Invention Grant
- Patent Title: Expense report management methods and apparatus
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Application No.: US14994417Application Date: 2016-01-13
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Publication No.: US10192272B2Publication Date: 2019-01-29
- Inventor: Michael Fuentes Morse , Rénier Britz , Olaf Alexander Wagner , David Jonathan Marcus , Johan Willem van Heerden , Adriaan van Wyk , Anthony Thomas Petro
- Applicant: SourceCode Technology Holdings, Inc.
- Applicant Address: US WA Bellevue
- Assignee: SOURCECODE TECHNOLOGY HOLDINGS, INC.
- Current Assignee: SOURCECODE TECHNOLOGY HOLDINGS, INC.
- Current Assignee Address: US WA Bellevue
- Agency: K&L Gates LLP
- Main IPC: G07B17/00
- IPC: G07B17/00 ; G06Q40/00 ; G06F3/0484 ; G06F3/0482 ; G06F17/22 ; G06Q10/10

Abstract:
A system, method, and apparatus for managing expense reports are disclosed. An example apparatus includes an aggregation interface configured to receive, from a financial entity, a defined account data subset of account data related to a financial transaction of a user and a defined transaction data subset of transaction data of the financial transaction. The example apparatus also includes a secure transaction engine configured to create an expense object that includes the defined account data subset and the defined transaction data subset and display information from the expense object within a first graphical user interface in conjunction with information from other expense objects related to the user. The secure transaction engine is also configured to create an expense report that includes an expense object selected by the user and selectively excludes the other expense objects to shield the other expense objects from being accessible or viewed by a third-party.
Public/Granted literature
- US20170200234A1 EXPENSE REPORT MANAGEMENT METHODS AND APPARATUS Public/Granted day:2017-07-13
Information query