METHOD AND SYSTEM FOR PUBLIC AND PRIVATE TEMPLATE SHARING

摘要

A method for sharing templates for use with a financial management application (FMA) includes receiving, from each of multiple financial professionals, a company profile including a chart of accounts for a business operating within a commercial industry and at a geographic location, generating profile templates including, for each profile, a template including the commercial industry, the geographic location, and a redacted chart of accounts of the profile, receiving, from each of the financial professionals, a request to publicly share the template corresponding to the profile, receiving, from a small business representative, a profile creation request specifying a first commercial industry and a first geographic location, identifying a first template, and providing, in response to the profile creation request, the first template to the representative, where the representative uses the first template to create a first profile for the business.

主权项

1. A method for sharing templates for use with a financial management application (FMA), comprising:
obtaining, from each of a plurality of financial professionals using the FMA, a company profile comprising a chart of accounts for a small business operating within a commercial industry and at a geographic location; generating a plurality of profile templates comprising, for each company profile, a profile template comprising the commercial industry, the geographic location, and a redacted version of the chart of accounts of the company profile
wherein the plurality of profile templates are generated for each company profile by redacting company-specific data obtained from each company profile, andwherein the redacted version of the chart of accounts is configured for a generic business entity operating within the commercial industry and at the geographic location; receiving, from the plurality of financial professionals, a plurality of requests to publicly share the plurality of profile templates; receiving, from a representative of a first small business using the FMA, a profile creation request specifying a first commercial industry and a first geographic location of the first small business; identifying, of the plurality of profile templates, a first profile template comprising the first commercial industry and the first geographic location; and providing, in response to the profile creation request, the first profile template to the representative, wherein the representative uses the first profile template to create a first company profile for the first small business.