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公开(公告)号：US10783572B2
公开(公告)日：2020-09-22
申请号：US15861118
申请日：2018-01-03
发明人： Kathryn Seabaugh , Rishabh Mallick , Philip Perry , Justin Sogge , Mandy Valdes , Rebecca Stoddard
摘要： A centralized accounting system for invoice generation is described as a web-based portal accessible by parties of a supply chain finance relationship via one or more computer networks. The centralized system provides a computer-based, network accessible platform in which a customer and a vendor may negotiate and agree upon terms of a purchase order for products. The centralized system then approves the purchase order based on vendor and customer profile information, and sends a notification of the approved purchase order to a bank. The centralized system automatically generates a vendor invoice for the approved purchase order and submit the vendor invoice to the bank for payment according the terms of the supply chain finance relationship. The centralized system ensures that the vendor invoice is accurate for the approved purchase order. The centralized system may also automatically generate and submit a bank invoice to the customer for the approved purchase order.
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公开(公告)号：US20190180385A1
公开(公告)日：2019-06-13
申请号：US15861336
申请日：2018-01-03
发明人： Rebecca Stoddard , Rishabh Mallick , Philip Perry , Kathryn Seabaugh , Justin Sogge , Mandy Valdes
摘要： Techniques are described for automatically identifying training documents that are relevant to potential financial errors or issues in electronic financial reports submitted by a customer of a financial entity. A computing device performs efficient identification of potential inconsistencies by receiving customer information for the customer. The computer device determines an expected range for an entry included in a user interface based on the customer information. The entry is configured to collect financial data from the customer for the financial entity. The computing device receives, at the entry included in the user interface, an indication of a financial value that is input by a customer representative. The computing device outputs, to the customer representative via the user interface, based on the financial value being outside of the expected range for the entry, a notification indicating one or more training documents within a searchable library that corresponds to the entry.
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公开(公告)号：US11900443B1
公开(公告)日：2024-02-13
申请号：US17819542
申请日：2022-08-12
发明人： Kathryn Seabaugh , Rishabh Mallick , Philip Perry , Justin Sogge , Mandy Valdes , Rebecca Stoddard
IPC分类号： G06Q30/00 , G06Q30/0601 , G06Q40/12
CPC分类号： G06Q30/0637 , G06Q30/0641 , G06Q40/12
摘要： A centralized accounting system for invoice generation is described as a web-based portal accessible by parties of a supply chain finance relationship via one or more computer networks. The centralized system provides a computer-based, network accessible platform in which a customer and a vendor may negotiate and agree upon terms of a purchase order for products. The centralized system then approves the purchase order based on vendor and customer profile information, and sends a notification of the approved purchase order to a bank. The centralized system automatically generates a vendor invoice for the approved purchase order and submit the vendor invoice to the bank for payment according the terms of the supply chain finance relationship. The centralized system ensures that the vendor invoice is accurate for the approved purchase order. The centralized system may also automatically generate and submit a bank invoice to the customer for the approved purchase order.
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公开(公告)号：US11416914B1
公开(公告)日：2022-08-16
申请号：US17025491
申请日：2020-09-18
发明人： Kathryn Seabaugh , Rishabh Mallick , Philip Perry , Justin Sogge , Mandy Valdes , Rebecca Stoddard
摘要： A centralized accounting system for invoice generation is described as a web-based portal accessible by parties of a supply chain finance relationship via one or more computer networks. The centralized system provides a computer-based, network accessible platform in which a customer and a vendor may negotiate and agree upon terms of a purchase order for products. The centralized system then approves the purchase order based on vendor and customer profile information, and sends a notification of the approved purchase order to a bank. The centralized system automatically generates a vendor invoice for the approved purchase order and submit the vendor invoice to the bank for payment according the terms of the supply chain finance relationship. The centralized system ensures that the vendor invoice is accurate for the approved purchase order. The centralized system may also automatically generate and submit a bank invoice to the customer for the approved purchase order.
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公开(公告)号：US20190180351A1
公开(公告)日：2019-06-13
申请号：US15861118
申请日：2018-01-03
发明人： Kathryn Seabaugh , Rishabh Mallick , Philip Perry , Justin Sogge , Mandy Valdes , Rebecca Stoddard
CPC分类号： G06Q30/0637 , G06Q30/0641 , G06Q40/12
摘要： A centralized accounting system for invoice generation is described as a web-based portal accessible by parties of a supply chain finance relationship via one or more computer networks. The centralized system provides a computer-based, network accessible platform in which a customer and a vendor may negotiate and agree upon terms of a purchase order for products. The centralized system then approves the purchase order based on vendor and customer profile information, and sends a notification of the approved purchase order to a bank. The centralized system automatically generates a vendor invoice for the approved purchase order and submit the vendor invoice to the bank for payment according the terms of the supply chain finance relationship. The centralized system ensures that the vendor invoice is accurate for the approved purchase order. The centralized system may also automatically generate and submit a bank invoice to the customer for the approved purchase order.
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