JP6081121B2 - Accounting processing apparatus, accounting processing system, screen switching method and screen switching program - Google Patents

Description

  The present invention relates to a book table processing apparatus, a book table processing system, a screen switching method, and a screen switching program for creating and displaying a book table screen.

  Conventionally, in general commercial transactions, company accounting operations, etc., various books such as a trial balance, general ledger, journal, etc. have been created and used while referring to each other. Such a book table is created using a computer and displayed on the screen.

  When switching the book table displayed on the screen in this way, the user selects the book table button indicating the type of book table to be switched displayed on the screen, and the book table selected by the user is selected. A book table screen corresponding to each type is created, and processing for switching the book table screen is performed. Further, when enlarging or reducing the book table displayed on the screen, the screen enlargement or reduction operation by the user is accepted, and the book table screen is enlarged or reduced according to the operation.

JP-A-6-119364

  However, in the conventional technology described above, when switching the table displayed on the screen, the user needs to select the table table button, so the user needs knowledge to select the correct table. There was a problem that there was. In other words, in order to find an error in accounting processing, it is required to check the book table by switching it horizontally and vertically, but with the above conventional technology, the user switches the book table displayed on the screen. In this case, in order to analyze in more detail or grasp the outline, there is a drawback that only a user who understands which book table to switch to is correct.

  Furthermore, each display book table corresponds to each hierarchy with different aggregation levels (for example, one sale data for one product is a book called a sales slip, and a monthly sales summary table when one product is grouped monthly) In the case of one year, it is an annual sales record, etc.) that the user does not simply switch the book, but sees detailed information or aggregated information one by one. Under the intention of wanting to do so, it is necessary to switch the book table after understanding the meaning of the book table.

  In the conventional book table screen, it is necessary to arrange instruction buttons such as a book table switch button and an enlargement / reduction button separately from the book table screen, and the book table screen becomes smaller by the arrangement space of the instruction buttons. In a portable information terminal with a small screen, the visibility of the book table was poor.

  Also, when switching between books, pay attention to specific items in the books, search for relevant information, and generate the books to be switched through processing such as aggregation for the searched information. However, in this case, it is also possible to use only the items included in the range of the view designated by the user as the search key as to how far the area range information on the screen is used as the search key. However, in that case, it is only suitable for the purpose of expanding or narrowing the object of interest like browsing the Web, and the book table that you want to check next after the book table has been systematized like accounting processing There was a disadvantage that it was not suitable for switching applications.

  When switching the book table on the full screen, it is expected that menus, buttons, etc. will be displayed by operations for resizing such as window reduction. However, in the present invention, even if there are no menus, buttons, etc. The part that can switch the front screen is different.

  It is planned to change the time period by switching the time scale by pinch operation when you want to see the status of the amount of each subject by changing the aggregation period, but if you change the time scale, the time remains in the same book table Since only the scale is switched and switching to another book table is not performed, in the present invention, the portion to be switched to another book table is different.

  The present invention has been made in view of the above, and is intended for an operator who is familiar with accounting processing to instantaneously switch to a book table to be switched next in order to find an error in accounting processing. Since there are no instruction buttons even on mobile devices, etc., the user can select the type of book table by increasing the visibility of the book table screen by further displaying the row of the book table in the space of the instruction button. It is an object of the present invention to provide a book table processing apparatus, a book table processing system, a screen switching method, and a screen switching program that can easily switch a book table screen.

  In order to solve the above-described problems and achieve the object, the book table processing apparatus according to the present invention corresponds to the type of the book table currently displayed, and is an operation that triggers the switching of the book table. Of the first operation and the second operation having the opposite meanings, the type of the book table screen that is the switching destination when the first operation is accepted, and the switching when the second operation is accepted A storage unit that stores a table in which a type of a previous book table screen is defined; a reception unit that receives the first operation or the second operation; a type of operation that is received by the reception unit; Based on the type of the book table being displayed, a determination unit that determines the type of the book table screen to be switched to with reference to the table, and a book table screen of the switching destination determined by the determination unit Depending on the type, enter journal data and balance data. Aggregation data that is aggregated under the above conditions, or a summary refinement unit that obtains refined data that narrows down journal data and balance data under specified conditions, and aggregated data or refined data obtained by the aggregation refinement unit. And a book table screen creation unit for creating a book table screen as a switching destination.

  The book table processing system according to the present invention is a book table processing system that includes a server and a client connected to the server via a network, and displays a book table screen created by the server on the client. The client receives a first operation or a second operation that is an operation that triggers switching of a book table and has a meaning opposite to each other, and receives the received first operation or second operation. A receiving unit that transmits to the server, and a display control unit that displays a switching destination book table screen received from the server, wherein the server corresponds to the type of the currently displayed book table, A memory for storing a table in which the type of the book table screen that is the switching destination when the operation is received and the type of the book table screen that is the switching destination when the second operation is received And a determination unit that determines a type of a book table screen as a switching destination based on the type of operation received from the client and the type of the book table currently displayed, with reference to the table, Depending on the type of the book table screen of the switching destination determined by the determination unit, aggregated data that summarizes journal data and balance data under a predetermined condition, or narrowed data that narrows down journal data and balance data under a predetermined condition A summary table to obtain a switch destination and a summary table or refined data obtained by the summary refinement unit to create a switching destination book table screen and send the switching destination book table screen to the client And a book table screen creation unit.

  The screen switching method according to the present invention is a screen switching method executed by a book table processing apparatus for creating and displaying a book table screen, and the book table processing apparatus is a type of a book table currently displayed. The book that becomes the switching destination when the first operation of the first operation and the second operation, which are the triggers for switching the book table and have opposite meanings, is accepted. A storage unit for storing a table in which a table screen type and a type of a book table screen to be switched to when the second operation is received are provided, the first operation or the second operation The type of the book table screen to be switched to is determined with reference to the table on the basis of the reception step of receiving the table, the type of operation received by the reception step, and the type of the book table currently displayed Determining step and said determining step Depending on the type of the switching destination book table screen, the journal data and balance data are aggregated under the predetermined conditions, or the journal data and balance data are narrowed down according to the predetermined conditions. And a book table screen creation step of creating a switching destination book table screen using the aggregated data or the narrowed data acquired by the above-mentioned total narrowing step. .

  A screen switching program according to the invention is characterized by causing a computer to execute a screen switching method.

  According to the present invention, by accepting two types of operations by the user, it is possible to seamlessly switch from the currently displayed book table screen to the destination book table screen seamlessly. The effect is that it is possible to provide a book table processing apparatus, a book table processing system, a screen switching method, and a screen switching program capable of easily switching the book table screen without performing the operation of selecting the type. Play. In other words, the operator who is familiar with the accounting process can instantly switch to the book table that he wants to check the next time, that is, the book table he wants to switch to. Since it is possible to further switch to the book table or to return to the original book table instantly, it is possible to efficiently find the accounting error.

FIG. 1 is a diagram illustrating a configuration example of a book table processing apparatus according to the first embodiment. FIG. 2 is a diagram illustrating an example of journal data. FIG. 3 is a diagram illustrating an example of balance data. FIG. 4 is a diagram illustrating an example of the totalization switching table. FIG. 5A is a diagram illustrating an example of a book table screen with a book table switch button and an operation button for enlargement / reduction, which are conventionally used. FIG. 5-2 is a diagram illustrating an example of a full screen display of a book table screen without operation buttons. FIG. 6 is a diagram for explaining the order of switching the book table screen based on the book table switching destination information set in the totalization switching table of FIG. FIG. 7 is a diagram illustrating an example of a subject setting table. FIG. 8 is a diagram illustrating an example of the total period table. FIG. 9 is a diagram illustrating an example of the configuration of memory data. FIG. 10 is a diagram illustrating an example of a subject category and a journal balance category. FIG. 11 is a diagram illustrating an example of selection items. FIG. 12 is a diagram illustrating an example of the configuration of each flag. FIG. 13 is a diagram showing an example of a book table screen table showing the structure of the journal table / transfer slip book table screen display. FIG. 14 is a diagram showing an example of a book table screen table showing the structure of the book table screen display of the general ledger / trial calculation table. FIG. 15 is a diagram for explaining the transition of the book table screen by the enlargement / reduction operation. FIG. 16 is a diagram for explaining book table screen switching processing by an enlargement operation. FIG. 17 is a diagram for explaining a book table screen switching process by a reduction operation. FIG. 18 is a flowchart for explaining the processing procedure of the book table processing apparatus according to the first embodiment. FIG. 19 is a diagram illustrating a hardware configuration example of a computer capable of executing the screen switching program according to the present invention. FIG. 20 is a diagram illustrating an example of aggregated data created by the conventional technique.

