Handling Expenses Using a Corporate Credit Card

With Acubiz, you can record and manage your credit card transactions in two ways. We always recommend recording the receipt immediately.

Method 1: Take a Picture of the Receipt Immediately (Recommended)

When you take a picture of your receipt right after the purchase, the attachment is ready in Acubiz before the electronic transaction is received from the bank. The system automatically matches the receipt with the transaction when it arrives.

ℹ️ Info: Optimize your receipt matching on credit card transactions

Criteria for Automatic Matching:

• Amount: Allowed deviation is a maximum of +/-1%.
• Date: Allowed deviation is a maximum of +/-5 days.
• Currency: Must be identical.

How to do it:

1. Open the app and tap the + at the bottom of the screen.
   
2. Select EXPENSE.
   
3. The camera activates (grant Acubiz access to the camera if prompted).
   
4. Tap the shutter button to take the picture. Acubiz will automatically crop the image and recognize the amount and currency.
   
5. Save the image.
   

Note: Always check that the receipt is fully legible and that all relevant information is clearly visible. See here how to add multiple receipts to the same expense.

Complete the registration:

1. Enter the necessary information about the expense.
2. Select CORPORATE CARD as the payment method.
3. Submit the expense. It will now automatically await the matching card transaction.

Method 2: Take a Picture of the Receipt Afterwards

If you take the picture several days after the purchase, the transaction from the card issuer will already be available in Acubiz as an unprocessed transaction.

How to do it:

1. Open the list of unprocessed transactions in Acubiz.
   
2. Select the specific transaction you want to process.
3. Tap the + to add the receipt, and take a picture using the same procedure described above.
   
4. Check the information. Many fields will already be automatically filled based on card data (marked in green).
   
5. Add any missing information and tap SUBMIT.