Automated expense report systems and methods
According to another aspect, a computer system is provided. The computer system includes a memory; at least one processor in data communication with the memory; and a reporting component executable by the at least processor and configured to execute a user interface component configured to receive schedule information, the schedule information including a company-wide schedule specifying an expense report generation date and at least one reminder; store the schedule information in a data store; send the at least one reminder to a plurality of users prior to the expense report generation date; and generate, on the expense report generation date, a plurality of expense reports respectively corresponding to the plurality of users.
1. A system comprising:
a memory;
at least one processor in data communication with the memory; and
a reporting component executable by the at least processor and configured to:
establish schedule information, the schedule information including at least one company-wide schedule applicable to a plurality of users of a company, the at least one company-wide schedule specifying an expense report generation date indicative of a date on which expense reports are to be generated and at least one reminder action associated with the expense reports to communicate to the plurality of users;
store the schedule information including the at least one company-wide schedule in a data store;
send at least one reminder to the plurality of users prior to the expense report generation date;
automatically generate, on the stored expense report generation date, a plurality of expense reports respectively corresponding to the plurality of users for whom the functionality is enabled; and
a user interface component configured to:
generate a user interface display element, wherein the user interface display element is responsive to selection in a user interface, and when selected in the user interface activates automatic report generation functions on the system for the plurality of users,
wherein the system is further configured to communicate an object containing at least a respective expense report associated with respective users of the plurality of users defined by the company-wide schedule.
2. The system of claim 1 , wherein the user interface component is further configured to generate at least one additional user interface display element, wherein the at least one additional user interface display element is responsive to selection in the user interface, and when selected in the user interface, activates communication functions on the system for the plurality of users for communicating the at least one reminder.
3. The system of claim 1 , wherein the schedule information includes schedule information specifying a date relative to the expense report generation date and the reporting component is configured to send the at least one reminder on the date relative to the expense report generation date.
4. The system of claim 1 , wherein the at least one reminder includes a plurality of reminders and the reporting component is configured to send the at least one reminder at least in part by sending one or more reminders of the plurality of reminders after the expense report generation date.
5. The system of claim 4 , wherein the schedule information includes schedule information specifying a date relative to the expense report generation date and the reporting component is configured to send the one or more reminders on the date relative to the expense report generation date.
6. The system of claim 1 , wherein the schedule information further includes at least one employee-specific schedule specifying an employee-specific expense report generation date for at least one employee user and the reporting component is further configured to generate, on the employee-specific expense report generation date, at least one expense report corresponding to the at least one employee user.
7. The system of claim 1 , wherein the schedule information includes date adjustment information specifying an adjustment date defining a period of time for expenses to include in an automatically generated expense report, and wherein automatically generating the expense report comprises:
identifying one or more transactions to include in the expense report based on the date adjustment information;
including the identified one or more transactions in the expense report; and
excluding one or more transactions meeting the company-wide schedule and the date on which the expense reports are to be generated based on the date adjustment information.
8. A method for managing automatic generation of expense reports using a computer system, the method comprising:
executing, by the computer system, a reporting component configured to establish schedule information, the schedule information including at least one company-wide schedule applicable to a plurality of users of a company, the at least one company-wide schedule specifying an expense report generation date indicative of a date on which the expense reports are to be generated and at least one reminder action associated with the expense reports to communicate to the plurality of users;
storing the schedule information including the at least one company-wide schedule in a data store;
sending at least one reminder to the plurality of users prior to the expense report generation date; and
automatically generating, on the expense report generation date, a plurality of expense reports respectively corresponding to the plurality of users for whom the functionality is enabled;
generating a user interface display element, wherein the user interface display element is responsive to selection in a user interface, and when selected in the user interface, activates automatic report generation functions on the system for the plurality of users; and
communicating an object containing at least a respective expense report associated with respective users of the plurality of users defined by the company-wide schedule.
9. The method of claim 8 , wherein the method further comprises generating at least one additional display element, wherein the at least one additional user interface display element is responsive to selection in the user interface, and when selected in the user interface, activates communication functions on the system for the plurality of users for communicating the at least one reminder.
10. The method of claim 8 , wherein storing the schedule information includes storing schedule information specifying a date relative to the expense report generation date and sending the at least one reminder includes sending the at least one reminder on the date relative to the expense report generation date.
11. The method of claim 8 , wherein sending the at least one reminder includes sending one or more reminders after the expense report generation date.
12. The method of claim 11 , wherein storing the schedule information includes storing schedule information specifying a date relative to the expense report generation date and sending the one or more reminders includes sending the one or more reminders on the date relative to the expense report generation date.
13. The method of claim 8 , wherein storing the schedule information includes storing schedule information including the at least one company-wide schedule and at least one employee-specific schedule specifying an employee-specific expense report generation date for at least one employee user and the method further comprises generating, on the employee-specific expense report generation date, at least one expense report corresponding to the at least one employee user.
14. The method of claim 8 , wherein storing the schedule information includes storing schedule information including date adjustment information defining a period of time for expenses to include in an automatically generated expense report, and wherein automatically generating the expense report comprises:
identifying one or more transactions to include in the expense report based on the date adjustment information;
including the identified one or more transactions in the expense report; and
excluding one or more transactions meeting the company-wide schedule and the date on which the expense reports are to be generated based on the date adjustment information.
15. A non-transitory computer readable medium storing sequences of computer executable instructions to implement a method for managing automatic generation of expense reports, the sequences of instructions including instructions to:
establish schedule information, the schedule information including at least one company-wide schedule applicable to a plurality of users of a company, the at least one company-wide schedule specifying an expense report generation date indicative of a date on which the expense reports are to be generated and at least one reminder action associated with the expense reports to communicate to the plurality of users;
store the schedule information including the at least one company-wide schedule in a data store;
send at least one reminder to the plurality of users prior to the expense report generation date;
automatically generate, on the stored expense report generation date, a plurality of expense reports respectively corresponding to the plurality of users for whom the functionality is enabled;
generate a user interface display element, wherein the user interface display element is responsive to selection in a user interface, and when selected in the user interface, activates automatic report generation functions on the system for the plurality of users; and
communicate an object containing at least a respective expense report associated with respective users of the plurality of users defined by the company-wide schedule.
16. The computer readable medium of claim 15 , wherein the instructions are further configured to generate at least one additional user interface display element, wherein the at least one additional user interface display element is responsive to selection in the user interface, and when selected in the user interface, trigger communication functions on the system for the plurality of users for communicating the at least one reminder.
17. The computer readable medium of claim 15 , wherein the instructions to store the schedule information include instructions to store schedule information specifying a date relative to the expense report generation date and the instructions to send the at least one reminder include instructions to send the at least one reminder on the date relative to the expense report generation date.
18. The system of claim 1 , wherein the user interface display element comprises a toggle display, and selection of the toggle display is configured to activate or deactivate automatic report generation function for at least one user of the plurality of users.
19. The method of claim 8 , wherein the method further comprises displaying a user interface display element including a toggle display, and activating or deactivating automatic report generation function for at least one user of the plurality of users responsive to selection of the toggle display in the user interface.
20. The method of claim 19 , wherein activating or deactivating automatic report generation function for the at least one user comprises activating or deactivating the automatic report generation function based on at least one role of the at least one user at the company.