Methods and systems for expense management

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United States of America Patent

PATENT NO 9779384
SERIAL NO

13117303

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Abstract

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Methods and systems for expense management, comprising: 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; 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; 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 an existing expense report; and 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 no existing expense reports exists.

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Patent Owner(s)

Patent OwnerAddress
CONCUR TECHNOLOGIES INC18400 NE UNION HILL ROAD REDMOND WA 98052

International Classification(s)

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Armstrong, Jeanine Sea Cliff, US 1 9
Dunnick, Joseph Baltimore, US 11 403
Fredericks, Michael Fairfax, US 31 661
Gorodnichev, Valery Vernon, US 12 428

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