  Hereinafter, embodiments of a book table processing apparatus, a book table processing system, a screen switching method, and a screen switching program according to the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited to the embodiments.

  In the following embodiment, the configuration and processing flow of the book table processing apparatus according to the first embodiment will be described in order, and finally the effects of the first embodiment will be described.

[Configuration of book table processing device]
First, the configuration of the book table processing apparatus 10 for realizing the screen switching method according to the present invention will be described with reference to FIG. FIG. 1 is a diagram illustrating a configuration example of a book table processing apparatus 10 according to the first embodiment. The book table processing apparatus 10 includes an input unit 11, an output unit 12, a control unit 13, and a storage unit 14.

  The input unit 11 includes, for example, a keyboard and a mouse, and is used by the user of the book table processing apparatus 10 to input various information. The output unit 12 includes a monitor (or display, touch panel), a speaker, and the like, and outputs a created book table screen and the like.

  The journal data DB 14a stores various journal data for each year. For example, the journal data stored in the journal data DB 14a is “journal code”, “date”, “slip number”, “line number”, “debit item”, “debit” as illustrated in FIG. "Amount", "Summary", "Credit item", "Credit amount", "Correction flag" which is a flag indicating that correction has been made, and "Journal check" which is a flag indicating that the journal entry has been checked The data of the item “completed flag” is included.

  FIG. 2B illustrates an example of journal data in which the journal data is corrected by the user and the “correction flag” and “journal check completed flag” are updated. As illustrated in (2) of FIG. 2, when the content of the journal data is corrected, the correction flag corresponding to the journal data is updated to “1”, and the content of the corrected journal data is further updated. Is checked by the user, the journal entry checked flag is updated to “1”.

  The balance data DB 14b stores data related to the balance for each year. For example, as illustrated in FIG. 3, the balance data stored in the balance data DB 14b uniquely identifies a “subject code” that uniquely identifies a subject (transaction content) related to a transaction, and a total period within a predetermined range. The data of the items of “Aggregation period code” and “Previous balance” are included.

  The table area 14c stores various tables. Particularly, the table area 14c is closely related to the present invention. For each type of book table currently displayed, a table table screen to be switched to when an enlargement operation is accepted. And a totalization switching table that defines the type of book table screen that is the switching destination when a reduction operation is accepted.

  Specifically, the table area 14c stores a totalization refinement switching table, a subject setting table, a totaling period table, and a book table display setting table. The total setting table, the subject setting table, and the total period table are tables stored in advance in the table area 14c.

  The summary filtering switching table shows the type of book table screen that becomes the switching destination when an enlargement operation is accepted and the book table that becomes a switching destination when a reduction operation is accepted for each type of book table currently displayed. The screen type is specified. For example, as illustrated in FIG. 4, the totalization switching table includes a “book table” indicating the type of the book table, a “magnification (initial value)” indicating the display magnification of the initial value screen, and the current screen. “Magnification (current value)” that indicates the display magnification of “”, “Magnification (setting value)” that is a specified value for determining whether or not to switch the currently displayed book table screen, and magnification (setting value) ), The “book table switching destination” that indicates the type of the book table that becomes the switching destination, the “display range” that indicates the range for displaying the screen of the book table, and the setting conditions for performing the aggregation process It includes item data of “aggregation processing condition” and setting condition “reduction processing condition” when performing the narrowing processing.

  The above-mentioned “display range” defines “start point coordinates” indicating the upper left coordinates of the displayed book table screen and “end point coordinates” indicating the lower right coordinates of the displayed book table screen. ing. Here, the display range will be described using the screen display examples of FIGS. 5A and 5B. FIG. 5A and FIG. 5B are diagrams illustrating an example of the totalization refinement switching table. The example of FIG. 5A is an example in which a reduced screen of the general ledger is displayed. Further, the “+” button displayed at the lower right of the general ledger screen is an enlarge button displayed on the screen, and the “−” button is a reduce button displayed on the screen. . In addition to the “enlarge / reduce button”, a button having a mutually opposite meaning such as a “detail / summary button (narrow / aggregate)” may be used. For example, referring to the examples of FIGS. 5A and 5B, the start point coordinates are “X1, Y1” at the upper left of the displayed general ledger screen, and the end point coordinates are the general account. The coordinates on the upper left of the ledger screen are “X4, Y4”. 5-1 and 5-2 are different from each other in that FIG. 5-1 is a book table screen with a conventional book table switching button and operation buttons such as enlargement / reduction, and FIG. It is a full screen display of a book table screen without buttons.

  In addition, “minimum value” and “maximum value” are respectively defined in the “magnification (setting value)”. Further, “exceeding minimum value” and “exceeding maximum value” are respectively defined in the “book table switching destination”. The “maximum value of the magnification (setting value)” is a value that is compared with the display magnification of the screen specified by the enlargement operation when the enlargement operation is accepted. When the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of the magnification (setting value)”, the screen is switched to the book table screen defined as “exceeding the maximum value”. In addition, the above-mentioned “aggregation processing condition” and “narrowing processing condition” include “first condition”, “second condition”, “third condition”, “fourth condition”, “first sort key”, “ “Second sort key”, “third sort key”, and “fourth sort key” are defined respectively. Here, the “first condition” and the “second condition” are setting conditions when performing the aggregation process or the narrowing-down process, and the “third condition” and the “fourth condition” are the switching destination book table screens. This is a condition for specifying the position of the cursor at. The “first sort key”, “second sort key”, “third sort key”, and “fourth sort key” are items that serve as a reference when arranging data on the screen.

  The “minimum value of the magnification (setting value)” is a value that is compared with the display magnification of the screen specified by the reduction operation when the reduction operation is accepted. When the display magnification of the screen specified by the reduction operation exceeds the “minimum value of the magnification (setting value)”, the screen is switched to the book table screen defined as “exceeding the minimum value”.

  Here, FIG. 6 is a diagram for explaining the order of switching the book table screen based on the book table switching destination information set in the totalization narrowing switching table of FIG. In the example of FIG. 6, as the switchable book table screen, the all subject trial calculation table (hereinafter referred to as “1” as appropriate in the description of FIG. 6) and the general ledger (hereinafter referred to as “ 2 ”), journal (hereinafter referred to as“ 3 ”as appropriate in the description of FIG. 6), transfer slip (hereinafter referred to as“ 4 ”as appropriate in the description of FIG. 6), summary trial calculation table (hereinafter referred to as“ 3 ”). In the description of FIG. 6, it is assumed that “5” is described as appropriate. The numbers from “1” to “5” are the order for efficiently checking journals and amounts. Normally, when performing these checks, the entire account trial balance (“1”) is checked for any mistakes in the amount of money. If there is a mistake, the general ledger (“2” )) And check the journal that caused the amount of money. If you want to know more about the journal, open the journal ("3"), and if you want to know more, open the transfer slip ("4"). If the journal that caused the problem is found, the journal that caused the amount error is corrected to the correct journal in any of the journal, transfer slip, and general ledger. After the correction, check the trial balance sheet for all subjects and the summary trial balance sheet (“5”) to confirm that the corrections are reflected. It is possible to check efficiently by performing in this order. The summary trial balance is a balance sheet and income statement. Further, “period” and “subject” shown in FIG. 6 are setting conditions used when performing the aggregation process or the narrowing-down process. Here, the narrowing-down process (“narrowing” shown in FIG. 6) means that narrowing down to a certain item is performed in the next book table, not narrowing down in the currently displayed book table.

  In addition, in the order of “5 → 1 → 2 → 3 → 4” from left to right displayed in FIG. 6, as you go to the right, the details of journal entries for each subject that is the basis for the aggregation of each subject in the trial balance are grasped. It is assumed that it is a type of book table that can be done, and in the order of “4 → 3 → 2 → 1 → 5” from the right to the left displayed in FIG. It is assumed that the type of book table can be used to grasp the outline of the trial balance. In this way, the book table used in the accounting process is organized and hierarchized with seamless connection between the detailed direction and the summary direction. The determination process of the book table to be switched next shown in FIG. Is realized by a table process including a totaling / refining type and a book table type (book table ID).

  Conventionally, the user has selected the desired book table from the menu or button to switch the book table screen. However, in the present invention, the book table often used for checking journals and amounts in advance is arranged in detail from the overview. Even if there is no menu or button, the book table screen can be switched only by the enlargement / reduction operation.

  Further, the book table processing apparatus 10 can seamlessly switch the book table by accepting an enlargement / reduction operation. For example, as illustrated in FIG. 6, when the book table processing apparatus 10 accepts a reduction operation from a state where the screen for the all subject trial calculation table is displayed, the journal entry is set with “period” and “total items only” as setting conditions. Summarize the data and balance data, create a summary trial balance screen, and switch to the summary trial balance screen. In addition, when the book table processing apparatus 10 accepts an enlargement operation from the state where the screen of the all subject trial calculation table is displayed, the journal table and balance data are narrowed down to create a general ledger screen, Switch to the general ledger screen.

  In this way, the book table processing apparatus 10 automatically determines whether to summarize or narrow down by accepting two types of operations by the user, and seamlessly switches from the currently displayed book table screen. It is possible to switch the screen freely. For this reason, it is possible to easily switch the book table screen without causing the user to perform an operation of selecting the type of the book table only for the book table necessary for checking journals and amounts.

  The subject setting table is one of a plurality of management tables for controlling and managing details and aggregated data, and information related to subjects is set. For example, as illustrated in FIG. 7, the subject setting table indicates “subject code”, “subject name” indicating the name of the subject, journal entry, detailed summation, and category summation, which indicates the subject to be used. "Category classification", "Existence flag" indicating whether or not the item is used in journals and aggregation, "Aggregation range" indicating the range to be aggregated, and "Loan" indicating whether the debit or credit amount is displayed as a plus Contains item data. Specifically, for example, the subject setting table includes a subject code “1000”, a subject name “current asset”, a subject category “3”, a presence flag “TRUE”, and an aggregation. The range “1001 to 1010” and the loan “borrow” are stored in association with each other.

  The aggregation period table is one of a plurality of management tables for controlling and managing details and aggregation data, and information related to the aggregation period is set. For example, as shown in FIG. 8, the aggregation period table includes an aggregation of “aggregation period code”, “aggregation period”, “aggregation period start date”, “aggregation period end date”, “previous balance”, and debit amount. “Debit amount (aggregation)” indicating whether to display, “Credit amount (aggregation)” indicating whether to display the credit amount, and “Balance” indicating whether to display the balance Contains data. Specifically, for example, the subject setting table includes an aggregation period code “201112”, an aggregation period “20111201 to 201111231”, an aggregation period start date “201111201”, and an aggregation period end date. “20111231”, the previous balance “NULL”, the debit amount (total) “NULL”, the credit amount (total) “NULL”, and the balance “NULL” are stored in association with each other.

  The work area 14d is a work memory area that is used when each unit of the control unit 13 described later performs each process, and each unit of the control unit 13 uses all or part of the work area 14d as necessary. It uses and performs the process mentioned later. The work area 14d stores various tables for performing screen switching processing. Specifically, the work area 14d stores memory data, category data (subject category, journal balance category), selection items, and various flag data.

  Here, before describing each table and each data stored in the work area 14d, a process for creating the switch destination book table screen data using each table and each data will be briefly described. The book table processing apparatus 10 searches for data necessary to create a switching-destination book table screen based on a predetermined item for which a designation instruction has been received, an enlargement / reduction operation, and a totaling period. Based on the data, the switch destination book table screen data is created. Below, the data structure of each table is demonstrated using the example of FIGS. 9-12.

  Memory data is data related to items on the book table screen specified by the user, data related to the table table type of the screen switching destination, etc., and is data that is referenced to search for data necessary for book table screen generation. is there. For example, as illustrated in FIG. 9, the memory data includes “aggregation period code”, “journal code”, “loan”, “subject name”, “partner subject name”, “balance”, “previous month balance”, “ Debit Amount (Aggregation), Credit Amount (Aggregation), Balance carried forward, Date, Voucher Number, Line Number, Debit Item Name, Debit Amount, Description, "Credit item name", "Credit amount", "Own subject", "Selected item", "Screen display book code", which is the book code of the switch book that is currently displayed on the screen, The data of the item of “selected book table code” which is the book table code of the book table is included.

  Here, the “selected item” is data indicating the content of the item on the book table screen designated by the user. For example, when the item “cash” of the subject name is designated, “4” corresponding to “subject name” is set as the “selected item” of the memory data.

  The memory data is referred to as a search condition for searching for data necessary for book table screen generation from the display data table. For example, the data necessary for the book table screen generation is displayed from the display data table using the aggregation period code “201207” of the memory data and the subject name “cash” which is the selection content corresponding to the selection item “4” as search conditions. Searched.

  Here, the above-described subject category and journal balance category will be described with reference to FIG. The subject category is a data item indicating where the subject is to be used among the journal entry, detailed summary, and classification summary. Specifically, as shown in (1) of FIG. 10, when the subject category is “1”, it indicates that the subject is used in the journal, and when the subject category is “2”, This indicates that the subject is used for the detailed tabulation, and when the subject classification is “3”, it indicates that the subject is used for the classification tabulation.

  The journal balance category is a data item indicating whether journal data is used as it is or aggregated. Specifically, as shown in (2) of FIG. 10, when the journal balance category is “1”, it indicates that the journal data is used as it is, and when the journal balance category is “2”. Indicates that journal data is aggregated and used.

  The selection item is an item selected by the user on the book table screen, and “selection content” which is the content of the selection item corresponding to the value of the selection item is defined. Specifically, as shown in FIG. 11, the selection contents corresponding to the selection item values “00” to “20” are defined. For example, referring to the example of FIG. 11, the value “04” of the selection item and the selection content “subject name” are associated with each other.

  As shown in (1) to (6) of FIG. 12, the work area 14d stores various types of flag data such as various display flags, monetary value display flags, balance processing flags, existence flags, correction flags, and journal checked flags. To do. These various flags are used as display conditions when displayed on the book table screen.

  The various mouth display flag is a flag indicating whether the mouth is displayed or blank. Specifically, as shown in (1) of FIG. 12, if the mouthpiece display flag is “TRUE”, if the journal entry is “Momoguchi”, the subject of “Moroku” is displayed as it is, and the mouth display flag is displayed. If "FALSE", if the journal entry is "Momoguchi", the "Momoguchi" course is displayed blank.

  The amount display flag is a flag indicating whether or not to display the amount. Specifically, as shown in (2) of FIG. 12, if the monetary amount display flag is “TRUE”, the journal balance category is “1”, and the journal entry item matches “Mt. Displays the amount as it is, and if the amount display flag is “FALSE”, if the journal balance category is “1” and the journal entry matches “Mt. Display blanks.

  The balance processing flag is a flag indicating whether or not to perform balance processing. Specifically, as shown in (3) of FIG. 12, if the balance processing flag is “TRUE”, the balance processing is performed during the extraction processing, and if the balance processing flag is “FALSE”, the balance is processed during the extraction processing. Do not process.

  The presence flag is a flag indicating whether or not the item is used for journalizing and tabulation. Specifically, as shown in (4) of FIG. 12, if the presence flag is “TRUE”, the subject is used for journalizing or tabulation, and if the presence flag is “FALSE”, the subject is journalizing or tabulating. Do not use in.

  The correction flag is a flag indicating that correction has been performed. Specifically, as shown in (5) of FIG. 12, if the correction flag is “TRUE”, it indicates that the journal content has been corrected. If the correction flag is “FALSE”, the journal content is corrected. Indicates not.

  The journal entry checked flag is a flag indicating that the journal entry has been checked. Specifically, as shown in (6) of FIG. 12, if the journal checked flag is “TRUE”, it indicates that the journal has been checked, and if the journal checked flag is “FALSE”, the journal is checked. Indicates that the content has not been checked.

  The book table screen DB 14e stores data relating to the displayed book table screen. Specifically, the book table screen DB 14e includes a book table management table which is the data that is the basis of the book table screen, and various book tables (journal books, journal tables, etc., which are formed based on the book table management table and the display setting table. Data relating to the screen of the transfer slip, general ledger, trial balance). Below, the data structure of the data regarding a book table | surface is demonstrated using the example of FIG. 13 and FIG.

  An example of the journal book table screen table displayed is shown in (1) of FIG. As illustrated in (1) of FIG. 13, the columns of “Date”, “Debit Item Name”, “Debit Amount”, “Description”, “Credit Item Name”, and “Credit Amount” in the journal are respectively Data has been applied. For example, data such as “cash”, “various accounts”, and “transportation expenses” are applied as debit subject names. After that, by applying display conditions such as an amount display flag from the journal book screen table, journal book screen data is created.

  An example of the book list screen table of the transfer slip displayed is shown in (2) of FIG. As illustrated in (2) of FIG. 13, “line number”, “date”, “debit item name”, “debit amount”, “description”, “credit item name”, and “credit amount” in the transfer slip Data is applied to each column. For example, data such as “current account” and “cash” are applied as credit item names. After that, by applying a display condition such as a monetary amount display flag from the transfer slip book table screen table, transfer book book screen data is created.

  FIG. 13 (3) shows an example of a journal book in which the book table screen data created from the journal book table setting table shown in (1) of FIG. 13 is corrected. As illustrated in (3) of FIG. 13, the transportation cost “2,400” is corrected to the transportation cost “2,300”, and the bank cash “2,400” is corrected to the cash “2,300”. . Here, the corrected portion “2,300” that has been corrected is displayed in a different color when the book table is displayed again. As a result, the user can easily determine the corrected portion.

  An example of the ledger screen table of the displayed general ledger is shown in (1) of FIG. As illustrated in (1) of FIG. 14, the “date”, “counter name”, “description”, “debit amount”, “credit amount”, and “balance” columns in the general ledger Has been applied. For example, data such as “XX Bank ×× Branch” is applied as a summary. Thereafter, the display screen data of the general ledger is created by applying display conditions such as an amount display flag from the general ledger book table screen table. Specifically, for the ledger screen table of the general ledger, based on the account display flag and the amount display flag, the debit amount and the credit amount are hidden and blanked, and the ledger screen data of the general ledger Is created. For example, as illustrated in (2) of FIG. 14, a part of the debit amount and the credit amount is displayed blank.

  An example of the general ledger in which the general ledger shown in (2) of FIG. 14 is corrected is shown in (3) of FIG. As illustrated in (3) of FIG. 14, the corrected portion that has been corrected is displayed in a different color when the book table is redisplayed. It is assumed that the number “9,000” written in bold in FIG. 14 (3) is colored.

  Moreover, the example of the book table screen table of all the subject trial calculation tables displayed is shown in (4) of FIG. As illustrated in (4) of FIG. 14, in the “Subject Name”, “Previous Month Balance”, “Debit Amount (Aggregation)”, “Credit Amount (Aggregation)”, and “Balance Carried forward” columns The data is applied to each. For example, data such as “cash” and “current account” is applied as the subject name. After that, by applying display conditions such as a monetary amount display flag from the book table screen table of all subjects trial balance table, book table screen data of all subjects trial balance table is created.

  Further, an example of the all subject trial calculation table in which all the subject trial calculation tables shown in the book table screen data created from the book table setting table shown in FIG. ). As illustrated in (5) of FIG. 14, the corrected portion that has been corrected is displayed in a different color when the book table is redisplayed. It is assumed that the numbers “2,840” written in bold in FIG. 14 (5) are colored.

  The control unit 13 has an internal memory for storing a program that defines various processing procedures and necessary data, and performs various processes by using these programs. Particularly, as closely related to the present invention, It has the reception part 13a, the determination part 13b, the determination part 13c, the totalization reduction part 13d, the book table screen creation part 13e, and the display control part 13f.

  The reception unit 13a receives a screen enlargement operation or a screen reduction operation. For example, the reception unit 13a moves the mouse to an enlargement or reduction gesture operation displayed on the screen, an enlargement button (for example, a “+” button), or a reduction button (for example, a “−” button). Accepts a click operation. In addition to the “enlarge / reduce button”, a button having a mutually opposite meaning such as a “detail / summary button (narrow / aggregate)” may be used. When no button is displayed on the screen, an enlargement or reduction gesture operation is accepted.

  When the receiving unit 13a receives an enlargement operation or a reduction operation, the determination unit 13b determines whether the display magnification of the screen updated by the enlargement operation or the reduction operation exceeds a predetermined specified value.

  Specifically, when the receiving unit 13a receives an enlargement operation, the determination unit 13b is defined by the display magnification of the screen specified by the enlargement operation and the aggregate narrowing-down switching table stored in the table area 14c. Compared with the “maximum value of magnification (setting value)” corresponding to the type of book table currently displayed, the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of magnification (setting value)” It is determined whether or not.

  Specifically, when a screen enlargement operation is executed and the display magnification of the specified screen exceeds the “maximum value of magnification (setting value)”, the book table screen is displayed at the maximum magnification, and the book Execution stops with the front screen displayed. Further, when the screen enlargement operation is executed in the state of the book table screen display, the book table is switched. For example, when operating with the enlarge button, etc., select the subject from the tap or click position and operate with the enlarge button, then the subject table (if the destination book is other than the general ledger, To the subject item). In the case of an enlargement operation by a gesture operation such as zoom (enlargement) with two fingers, the center of the two fingers at the start of zoom (enlargement) is used as a position, and when the operation is performed with the enlargement gesture, the subject table is switched.

  In addition, when the reception unit 13a receives a reduction operation, the determination unit 13b displays the display magnification of the screen specified by the reduction operation and the current display specified in the totalization reduction switching table stored in the table area 14c. Compares with the “minimum value of the magnification (setting value)” corresponding to the type of the book table being checked, and whether the display magnification of the screen specified by the reduction operation exceeds the “minimum value of the magnification (setting value)” Determine whether.

  Specifically, if the screen reduction operation is executed and the display magnification of the specified screen exceeds the “minimum value of the magnification (setting value)”, the book table screen is displayed at the maximum magnification, and the book Execution stops with the front screen displayed. Further, when the screen reduction operation is executed in the state of the book table screen display, the book table is switched. For example, when operating with the reduction button, etc., select a subject from the tap or click position and operate with the reduction button. To the subject item). In the case of a reduction operation by a gesture operation such as reduction with two fingers, when the operation is performed with a reduction gesture with the center of the two fingers starting reduction as a position, the book is switched to the book of the subject.

  When the determination unit 13b determines that the display magnification of the screen exceeds a predetermined specified value, the determination unit 13c currently displays the type of operation (enlargement operation or reduction operation) received by the reception unit 13a. In accordance with the type of book table, the type of the book table screen to be switched to is determined with reference to the totalization switching table.

  Specifically, if it is determined that the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of the magnification (setting value)”, the determination unit 13c determines the current Acquires the type of book table specified in “Exceeding maximum value of book table switching destination” corresponding to the displayed book table type. For example, the determination unit 13c determines that the currently displayed book table type is “All subjects trial calculation table” and the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of the magnification (setting value)”. If it is determined that the book type is “General account ledger”, the type of “Gross ledger” specified in “Exceeding maximum value of book table switching destination” corresponding to “Establishment of all subjects” is obtained. "Is determined as the type of the book table screen to be switched to.

  In addition, when it is determined that the display magnification of the screen specified by the reduction operation is less than the “minimum value of the magnification (setting value)”, the determination unit 13c is currently displayed in the totalization switching table. Acquires the type of book table specified in “Exceeding minimum value of book table switching destination” corresponding to the book table type. For example, the determination unit 13c determines that the currently displayed book table type is “All subjects trial calculation table” and the display magnification of the screen specified by the reduction operation exceeds the “minimum value of the magnification (setting value)”. If it is determined that the book type is “Summary trial calculation table”, the type of book table specified in “Exceeding minimum value of book table switching destination” corresponding to “All subjects trial calculation table” is acquired. "Is determined as the type of the book table screen to be switched to.

  Here, transition of the book table screen by the enlargement / reduction operation will be described using the example of FIG. FIG. 15 is a diagram for explaining the transition of the book table screen by the enlargement / reduction operation. FIG. 15 shows a case where there is a button on the screen, but the same operation is performed by a gesture operation even when there is no button on the screen. For example, as shown in the upper left of FIG. 15, the book table processing apparatus 10 performs an enlargement as a result of operating the enlarge button displayed on the screen while the reduced screen of “All subjects trial calculation table” is displayed. When the display magnification of the screen specified by the operation does not exceed the “maximum value of the magnification (setting value)”, the enlarged display of the normal screen is performed.

  Subsequently, the book table processing apparatus 10 displays the enlarged screen of “All subjects trial calculation table”, the result of the operation of the enlarge button displayed on the screen in the state where the subject name “cash” is selected, When the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of the magnification (setting value)”, it will be added to the item “Exceeding the maximum value of the book table switching destination” corresponding to the “All subjects trial balance” The specified book table type “General Ledger” is determined as the type of the book table screen to be switched to. Then, the book table processing apparatus 10 narrows down the sorting data and balance data for the designated month “July 1 to July 31” and the subject name “cash”, generates narrowing data, and creates the narrowing data. Apply to the screen template of the general ledger to be switched to, generate data of the general ledger reduction screen, and display the reduction screen of the general ledger.

  Subsequently, the book table processing apparatus 10 displays a reduced screen of “General Ledger”, and when the item name “cash” is selected, the reduction button displayed on the screen is operated, so that the reduced size is displayed. If the display magnification of the screen specified by the operation exceeds (below) the “minimum value of the magnification (setting value)”, the “minimum book table switching destination” corresponding to the “general account ledger all accounts trial balance” The book table type “all subjects trial calculation table” defined in the item “exceeding value” is determined as the type of the book table screen to be switched to. Then, the book table processing apparatus 10 aggregates the sorting data and balance data for all subjects for a specific period “July 1 to July 31”, generates aggregate data, and sets the aggregate data as a switching destination. Apply to the screen template for all subjects trial calculation, generate data for all subjects trial calculation enlargement screen, and display all subjects trial calculation enlargement screen. Here, the book table processing apparatus 10 arranges and displays a cursor on the selected subject “cash” on the enlarged screen of all subject trial calculation.

  Subsequently, the book table processing apparatus 10 displays the enlarged screen of “All subjects trial calculation table”, the result of the reduction button displayed on the screen being operated in the state where the subject name “cash” is selected, If the display magnification of the screen specified by the reduction operation does not exceed the “minimum value of the magnification (setting value)”, the normal screen is reduced and the reduced screen of the “All subjects trial calculation table” is displayed. To do. Here, the book table processing apparatus 10 similarly arranges and displays the cursor on the selected subject “cash” on the reduced screen of the trial calculation of all subjects.

  The total narrowing unit 13d creates total data or narrowed data from the journal data and the balance data in accordance with the type of the switching destination book table screen determined by the determination unit 13c. Specifically, the aggregation narrowing unit 13d acquires a setting condition (aggregation processing condition or narrowing processing condition) corresponding to the type of the book table screen of the switching destination from the aggregation narrowing switching table, and journal data according to the setting condition Then, the balance data is aggregated or narrowed down, and the aggregated data or narrowed data is created.

  The book table screen creation unit 13e creates a switching destination book table screen by using the total data or the narrowed data created by the total narrowing unit 13d. Specifically, the book table screen creation unit 13e reads a book table screen template corresponding to the type of the book table screen to be switched to, applies the aggregated data or the narrowed data to the book table screen template, Create data.

  Here, FIG. 16 and FIG. 17 are diagrams for specifically explaining the book table screen switching process. FIG. 16 is a diagram for explaining book table screen switching processing by an enlargement operation. FIG. 17 is a diagram for explaining a book table screen switching process by a reduction operation.

  First, a book table screen switching process by an enlargement operation will be described with reference to FIG. As shown on the left side of FIG. 16, first, the book table processing apparatus 10 is displayed on the screen in a state where a reduced screen of “All subjects trial calculation table” is displayed and the subject name “cash” is selected. As a result of the operation using the enlarge button or the enlarge gesture, until the display magnification of the screen specified by the enlarge operation exceeds the “maximum value of the magnification (setting value)”, the enlarged screen of the “All subjects trial calculation table” is displayed. When the display magnification of the screen designated by the enlargement operation exceeds the “maximum value of the magnification (setting value)”, the designated month “7” is displayed in order to display the reduction screen of the general ledger (cash). Sorting data and balance data are narrowed down for the subject name “cash” from “Monday 1st to July 31st”.

  Specifically, the book table processing apparatus 10 stores the total period code “201207” corresponding to the designated month “July 1 to July 31” in the memory data shown in the lower part of FIG. A subject name “1111” corresponding to the selected subject name “cash” is stored, and a selection item “04” indicating that the selected item is “subject name” is stored.

  In this case, the book table processing apparatus 10 uses the total period code “201207” as the first condition of the narrowing process condition corresponding to the all subject trial calculation table of the totalization narrowing switching table and the second condition of the narrowing process condition. Using the debit item with the subject name “cash” that is the selection content corresponding to the selection item “04” as the narrowing process condition, the journal data stored in the journal data DB 14a and the balance stored in the balance data DB 14b Narrow down the data and generate narrowed data. Then, the book table processing apparatus 10 applies the narrowed-down data to the screen template of the general ledger to be switched to generate the reduced data of the general ledger and displays the reduced screen of the general ledger (cash). To do.

  Subsequently, the book table processing apparatus 10 displays a reduced screen of “General Ledger” and performs an operation with an enlarge button or an enlarge gesture displayed on the screen in a state where the subject name “cash” is selected. As a result, the enlargement screen of “General Ledger” is displayed until the display magnification of the screen specified by the enlargement operation exceeds the “maximum value of the magnification (setting value)”, and the screen specified by the enlargement operation When the display magnification of the number exceeds the “maximum value of the magnification (setting value)”, the totaling period code (from July 1 to July 31) for the specified month is displayed to display the journal reduction screen. Using the selection condition “cash” (second condition) as the narrowing process condition, the journal data and the balance data are narrowed down to generate narrowed data. Then, the book table processing apparatus 10 applies the narrowed-down data to the screen template of the journal book that is the switching destination, generates data of the journal book reduction screen, and displays the journal book reduction screen.

  Next, a book table screen switching process by a reduction operation will be described with reference to FIG. As shown on the right side of FIG. 17, first, the book table processing apparatus 10 is displayed on the screen in a state where a reduced screen of “journal book” is displayed and the debit amount “6,800” is selected. As a result of the operation using the reduction button or reduction gesture, if the display magnification of the screen specified by the reduction operation exceeds the “maximum value of the magnification (setting value)”, the general ledger (cash) is reduced. In order to display the screen, the sorting data and the balance data are totalized for all subjects in the designated month “July 1 to July 31”.

  Specifically, the book table processing apparatus 10 uses the memory data shown at the bottom of FIG. 17, the book table name “journal book”, the debit amount “6,800”, the designated month “July 1 to July 31”. The total period code “201207” corresponding to “day” is stored, “1111” corresponding to “cash” is stored in the debit item name, and the selection item “debit amount” is selected. 16 "is stored.

  In this case, the book table processing apparatus 10 uses the aggregation period code “201207” as the first condition of the narrowing processing condition corresponding to the all subject trial calculation table of the aggregation narrowing switching table and the second condition of the aggregation processing condition. Using the debit item as the aggregation processing condition, the journal data stored in the journal data DB 14a and the balance data stored in the balance data DB 14b are aggregated to generate aggregate data. Then, the book table processing apparatus 10 applies the aggregated data to the screen template of the general ledger to be switched to, generates data for the general ledger reduced screen, and displays the reduced screen for the general ledger (cash). To do.

  Subsequently, the book table processing apparatus 10 displays a reduction screen of “General Ledger” and displays a reduction button or reduction gesture displayed on the screen while the debit amount “6,800” is selected. As a result of the operation, if the display magnification of the screen specified by the reduction operation exceeds the “minimum value of the magnification (setting value)”, the specified month will be displayed to display the reduced screen of all subjects trial calculation table Using the aggregation period code (1st condition) and debit item (2nd condition) of "July 1 to July 31" as the aggregation process condition, the journal data and balance data are aggregated to generate aggregate data To do. Then, the book table processing apparatus 10 applies the aggregated data to the screen template of the all subject trial balance table as a switching destination, generates the reduced screen data of the all subject trial balance table, and displays the journal book reduction screen.

  The display control unit 13f displays the switching destination book table screen created by the book table screen creation unit 13d. When the correction flag of the temporary data is “1”, the display control unit 13 f displays the data with the correction flag “1” by changing the color. Further, when the journal checked flag of the temporary data is “1”, the display control unit 13f displays the data whose journal checked flag is “1” while changing the color.

