发明名称 SYSTEM AND METHOD FOR FINANCIAL TRANSACTION MANAGEMENT
摘要 A system and method providing a financial transaction management tool operable to provide contextual information relating to particular financial transactions is provided. The financial transaction management tool is operable to highlight associations between bank data, source documents and manual or automated financial data. The financial transaction management tool is further operable to organize accounting information and contextual information into an easy to read format and that operates to assemble and thereby bring together sources relating to a financial transaction so that such sources are easily viewable. In some embodiments of the present invention the multiple sources may be viewable in a single view. The financial transaction management tool is also operable to organize multiple transactions in a single transaction stream.
申请公布号 WO2014089701(A1) 申请公布日期 2014.06.19
申请号 WO2013CA50957 申请日期 2013.12.12
申请人 WAVE ACCOUNTING INC. 发明人 LOCHRIE, JAMES;WARKENTIN, MICHAEL;DUTHOIT, NATHAN;LIMEBACK, DIETER
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址