CN104573883A - Information processing method and device - Google Patents

Abstract

The invention discloses an information processing method which comprises the following steps: acquiring bills to be examined and approved and classification conditions corresponding to the bills to be examined and approved, and classifying the bills to be examined and approved according to the classification conditions to form classes of the bills to be examined and approved; acquiring client side lists of the FSSC and the corresponding the power of examination and approval, classifying the client sides according to the power of examination and approval to form examination and approval groups; determining the examination and approval groups corresponding to the classes of the bills to be examined and approved according to the power of examination and approval; sending request messages to be examined and approved to the client sides in the examination and approval groups; distributing the classes of the bills to be examined and approved to the client sides with response to examination and approval response messages after receiving the replied examination and approval response messages. The invention also discloses an information processing device. Through the adoption of the technical scheme, calculation checking accountants in the finance shared service center can finish calculation checking tasks with high efficiency.

Description

Information processing method and device

Technical Field

The present invention relates to a management technology of a Financial Shared Service Center (FSSC), and in particular, to an information processing method and apparatus.

Background

FSSC is an innovative approach to standardizing and streamlining accounting and reporting business within companies that has emerged and moved forward in recent years. The method and the system collect accounting services of entities in different countries and places into the FSSC for comprehensive bookkeeping and reporting, have the advantages of ensuring the specification and the uniform structure of accounting records and reports, and saving system and labor cost because accounting is not required to be set in each company and office.

Fig. 1 is a flow chart illustrating a financial posting process of the related art, and as shown in fig. 1, the financial posting process may generally include:

step 101, declare: service bill-reimbursement application form-repetition;

specifically, each branch employee preliminarily arranges the business bill formed in the actual business, fills the business bill in the whole company financial information management system in the branch company, forms an independent reimbursement request form, and collects the business bill and sends the business bill to the FSSC by a special management department after the business bill is returned by a relevant responsible person of the branch company.

Step 102, approval and posting: classified registration-generate financial document and go to financial system;

specifically, after receiving the branch document, the FSSC is registered and classified by a special management department and sent to a corresponding department according to the classification condition. After receiving the certificates, the responsible person confirms one by one and audits in the financial system of the company. After the audit is passed, generating a document, importing the document into a financial module, and automatically generating a related certificate; if the audit is not passed, the branch company is informed of corresponding personnel in the form of e-mail or telephone to carry out contact communication so as to confirm the accuracy and integrity of the information. After the information is confirmed, the branch staff should be required to send a written modification request if the authority staff can directly modify the information. For situations that cannot be directly modified by the responsible person, the report will be rejected in the corporate financial information system and the relevant personnel will be required to reissue the reimbursement.

Step 103, payment: payment-voucher archiving.

And after the certificate is generated, the authority person carries out payment and files the related certificate.

Wherein, step 102 and step 103 are generally completed in the FSSC, which generally requires the accounting of the FSSC to complete a large amount of financial accounting within a specified time limit, and requires extreme patience and responsibility, and the consequences are serious once an error occurs. Therefore, a reasonable solution is needed to how to make the FSSC accounting task efficiently complete and make the FSSC accounting task more labor-intensive, thereby encouraging the positivity and initiative of the accounting task.

Disclosure of Invention

In view of the above, the main objective of the embodiments of the present invention is to provide an information processing method and apparatus, which can make the FSSC accounting task complete efficiently, and make the FSSC accounting task implement more labor, so as to encourage the positivity and activity of the accounting task.

In order to achieve the purpose, the technical scheme of the invention is realized as follows:

the embodiment of the invention provides an information processing method, which is applied to a Financial Sharing Service Center (FSSC), and comprises the following steps: acquiring documents to be examined and approved and classification conditions corresponding to the documents to be examined and approved, and classifying the documents to be examined and approved according to the classification conditions to form documents to be examined and approved; acquiring a client list of the FSSC and corresponding approval authorities, and classifying the clients according to the approval authorities to form an approval group; determining an approval group corresponding to the to-be-approved receipt data class according to the approval authority; sending a request message to be examined and approved to the client in the examination and approval group; and after receiving the replied examination and approval response message, distributing the documents to be examined and approved to the client side replied with the examination and approval response message.

