System and Method for Examining the Financial Data of an Organization

• US 20130212455A1
• Filed: 02/10/2012
• Published: 08/15/2013
• Est. Priority Date: 02/10/2012
• Status: Abandoned Application

• Current Assignee: Karl Joseph Busch, William Roger Titera
• Original Assignee: Karl Joseph Busch, William Roger Titera
• Inventors: Titera, William Roger, Busch, Karl Joseph
• Application Number:
  US13/370,902
• Publication Number:
  US 20130212455A1
• Time in Patent Office: Days
• US Class Current: 715/205
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

A system and method for presenting views into general ledger data of an organization is described. In some examples, the system presents a hierarchy of views that include information associated with journal entries of the general ledger data along with links to other views within the hierarchy.

Claims

1. A system for presenting a graphical view of general ledger data associated with an organization, the system comprising:

an access component, wherein the access component is configured to access general ledger data stored in a database associated with the organization; and

a view presentation component, wherein the view presentation component is configured to present multiple views of the general ledger data accessed by the access component;

wherein at least one of the multiple views of the general ledger data includes information associated with the view and a link to another view presented by the view presentation component; and

wherein the view presentation component is a spreadsheet application stored in memory of a computing system that displays the multiple views of the general ledger data to a user via a display associated with the computing system.

2. The system of claim 1, wherein the view presentation component is further configured to at least present a financial statement view, a lead sheet view, an activity sheet view, a key item view, a line item view, a journal entry view, and a journal entry detail view of the general ledger data.

3. The system of claim 1, wherein the view presentation component is further configured to at least present a summary view of multiple transactions within the general ledger data and an individual view of a single transaction within the general ledger data;

and wherein the summary view of the multiple transactions within the general ledger data includes a link to the individual view of the single transactions within the general ledger data.

4. The system of claim 1, wherein the view presentation component is further configured to at least present a financial statement view, a planning view, and an audit analysis view of the general ledger data.

5. The system of claim 1, wherein the view presentation component is further configured to present multiple views organized as a hierarchy of pages that display information associated with the general ledger data along with a link to another page within the hierarchy of pages.

6. The system of claim 1, wherein the view presentation component is further configured to present multiple views organized as a hierarchy of pages that display information associated with the general ledger data.

7. The system of claim 1, wherein the view presentation component is further configured to present multiple views organized as a hierarchy of pages that display information associated with the general ledger data along with a link to a nested page within the hierarchy of pages.

8. The system of claim 1, wherein the access component is configured to access general ledger data stored at two or more locations within the organization.

9. The system of claim 1, wherein the access component is configured to access raw general ledger data stored in one or more databases within the organization.

10. A method performed by a computing system for graphically providing a view of general ledger data for an organization, the method comprising:

receiving a selection of a financial statement associated with the general ledger data;

presenting a view of information contained by the financial statement along with a pointer to a sheet level view of information within the financial statement; and

in response to a selection of the pointer, presenting the sheet level view of information within the financial statement.

11. The method of claim 10, wherein presenting a sheet level view of information includes presenting a pointer to an item level view of information, the method further comprising:

receiving a selection of the pointer to the item level view of information;

generating the item level view of information using an item level view template.

12. The method of claim 10, wherein presenting a sheet level view of information includes presenting a pointer to an item level view of information, the method further comprising:

receiving a selection of the pointer to the item level view of information;

generating the item level view of information using an item level view template, wherein the generated item level view of information includes a pointer to a journal entry summary view of information associated with an item presented by the item level view of information;

receiving a selection of the pointer to the journal entry summary view of information; and

presenting a journal entry summary view of information in response to the received selection.

13. The method of claim 10, wherein presenting the sheet level view of information within the financial statement includes presenting a lead sheet view of the general ledger data.

14. The method of claim 10, wherein presenting the sheet level view of information within the financial statement includes presenting an activity sheet view of the general ledger data.

15. The method of claim 10, wherein presenting a view of information contained by the financial statement along with a pointer to a sheet level view of information within the financial statement includes presenting a first pointer to a lead sheet view of information and a second pointer to an activity sheet view of information.

16. The method of claim 10, wherein presenting a view of information contained by the financial statement along with a pointer to a sheet level view of information within the financial statement includes presenting a first pointer to a sheet-level view of information and a second pointer to an item-level view of information.

17. The method of claim 10, wherein presenting a view of information contained by the financial statement along with a pointer to a sheet level view of information within the financial statement includes presenting a first pointer to a sheet-level view of information and a second pointer to a journal entry view of information.

18. A system stored in memory of a computing device for presenting multiple views of financial data of an organization, the system comprising:

a statement view component, wherein the statement view component is configured to access financial data stored at a server of an organization and present a financial statement view of the data via a display of the computing device;

a risk assessment view component, wherein the risk assessment view component is configured to access financial data stored at the server of an organization and present a profile view of the data via the display of the computing device; and

a financial analysis view component, wherein the financial analysis view component is configured to access financial data stored at the server of an organization and present an analysis view of the data via the display of the computing device.

19. The system of claim 18, wherein the financial statement view, the profile view, or the analysis view includes a link to a different view of the multiple views of the financial data of the organization.