[Process by book table processing device]
Next, processing performed by the book table processing apparatus 10 according to the first embodiment will be described with reference to FIG. FIG. 18 is a flowchart for explaining the processing procedure of the book table processing apparatus according to the first embodiment.

  As shown in FIG. 18, when the user selects a book table (step S101), the book table processing apparatus 10 reads journal data according to the selected book table (step S102). Subsequently, the book table processing apparatus 10 determines whether or not the book table screen has already been displayed (step S103).

  As a result, if the book table screen has not already been displayed (No at Step S103), the book table processing apparatus 10 proceeds to the process at Step S111. When the book table screen has already been displayed (Yes at Step S103), the book table processing apparatus 10 receives a scroll operation, an enlargement operation, or a reduction operation (Step S104), and displays a screen corresponding to the operation. The magnification and the display range are updated and compared with the set value (step S105).

  Then, the book table processing apparatus 10 determines whether or not the display magnification of the updated screen exceeds the set value (step S106). As a result, when it is determined that the display magnification of the updated screen does not exceed the set value (No at Step S106), the book table processing apparatus 10 displays the screen in correspondence with the scroll operation, the enlargement operation, or the reduction operation. And the display range are changed (step S107), and the process proceeds to step S114.

  Further, when it is determined that the display magnification of the updated screen exceeds the set value (Yes in step S106), the book table processing apparatus 10 determines whether to perform aggregation according to the accepted operation. Determination is made (step S108). That is, the book table processing apparatus 10 determines that the aggregation is performed when an operation for reducing the screen is received, and performs a narrowing process instead of the aggregation processing when an operation for enlarging the screen is received. .

  As a result, when it is determined that the book table processing apparatus 10 performs aggregation (Yes at Step S108), the book table processing apparatus 10 performs aggregation according to the set condition (Step S109), and proceeds to the processing of Step S111. For example, when switching from the transfer slip screen to the journal book screen, the book table processing apparatus 10 totals all journal entries for the specified month. If the book table processing apparatus 10 determines that narrowing is performed instead of tabulation (No at step S108), the book table processing apparatus 10 narrows down according to the set condition (step S110), and proceeds to the processing of step S111. For example, when switching from the journal book screen to the transfer slip screen, the book table processing apparatus 10 narrows down the specified date and the specific slip.

  Subsequently, the book table processing apparatus 10 reads the template of the book table screen corresponding to the type of the book table to be switched to (step S111), and applies the narrowed data or the aggregated data to the template of the book table screen (step S112). ) The “magnification” and “display range” stored in the totalization switching table are applied (step S113) to create a book table screen. When the book table screen is first displayed, “magnification (initial value)” is applied as the magnification.

  Then, the book table processing apparatus 10 displays a book table screen (step S114). Then, the book table processing apparatus 10 determines whether or not the journal has been corrected by the user (step S115). As a result, when it is determined that the journal has not been corrected by the user (No at step S115), the book table processing apparatus 10 proceeds directly to the process of step S117 and determines that the journal has been corrected by the user. In this case (Yes at Step S115), the journal data is updated (Step S116), and the process proceeds to Step S117. Then, the book table processing apparatus 10 determines whether an instruction to end the display of the book table screen has been received by the user (step S117). As a result, when the book table processing apparatus 10 does not receive an instruction to end the display of the book table screen (No at step S117), the book table processing apparatus 10 returns to the process of step S102 and receives an instruction to end the display of the book table screen. If (Yes at step S117), the process is terminated.

[Effect of Example 1]
As described above, the book table processing apparatus 10 receives the type of the book table screen to be switched to when the enlargement operation is accepted and the reduction operation for each type of book table currently displayed. The totalization switching table in which the type of the book table screen as the switching destination is defined is stored. When the book table processing apparatus 10 accepts an enlargement operation or a reduction operation, the book table processing apparatus 10 determines the type of the book table screen to be switched to based on the type of the accepted operation and the type of the book table currently displayed. Determine by referring to the summary filtering switching table. Then, the book table processing apparatus 10 compiles the journal data and the balance data under the predetermined condition or the journal data and the balance data according to the predetermined condition according to the determined type of the book table screen of the switching destination. Get the refined data narrowed down by. Then, the book table processing apparatus 10 creates a switching-destination book table screen using the acquired total data or narrowed-down data. For this reason, the book table processing apparatus 10 automatically determines whether to summarize or narrow down by accepting two types of operations by the user, and seamlessly switches the book table of the switching destination from the currently displayed book table screen. The screen can be switched freely. Therefore, it is possible to easily switch the book table screen without causing the user to perform an operation of selecting the type of the book table. By this switching, it is possible to easily find a portion where there is a mistake up to the journal data and easily find it, so that it is possible to more efficiently check the journal and the amount of money.

  Further, according to the first embodiment, when an enlargement operation or a reduction operation is received, it is determined whether or not the display magnification of the screen updated by the enlargement operation or the reduction operation exceeds a predetermined specified value. When it is determined that the display magnification exceeds the specified value, the type of the book table screen that is the switching destination is tabulated based on the type of accepted operation and the type of book table currently displayed. Determine by referring to the load switching table. Then, the book table processing apparatus 10 compiles the journal data and the balance data under the predetermined condition or the journal data and the balance data according to the predetermined condition according to the determined type of the book table screen of the switching destination. Get the refined data narrowed down by. Then, the book table processing apparatus 10 creates a switching-destination book table screen using the acquired total data or narrowed-down data. For this reason, if the user wants to know detailed information, the user can switch to a book table that contains more detailed information by performing an enlargement operation, and if the user wants to know an overview, perform a reduction operation. Thus, since it is possible to switch to a book table that includes more overall information, it is possible to perform data switching processing in a form that is more in line with the business content, and also enables intuitive operation by the user.

  Although the embodiments of the present invention have been described so far, the present invention may be implemented in various different forms other than the embodiments described above. Therefore, another embodiment included in the present invention will be described below as a second embodiment.

(1) Aggregation / restriction processing In the first embodiment described above, when switching the book table screen, the journal data and balance data are aggregated or narrowed according to the switching destination book table, and the aggregated data or narrowing process is performed. Although the case of creating the narrowed data has been described, the present invention is not limited to this, and the total data or the narrowed data may be created and stored in advance. Thereby, it is not necessary to perform aggregation processing or narrowing processing every time the book table screen is switched, and the processing load can be reduced.

(2) Server / Client System In the first embodiment described above, a case has been described in which a stand-alone book processing apparatus implements a screen switching method for accepting an enlargement / reduction operation and switching and displaying a book table screen. The present invention is not limited to this, and the screen switching method may be realized by a book table processing system including a server and a client.

  Here, a configuration example of a book table processing system according to the present invention will be described with reference to FIG. FIG. 19 is a diagram showing a configuration example of a book table processing system according to the present invention. As shown in FIG. 19, the book table processing system 100 includes a client 110 and a server 120, and the client 110 and the server 120 are connected via a network.

  The client 110 includes an input unit 111, an output unit 112, a control unit 113, a storage unit 114, and a communication unit 115. The input unit 111 and the output unit 112 input and output various types of information in the same manner as the input unit 11 and the output unit 12 described with reference to FIG. In addition, the communication unit 115 controls communication related to various information exchanged with the connected server 120.

  The storage unit 114 has a work memory 114a. The work memory 114a is a work memory used when each unit of the control unit 13 performs each process, and each unit of the control unit 13 uses all or a part of the work memory 114a as necessary. To execute the process.

  The control unit 113 includes a reception unit 113a and a display control unit 113b. The reception unit 113a and the display control unit 113b have the same functions as the reception unit 13a and the display control unit 13f described in FIG.

  The receiving unit 113a receives a screen enlargement operation or a screen reduction operation. When receiving an enlargement operation or a reduction operation, the instruction receiving unit 113 a transmits the operation to the server 120 via the communication unit 115. The display control unit 113b receives the switching destination book table screen created by the server 120 via the communication unit 115, and displays the received book table screen.

  The server 120 includes a control unit 121, a storage unit 122, and a communication unit 123. The communication unit 123 controls communication related to various information exchanged with the connected client 110.

