With Acubiz One, there are several ways to process its corporate credit card transactions.
Take a picture of the receipt immediately (recommended)
You take a picture of your receipt immediately, ie right after using the credit card. In this situation, the image of your receipt will enter Acubiz before the actual electronic transaction from your credit card provider.
Match criteria between receipt and transaction:
A match will be made between the receipt and the transaction itself based on these criteria:
- Amount (+/- 1%)
If the amount differs by more than +/- 1% from the transaction amount, the receipt will not be matched.
- Date (+/- 5 days)
If the date differs by more than +/- 5 days from the transaction date, the receipt will not be matched.
Press + at the bottom of the app
You must give Acubiz One permission to use the phone's camera.
Press the SHUTTER BUTTON to take the picture. Depending on your settings, Acubiz One will try the following:
- