公开(公告)号：US5903881A

公开(公告)日：1999-05-11

申请号：US869580

申请日：1997-06-05

申请人： Joseph A. Schrader ,  Patanjali Bhatt ,  Charles A. Altekruse

发明人： Joseph A. Schrader ,  Patanjali Bhatt ,  Charles A. Altekruse

IPC分类号： G06Q20/10 ,  G06F17/60 ,  G06F19/00

CPC分类号： G06Q40/02 ,  G06Q20/10 ,  G06Q20/108 ,  G07F19/201

摘要： A software product, computer implemented method, and system provide an integrated user interface having three simultaneously displayed items of information, including a list of transaction instructions, a list of uncleared transactions, and a list of cleared transactions. The simultaneous display, and interaction between the lists, provides for integration of various tasks separately associated with personal finance software products and with online banking products. Two account balances are also simultaneously displayed, a balance for cleared transactions, and a separate balance based on both cleared and uncleared transactions. The two balances provide the user with a complete view of the status of their account and available funds. The software product and system supports online bill payment, electronic funds transfer, and checkbook transactions, without requiring navigation through multiple, separate user interfaces for different modules of the product.

摘要翻译： 软件产品，计算机实现的方法和系统提供具有三个同时显示的信息项目的集成用户界面，包括事务指令列表，未清除事务列表和已清除事务列表。 同时显示和列表之间的交互，提供了与个人财务软件产品和网络银行产品分开关联的各种任务的集成。 同时显示两个账户余额，清算交易的余额，以及基于已清除和未清除交易的单独余额。 这两个结余为用户提供了他们帐户状态和可用资金的完整视图。 该软件产品和系统支持在线账单支付，电子资金转帐和支票簿交易，而不需要通过产品的不同模块的多个单独的用户界面进行导航。

公开(公告)号：US08370226B1

公开(公告)日：2013-02-05

申请号：US12762681

申请日：2010-04-19

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G07B17/00 ,  G07F19/00

CPC分类号： G06Q40/12

摘要： A technique for performing a financial calculation is described. In this calculation technique, initial financial values are rounded based on a rounding criterion, and a total financial value is calculated by summing the rounded financial values. Based on the rounded financial values, associated rounding error values are computed. These rounding error values are then summed to determine a total error value. Moreover, the total error value is rounded based on the rounding criterion, and the resulting rounded total error value is used to correct a rounding error in the total financial value.

摘要翻译： 描述执行财务计算的技术。 在这种计算技术中，初始财务值根据四舍五入标准进行舍入，并通过对四舍五入的财务值进行求和来计算总的财务价值。 基于四舍五入的财务值，计算相关的舍入误差值。 然后将这些舍入误差值求和以确定总误差值。 此外，总错误值根据四舍五入标准进行舍入，并且所得到的舍入总误差值用于校正总财务值中的舍入误差。

公开(公告)号：US09430801B2

公开(公告)日：2016-08-30

申请号：US13013600

申请日：2011-01-25

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06Q40/00 ,  G06Q40/04

CPC分类号： G06Q40/12

摘要： Requirements, principles or guidelines of an accounting standard such as Generally Accepted Accounting Principles (GAAP) are transformed or codified into rules that specify how form, content and/or style of a certain portion of a financial statement, such as a header, should be configured while complying with the accounting standard. A rule engine compares attributes related to a financial statement and rules to determine which rule applies, and a selected rule specifies a header configuration. Relevant data received or retrieved from a source is used to generate or populate the header such that the header is automatically generated while complying with the accounting standard.

摘要翻译： 会计准则的要求，原则或准则如“公认会计准则”（GAAP）被转换或编纂成规则，规定财务报表某一部分（如标题）的形式，内容和/或风格应如何 配置符合会计准则。 规则引擎比较与财务报表和规则相关的属性，以确定应用哪个规则，并且所选规则指定头配置。 从源接收或检索的相关数据用于生成或填充报头，以便在符合会计准则时自动生成报头。

公开(公告)号：US08386352B1

公开(公告)日：2013-02-26

申请号：US12395548

申请日：2009-02-27

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02

摘要： A method for preparing a financial statement for a member of a group of members participating in a community system. The method includes submitting a request to the community system for an accounting adjustment rule. The request includes an attribute of the member, an adjustment rule type, and an account of a general ledger of the member. The accounting adjustment rule is used to adjust a trial balance of the general ledger, obtaining the accounting adjustment rule from the community system based on the request, making an adjustment in the account based on the accounting adjustment rule to obtain an adjusted trial balance, validating the adjusted trial balance of the general ledger subsequent to making the adjustment, and preparing the financial statement for the member upon validating the adjusted trial balance. The accounting adjustment rule is contributed to the community system by at least one of the group of members.

