Patent ID: 8332287
Filing Date: 2012-12-11
Classification: G06Q

Abstract:
1. A method of reconciling a plurality of bank transactions with stored deposit entries in a practice management system, the method comprising: storing a plurality of deposit entries in a practice management system, wherein the plurality of deposit entries identify payment information sent to a bank on behalf of a payer; receiving from the bank, information describing the plurality of bank transactions; selecting, with at least one processor, bank deposits from the information describing the plurality of bank transactions; storing the bank deposits selected from the information describing the plurality of bank transactions as mailbox deposits in the practice management system; assigning, to each of the mailbox deposits, a category; automatically matching based, at least in part, on a plurality of rules, at least one of the mailbox deposits to one or more of the plurality of deposit entries stored in the practice management system, wherein the matching is performed based, at least in part, on the category assigned to the at least one of the mailbox deposits; and displaying a user interface configured to enable a user to identify bank deposits that have been automatically matched to stored deposit entries in the practice management system.