1
Joseph A Schrader, Patanjali Bhatt, Charles A Altekruse: Personal online banking with integrated online statement and checkbook user interface. Intuit, Fenwick & West, May 11, 1999: US05903881 (584 worldwide citation)

A software product, computer implemented method, and system provide an integrated user interface having three simultaneously displayed items of information, including a list of transaction instructions, a list of uncleared transactions, and a list of cleared transactions. The simultaneous display, a ...


2
Patanjali Bhatt: Community contributed rules in online accounting systems. Intuit, Osha Liang, January 7, 2014: US08626769 (4 worldwide citation)

A method of classification within an accounting application, including receiving metadata from users of the accounting application, where the metadata includes one or more user defined classification tags associated with one or more accounts of the accounting application, creating one or more commun ...


3
Patanjali Bhatt: Method and system for identifying fixed asset transactions from multiple financial transactions. Intuit, Osha Liang, January 7, 2014: US08626617 (3 worldwide citation)

A method for identifying fixed asset transactions in multiple financial transactions. The method includes obtaining financial transaction records describing the multiple financial transactions and generating an unverified fixed asset transaction list. Generating the unverified fixed asset transactio ...


4
Patanjali Bhatt: Technique for correcting round-off errors. Intuit, Park Vaughan Fleming & Dowler, Steven E Stupp, February 5, 2013: US08370226 (1 worldwide citation)

A technique for performing a financial calculation is described. In this calculation technique, initial financial values are rounded based on a rounding criterion, and a total financial value is calculated by summing the rounded financial values. Based on the rounded financial values, associated rou ...


5
Patanjali Bhatt: Methods systems and computer program products for generating financial statement complying with accounting standard. INTUIT, Vista IP Law Group, August 30, 2016: US09430801

Requirements, principles or guidelines of an accounting standard such as Generally Accepted Accounting Principles (GAAP) are transformed or codified into rules that specify how form, content and/or style of a certain portion of a financial statement, such as a header, should be configured while comp ...


6
Patanjali Bhatt: Prioritizing client engagements at accounting practices. Intuit, Osha Liang, August 28, 2012: US08255257

Embodiments of the present disclosure relate to software for prioritizing client engagements at accounting practices. The disclosure describes various data inputs, a business objectives preference module, an optimization engine, user schedule(s), and, in an embodiment, a database or data warehouse. ...


7
Patanjali Bhatt: System and method for providing accounting adjustment rules in trial balances. Intuit, Osha Liang, February 26, 2013: US08386352

A method for preparing a financial statement for a member of a group of members participating in a community system. The method includes submitting a request to the community system for an accounting adjustment rule. The request includes an attribute of the member, an adjustment rule type, and an ac ...


8
Patanjali Bhatt: Automatic creation of after-the-fact payroll journal. Intuit, Osha Liang, November 27, 2012: US08320656

A method for creating an after-the-fact (ATF) payroll journal, including identifying a payroll check cashed at a financial institution, where the payroll check is issued to an employee during a payroll period for payment via a financial institution, obtaining, using a processor of a computer system, ...


9
Patanjali Bhatt, Lisa S Jorgensen, Daniel B Steinberg: Method and system for applying pagination to a report. Intuit, Osha Liang, February 18, 2014: US08654397

A method for applying pagination includes receiving a request to print a report spanning multiple files, gathering, in response to the request, multiple attributes for the report, and selecting, according to the attributes, multiple pagination rules. Each pagination rule includes a pagination requir ...


10
Patanjali Bhatt: Methods systems and computer program products for generating financial statement complying with accounting standard. Intuit, July 26, 2012: US20120191580-A1

Requirements, principles or guidelines of an accounting standard such as Generally Accepted Accounting Principles (GAAP) are transformed or codified into rules that specify how form, content and/or style of a certain portion of a financial statement, such as a header, should be configured while comp ...



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