摘要翻译： 为参与社区制度的一组成员的成员编制财务报表的方法。 该方法包括向社区系统提交会计调整规则的请求。 请求包括成员的属性，调整规则类型和成员总帐的帐户。 会计调整规则用于调整总帐的试算表，根据请求从社区系统获取会计调整规则，根据会计调整规则对账户进行调整，以获得调整后的余额，验证 调整后的总帐调整后的余额，以及在确认调整后的余额时，为会员编制财务报表。 会计调整规则由至少一个成员组成的社区制度。

公开(公告)号：US08255257B2

公开(公告)日：2012-08-28

申请号：US12113103

申请日：2008-04-30

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06Q10/00

CPC分类号： G06Q40/02 ,  G06Q10/06 ,  G06Q10/06313 ,  G06Q10/06316

摘要： Embodiments of the present disclosure relate to software for prioritizing client engagements at accounting practices. The disclosure describes various data inputs, a business objectives preference module, an optimization engine, user schedule(s), and, in an embodiment, a database or data warehouse. The optimization engine receives requests for new clients, requests for new projects for existing clients, or the like, receives business objectives, receives a current client engagement schedule and receives various additional input data, preferences, or user settings. The engine outputs an updated client engagement schedule, including, for example, whether undertaking the new client or project is advisable based on some or all of the input data.

摘要翻译： 本公开的实施例涉及用于在会计实践中优先考虑客户参与的软件。 本公开描述了各种数据输入，业务目标偏好模块，优化引擎，用户进度，以及在一个实施例中，数据库或数据仓库。 优化引擎接收对新客户端的请求，对现有客户端的新项目的请求等，接收业务目标，接收当前客户参与调度并接收各种附加输入数据，偏好或用户设置。 发动机输出更新的客户参与计划，包括例如，是否基于部分或全部输入数据来建立新客户或项目。

公开(公告)号：US20090276255A1

公开(公告)日：2009-11-05

申请号：US12113103

申请日：2008-04-30

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06Q10/00

CPC分类号： G06Q40/02 ,  G06Q10/06 ,  G06Q10/06313 ,  G06Q10/06316

摘要： Embodiments of the present disclosure relate to software for prioritizing client engagements at accounting practices. The disclosure describes various data inputs, a business objectives preference module, an optimization engine, user schedule(s), and, in an embodiment, a database or data warehouse. The optimization engine receives requests for new clients, requests for new projects for existing clients, or the like, receives business objectives, receives a current client engagement schedule and receives various additional input data, preferences, or user settings. The engine outputs an updated client engagement schedule, including, for example, whether undertaking the new client or project is advisable based on some or all of the input data.

摘要翻译： 本公开的实施例涉及用于在会计实践中优先考虑客户参与的软件。 本公开描述了各种数据输入，业务目标偏好模块，优化引擎，用户进度，以及在一个实施例中，数据库或数据仓库。 优化引擎接收对新客户端的请求，对现有客户端的新项目的请求等，接收业务目标，接收当前客户参与调度并接收各种附加输入数据，偏好或用户设置。 发动机输出更新的客户参与计划，包括例如，是否基于部分或全部输入数据来建立新客户或项目。

公开(公告)号：US08626769B1

公开(公告)日：2014-01-07

申请号：US13451896

申请日：2012-04-20

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06F17/30

CPC分类号： G06Q40/12

摘要： A method of classification within an accounting application, including receiving metadata from users of the accounting application, where the metadata includes one or more user defined classification tags associated with one or more accounts of the accounting application, creating one or more community defined classification tags from the metadata, where the one or more community defined classification tags specify an category organization of the one or more accounts within the accounting application, and sending, in response to a request from a particular user's instance of the accounting application, the one or more community defined classification tags to the particular user's instance of the accounting application.

