A SPENDING TRACKING METHOD

Abstract

The invention relates to an expense tracking method that enables the expedited processing and easy tracking of employee expenditures.

Description

A SPENDING TRACKING METHOD Subject of the Invention The invention allows for an accelerated process of transactions made by employees using their payment cards. It relates to an expense tracking method that enables processing. State of the Art Suitable for the titles and / or job descriptions of personnel working in institutions or organizations expenses incurred in the course of his / her work, expenses incurred on behalf of and / or for the company Since there are expenses, personnel show these expenses as costs and / or charges. This is reported to the company. Therefore, if these expenses were made using a card paid for by the company... monitoring the expenses and reimbursing the employee if the expenses are personal. This must be done. Furthermore, these expenses must be shown as company expenses. Therefore, it should be taxed accordingly. Therefore, the work done by the personnel... These expenses need to be tracked by the relevant finance / accounting team. With the current technology, the aforementioned expenses can be tracked by title, amount, and location of expenditure. Information about who the expenditure was made for or what it was for, along with a picture of the receipt / invoice, should be provided to the personnel. by manually entering each expense item separately This is done manually by creating a table for each employee expense. and / or form processing costs increase proportionally with the number of items spent. Therefore For companies with a large number of employees making expenditures, each employee's... Manually processing expenses increases the workload for staff as well as for the company. It also increases the man-day cost. Furthermore, for companies, each employee has a designated role. monitoring compliance with spending limits and / or tracking spending for each individual and / or tracking expenditures for each institution may be important. In conclusion, the relevant technical method is used to track the expenses incurred by personnel. There is a need for a method in this field where expenditures can be processed in an accelerated manner. It is located. 1 Purpose of the Invention The purpose of the invention is to accelerate the management of expenses incurred by employees. an expense tracking method that enables processing and facilitates tracking It is the development of. Another purpose of the invention is to allocate the budget for each employee, whether a natural person or a legal entity. The goal is to develop an expense tracking method that enables monitoring. Detailed Description of the Invention The invention allows for an accelerated process of transactions made by employees using their payment cards. It relates to an expense tracking method that enables processing. The aforementioned expense tracking... the method in its most basic form; • Periodical statements of the cards used for spending should be stored in at least one memory unit. recording, • Breaking down the expenses listed on each statement and for each statement creating expense forms, • at least one device that assigns the relevant profile to the employee's personal profile. Viewing the expense form generated based on a single card statement, • At least one receipt or invoice via the device for expenses listed on the expense form. uploading the document, • The relevant expense form must be approved by the staff and submitted to the accounting department. transmission It includes the steps involved in the process. The method mentioned is a known processing unit in technology. and / or an application running on the server. The method mentioned essentially involves a computer. It is a payment method based on credit cards or debit cards. These are the known cards used in the technique that enables this. The characteristic of a possible designation of the invention is that the loaded receipt or invoice documents must be at least Identifying the text contained in the document through a text recognition algorithm. an expense listed on an expense form based on the amount and / or date information it contains 2 by determining that it matches and associating the relevant expense with the receipt / invoice. The recording process includes the steps involved. A feature of a possible implementation of the invention is the personal data of the aforementioned personnel. This involves the process of accessing one's personal profile through this means. The personal data mentioned above... Ideally, this can consist of a username and password or an email address and password. A feature of a possible structure of the invention is that the aforementioned statements are separate for each expenditure. It involves the process of obtaining the data in a table format where it is located in a row. A possible The characteristic feature of the structure is that the aforementioned statements are a table where each expense is listed on a separate line. This involves the process of converting the expense forms into a specific format. In this way, expense forms, each one... rows containing the expenditure and columns containing information for each expenditure can be created. A characteristic of a possible structure of the invention is the expense location of the aforementioned expenditure form. It should include the amount and expenditure date information, and the relevant information should be automatically generated based on the statement. It includes the step of filling in the form. The characteristic of a possible structure is the aforementioned The expense form must include the expense owner information, and this information must be based on the employee profile. This includes the step of automatically filling in the information. A characteristic feature of a possible construction of the invention is that the aforementioned form of expenditure is the expenditure itself. It must include information on who / what it is for, and this information must be filled in by the staff. It includes the transaction step. A characteristic of a possible structure is the aforementioned expenditure. The form must include information on who / what the expenditure was made for, and this information must be provided to the personnel. filled out by selecting from predefined options. It includes the process step. A characteristic feature of a possible structure of the invention is the information of the person to whom the aforementioned expenditure is made. the sum of the matched expenditure amounts and via at least one operator device The visualization process involves a step-by-step procedure. In this way, for example, a doctor can see it beforehand. It is possible to monitor a defined budget. In other words, the personnel's A The total expenditure made by the individual / institution can be tracked. Furthermore, this expenditure... This prevents deductions from the per diem allowance allocated to personnel. 3 A characteristic feature of a possible structure of the invention is the information regarding the reason for the aforementioned expenditure. the sum of the matched expenditure amounts and via at least one operator device The visualization involves the processing step. A feature of a possible configuration of the invention is the currency of the aforementioned form of expenditure. It should contain the information and be based on the receipt or invoice uploaded by the personnel. This involves the process of identifying and automatically filling in the information. Possible A characteristic of such a system is that the aforementioned expense form includes tax rate information and the relevant information is determined based on the receipt or invoice uploaded by the personnel and It includes the step of automatically filling in the information. A characteristic of a possible structure of the invention is the receipt / invoice number of the aforementioned expense form. It should contain the information and be based on the receipt or invoice uploaded by the personnel. This involves the process of identifying and automatically filling in the information. A characteristic of a possible structure of the invention is the type of expense of the aforementioned expenditure form. It should include information and relevant information from predefined options by the personnel. It involves filling in the information by selecting from among the options. A characteristic of a possible structure of the invention is the description of the aforementioned expenditure form. the process step which includes the information and requires the relevant information to be filled in by the staff. It includes. A characteristic feature of a possible design of the invention is the receipt or slip loaded by the personnel. The invoice's text recognition algorithm shows that it contains at least two expense items. If detected, the relevant expenditure information is separated and recorded. This step involves separating expenses that have different tax rates. is provided. A feature of a possible configuration of the invention is that the card information assigned to personnel is mentioned. It is recorded in the memory unit. A feature of a possible structure is the personal information of the personnel. 4 generated solely based on the card statement assigned to them via their profile. It allows users to view their expense form. A characteristic of a possible structure of the invention is that the total amount of the expense form is related to the relevant after employee approval if it exceeds a predefined threshold for the employee. This process involves submitting the request for approval to at least one administrator.

