System and method for tracking expenses and billing
A user, user-displayed technology, applied in transmission systems, digital transmission systems, computing, etc., to solve problems such as automatically predicting cash flow, partner profits, and no teaching or hinting without discovery
Pending Publication Date: 2017-05-24
A F 沙班 +1
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- Abstract
- Description
- Claims
- Application Information
AI Technical Summary
Problems solved by technology
[0037] However, none of the above patent publications teach or suggest an improved billing and timekeeping system capable of directly editing work progress forms, drafts, and final bills and automatically reflecting those changes in raw work data entries
There is also no timing and billing system in the market that can automatically predict cash flow, partner profits, and allow customers to view bills in real time
Method used
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Experimental program
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Embodiment Construction
[0078] Now figure 1 A flow diagram of a preferred embodiment of the present invention is shown in the preferred supplier online order and tracking system 10 showing that the first step is to access the online corporate procurement system 12 when an employee wishes to make a purchase on behalf of the company or a customer. Next, a user of the system will browse the available goods and services already present in the system 14 . If the goods and services present in the system are insufficient to meet the user's needs and there are no pre-approved or previously used suppliers or previously ordered services and goods from suppliers in the system, users of the system will be able to find online with the required goods and other providers of services, or even in local stores. At this point, employees can enter new goods or services into the system, and even scan any QRT or UPC code into the system.
[0079]Next, users will be able to check the best prices for all comparable goods ...
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The present invention consists of an improved system and method for tracking expenses and billing them to a client, matter, task, activity, client group or phase and assessing goods and services purchased to these categories on a line by line basis. The system also allows an employee to place an order by selecting from a list of preapproved vendors and checking both vendor ratings and item ratings prior to purchase. Once the items are received, the bill of lading is reviewed for receipt of the proper items in the proper quantities. This information may be scanned, texted or emailed into the system to generate additional in house reviews for the system. Information on the items purchased is allocated across one or more ledgers on a line by line basis and may be entered into one or more of the following categories: Client ID, Task, Activity, Phase, Matter and Client Group.
Description
[0001] priority claim [0002] This application hereby claims priority to Provisional Application Serial No. 61 / 998,557, filed June 30, 2014, and should be deemed as if fully set forth herein. technical field [0003] The present invention relates to billing and timekeeping automation, and more specifically, tracking and billing orders and disbursements of suppliers, and posting journal entries to ledgers and subledgers. Background technique [0004] In the current market, there are various computerized time and billing systems for professional firms that are marketed under the trademarks: Timeslips by Sage, BillQuick, Clio, and others. Some of these systems are computer-based, while others operate primarily in cloud computing environments. However, these systems are not suitable for large legal and professional firms with a global presence, having multiple offices in multiple countries that must be linked together for proper billing and financial management. Additionally,...
Claims
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IPC IPC(8): G06Q10/06G06Q20/14G06F17/40
CPCG09C1/00G06F17/40G06Q20/14G06Q30/04G06Q20/207G06Q20/18G06Q20/102G06Q40/123G06Q30/0635G06Q30/0637G06Q30/018G06Q30/0623G06Q10/06H04L9/3226H04L9/3234
Inventor A·F·沙班V·坦德拉
Owner A F 沙班