System And Method For Tracking Expenses And Billing

  • Published: Feb 16, 2017
  • Earliest Priority: Jun 30 2014
  • Family: 6
  • Cited Works: 0
  • Cited by: 0
  • Cites: 0
  • Additional Info: Full text

The present invention consists of an improved system and method for tracking expenses and billing them to a client, matter, task, activity, client group or phase and assessing goods and services purchased to these categories on a line by line basis. The system also allows an employee to place an order by selecting from a list of preapproved vendors and checking both vendor ratings and item ratings prior to purchase. Once the items are received, the bill of lading is reviewed for receipt of the proper items in the proper quantities. This information may be scanned, texted or emailed into the system to generate additional in house reviews for the system. Information on the items purchased is allocated across one or more ledgers on a line by line basis and may be entered into one or more of the following categories: Client ID, Task, Activity, Phase, Matter and Client Group.

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Document History
  • Publication: Feb 16, 2017
  • Application: Jun 30, 2015
    AU AU 2015/284134 A
  • Priority: Jun 30, 2015
    US US 2015/0038709 W
  • Priority: Jun 29, 2015
    US US 201514756619 A
  • Priority: Jun 30, 2014
    US US 201461998577 P

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