Invention Grant
- Patent Title: Digitally cross-referencing community transaction data to determine commodity types and automatically assign tax codes to an invoice
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Application No.: US17321878Application Date: 2021-05-17
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Publication No.: US11488261B2Publication Date: 2022-11-01
- Inventor: Donna Wilczek , Markus Hornburg , Zachary Randles , Lucy Ashdown
- Applicant: Coupa Software Incorporated
- Applicant Address: US CA San Mateo
- Assignee: Coupa Software Incorporated
- Current Assignee: Coupa Software Incorporated
- Current Assignee Address: US CA San Mateo
- Agency: Baker Botts L.L.P.
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q30/08

Abstract:
A computer-implemented method comprising receiving a set of rules that define assigning tax codes for a first entity based on a plurality of parameters, and storing the set of rules in a first data repository in association with an entity record of the first entity; receiving invoice data that defines an invoice directed to the first entity; automatically determining a commodity type applicable to the invoice data by digitally cross-referencing line items in the invoice data representing goods or services to community transaction data stored in a second data repository, the community transaction data comprising a plurality of different line item data for different invoices of other entities different from and unrelated to the first entity; automatically assigning tax codes to the invoice data based on the commodity type and the set of rules; and causing to display the commodity type and the tax codes in a graphical user interface.
Public/Granted literature
Information query