Preferably, after the document class to be approved is distributed to the client that replies the approval response message, the method further includes: and after the approver performs accounting processing on the document to be audited, acquiring an accounting processing result.

Preferably, the method further comprises: when the accounting processing result shows that the documents to be examined and approved meet the specification, generating a voucher instruction; based on the voucher command, paying the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved; a payment voucher is generated after payment and archived.

Preferably, the method further comprises: when the checking result shows that the documents to be examined and approved do not accord with the rules, a refusal instruction is generated; based on the refund instruction, sending the document to be examined back to the department to which the document to be examined belongs according to the classification condition corresponding to the document to be examined and approved so that the department to which the document to be examined and approved belongs can confirm the accuracy and the integrity of the information on the document to be examined and approved; and sending the to-be-reviewed receipt back to the department to which the to-be-reviewed receipt belongs to generate a refusal voucher, and filing the refusal voucher.

Preferably, the classification condition further comprises an approval time limit; correspondingly, determining an approval group corresponding to the to-be-approved receipt class according to the approval authority, including: determining the document class to be examined and approved with the nearest time limit according to the examination and approval time limit; and determining an approval group corresponding to the document class to be approved with the latest time limit according to the approval authority.

Preferably, the acquiring the document to be approved and the classification condition corresponding to the document to be approved includes: and acquiring the document to be examined and approved and the classification condition corresponding to the document to be examined and approved from a business system at regular time.

The embodiment of the invention also provides an information processing device, which is applied to the FSSC (financial sharing service center), and comprises a first acquisition module, a second acquisition module, a determination module, a sending module and a distribution module; the first acquisition module is used for acquiring documents to be examined and approved and classification conditions corresponding to the documents to be examined and approved, and classifying the documents to be examined and approved according to the classification conditions to form documents to be examined and approved; the second acquisition module is used for acquiring a personnel list of the FSSC client and corresponding approval authorities, and classifying the clients according to the approval authorities to form an approval group; the determining module is used for determining an approval group corresponding to the to-be-approved bill data class according to the approval authority; the sending module is used for sending a request message to be examined and approved to the client in the examination and approval group; and the distribution module is used for distributing the documents to be examined and approved to the client side which replies the examination and approval response message after receiving the replied examination and approval response message.

Preferably, the device further includes an obtaining module, configured to obtain an accounting processing result after the approver performs accounting processing on the document to be checked.

Preferably, the device further comprises a first determining module, a payment module and a first filing module, wherein the first determining module is used for generating a voucher instruction when the accounting processing result shows that the documents to be approved meet the regulations; the payment module is used for paying the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved based on the voucher instruction; the first filing module is used for generating payment voucher after payment and filing the payment voucher.

Preferably, the apparatus further comprises a second determining module, a refund module and a second archiving module; the second determining module is used for generating a refusal instruction when the accounting processing result shows that the document class to be examined and approved does not conform to the regulation; the refund module is used for sending the document to be approved back to the department to which the document to be approved belongs according to the classification condition corresponding to the document to be approved based on the refund instruction, so that the department to which the document to be approved belongs can confirm the accuracy and integrity of the information on the document to be approved; and the second filing module is used for generating a refusal voucher after the to-be-audited bill is sent back to the department to which the to-be-audited bill belongs, and filing the refusal voucher.

Preferably, the classification condition further comprises an approval time limit; at this time, the determining module further includes a first determining unit and a second determining unit; the first determining unit is used for determining the document class to be examined and approved with the latest time limit according to the examination and approval time limit; and the second determining unit is used for determining an approval group corresponding to the to-be-approved document class with the latest time limit according to the approval authority.

According to the information processing method and device provided by the embodiment of the invention, the document to be examined and approved and the classification condition corresponding to the document to be examined and approved are obtained, and the document to be examined and approved is classified according to the classification condition to form a document class to be examined and approved; acquiring a client list of the FSSC and corresponding approval authorities, and classifying the clients according to the approval authorities to form an approval group; determining an approval group corresponding to the to-be-approved receipt data class according to the approval authority; sending a request message to be examined and approved to the client in the examination and approval group; after receiving the replied examination and approval response message, distributing the documents to be examined and approved to the client which replies the examination and approval response message; therefore, the accounting task of the FSSC can be efficiently completed, and the accounting task of the FSSC is more labor-intensive, so that the positivity and the initiative of the accounting work are stimulated.

