Method and system for account tracking

Method and system for account tracking

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records...

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Hauptverfasser: Weiss, Benjamin R, Del Favero, James R, Hansen, George A, Hively, Glynis L, Larsen, David R
Format: Patent
Sprache:eng
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creator Weiss, Benjamin R
Del Favero, James R
Hansen, George A
Hively, Glynis L
Larsen, David R
description A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.
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title Method and system for account tracking
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