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Expense tracking, electronic ordering, invoice presentment, and payment system and method

  • US 10,127,558 B2
  • Filed: 03/12/2010
  • Issued: 11/13/2018
  • Est. Priority Date: 12/06/2002
  • Status: Active Grant
First Claim
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1. A method of evaluating documents in an electronic invoice presentment and payment system, comprising:

  • providing, via at least one processor, to a user a first graphical user interface configured to present a field from which to enter a name for a new rule to be created, wherein the first graphical user interface includes a validate field which, when selected, causes the name of the rule to be checked for uniqueness;

    generating, via the at least one processor, a second graphical user interface for selecting one or more document related functions and one or more document related attributes associated with each of the one or more document related functions, wherein the second graphical user interface is generated at least by the at least one processor querying a system database to retrieve the one or more document related functions and returning the one or more document related functions as menus with drop-down selectors for the one or more document related attributes associated with each of the one or more document related functions;

    creating, via the at least one processor, one or more document processing rules based on;

    the name entered via the first graphical user interface, the one or more document related functions which were selected via the second graphical interface, and the one or more document related attributes which were selected via the second graphical user interface;

    designating a sequence in which the document processing rules are to be executed;

    providing, via the at least one processor, a third graphical user interface configured to present a list of the one or more document processing rules to the user, to receive a selection of a subset of the one or more document processing rules from the user, and to associate the selected subset of rules with one or more groups to which the one or more document processing rules applies;

    determining, via the at least one processor, which of the one or more document processing rules applies to a received document; and

    invoking, via the at least one processor, the rules engine to process the received document according to the sequence of one or more document processing rules.

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