Method and apparatus for automatically applying/linking transactions in a financial management system
AssigneeMicrosoft Corporation
InventorsAnnette Bruer, Kimberly Nelson, William Pfingsten
Life of this patent
Estimating the term…
Abstract
The present invention relates to 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.
Claims20
A financial system comprising:
- a uniform apply interface configured to receive a generic transaction, and to automatically apply the generic transaction to at least one of a plurality of other transactions in the financial system to produce at least one apply record;
- and
- a database configured to store the at least one apply record.
A computer-implemented method of managing business transactions in a financial system, comprising:
- receiving a generic transaction;
- and
- automatically linking the generic transaction to at least one of a plurality of other transactions in the financial system.
Dependencies are inferred from the claim text.