Drawings

FIG. 1 is a flow chart illustrating a financial reimbursement process according to the related art;

FIG. 2 is a schematic flow chart of an implementation of an information processing method according to an embodiment of the present invention;

FIG. 3 is a schematic diagram of a configuration of an information processing apparatus according to an embodiment of the present invention.

Detailed Description

The technical solution of the present invention is further elaborated below with reference to the drawings and the specific embodiments.

Fig. 2 is a schematic flow chart of an implementation of an information processing method according to an embodiment of the present invention, and as shown in fig. 2, the information processing method is applied to FSSC, and the method includes:

step 201, acquiring a document to be examined and approved and classification conditions corresponding to the document to be examined and approved, and classifying the document to be examined and approved according to the classification conditions to form a document class to be examined and approved;

here, the classification condition at least includes service information, department information and amount information of the document to be examined and approved;

here, the acquiring the document to be approved and the classification condition corresponding to the document to be approved includes: and acquiring the document to be examined and approved and the classification condition corresponding to the document to be examined and approved from a business system at regular time.

Wherein the business system comprises a financial reimbursement system and/or a human resource system.

Step 202, acquiring a client list of the FSSC and corresponding approval authorities, and classifying the clients according to the approval authorities to form an approval group;

here, different clients correspond to different approvers, including accounting for FSSC.

Here, the examination and approval authority at least includes service information, department information and money authority information which are responsible for an approver;

here, the obtaining of the client list of the FSSC and the corresponding approval authority includes: acquiring a client list of the FSSC and a corresponding approval authority from a service system;

wherein the business system comprises a financial reimbursement system and/or a human resource system.

Step 203, determining an approval group corresponding to the to-be-approved receipt data according to the approval authority;

step 204, sending a request message to be examined and approved to the client in the examination and approval group;

here, the pending approval request message is used to notify the related approver that the document to be approved is to be approved, and the pending approval request message may be a prompting message, for example: the pending approval request message may include two options, a get option and a give up option; when the approver clicks the pickup option, the approver sends an approval response message; when the approver clicks the abandon option, no action is taken; if the document is in a certain threshold value and any examination and approval response message is not received, the to-be-examined and approval request message is sent again to prompt an approver to receive the to-be-examined and approved document as soon as possible.

In the actual implementation process, if a plurality of approvers click to select a pickup option, sorting is carried out according to the existing task amount of the approvers, the approver with the minimum task amount is determined, and then the documents to be approved are distributed to the approver with the minimum task amount; the task volume refers to the volume of the to-be-examined documents distributed to the approvers.

And step 205, after receiving the replied approval response message, allocating the documents to be approved to the client side which replies the approval response message.

Here, when receiving the request message to be approved, the approver determines whether to receive a new approval task again according to the task to be processed at present; if the tasks to be processed by the approver are fewer, the approver forms an approval response message through the corresponding to-be-approved request message of the client so that the server receives the approval response message.

Further, after step 205, the method further comprises: and after the approver performs accounting processing on the document to be audited, acquiring an accounting processing result.

Further, the method further comprises step a1, step a2, and step A3, wherein:

step A1, when the accounting processing result shows that the document class to be examined and approved meets the specification, a voucher instruction is generated;

here, the compliance means that the approver judges that the information on the document to be approved is accurate and complete according to relevant regulations and relevant laws of the company.

Step A2, based on the voucher command, paying the department to which the document to be examined belongs according to the classification condition corresponding to the document to be examined and approved;

step A3, generating payment vouchers after payment, and archiving the payment vouchers.

Further, the method further comprises step B1, step B2, and step B3, wherein:

step B1, when the accounting processing result shows that the document class to be examined and approved does not conform to the regulations, a refusal instruction is generated;

step B2, based on the refund instruction, sending the document to be examined back to the department to which the document to be examined belongs according to the classification condition corresponding to the document to be examined and approved so that the department to which the document to be examined and approved belongs can confirm the accuracy and the integrity of the information on the document to be examined and approved;

and step B3, generating a refusal voucher when the to-be-examined bill is sent back to the department to which the to-be-examined bill belongs, and filing the refusal voucher.