  The storage unit 122 includes a journal data DB (Data Base) 122a, a balance data DB 122b, a table area 122c, a work area 122d, and a book table screen DB 122e. Journal data DB (Data Base) 122a, balance data DB 122b, table area 122c, work area 122d and book table screen DB 122e are journal data DB (Data Base) 14a, balance data DB 14b, table area 14c described in FIG. Data similar to the data stored in the work area 14d and the book table screen DB 14e is stored.

  The control unit 121 includes a determination unit 121a, a determination unit 121b, a totalization narrowing unit 121c, and a book table screen creation unit 121d. The determination unit 121a, the determination unit 121b, the totaling narrowing unit 121c, and the book table screen creation unit 121d are the same as the determination unit 13b, the determination unit 13c, the total screening unit 13d, and the book table screen creation unit 13e described in FIG. It has a function.

  When receiving an enlargement operation or a reduction operation from the client 110, the determination unit 121a determines whether the display magnification of the screen updated by the enlargement operation or the reduction operation exceeds a predetermined specified value.

  When the determination unit 121a determines that the screen display magnification exceeds a predetermined specified value, the determination unit 121b determines the type of operation (enlargement operation or reduction operation) received from the client 110 and the currently displayed book. In accordance with the table type, the type of the book table screen to be switched to is determined with reference to the totalization switching table.

  The total narrowing unit 121c creates total data or narrowed data from the journal data and the balance data according to the type of the switching destination book table screen determined by the determination unit 121b. The book table screen creation unit 121d creates a switching destination book table screen by using the total data or the narrowed-down data created by the total narrowing unit 13d. Then, the book table screen creation unit 121 d transmits the created switching destination book table screen to the client 110 via the communication unit 123.

  As described above, the book table processing system 100 can realize a screen switching method for switching and displaying the book table screen even in a book table processing system including a server and a client connected via a network. When journal data is stored in an external device such as a cloud, the journal data may be acquired from the external device.

(3) Tablet Input In the above description of the first embodiment, the case where the operation of enlarging / reducing the screen is performed with the mouse has been described. However, the present invention is not limited to this. For example, it may be possible to support tablet input, and an operation for enlarging / reducing the screen may be accepted by accepting any one or more of gesture operations using a touch panel. To explain with a specific example, the book table processing device accepts operations for enlarging and reducing the screen by operations such as tap, double tap, drag, pinch in, pinch out, touch and hold, flick, swipe, etc. The screen may be switchable. Thereby, it becomes possible to perform switching operation of the book table screen by tablet input.

  In addition, by pressing and holding the touch panel, buttons such as “Enlarge” and “Reduce” are displayed, and by operating the displayed buttons, you can accept screen enlargement / reduction operations and switch the book table screen. You may make it. Further, when a long press is performed, an operation for enlarging / reducing the screen may be accepted instead of the button by an operation such as a flick, and the book table screen may be switched. Thereby, it becomes possible to perform switching operation of the book table screen by tablet input.

  In the above-described embodiment, the case where the selection instruction of the selection item (for example, subject name) is received with the cursor has been described. However, when performing the enlargement / reduction operation by performing the pinch-in and pinch-out operations, the pinch-in operation is performed. , Operate the cursor according to the selection item on the screen that you want to select the pinch-out operation, that is, by moving the subject name on the screen you want to select with your finger or expanding it with your finger Alternatively, selection items may be selected.

(4) Switching setting value In the description of the first embodiment, the case where the specified value for determining whether or not to switch the screen of the currently displayed book table is a fixed value determined in advance is described. However, the present invention is not limited to this. For example, a specified value for determining whether or not to switch the currently displayed screen of the book table may be determined according to the size of the screen. More specifically, when a large screen or a high-resolution display device is used, it is possible to maintain a visible state even if it is considerably reduced, so the specified value on the reduction side is used as a reference using information on the screen size and resolution. It is conceivable to change in a direction of further reduction by, for example, a proportional calculation for the value.

(5) Switching button In the description of the first embodiment, the case where the button for operating the enlargement / reduction is displayed on the screen has been described, but the present invention is not limited to this. For example, a switching button that can be immediately switched to the book table screen without performing enlargement / reduction may be displayed together with a button for operating enlargement / reduction.

(6) User Confirmation In the description of the first embodiment, the book table screen is automatically switched by operating the enlargement / reduction, but the present invention is not limited to this. For example, before switching the book table screen, a message for confirming whether or not to switch the screen to the user may be displayed, and the user may be prompted to switch the screen.

(7) System Configuration The components of the illustrated devices are functionally conceptual, and need not be physically configured as illustrated. In other words, the specific form of distribution / integration of each device is not limited to that shown in the figure, and all or a part thereof may be functionally or physically distributed or arbitrarily distributed in arbitrary units according to various loads or usage conditions. Can be integrated and configured. Further, all or any part of each processing function performed in each device may be realized by a CPU and a program analyzed and executed by the CPU, or may be realized as hardware by wired logic.

  In addition, among the processes described in this embodiment, all or part of the processes described as being performed automatically can be performed manually, or the processes described as being performed manually can be performed. All or a part can be automatically performed by a known method. In addition, the processing procedure, control procedure, specific name, and information including various data and parameters shown in the above-described document and drawings can be arbitrarily changed unless otherwise specified.

(8) Program By the way, the various processes described in the above embodiments can be realized by executing a program prepared in advance by a computer. In the following, an example of a hardware configuration of a computer that executes a program having the same function as that of the above embodiment will be described with reference to FIG. FIG. 20 is a diagram illustrating a hardware configuration example of a computer capable of executing the screen switching program according to the present invention.

  In FIG. 20, the computer includes a control unit 1 including a CPU (Central Processing Unit) and an FPGA (Field Programmable Gate Array), and various memories such as a ROM (Read Only Memory) and a RAM (Random Access Memory). A storage unit 2; a display unit 3 that is a display for displaying a book table screen; an input unit 4 including a user interface such as a keyboard 41 and a mouse 42; an output unit 5 that performs output processing such as printing; and a predetermined network The communication part 6 which communicates with the exterior via is provided. Note that FIG. 20 shows a configuration example of a general computer such as a personal computer, but the computer of this embodiment is not limited to this, and may be a mobile phone, a tablet-type communication device, or the like. In FIG. 20, the input unit 4 including the user interface such as the keyboard 41 and the mouse 42 is provided. However, the computer of the present embodiment is not limited to this, and the display unit has a touch panel function. The input unit 4 may not be provided.

  In FIG. 20, the control unit 1 executes the screen switching program of this embodiment. The storage unit 2 includes an internal memory such as a ROM and a RAM, and stores the screen switching program and various tables of this embodiment, data obtained in the course of processing, and the like. In the control unit 1, the screen switching process is executed by reading the program stored in the storage unit 2. The storage unit 2 is not limited to the internal memory, and may be an external storage medium such as a DVD (Digital Versatile Disc) or an SD memory, or may be an internal memory or an external storage medium (DVD or SD). Memory) or the like.

DESCRIPTION OF SYMBOLS 10 Book table processing apparatus 11 Input part 12 Output part 13 Control part 13a Reception part 13b Judgment part 13c Determination part 13d Aggregation narrowing down part 13e Book table screen creation part 13f Display control part 14 Storage part 14a Journal data DB
14b Balance data DB
14c Table area 14d Work area 14e Book table screen DB

Claims (10)

