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. 04, 2017
Filed:
Oct. 30, 2014
Jayanth Saimani, Bangalore, IN;
Sanyam Agrawal, Bangalore, IN;
Taylor Cody Candee, Kenosha, WI (US);
Sushma Padmanabhan, Bangalore, IN;
Ravi Krishna Pudi, Bangalore, IN;
Deepa Chandra Bachu, Bangalore, IN;
Ajit Roy, Bangalore, IN;
Sumanta Das, Bangalore, IN;
Jayanth Saimani, Bangalore, IN;
Sanyam Agrawal, Bangalore, IN;
Taylor Cody Candee, Kenosha, WI (US);
Sushma Padmanabhan, Bangalore, IN;
Ravi Krishna Pudi, Bangalore, IN;
Deepa Chandra Bachu, Bangalore, IN;
Ajit Roy, Bangalore, IN;
Sumanta Das, Bangalore, IN;
Intuit Inc., Mountain View, CA (US);
Abstract
A method for sharing templates for use with a financial management application (FMA) includes receiving, from each of multiple financial professionals, a company profile including a chart of accounts for a business operating within a commercial industry and at a geographic location, generating profile templates including, for each profile, a template including the commercial industry, the geographic location, and a redacted chart of accounts of the profile, receiving, from each of the financial professionals, a request to publicly share the template corresponding to the profile, receiving, from a small business representative, a profile creation request specifying a first commercial industry and a first geographic location, identifying a first template, and providing, in response to the profile creation request, the first template to the representative, where the representative uses the first template to create a first profile for the business.