Further, the classification condition further comprises an approval time limit; correspondingly, determining the corresponding approval group of the to-be-approved bill data class according to the approval authority, wherein the approval group comprises a step C1 and a step C2, wherein:

step C1, determining the document class to be examined and approved with the latest time limit according to the examination and approval time limit;

and step C2, determining an approval group corresponding to the document class to be approved with the latest time limit according to the approval authority.

The information processing method provided by the embodiment of the invention can automatically classify the approval sheets to be examined according to the classification conditions and can automatically distribute corresponding tasks according to the examination authority of the approvers, thereby improving the initiative of the approval manual work and preventing the tasks of one approver from being blocked.

In the specific implementation process of step 201 and step 202 in the embodiment of the present invention, the steps may not be in sequence, or may be performed synchronously.

In the information processing method shown in fig. 2 in the embodiment of the present invention, a to-be-examined document database, a classification condition database, and an approver or client information database may also be established in the FSSC, wherein the approver or client information database includes approval authority information of the approver; those skilled in the art can establish the document database to be approved, the classification condition database and the information database of the approving personnel or the client according to various prior arts, and details are not repeated here.

Fig. 3 is a schematic diagram of a composition flow of an information processing apparatus according to an embodiment of the present invention, and as shown in fig. 3, the information processing apparatus is applied to FSSC, and the apparatus includes a first obtaining module 31, a second obtaining module 32, a determining module 33, a sending module 34, and a processing module 35; wherein,

the first obtaining module 31 is configured to obtain a document to be examined and approved and classification conditions corresponding to the document to be examined and approved, and classify the document to be examined and approved according to the classification conditions to form a document class to be examined and approved;

here, the classification condition at least includes service information, department information and amount information of the document to be examined and approved;

the second obtaining module 32 is configured to obtain the client list of the FSSC and the corresponding approval authority, and classify the clients according to the approval authority to form an approval group;

here, different clients correspond to different approvers, which include accounting of FSSC;

here, the examination and approval authority at least includes service information, department information and money authority information which are responsible for an approver;

the determining module 33 is configured to determine an approval group corresponding to the to-be-approved document class according to the approval authority;

the sending module 34 is configured to send a to-be-examined and approved request message to the clients in the examination and approval group;

here, the pending approval request message is used to notify the related approver that the document to be approved is to be approved, and the pending approval request message may be a prompting message, for example: the pending approval request message may include two options, a get option and a give up option; when the approver clicks the pickup option, the approver sends an approval response message; when the approver clicks the abandon option, no action is taken; if the document is in a certain threshold value and any examination and approval response message is not received, the to-be-examined and approval request message is sent again to prompt an approver to receive the to-be-examined and approved document as soon as possible.

In the actual implementation process, if a plurality of approvers click to select a pickup option, sorting is carried out according to the existing task amount of the approvers, the approver with the minimum task amount is determined, and then the documents to be approved are distributed to the approver with the minimum task amount; the task volume refers to the volume of the to-be-examined documents distributed to the approvers.

And the processing module 35 is configured to, after receiving the replied approval response message, allocate the to-be-approved document class to the client that replied the approval response message for accounting, and obtain an accounting result.

Furthermore, the device also comprises an obtaining module, which is used for obtaining an accounting processing result after an approver performs accounting processing on the document to be audited;

further, the apparatus further comprises a first determination module D1, a payment module D2, and a first filing module D3, wherein;

the first determining module D1 is configured to generate a voucher instruction when the accounting processing result indicates that the document class to be approved meets the specification;

the payment module D2 is configured to pay for the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved based on the voucher instruction;

the first archiving module D3 is configured to generate a payment voucher after payment, and archive the payment voucher.

Further, the apparatus further comprises a second determination module E1, a refund module E2, and a second archiving module E3; wherein

The second determining module E1 is configured to generate a reject instruction when the accounting processing result indicates that the document class to be approved does not meet the specification;

the rejecting module E2 is configured to send the document to be approved back to the department to which the document to be approved belongs according to the classification condition corresponding to the document to be approved based on the rejecting instruction, so that the department to which the document to be approved belongs can confirm the accuracy and integrity of the information on the document to be approved;

and the second filing module E3 is configured to generate a reject voucher in the department that sends the to-be-reviewed document back to the department to which the to-be-reviewed document belongs, and file the reject voucher.