摘要翻译： 一种在会计应用中的分类方法，包括从会计应用的用户接收元数据，其中所述元数据包括与所述会计应用​​的一个或多个帐户相关联的一个或多个用户定义的分类标签，从所述会计应用​​中创建一个或多个社区定义的分类标签 所述元数据，其中所述一个或多个社区定义的分类标签指定所述会计应用​​内的所述一个或多个帐户的类别组织，以及响应于来自所述会计应用​​的特定用户实例的请求，发送所述一个或多个社区 定义的分类标签到会计应用程序的特定用户实例。

公开(公告)号：US08626617B1

公开(公告)日：2014-01-07

申请号：US12913677

申请日：2010-10-27

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G07B17/00

CPC分类号： G06Q40/12

摘要： A method for identifying fixed asset transactions in multiple financial transactions. The method includes obtaining financial transaction records describing the multiple financial transactions and generating an unverified fixed asset transaction list. Generating the unverified fixed asset transaction list includes, for each financial transaction record, determining whether the financial transaction record conforms to at least one asset identification rule. Each asset identification rule corresponds to a confidence level of the asset identification rule. When the financial transaction record conforms to the at least one asset identification rule, generating the unverified fixed asset list further includes generating a confidence level of the financial transaction record based on the confidence level of the at least one asset identification rule, and inserting the financial transaction record and the confidence level of the financial transaction record in the unverified fixed asset transaction list.

摘要翻译： 一种识别多个金融交易中固定资产交易的方法。 该方法包括获取描述多个金融交易的金融交易记录，并生成未经验证的固定资产交易清单。 生成未经验证的固定资产交易清单包括每个金融交易记录，确定金融交易记录是否符合至少一项资产识别规则。 每个资产识别规则对应于资产识别规则的置信水平。 当金融交易记录符合至少一个资产识别规则时，生成未经验证的固定资产清单进一步包括基于至少一个资产识别规则的置信水平生成金融交易记录的置信水平，并且插入金融交易记录 交易记录和未经验证的固定资产交易清单中的金融交易记录的置信水平。

公开(公告)号：US08320656B1

公开(公告)日：2012-11-27

申请号：US12848079

申请日：2010-07-30

申请人： Patanjali Bhatt

发明人： Patanjali Bhatt

IPC分类号： G06K9/00 ,  G06Q40/00

CPC分类号： G06Q40/02

摘要： A method for creating an after-the-fact (ATF) payroll journal, including identifying a payroll check cashed at a financial institution, where the payroll check is issued to an employee during a payroll period for payment via a financial institution, obtaining, using a processor of a computer system, an electronic image associated with the payroll check, extracting, using the processor, payroll check information from the electronic image, validating, using the processor, the payroll check information based on a pre-determined criterion, where the payroll check information includes a payee name, a check date, and a check amount, and generating, using the processor, an entry of the ATF payroll journal from the payroll check information based on a pre-determined payroll rule, where the entry includes an amount of tax withholding of the employee for the payroll period.

摘要翻译： 一种用于创建事后（ATF）工资核算杂志的方法，包括识别在金融机构兑现的工资核对支票，其中在工资核算期间通过金融机构向雇员发放工资核查，以获得，使用 计算机系统的处理器，与工资单检查相关联的电子图像，从电子图像中提取使用处理器的工资单检查信息，使用处理器验证基于预定标准的工资单检查信息，其中 工资单检查信息包括收款人姓名，检查日期和检查金额，以及根据预先确定的工资单规则，从工资单检查信息生成ATF工资核算表的条目，其中该条目包括 雇员在工资期间扣缴的税款金额。

公开(公告)号：US08654397B1

公开(公告)日：2014-02-18

申请号：US13096947

申请日：2011-04-28

申请人： Patanjali Bhatt ,  Lisa S. Jorgensen ,  Daniel B. Steinberg

发明人： Patanjali Bhatt ,  Lisa S. Jorgensen ,  Daniel B. Steinberg

IPC分类号： G06K1/00 ,  G06N5/00 ,  G06F7/00

CPC分类号： G06F17/217

摘要： A method for applying pagination includes receiving a request to print a report spanning multiple files, gathering, in response to the request, multiple attributes for the report, and selecting, according to the attributes, multiple pagination rules. Each pagination rule includes a pagination requirement. The method further includes after receiving the request, processing each file by obtaining a document from the file, selecting a pagination rule, corresponding to the document, generating a modified version of the document by applying the pagination requirement in the pagination rule to the document, and appending the modified version of the document to the report. The method further includes dispatching the report to a printer.

摘要翻译： 一种应用分页的方法包括接收打印多个文件的报告的请求，响应于该请求收集报告的多个属性，并根据属性选择多个分页规则。 每个分页规则都包含分页要求。 该方法还包括：在接收到请求之后，通过从文件中获取文档来处理每个文件，通过将分页规则中的分页要求应用于文档，选择与文档相对应的分页规则，生成文档的修改版本， 并将文档的修改版本附加到报告中。 该方法还包括将报告分发到打印机。