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Methods and systems for expense management

  • US 9,779,384 B2
  • Filed: 05/27/2011
  • Issued: 10/03/2017
  • Est. Priority Date: 06/23/2004
  • Status: Active Grant
First Claim
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1. A computerized method for expense management, comprising:

  • performing, by a processor, processing associated with automatically detecting whether a credit card line item record created from a receipt record generated by processing an electronic feed of charges has been identified as a travel expense, the electronic feed of charges comprising computer-readable electronic transaction data received using a first computerized device, the computer-readable electronic transaction data comprising multiple expense receipt records sent directly from or on behalf of a lodging and/or transportation vendor using a second computerized device, the multiple expense receipt records comprising information on a sub-transaction comprising;

    amount information for the sub-transaction, written description information for the sub-transaction, and a code comprising numbers and/or letters which describes or categorizes the sub-transaction, the detecting comprising detecting the code within the electronic feed and analyzing the electronic feed to determine which amount information within the electronic feed corresponds to the code;

    performing, by the processor, processing associated with determining whether the code comprises an allowable expense as pre-determined by an entity policy, the determining comprising searching for and identifying a key word in the written description information for the sub-transaction where the code is found, the key word comprising a word or a partial word describing allowable expenses and non-allowable expenses, the determining further comprising analyzing database information to determine a mapping between the identified key word and the allowable expense;

    performing, by the processor, processing associated with identifying, based on a date of a charge of the electronic feed on credit card line item records, whether any of the credit card line item records identified occurred within a time period of an existing trip, the identifying being made by querying existing expense reports and trips stored in a database of the first computerized device;

    performing, by the processor, processing associated with automatically assigning any credit card line item records identified as an allowable expense and occurring during the time period for the existing trip for which one existing expense report exists, to the one of the existing expense reports, wherein the existing expense report comprises the written description information and the amount information allowing a traveler to be reimbursed for approved expenses; and

    performing, by the processor, processing associated with automatically creating a newly created expense report and assigning to the newly created expense report any credit card line item records identified as an allowable expense and occurring during the time period for the existing trip for which none of the existing expense reports exists, wherein the newly created expense report comprises the written description and the amount information allowing the traveler to be reimbursed for approved expenses.

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