Create a switching destination book from aggregated data or narrowed-down data that summarizes journal data and balance data under specified conditions, and check the appropriateness of the data used for accounting processing on the screen while switching the created book table An accounting processing device,
Determines whether the display magnification of the screen updated by the enlargement operation or reduction operation exceeds the specified value, and if it is within the specified value, performs normal enlargement / reduction processing, and if it exceeds the specified value, normal enlargement In an accounting processing apparatus that performs processing different from reduction processing,
A reception unit that accepts a screen enlargement or reduction operation ;
When the display magnification exceeds the specified value set for each book table due to the enlargement or reduction operation, the operation is determined to be an operation that triggers switching the currently displayed book table to another type of book table A determination unit to perform ,
The type of voucher that is currently displayed, based on whether either enlargement or reduction operation is operation content, a table different species voucher screen the switching destination is defined according to each operation A storage unit for storing;
When the determination unit determines that the display magnification of the screen exceeds the specified value set for each book table and switches to another type of book table, the type of the accepted operation and the currently displayed operation type are displayed. A determination unit that determines, based on the type of the book table, the type of the book table screen to be switched to, with reference to the table;
Depending on the type of the switching destination book table screen determined by the determination unit, aggregated data obtained by summarizing journal data and balance data under a predetermined condition, or narrowing down by narrowing down journal data and balance data under a predetermined condition A summary refiner to obtain data;
A book table screen creation unit for creating a switching destination book table screen using the aggregated data or narrowed-down data acquired by the aggregation narrowing unit ;
When the determination unit determines that the display magnification exceeds the specified value set for each book,
In the case of an enlargement operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the narrowing down direction so that details of the book table and transactions currently displayed by the determination unit can be grasped. Decide
In the case of reduction operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the totaling direction that can grasp the summary items of the book table currently displayed by the determination unit and the outline of the entire transaction. Decide
The type of the current book table screen, the enlargement / reduction operation for the currently displayed book table screen, the type of the book table screen to be switched to, and if necessary, displayed on the currently displayed book table screen The book table screen switching process to display the book table screen of the switching destination created by the book table screen creation unit, based on the data that is generated and the data generated by the aggregation and narrowing unit according to the subject,
Furthermore, when an enlargement operation or a reduction operation is accepted, the normal book table screen is expanded based on the type of accepted operation and the determination by the determination unit until the appropriateness of the data used for the accounting process can be confirmed on the screen display. An accounting processing apparatus that manages processing or reduction processing, or book table screen switching processing in a narrowing direction or a totaling direction in multiple stages . In the accounting processing apparatus according to claim 1,
  Based on the type of enlargement or reduction operation, the type of book table currently displayed, and the subject of interest in the book table, the type of the book table screen to be switched to is referred to the table. If decided,
  On the switching destination book table screen, when the vicinity of the subject of interest is enlarged or focused, the switching destination book table is displayed.
  An accounting processing apparatus characterized in that the appropriateness of data used for accounting processing can be confirmed smoothly on the previous book table screen which has been switched continuously one after another. The accounting according to claim 1 or 2, wherein the accepting unit accepts the enlargement operation or the reduction operation by accepting any one or more of gesture operations using a touch panel. Processing equipment. The accounting processing apparatus according to claim 3, wherein the accepting unit accepts the enlargement operation or the reduction operation by accepting a pinch-in or a pinch-out among gesture operations using the touch panel. The said reception part receives the said expansion operation or the said reduction operation by receiving operation of the button displayed by long-pressing this touch panel among the gesture operations using a touch panel. The accounting processing device described in 1. The reception unit displays one of the gesture operations using the touch panel when only the constituent parts of the book table are displayed on the full screen without displaying the buttons for receiving the first operation and the second operation. The accounting processing apparatus according to claim 1, wherein the enlargement operation or the reduction operation is received by receiving one or a plurality of operations. The accounting processing apparatus according to claim 1, wherein the reception unit includes a button, a menu, or an icon that receives the enlargement operation or the reduction operation . An accounting processing system comprising a server and a client connected to the server via a network, and displaying a book table screen created by the server on the client,
Create a switching destination book from aggregated data or narrowed-down data that summarizes journal data and balance data under specified conditions, and check the appropriateness of the data used for accounting processing on the screen while switching the created book table Accounting system
Determines whether the display magnification of the screen updated by the enlargement operation or reduction operation exceeds the specified value, and if it is within the specified value, performs normal enlargement / reduction processing, and if it exceeds the specified value, normal enlargement In an accounting system that performs processing different from reduction processing,
The client
A reception unit that accepts a screen enlargement or reduction operation ;
A display control unit for displaying a switching destination book table screen received from the server;
With
The server
When the display magnification exceeds the specified value set for each book table due to the enlargement or reduction operation, the operation is determined to be an operation that triggers switching the currently displayed book table to another type of book table A determination unit to perform ,
The type of voucher that is currently displayed, based on whether either enlargement or reduction operation is operation content, a table different species voucher screen the switching destination is defined according to each operation A storage unit for storing;
When the determination unit determines that the display magnification of the screen exceeds the specified value set for each book table and switches to another type of book table, the type of the accepted operation and the currently displayed operation type are displayed. A determination unit that determines, based on the type of the book table, the type of the book table screen to be switched to, with reference to the table;
Depending on the type of the switching destination book table screen determined by the determination unit, aggregated data obtained by summarizing journal data and balance data under a predetermined condition, or narrowing down by narrowing down journal data and balance data under a predetermined condition A summary refiner to obtain data;
A book table screen creation unit that creates a switching destination book table screen and transmits the switching destination book table screen to the client using the aggregated data or the narrowed data acquired by the aggregation narrowing unit; Prepared ,
When the determination unit determines that the display magnification exceeds the specified value set for each book,
In the case of an enlargement operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the narrowing down direction so that details of the book table and transactions currently displayed by the determination unit can be grasped. Decide
In the case of reduction operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the totaling direction that can grasp the summary items of the book table currently displayed by the determination unit and the outline of the entire transaction. Decide
The type of the current book table screen, the enlargement / reduction operation for the currently displayed book table screen, the type of the book table screen to be switched to, and if necessary, displayed on the currently displayed book table screen The book table screen switching process to display the book table screen of the switching destination created by the book table screen creation unit, based on the data that is generated and the data generated by the aggregation and narrowing unit according to the subject,
Furthermore, when an enlargement operation or a reduction operation is accepted, the normal book table screen is expanded based on the type of accepted operation and the determination by the determination unit until the appropriateness of the data used for the accounting process can be confirmed on the screen display. An accounting processing system that manages processing or reduction processing, or book table screen switching processing in a narrowing direction or a totaling direction in multiple stages . A screen switching method executed by an accounting processing apparatus for creating and displaying a book table screen,
Create a switching destination book from aggregated data or narrowed-down data that summarizes journal data and balance data under specified conditions, and check the appropriateness of the data used for accounting processing on the screen while switching the created book table Screen switching method to
Determines whether the display magnification of the screen updated by the enlargement operation or reduction operation exceeds the specified value, and if it is within the specified value, performs normal enlargement / reduction processing, and if it exceeds the specified value, normal enlargement In the screen switching method that performs processing different from the reduction processing,
The accounting unit includes a different type of voucher that is currently displayed, based on whether either the content of the operation of the enlargement or reduction operation, voucher screen species as the switching destination in response to each operation A storage unit for storing a table in which another is defined;
A reception step for accepting a screen enlargement or reduction operation ;
When the display magnification exceeds the specified value set for each book table due to the enlargement or reduction operation, the operation is determined to be an operation that triggers switching the currently displayed book table to another type of book table A determination step to :
When it is determined in the determination step that the display magnification of the screen exceeds the specified value set for each book table and the operation is to switch to another type of book table, the type of accepted operation and the currently displayed operation type are displayed. A determination step of determining, based on the type of the book table, the type of the book table screen to be switched to, with reference to the table;
Aggregated data obtained by summarizing journal data and balance data under a predetermined condition or narrowing down journal data and balance data according to a predetermined condition according to the type of the book table screen at the switching destination determined in the determination step. Aggregation refinement step to acquire data,
Using aggregate data or narrowing data acquired by the aggregates are narrowed down, seen including a voucher screen generating step of generating a voucher screen switching destination, and
When it is determined by the determination step that the display magnification exceeds the specified value set for each book,
In the case of an enlargement operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the narrowing down direction so that the details of the book table currently displayed and transactions can be grasped by the determination step. Decide
In the case of reduction operation, refer to the table for the type of the book table screen that is the switching destination corresponding to the totaling direction that can grasp the summary item of the book table currently displayed and the overview of the whole transaction by the determination step. Decide
The type of the current book table screen, the enlargement / reduction operation for the currently displayed book table screen, the type of the book table screen to be switched to, and if necessary, displayed on the currently displayed book table screen The book table screen switching process to display the book table screen of the switching destination created by the book table screen creation step is performed based on the data and the data generated by the aggregation narrowing step according to the subject,
Further, when an enlargement operation or a reduction operation is accepted, the normal book table screen is enlarged based on the type of accepted operation and the determination in the determination step until the appropriateness of the data used for the accounting process can be confirmed on the screen display. A screen switching method characterized in that processing or reduction processing, or book table screen switching processing in a narrowing direction or a totaling direction is managed in multiple stages .   A screen switching program for causing a computer to execute the screen switching method according to claim 9.

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