information processing system | |
| US20130346263A1 (en) | Fundraising systems, methods and apparatus | |
| CN106651559A (en) | Method for automatically generating financial data through terminal submission | |
| US20150262146A1 (en) | Gratuity Exchange System | |
| US20190266571A1 (en) | System and method for hiring persons to perform services on a temporary basis | |
| TW201546731A (en) | Information exchange system and information exchange method thereof applied to network agency and solvation platform | |
| WO2018152377A1 (en) | Thematic repositories for transaction management | |
| JP5456868B2 (en) | Collection support system, collection support method, and collection support program |
Legal Events
| Date | Code | Title | Description |
|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| SE01 | Entry into force of request for substantive examination | ||
| SE01 | Entry into force of request for substantive examination | ||
| RJ01 | Rejection of invention patent application after publication | ||
| RJ01 | Rejection of invention patent application after publication |
Application publication date: 20170510 |