Methods And Systems For Expense Management

Abstract

Methods and systems for expense management, comprising: retrieving at least one electronic feed of charges for multiple expense receipt records directly from at least one lodging and/or transportation vendor, the at least one feed of charges including computer-readable electronic transaction data; detecting that at least one expense receipt record from the multiple expense receipt records from the at least one feed of charges is comprised of two or more line items; mapping the two or more line items to at least one transportation and/or lodging good and/or service that is chargeable to at least one account identifier, the mapping utilizing vendor expense codes and/or keyword searches; and pre-populating the at least one transportation and/or lodging good and/or service mapped to each of the two or more line items from the at least one expense receipt record in at least one expense report in at least one expense management system as two or more expense itemizations.

1 . A computerized method for expense management of expenses, comprising:
 determining a mapping of a set of expense types to a set of expenses in an expense receipt record;   receiving from a client device a modification to the mapping of the set of expense types to the set of expenses in the expense receipt record;   determining whether expenses in the modified mapping of the set of expense types to the set of expenses is to be audited; and   flagging the expenses in the modified mapping of the set of expense types to the set of expenses determined to be audited.   
     
     
         2 . The method of  claim 1  further comprising:
 saving a copy of the mapping of the set of expense types to the set of expenses in the expense receipt record; 
 comparing the copy of the mapping of the set of expense types to the set of expenses in the expense receipt record and the modified version of the mapping of the mapping of the set of expense types to the set of expenses in the expense receipt record; and 
 based on the comparison, identifying a set of changes to the mapping of the set of expense types to the set of expenses in the expense receipt record. 
 
     
     
         3 . The method of  claim 2  further comprising determining that a change in the set of changes satisfies a criterion in a set of defined criterion. 
     
     
         4 . The method of  claim 3 , wherein the set of defined criterion comprises a change to a value that is greater than a defined percentage. 
     
     
         5 . The method of  claim 2  further comprising determining that a change in the set of changes does not satisfy a criterion in a set of defined criterion. 
     
     
         6 . The method of  claim 5  further comprising, based on determining that the change in the set of changes satisfies the criterion in the set of defined criterion, approving the change in the set of changes. 
     
     
         7 . The method of  claim 1  further comprising:
 determining that the set of expenses comprises an expense to which a defined expense type is mapped; and 
 flagging the expense for auditing. 
 
     
     
         8 . A non-transitory machine-readable medium storing a program executable by at least one processing unit of a device, the program comprising a set of instructions for:
 determining a mapping of a set of expense types to a set of expenses in an expense receipt record;   receiving from a client device a modification to the mapping of the set of expense types to the set of expenses in the expense receipt record;   determining whether expenses in the modified mapping of the set of expense types to the set of expenses is to be audited; and   flagging the expenses in the modified mapping of the set of expense types to the set of expenses determined to be audited.   
     
     
         9 . The non-transitory machine-readable medium of  claim 8 , wherein the set of instructions comprises instructions for:
 saving a copy of the mapping of the set of expense types to the set of expenses in the expense receipt record;   comparing the copy of the mapping of the set of expense types to the set of expenses in the expense receipt record and the modified version of the mapping of the mapping of the set of expense types to the set of expenses in the expense receipt record; and   based on the comparison, identifying a set of changes to the mapping of the set of expense types to the set of expenses in the expense receipt record.   
     
     
         10 . The non-transitory machine-readable medium of  claim 9 , wherein the set of instructions comprises instructions for determining that a change in the set of changes satisfies a criterion in a set of defined criterion. 
     
     
         11 . The non-transitory machine-readable medium of  claim 10 , wherein the set of defined criterion comprises a change to a value that is greater than a defined percentage. 
     
     
         12 . The non-transitory machine-readable medium of  claim 9 , wherein the set of instructions comprises instructions for determining that a change in the set of changes does not satisfy a criterion in a set of defined criterion. 
     
     
         13 . The non-transitory machine-readable medium of  claim 12 , wherein the set of instructions comprises instructions for, based on determining that the change in the set of changes satisfies the criterion in the set of defined criterion, approving the change in the set of changes. 
     
     
         14 . The non-transitory machine-readable medium of  claim 8 , wherein the set of instructions comprises instructions for:
 determining that the set of expenses comprises an expense to which a defined expense type is mapped; and   flagging the expense for auditing.   
     
     
         15 . A system, comprising:
 one or more processors;   a software program comprising instructions executable on said one or more processors, the software program configured for:   determining a mapping of a set of expense types to a set of expenses in an expense receipt record;   receiving from a client device a modification to the mapping of the set of expense types to the set of expenses in the expense receipt record;   determining whether expenses in the modified mapping of the set of expense types to the set of expenses is to be audited; and   flagging the expenses in the modified mapping of the set of expense types to the set of expenses determined to be audited.   
     
     
         16 . The system of  claim 15 , wherein the software program is further configured for:
 saving a copy of the mapping of the set of expense types to the set of expenses in the expense receipt record;   comparing the copy of the mapping of the set of expense types to the set of expenses in the expense receipt record and the modified version of the mapping of the mapping of the set of expense types to the set of expenses in the expense receipt record; and   based on the comparison, identifying a set of changes to the mapping of the set of expense types to the set of expenses in the expense receipt record.   
     
     
         17 . The system of  claim 16 , wherein the software program is further configured for determining that a change in the set of changes satisfies a criterion in a set of defined criterion. 
     
     
         18 . The system of  claim 17 , wherein the set of defined criterion comprises a change to a value that is greater than a defined percentage. 
     
     
         19 . The system of  claim 16 , wherein the software program is further configured for determining that a change in the set of changes does not satisfy a criterion in a set of defined criterion. 
     
     
         20 . The system of  claim 19 , wherein the software program is further configured for, based on determining that the change in the set of changes satisfies the criterion in the set of defined criterion, approving the change in the set of changes.