Invention Grant
- Patent Title: Methods and systems for expense management
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Application No.: US13117303Application Date: 2011-05-27
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Publication No.: US09779384B2Publication Date: 2017-10-03
- Inventor: Michael Fredericks , Joseph Dunnick , Valery Gorodnichev , Jeanine Armstrong
- Applicant: Michael Fredericks , Joseph Dunnick , Valery Gorodnichev , Jeanine Armstrong
- Applicant Address: US WA Redmond
- Assignee: CONCUR TECHNOLOGIES, INC.
- Current Assignee: CONCUR TECHNOLOGIES, INC.
- Current Assignee Address: US WA Redmond
- Agency: DLA Piper LLP US
- Main IPC: G07F19/00
- IPC: G07F19/00 ; G06Q10/10 ; G06Q20/10 ; G06Q20/24 ; G06Q40/00

Abstract:
Methods and systems for expense management, comprising: automatically detecting whether a credit card line item record created from a receipt record generated by processing an electronic feed of charges has been identified as a travel expense; identifying, based on a date of a charge of the electronic feed on credit card line item records, whether any of the credit card line item records identified occurred within a time period of an existing trip; automatically assigning any credit card line item records identified as an allowable expense and occurring during the time period for the existing trip for which one existing expense report exists, to an existing expense report; and automatically creating a newly created expense report and assigning to the newly created expense report any credit card line item records identified as an allowable expense and occurring during the time period for the existing trip for which no existing expense reports exists.
Public/Granted literature
- US20120059745A1 SYSTEM AND METHOD FOR EXPENSE MANAGEMENT Public/Granted day:2012-03-08
Information query