System for generating financial statements using templates
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
-
N/A
Issued Date -
Nov 18, 2004
app pub date -
Oct 29, 2003
filing date -
Oct 29, 2002
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
In a computerized accounting system, a method of generating a financial report includes displaying a user-configurable chart template to a user of the system via a user-interface, receiving inputs into the chart template to define rows of information to be included in the report, the inputs include header/total pairs and detail lines. Rules associated with each detail line determine what accounts will be included in the report and how they are arranged. Rules may be based on a range of account codes, with each account having its own account code. Rules may also be based on a filter of account criteria associated with each account. Validation of the template ensures that accounts are not include twice in the same report and that no accounts are inadvertently overlooked.
First Claim
Family
International Classification(s)
Cited Art Landscape
Patent Citation Ranking
Recipient Email Address
Recipient Email Address
Comment
Recipient Email Address
Add to Portfolio(s)
To add this patent to one, or more, of your portfolios, simply click the add button.
This Patent is in these Portfolios:
Add to additional portfolios:
Last Refreshed On:
Changes done successfully