Method and apparatus for automatically applying/linking transactions in a financial management system
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United States of America Patent
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Jun 23, 2009
Grant Date -
Sep 28, 2006
app pub date -
Mar 23, 2005
filing date -
Mar 23, 2005
priority date (Note) -
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status (Latency Note)
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Abstract
A computer-implemented financial management system that includes a standardized apply system that, in general, allows a user to relatively easily apply any transaction/document to any other transaction/document. The apply system includes a uniform apply interface that is configured to receive at least two generic transactions. The uniform apply interface applies at least a portion of one of the at least two generic transactions to at least a portion of another one of the at least two generic transactions to produce at least one apply record. The at least one apply record is stored in a database.
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