探討雲端發票管理和自動記帳系統整合之研究

A Study on the Integration of Cloud Invoicing Management and Automated Accounting Systems

鄭楷穎(Jheng Kai-Ting)

指導教授 ： 邵敏華

國立屏東科技大學/管理學院/資訊管理系所/碩士(2024年)

https://doi.org/10.6346/NPUST202400315

摘要

隨著雲端發票使用率的逐年增加，越來越多的雲端發票使用者開始使用雲端發票管理系統來查詢發票的消費數據。同時，許多人在日常消費後，依然需要開啟記帳軟體來手動紀錄消費明細。這不僅增加了時間成本，也可能因為記錯帳而導致帳簿的數據不準確，從而增加使用者的記帳不便。
而目前雲端發票管理系統大多沒有結合記帳的功能，而記帳軟體也未匯入雲端發票的數據。造成明明有儲存發票在雲端上，卻還要手動記帳的窘境。本研究聚焦於開發一套整合雲端發票與自動記帳功能系統，該系統就是為了解決目前市場上記帳軟體與雲端發票管理系統的侷限性，提高記帳效率。本系統將結合機器學習，分析雲端發票消費數據，提供使用者直觀易用的使用介面，使使用者更有效地管理和分析其財務狀況。最後本研究將透過科技接受模型(TAM)設立假說，並設計問卷。透過使用者測試和問卷調查來評估系統的易用性和有用性等構面，並驗證系統的易用性與有用性等構面之相關假說，進一步改善系統，為使用者的日常帶來更大的便利性。

關鍵字

雲端發票 ； 自動記帳 ； 機器學習 ； 科技接受模型(TAM)

並列摘要

As the adoption rate of cloud invoices increases annually, more and more users are beginning to utilize cloud invoice management systems to query their transaction data. However, many still need to manually record transaction details in accounting software after everyday purchases. This not only increases the time cost but may also lead to inaccuracies in the accounting records due to errors, thereby increasing the inconvenience for users.
Currently, most cloud invoice management systems do not integrate accounting functions, and accounting software does not import data from cloud invoices. This results in a situation where despite having invoices stored in the cloud, manual accounting is still necessary. This study focuses on developing an integrated system combining cloud invoice management with automatic accounting functionalities, designed to address the limitations present in current market offerings and enhance accounting efficiency. This system will utilize machine learning to analyze cloud invoice data and provide a user-friendly interface, enabling users to manage and analyze their financial status more effectively.
Finally, this research will employ the Technology Acceptance Model (TAM) to establish hypotheses and design surveys. Through user testing and surveys, the study will evaluate aspects such as the system's ease of use and usefulness, and verify hypotheses related to these aspects. The aim is to further improve the system, bringing greater convenience to users' daily lives.

並列關鍵字

Cloud Invoice ； Automated Accounting ； Machine Learning ； Technology Acceptance Model (TAM)

參考文獻

1. 關網資訊. (2021).自2000年起，政府即開始推動使用電子發票，至今已有20餘年，民眾及店家載具歸戶使用率大增. 取自https://gateweb.com.tw/電子發票歷史概述/

2. 財政部.(2023).雲端發票使用率提前達標成效卓越. 取自https://www.mof.gov.tw/singlehtml/384fb3077bb349ea973e7fc6f13b6974?cntId=14fdceb0bd764884a319713272746688

3. 電子發票整合服務平台.(2024).電子發票開立數量.更新於2024年2月7日. 取自https://data.einvoice.nat.gov.tw/portal/ods/ODS319E

4. 財政部.(2023).電子發票實施作業要點.取自https://law-out.mof.gov.tw/LawContent.aspx?id=FL041411

5. 財政部印刷廠.(2023統一發票兌獎.取自Google Play:https://play.google.com/store/apps/details?id=tw.gov.invoice&hl=zh_TW&gl=US