Further, the classification condition further comprises an approval time limit; the determination module 33 further comprises a first determination unit and a second determination unit;

the first determining unit is used for determining the document class to be examined and approved with the latest time limit according to the examination and approval time limit;

and the second determining unit is used for determining an approval group corresponding to the to-be-approved document class with the latest time limit according to the approval authority.

Further, the first obtaining module 31 is further configured to obtain the document to be examined and approved and the classification condition corresponding to the document to be examined and approved from the business system at regular time.

Here, the business system includes a financial reimbursement system and/or a human resources system.

Further, the second obtaining module 33 is further configured to obtain the client list of the FSSC and the corresponding approval authority from the service system.

The information processing device in the embodiment of the present invention may be embedded in an existing financial reimbursement system, or may form an independent device, and the existence form of the information processing device is not limited at all.

The information processing device in the embodiment of the invention is applied to the FSSC, and a server side and a client side of the FSSC have different processing flows respectively; the server side is implemented according to the following procedures:

g1, the server side obtains the documents to be examined and approved and the classification conditions corresponding to the documents to be examined and approved, and classifies the documents to be examined and approved according to the classification conditions to form documents to be examined and approved;

g2, acquiring the client list of the FSSC and the corresponding approval authority, and classifying the clients according to the approval authority to form an approval group;

g3, determining an approval group corresponding to the approval document class according to the approval authority;

g4, sending a request message to be examined and approved to the client in the examination and approval group;

g5, after receiving the replied examination and approval response message, distributing the documents to be examined and approved to the client side replied with the examination and approval response message;

the client is implemented according to the following procedures:

step J1, the client obtains an accounting processing result after the accounting processing is performed on the document to be audited;

step J2a, when the accounting processing result shows that the document class to be examined and approved meets the specification, generating a voucher instruction, and entering step J3 a;

step J2b, when the accounting processing result shows that the document class to be examined and approved does not conform to the regulations, generating a refusal instruction, and entering step J3 b;

step J3a, paying the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved based on the voucher instruction, and entering step J4 a;

step J3b, based on the refund instruction, sending the document to be examined back to the department to which the document to be examined belongs according to the classification condition corresponding to the document to be examined and approved so that the department to which the document to be examined and approved belongs can confirm the accuracy and the integrity of the information on the document to be examined and approved, and entering step J4 b;

step J4a, generating payment voucher after payment and filing the payment voucher;

and step J4b, generating a refusal voucher when the to-be-examined bill is sent back to the department to which the to-be-examined bill belongs, and filing the refusal voucher.

It should be understood by those skilled in the art that the implementation functions of each device of the information processing device in the embodiment of the present invention can be understood by referring to the related description of the aforementioned information processing method. It should also be understood by those skilled in the art that the first obtaining module 31, the second obtaining module 32, the determining module 33, the sending module 34, and the processing module 35 in the information processing apparatus in the embodiment of the present invention, as well as the first determining module D1, the payment module D2, and the first archiving module D3, as well as the second determining module E1, the refund module E2, and the second archiving module E3, and the first determining unit and the second determining unit in the determining module 33 may be implemented by a processor of a server in the FSSC, or may be implemented by a specific logic circuit; for example, in practical applications, the display device can be implemented by a Central Processing Unit (CPU), a Microprocessor (MPU), a Digital Signal Processor (DSP), or a Field Programmable Gate Array (FPGA).

The above description is only a preferred embodiment of the present invention, and is not intended to limit the scope of the present invention.

Claims (11)

1. An information processing method, which is applied to a FSSC (financial sharing service center), and comprises the following steps:

acquiring documents to be examined and approved and classification conditions corresponding to the documents to be examined and approved, and classifying the documents to be examined and approved according to the classification conditions to form documents to be examined and approved;

acquiring a client list of the FSSC and corresponding approval authorities, and classifying the clients according to the approval authorities to form an approval group;

determining an approval group corresponding to the to-be-approved receipt data class according to the approval authority;

sending a request message to be examined and approved to the client in the examination and approval group;

and after receiving the replied examination and approval response message, distributing the documents to be examined and approved to the client side replied with the examination and approval response message.

