System and method for automatically generating expense reports

• US 20070219879A1
• Filed: 01/29/2004
• Published: 09/20/2007
• Est. Priority Date: 11/30/1999
• Status: Abandoned Application

• Current Assignee: Oracle America, Inc. (Oracle Corporation)
• Original Assignee: Oracle America, Inc. (Oracle Corporation)
• Inventors: Furlong, Tarri, Yeh, Sou-Yen
• Application Number:
  US10/769,117
• Publication Number:
  US 20070219879A1
• Time in Patent Office: Days
• US Class Current: 705/30
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

A system and method for enabling a user to automatically generate an expense report is provided. The system and method enable a user to track daily activities and tasks that can be associated with expenses. When the user desires to generate an expense report, the expenses associated with activities and tasks are collected into an expense report that is generated automatically. According to the present invention, daily activities and tasks are represented by activity item types, instances of which are activity items, and are associated with expenses. Expenses are represented by expense item types, instances of which are expense items. Through the association of activity items and expense items, expense reports can be generated automatically. An exemplary method of generating an expense report according to an embodiment of the invention includes providing a user with a list of activity item types, receiving a signal indicating an activity item, associating the activity item with an expense item, and generating an expense report including the expense item.

Claims

1. A method in a computing system for generating an expense report, comprising:

displaying controls including a first button and a second button;

in response to each activation of the first button;

creating a new activity item;

establishing a user-selected activity type for the created activity item;

creating an expense item;

consulting a predetermined mapping from activity types to expense types to automatically establish an expense type for the created expense item;

setting an unreported flag for the created expense item; and

in response to each activation of the second button, without any user input to the process of creating an expense report subsequent to the activation of the second button;

creating a new expense report;

for each created expense item having a set unreported flag;

adding the created expense item to the created expense report;

clearing the created expense item'"'"'s unreported flag; and

submitting the created expense report containing the added created expense items.

2. The method of claim 1, further comprising, in response to each activation of the first button:

establishing for the created activity item a date designated by a user for the activity item; and

without user input specifying a date for the created expense item, establishing for the created expense item the same date designated by a user for the activity item.

3. A computer-readable medium whose contents cause a computing system to perform a process for generating an expense report, comprising:

displaying controls including an activity item creation button and an expense report creation button;

in response to each activation of the activity item creation button;

creating a new activity item;

establishing a user-selected activity type for the created activity item;

creating an expense item;

consulting a predetermined mapping from activity types to expense types to automatically establish an expense type for the created expense item;

setting an unreported flag for the created expense item; and

in response to each activation of the expense report creation button, without any user input to the process of creating an expense report subsequent to the activation of the expense report creation button;

creating a new expense report;

for each created expense item having a set unreported flag;

adding the created expense item to the created expense report;

clearing the created expense item'"'"'s unreported flag; and

submitting the created expense report containing the added created expense items.

4. The computer-readable medium of claim 3 wherein the process further comprises, in response to each activation of the activity item creation button:

establishing for the created activity item a date designated by a user for the activity item; and

without user input specifying a date for the created expense item, establishing for the created expense item the same date designated by a user for the activity item.

5. A computing system for generating an expense report, comprising:

a control display subsystem that displays controls including a first button and a second button;

a first button activation processing subsystem that, in response to each activation of the first button;

creates a new activity item;

establishes a user-selected activity type for the created activity item;

creates an expense item;

uses a predetermined mapping from activity types to expense types to automatically establish an expense type for the created expense item;

sets an unreported flag for the created expense item; and

a second button activation processing subsystem that, in response to each activation of the second button, without any user input to the process of creating an expense report subsequent to the activation of the second button;

creates a new expense report;

for each created expense item having a set unreported flag;

adds the created expense item to the created expense report;

clears the created expense item'"'"'s unreported flag; and

submits the created expense report containing the added created expense items.

6. The computing system of claim 5, further comprising a date designation system that, in response to each activation of the first button:

establishes for the created activity item a date designated by a user for the activity item; and

without user input specifying a date for the created expense item, establishes for the created expense item the same date designated by a user for the activity item.

7-12. -12. (canceled)