Staged transactions in financial management application
US10628893B1 · kind B1 · utility
3Cited by
5References
17Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Jun 19, 2015 |
| Grant date | Apr 21, 2020 |
| Priority date | — |
| Expiry date | May 4, 2036 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04W4/24
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method, system, and computer readable medium to process transaction records obtained from electronic commerce applications (ECAs) as staged transactions before posting to an accounting ledger in a financial management application (FMA). In this manner, the user (e.g., small business owner, book keeper, or accountant), the ECA developer, and the FMA provider are allowed to focus on their respective domain knowledge while allowing the financial management application, augmented by user-defined rules that are appropriate to the business in question, to automate the accounting ledger posting.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.