Methods and systems for expense management

• US 10,565,558 B2
• Filed: 08/08/2017
• Issued: 02/18/2020
• Est. Priority Date: 06/23/2004
• Status: Active Grant

• Current Assignee: Concur Technologies (Venture Capital) (SAP SE)
• Original Assignee: Concur Technologies (Venture Capital) (SAP SE)
• Inventors: Fredericks, Michael, Dunnick, Joseph, Gorodnichev, Valery, Armstrong, Jeannine
• Primary Examiner(s): Rudy, Andrew Joseph
• Application Number:
  US15/671,770
• Publication Number:
  US 20170337515A1
• Time in Patent Office: 924 Days
• Field of Search: 705 261, 705 2681, 705 28, 705 30, 705 11, 705 5, 705 40
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 20/24 Credit schemes, i.e. "pay after"
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

Methods and systems for expense management, comprising: retrieving at least one electronic feed of charges for multiple expense receipt records directly from at least one lodging and/or transportation vendor, the at least one feed of charges including computer-readable electronic transaction data; detecting that at least one expense receipt record from the multiple expense receipt records from the at least one feed of charges is comprised of two or more line items; mapping the two or more line items to at least one transportation and/or lodging good and/or service that is chargeable to at least one account identifier, the mapping utilizing vendor expense codes and/or keyword searches; and pre-populating the at least one transportation and/or lodging good and/or service mapped to each of the two or more line items from the at least one expense receipt record in at least one expense report in at least one expense management system as two or more expense itemizations.

Claims

1. A computerized method for expense management of at least one transportation and/or lodging expense, comprising:

automatically retrieving, by at least one computer via at least one network, at least one electronic feed of charges for multiple expense receipt records directly from at least one lodging and/or transportation vendor, the at least one feed of charges including computer-readable electronic transaction data;

automatically detecting, by the at least one computer, that at least one expense receipt record from the multiple expense receipt records from the at least one feed of charges is comprised of two or more line items;

automatically mapping, by the at least one computer, the two or more line items to at least one transportation and/or lodging good and/or service that is chargeable to at least one account identifier, the mapping utilizing vendor expense codes and/or keyword searches; and

automatically pre-populating, by the at least one computer, the at least one transportation and/or lodging good and/or service mapped to each of the two or more line items from the at least one expense receipt record in at least one expense report in at least one expense management system as two or more expense itemizations.

2. The method of claim 1, wherein the at east one expense report shows the at least two line items associated with expense types.

3. The method of claim 1, further comprising:

providing the at least one expense report for approval;

providing the at least one expense report for reimbursement;

or

providing the at least one expense report so that it can be integrated with other documents;

or

any combination thereof.

4. The method of claim 1, further comprising:

allowing at least one user to edit the at least one expense report;

or

allowing at least one user to approve the at least one expense report;

or any combination thereof.

5. The method of claim 1, wherein the at least one lodging and/or transportation vendor comprises:

at least one hotel entity;

at least one car rental entity;

or both.

6. The method of claim 1, wherein the at least one transportation and/or lodging good and/or service comprises:

at least one lodging room rental, at least one tax, internet access, at least one telephone call, food and/or beverage from at least one eating establishment, at least one item from at least one mini-bar, at least one service from at least one business center, room service, gym or health club access, an item from at least one hotel store, banquet facility rental at least one gratuity, laundry service, parking, limousine service, at least one movie, audio and/or video equipment rental, at least one cash advance, at least one conference room rental, or at least one early departure fee, or any combination thereof.

7. The method of claim 1, wherein the at least one transportation and/or lodging good and/or service comprises:

at least one automobile rental, insurance, fuel, extra mileage, or equipment repair, or any combination thereof.

