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公开(公告)号：US08332287B2
公开(公告)日：2012-12-11
申请号：US12790014
申请日：2010-05-28
CPC分类号： G06Q10/10 , G06F19/00 , G06F19/328 , G06Q20/108 , G06Q40/08 , G06Q40/12 , G06Q50/22
摘要： Methods and apparatus for reconciling bank transactions with stored deposit entries in a practice management system. A plurality of bank transactions received from a bank are processed to select bank deposits from the plurality of bank transactions. A plurality of matching rules are used to automatically match at least some of the selected bank deposits with the stored deposits in the practice management system. A user interface enables a user to review the results of the automatic matching process and to manually match bank deposits to stored deposit entries. The user interface also enables users to reconcile stored deposit entries in the practice management system to bank statements to facilitate the preparation of month-end financial statements.
摘要翻译： 在实践管理系统中调节银行交易与存储存款条目的方法和装置。 从银行收到的多个银行交易被处理以从多个银行交易中选择银行存款。 使用多个匹配规则来自动地将所选择的银行存款中的至少一些与存储的存款自动匹配在实践管理系统中。 用户界面使用户能够查看自动匹配过程的结果，并手动将银行存款与存储的存款条目进行匹配。 用户界面还使用户能够将实践管理系统中存储的存款条目与银行对账单进行协调，以便于编制月末财务报表。
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公开(公告)号：US20110295725A1
公开(公告)日：2011-12-01
申请号：US12790014
申请日：2010-05-28
CPC分类号： G06Q10/10 , G06F19/00 , G06F19/328 , G06Q20/108 , G06Q40/08 , G06Q40/12 , G06Q50/22
摘要： Methods and apparatus for reconciling bank transactions with stored deposit entries in a practice management system. A plurality of bank transactions received from a bank are processed to select bank deposits from the plurality of bank transactions. A plurality of matching rules are used to automatically match at least some of the selected bank deposits with the stored deposits in the practice management system. A user interface enables a user to review the results of the automatic matching process and to manually match bank deposits to stored deposit entries. The user interface also enables users to reconcile stored deposit entries in the practice management system to bank statements to facilitate the preparation of month-end financial statements.
摘要翻译： 在实践管理系统中调节银行交易与存储存款条目的方法和装置。 从银行收到的多个银行交易被处理以从多个银行交易中选择银行存款。 使用多个匹配规则来自动地将所选择的银行存款中的至少一些与存储的存款自动匹配在实践管理系统中。 用户界面使用户能够查看自动匹配过程的结果，并手动将银行存款与存储的存款条目进行匹配。 用户界面还使用户能够将实践管理系统中存储的存款条目与银行对账单进行协调，以便于编制月末财务报表。
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