The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Apr. 27, 2021
Filed:
Feb. 08, 2019
Blackbaud, Inc., Charleston, SC (US);
Deborah Nelson, Daniel Island, SC (US);
David Vroblesky, Mt. Pleasant, SC (US);
Nicole Guernsey, Daniel Island, SC (US);
Julia Petit, Mt. Pleasant, SC (US);
David Epner, Charleston, SC (US);
Stephen Boyle, Mt. Pleasant, SC (US);
Beth Kesser, Daniel Island, SC (US);
Gautam Chawla, Daniel Island, SC (US);
Rakesh Garg, Daniel Island, SC (US);
Thomas Walker, North Charleston, SC (US);
Blackbaud, Inc., Charleston, SC (US);
Abstract
A method and system for managing a plurality of credit card transactions within an integrated accounting environment. Embodiments of the present disclosure enable integration between financial institutions, organizational accounting systems, and disparate user workflows to overcome deficiencies of the prior art. Specific embodiments enable tracking of credit card charges, credits, and payments directly within an accounts payable interface, enabling the ability to view activity on the credit card account record, register, and vendor record. Methods and systems are operable to establish a real-time data transfer protocol between a financial institution and an organizational accounting application to integrate transaction data in real-time, define vendor association for transactions, and create a real-time credit card register to drive decision making across disparate user roles.