8. A non-transitory machine-readable medium storing a program executable by at least one processing unit of a device, the program comprising a set of instructions for:

automatically retrieving, by at least one computer via at least one network, at least one electronic feed of charges for multiple expense receipt records directly from at least one lodging and/or transportation vendor, the at least one feed of charges including computer-readable electronic transaction data;

automatically detecting, by the at least one computer, that at least one expense receipt record from the multiple expense receipt records from the at least one feed of charges is comprised of two or more line items;

automatically mapping, by the at least one computer, the two or more line items to at least one transportation and/or lodging good and/or service that is chargeable to at least one account identifier, the mapping utilizing vendor expense codes and/or keyword searches; and

automatically pre-populating, by the at least one computer, the at least one transportation and/or lodging good and/or service mapped to each of the two or more line items from the at least one expense receipt record in at least one expense report in at least one expense management system as two or more expense itemizations.

9. The non-transitory machine-readable medium of claim 8, wherein the at least one expense report shows the at least two line items associated with expense types.

10. The non-transitory machine-readable medium of claim 8, wherein the set of instructions further comprises instructions for:

providing the at least one expense report for approval;

providing the at least one expense report for reimbursement;

or

providing the at least one expense report so that it can be integrated with other documents;

or

any combination thereof.

11. The non-transitory machine-readable medium of claim 8, wherein the set of instructions further comprises instructions for:

allowing at least one user to edit the at least one expense report;

or

allowing at least one user to approve the at least one expense report;

or any combination thereof.

12. The non-transitory machine-readable medium of claim 8, wherein the at least one lodging and/or transportation vendor comprises:

at least one hotel entity;

at least one car rental entity;

or both.

13. The non-transitory machine-readable medium of claim 8, wherein the at least one transportation and/or lodging good and/or service comprises:

at least one lodging room rental, at least one tax, internet access, at least one telephone call, food and/or beverage from at least one eating establishment, at least one item from at least one mini-bar, at least one service from at least one business center, room service, gym or health club access, an item from at least one hotel store, banquet facility rental at least one gratuity, laundry service, parking, limousine service, at least one movie, audio and/or video equipment rental, at least one cash advance, at least one conference room rental, or at least one early departure fee, or any combination thereof.

14. The non-transitory machine-readable medium of claim 8, wherein the at least one transportation and/or lodging good and/or service comprises:

at least one automobile rental, insurance, fuel, extra mileage, or equipment repair, or any combination thereof.

15. A system, comprising:

one or more processors;

a software program comprising instructions executable on said one or more processors, the software program configured for;

automatically retrieving, by the system via at least one network, at least one electronic feed of charges for multiple expense receipt records directly from at least one lodging and/or transportation vendor, the at least one feed of charges including computer-readable electronic transaction data;

automatically detecting, by the system, that at least one expense receipt record from the multiple expense receipt records from the at least one feed of charges is comprised of two or more line items;

automatically mapping, by the system, the two or more line items to at least one transportation and/or lodging good and/or service that is chargeable to at least one account identifier, the mapping utilizing vendor expense codes and/or keyword searches; and

automatically pre-populating, by the system, the at least one transportation and/or lodging good and/or service mapped to each of the two or more line items from the at least one expense receipt record in at least one expense report in at least one expense management system as two or more expense itemizations.

16. The system of claim 15, wherein the at least one expense report shows the at least two line items associated with expense types.

17. The system of claim 15, wherein the software program is further configured for:

providing the at east one expense report for approval;

providing the at least one expense report for reimbursement;

or

providing the at least one expense report so that it can be integrated with other documents;

or

any combination thereof.

18. The system of claim 15, wherein the software program is further configured for:

allowing at least one user to edit the at least one expense report;

or

allowing at least one user to approve the at least one expense report;

or any combination thereof.

19. The system of claim 15, wherein the at least one lodging and/or transportation vendor comprises:

at least one hotel entity;

at least one car rental entity;

or both.

20. The system of claim 15, wherein the at least one transportation and/or lodging good and/or service comprises:

at least one lodging room rental, at least one tax, internet access, at least one telephone call, food and/or beverage from at least one eating establishment, at least one item from at least one mini-bar, at least one service from at least one business center, room service, gym or health club access, an item from at least one hotel store, banquet facility rental at least one gratuity, laundry service, parking, limousine service, at least one movie, audio and/or video equipment rental, at least one cash advance, at least one conference room rental, or at least one early departure fee, at least one automobile rental, insurance, fuel, extra mileage, or equipment repair, or any combination thereof.