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Computerized invoice record and receipt record matching utilizing best match criteria

  • US 10,438,282 B2
  • Filed: 10/09/2015
  • Issued: 10/08/2019
  • Est. Priority Date: 10/09/2015
  • Status: Active Grant
First Claim
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1. A non-transitory computer-readable medium storing computer-executable instructions that when executed by a computing device cause the computing device to:

  • receive a plurality of invoice records from an inventory database, where each invoice record stores data describing an invoice quantity of items and an invoice cost;

    receive a plurality of receipt records from a receipt database, where each receipt record includes data describing a receipt quantity of items and a receipt cost;

    match the plurality of invoice records to the plurality of receipt records such that a given invoice record is deemed to match a given receipt record when a first set of criteria are met;

    for each invoice record that matches a single receipt record and no other receipt record, record data in the invoice record indicating that the invoice record is matched to the receipt record;

    for each invoice record that matches at least two receipt records based on the first set of criteria, the computing device is caused to;

    (i) use a second set of criteria to select one of the at least two receipt records as a best match receipt record for the invoice when at least one of the second set of criteria are met as between the invoice record and a single one of the at least two receipt records, wherein the second set of criteria is evaluated using a different technique from the first set of criteria and the different technique is subsequent in order of priority to a technique used to evaluate the first set of criteria; and

    (ii) record data in the invoice record indicating that the invoice record is matched to the selected receipt record;

    where the first set of criteria is different from the second set of criteria;

    transmit, via a network communication to a remote system, the invoice records determined to have matching receipt records; and

    transmit, via the network communication to the remote system, a command to initiate payment of the invoice records by the remote system.

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