Preview period-end closing
AssigneeMicrosoft Corporation
InventorsKimberly Nelson, Brett Lindemann, Donald Nelson, Ronald Schulz
Life of this patent
Estimating the term…
Abstract
An accounting system is disclosed that provides support for an ability to preview a period-end closing process. When a preview option is activated, the system is configured to provide a view of transactions that would be generated if the period-end closing process were to be carried out. During the preview, the user may choose to continue the period-end closing process or cancel. If the user is satisfied with the preview results, continuing the process will generate actual corresponding closing transactions. If the user is not satisfied with the preview results, canceling the process will return the system to the state it was in before the preview process began.
Claims20
A computer-implemented method for performing a period-end closing process in the context of an accounting system, the method comprising:
- providing at least one period-end closing preview transaction;
- receiving an input;
- and
- canceling or continuing the period-end closing process depending on whether the input reflects an approval or disapproval of said at least one period-end closing preview transaction.
A computer-implemented method for providing a preview of a period-end closing process in the context of an accounting system, the method comprising:
- receiving an activation input;
- responding to the activation input by activating a preview closing functionality that gives a user an opportunity during the period-end closing process to review a closing transaction prior to finalization of the closing transaction.
A computer-readable medium having computer-executable instructions for performing steps that include:
- initiating a period-end closing process in the context of an accounting system;
- and
- providing, as part of the period-end closing process, a preview of a closing transaction.
The computer-readable medium of claim 15 further comprising:
- facilitating actual execution of the different closing transaction;
- and
- providing a preview of another different closing transaction;
- and
- repeating the facilitating and providing steps of claim 16 until the period-end closing process is complete or canceled.
Dependencies are inferred from the claim text.