Accounting workflow integration

Patent metadata

Field	Value
Publication number	US-10984484-B1
Application number	US-201715663648-A
Country	US
Kind code	B1
Filing date	Jul 28, 2017
Priority date	Jul 28, 2017
Publication date	Apr 20, 2021
Grant date	Apr 20, 2021

Abstract

A method of accounting workflow integration includes receiving, by a workflow user interface, a first request from a first worker to generate a project including multiple accounting tasks. The first request includes an assignment of an accounting task in the accounting tasks to a second worker. The method further includes generating the project in response to the request, and providing, by the workflow user interface to the second worker, the accounting task and a deadline to complete the accounting task. The method further includes accounting software of the second worker completing the accounting task, and updating a status of the accounting task in response to completing the accounting task. The method further includes receiving a second request from the first worker, the second request to display a status of the project, and providing, to the first worker in the workflow user interface, an updated status of the project.

First claim

What is claimed is:

1. A method of accounting workflow integration, the method comprising:
receiving, by a workflow user interface, a first request from a first worker to generate a first project comprising a first plurality of accounting tasks, the first request comprising an assignment of an accounting task in the first plurality of accounting tasks to a second worker;
generating the first project in response to the request,
wherein the accounting task is displayed as part of a first virtual card with a first status bar for a status of the accounting task;
providing, by the workflow user interface to the second worker, the accounting task and an accounting task deadline to complete the accounting task in response to the assignment;
completing, by accounting software of the second worker, the accounting task;
updating, by the accounting software of the second worker, a status of the accounting task in response to completing the accounting task, by the second worker, to generate an updated status;
receiving a second request from the first worker, the second request to display a calendar view of the workflow user interface;
displaying, in the calendar view to the first worker, a plurality of virtual cards organized by a due date of a corresponding project in the plurality of projects,
each virtual card of the plurality of virtual cards corresponding to a single project of the plurality of projects and comprising a status bar,
the plurality of virtual cards comprising the first virtual card displaying the first status bar with the updated status and a first status identifier,
the first status bar for the first project showing a proportion of the first plurality of accounting tasks that have been completed as the updated status,
the plurality of virtual cards displayed within a plurality of columns,
each column displaying a column identifier string comprising a duration identifier and a numeric project count identifier, and
the column identifier string above a first subset of the plurality of virtual cards; and

automatically updating the first status bar displayed to the first worker with the updated status in response to the accounting task being completed.

2. The method of claim 1 ,
wherein generating the project comprises:
determining a project type for the project;
accessing a model corresponding to the project type, the model identifying the first plurality of accounting tasks; and
creating the project and the first plurality of accounting tasks according to the model.

3. The method of claim 2 , further comprising:
obtaining a project deadline for the project; and
prepopulating the first plurality of accounting tasks with the accounting task deadline for at least one of the first plurality of accounting tasks.

4. The method of claim 1 , further comprising:
validating, using an access control list, in response to receiving the first request from the first worker that the first worker is authorized to create the project to generate a validation result; and
issuing the validation result to a project manager service layer, wherein the project manager server layer manages generation of the project based on the validation result.

5. The method of claim 1 , further comprising:
receiving an access control request to view a plurality of accounting tasks assigned to the second worker;
partitioning the access control request into a plurality of requests;
sending the plurality of requests to a universal identity service;
receiving a plurality of responses to the plurality of request from the universal identity service;
aggregating the plurality of responses into an aggregated result; and
determining the plurality of accounting tasks assigned to the second worker from the aggregated result.

6. The method of claim 1 , further comprising:
receiving a client request in the workflow user interface from the second worker, the client request comprising a request for a plurality of documents from a client to complete the accounting task;
sending the client request via a request service to accounting software of the client;
tracking, by the request service, a status of receiving the plurality of documents across a plurality of communications from the client; and
updating the workflow user interface for the second worker based on the status of receiving the plurality of documents.

7. The method of claim 6 , wherein the accounting software of the client interfaces with the request service to upload at least one document of the plurality of documents.

8. The method of claim 6 , wherein the accounting software of the client comprises a messaging interface for communicating with the second worker via the request service.

9. The method of claim 1 , wherein the first worker has a first role at an accounting firm, wherein the second worker has a second role at the accounting firm, the method further comprising:
providing, to the first worker in the workflow user interface, the updated status;
populating a worker view of a project management interface with a second plurality of accounting tasks assigned to the second worker;
providing, based on the second role, the worker view of the project management interface to the second worker;
populating a client view of the project management interface with a third plurality of accounting tasks due for a plurality of clients of the accounting firm; and
providing, based on the first role, the client view of the project management interface to the first worker.

10. A system for integrating accounting task management with accounting software, the system comprising:
a computer processor;
accounting software of a second worker executing on the computer processor configured to:
complete an accounting task in a first plurality of accounting tasks, and
update a status of the accounting task in response to completing the accounting task, by the second worker, to generate an updated status; and

a workflow user interface executing on the computer processor configured to:
receive a first request from a first worker to generate a first project comprising the first plurality of accounting tasks, the first request comprising an assignment of an accounting task in the first plurality of accounting tasks to the second worker,
generate the first project in response to the request,
wherein the accounting task is displayed as part of a first virtual card with a first status bar for a status of the accounting task;
provide, to the second worker, the accounting task and an accounting task deadline to complete the accounting task in response to the assignment,
receive a second request from the first worker, the second request to display a calendar view of the workflow user interface,
display, in the calendar view to the first worker, a plurality of virtual cards organized by a due date of a corresponding project in the plurality of projects,
each virtual card of the plurality of virtual cards corresponding to a single project of the plurality of projects and comprising a status bar,
the plurality of virtual cards comprising the first virtual card displaying the first status bar with the updated status and a first status identifier,
the first status bar for the first project showing a proportion of the first plurality of accounting tasks that have been completed as the updated status,
each column displaying a column identifier string comprising a duration identifier and a numeric project count identifier, and
the column identifier string above a first subset of the plurality of virtual cards, and

automatically update the first status bar displayed to the first worker with the updated status in response to the accounting task being completed.

Assignees

• Nidecker Priscilla Jane
• Rundle Michael D
• Lee Thomas Alan
• Hira Harpreet
• Mishra Shailesh
• Jagadish Harsha
• Arutla Keerthi Kumar
• Naik Mohan
• Barragan Enrique
• Sinclair Brad
• Intuit Inc

Inventors

• Nidecker Priscilla Jane
• Rundle Michael D
• Lee Thomas Alan
• Hira Harpreet
• Mishra Shailesh
• Jagadish Harsha
• Arutla Keerthi Kumar
• Naik Mohan
• Barragan Enrique
• Sinclair Brad

Classifications

• G06Q10/1093 Primary

  Calendar-based scheduling for persons or groups · CPC title

• G06Q40/12 Primary

  Accounting · CPC title

• G06Q10/103

  Workflow collaboration or project management · CPC title

• G06Q10/067

  Enterprise or organisation modelling · CPC title

• G06Q10/063114

  Status monitoring or status determination for a person or group · CPC title