2. The method according to claim 1, wherein after the distributing the pending document class to the client side responding to the approval response message, the method further comprises:

and after the approver performs accounting processing on the document to be audited, acquiring an accounting processing result.

3. The method of claim 2, further comprising:

when the accounting processing result shows that the documents to be examined and approved meet the specification, generating a voucher instruction;

based on the voucher command, paying the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved;

a payment voucher is generated after payment and archived.

4. The method of claim 2, further comprising:

when the checking result shows that the documents to be examined and approved do not accord with the rules, a refusal instruction is generated;

based on the refund instruction, sending the document to be examined back to the department to which the document to be examined belongs according to the classification condition corresponding to the document to be examined and approved so that the department to which the document to be examined and approved belongs can confirm the accuracy and the integrity of the information on the document to be examined and approved;

and sending the to-be-reviewed receipt back to the department to which the to-be-reviewed receipt belongs to generate a refusal voucher, and filing the refusal voucher.

5. The method of claim 1, wherein the classification condition further comprises an approval time limit; correspondingly, determining an approval group corresponding to the to-be-approved receipt class according to the approval authority, including:

determining the document class to be examined and approved with the nearest time limit according to the examination and approval time limit;

and determining an approval group corresponding to the document class to be approved with the latest time limit according to the approval authority.

6. The method according to any one of claims 1 to 5, wherein the obtaining of the document to be approved and the classification condition corresponding to the document to be approved comprises:

and acquiring the document to be examined and approved and the classification condition corresponding to the document to be examined and approved from a business system at regular time.

7. An information processing device is applied to a Financial Sharing Service Center (FSSC), and comprises a first acquisition module, a second acquisition module, a determination module, a sending module and an allocation module; wherein,

the first acquisition module is used for acquiring documents to be examined and approved and classification conditions corresponding to the documents to be examined and approved, and classifying the documents to be examined and approved according to the classification conditions to form documents to be examined and approved;

the second acquisition module is used for acquiring the client list of the FSSC and the corresponding approval authority, and classifying the clients according to the approval authority to form an approval group;

the determining module is used for determining an approval group corresponding to the to-be-approved bill data class according to the approval authority;

the sending module is used for sending a request message to be examined and approved to the client in the examination and approval group;

and the distribution module is used for distributing the documents to be examined and approved to the client side which replies the examination and approval response message after receiving the replied examination and approval response message.

8. The apparatus according to claim 7, further comprising an obtaining module, configured to obtain an accounting processing result after the document to be audited is subjected to accounting processing by the approver.

9. The apparatus of claim 8, further comprising a first determination module, a payment module, and a first archiving module, wherein,

the first determination module is used for generating a voucher instruction when the accounting processing result shows that the document class to be examined and approved meets the specification;

the payment module is used for paying the department to which the document to be examined and approved belongs according to the classification condition corresponding to the document to be examined and approved based on the voucher instruction;

the first filing module is used for generating payment voucher after payment and filing the payment voucher.

10. The apparatus of claim 8, further comprising a second determining module, a refund module, and a second archiving module; wherein,

the second determination module is used for generating a refusal instruction when the accounting processing result shows that the document class to be examined and approved does not conform to the specification;

the refund module is used for sending the document to be approved back to the department to which the document to be approved belongs according to the classification condition corresponding to the document to be approved based on the refund instruction, so that the department to which the document to be approved belongs can confirm the accuracy and integrity of the information on the document to be approved;

and the second filing module is used for generating a refusal voucher after the to-be-audited bill is sent back to the department to which the to-be-audited bill belongs, and filing the refusal voucher.

11. The apparatus according to any one of claims 7 to 10, wherein the classification condition further comprises an approval time limit; at this time, the determining module further includes a first determining unit and a second determining unit; wherein,

the first determining unit is used for determining the document class to be examined and approved with the latest time limit according to the examination and approval time limit;

and the second determining unit is used for determining an approval group corresponding to the to-be-approved document class with the latest time limit according to the approval authority.