In some cases it may be necessary to shift costs from one employee to another. Most often this is credit card transactions. It may be the following scenarios:
- The employee has paid with his credit card for another employee
The employee is sick and can not settle the costs
The employee has stopped
... and other
Note: An employee (user) can not move transactions to another employee - it is ONLY employees with the FINANCE-role.
Go to FINANCE --> All by employee:
- vælg CURRENT in status.
- Find the employee who have transactions to be moved.
- Select the transactions to be moved
- Click change employee button at the top
- Select the new employee in the box
- Click change employee
- ... the transaction is moved to the new employee.
This will trigger an email notification to new employee that there are new transactions to be processed.