Claims

1. An expedited process for employee payments made using payment cards. It is an expense tracking method that enables processing; its feature is: • Periodical statements of the cards used for spending should be stored in at least one memory unit. recording, • Breaking down the expenses listed on each statement and analyzing each statement Creating expense forms for each, • assigned to the relevant profile via the employee's personal profile through at least one device a spending form created based on the statement of at least one card display, • At least one receipt or voucher will be generated via the device for the expenses listed on the expense form. Uploading the invoice document, • The relevant expense form must be approved by the staff and submitted to the accounting department. transmission It includes the steps of the process.

2. This is an expense tracking method compliant with Claim 1, and its feature is that it tracks the uploaded receipt or invoice. the text contained in the documents is analyzed by at least one text recognition algorithm. Identification of expenses based on the amount and / or date information contained in the document. it is determined that it matches an expense listed in the form, and the relevant expense... The process involves associating and recording the receipt / invoice with the relevant documents, including the steps involved.

3. An expense tracking method that complies with Claim 1 or 2, and its characteristic is that it is used for the personnel mentioned. This involves the process of accessing a person's personal profile through their personal data.

4. An expense tracking method that complies with any of the requirements 1-3, and whose characteristic is: the aforementioned statements are in a table format where each expense is listed on a separate line. It includes the acquisition process step.

5. An expense tracking method that complies with any of the requirements 1-3, and whose characteristic is: the aforementioned statements are in a table format where each expense is listed on a separate line. It includes the conversion process step. 6 6. A cost tracking method that meets any of the above requirements and has the following characteristics: expense location and / or amount and / or expense date of the mentioned expense form This includes the information and the process of automatically filling in the relevant information based on the statement. It includes the step.

7. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form must include the expense owner's information, and the relevant information must be provided to the personnel. It includes an automatic step of filling in the information based on your profile.

8. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form should include information about who / what the expense was made for, and This involves the step of having the relevant information filled out by the staff.

9. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form should include information about who / what the expense was made for, and the relevant information is selected by the staff from predefined options. This involves the step of filling it out via a device.

10. A cost tracking method that meets any of the above requirements and has the following characteristics: The collection of expenditure amounts that match the information of the person to whom the expenditure was made and At least one operator must be present at the point where the process step involves viewing the image via the device.

11. A cost tracking method that meets any of the above requirements and has the following characteristics: summing up the expense amounts that match the reason for the expense mentioned. and includes at least one operator viewing step via the device.

12. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form must include currency information, and this information must be provided to personnel. Detection based on the receipt or invoice uploaded by and automatically It includes the step of filling out the form. 7 13. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form should include tax rate information, and this information should be provided to personnel. Detection based on the receipt or invoice uploaded by and automatically It includes the step of filling out the form.

14. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form must include the receipt / invoice number information, and this information must be provided to the personnel. Detection based on the receipt or invoice uploaded by and automatically It includes the step of filling out the form.

15. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form should include information on the type of expense, and this information should be provided to personnel. by selecting from predefined options It includes the step of filling out the form.

16. A cost tracking method that meets any of the above requirements and has the following characteristics: The aforementioned expense form should include explanatory information and the relevant information should be provided to personnel. This includes the step of filling it out by [the relevant party].

17. A cost tracking method that meets any of the above requirements and has the following characteristics: The text of the receipt or invoice uploaded by the staff is processed through a text recognition algorithm. If it is determined that at least two expense items are related, the relevant expense This involves the process of parsing and recording the information.

18. A cost tracking method that meets any of the above requirements and has the following characteristics: The card information assigned to personnel is stored in the aforementioned memory unit.

19. A cost tracking method that meets any of the above requirements and has the following characteristics: Based solely on the card statement assigned to the employee through their personal profile. It allows users to view the expense form that has been created.

20. A cost tracking method that meets any of the above requirements and has the following characteristics: the total amount of the expense form exceeds a predefined threshold for the relevant personnel. 8 If it exceeds the limit, the process must be submitted for approval to at least one manager after staff approval. It includes the step. 9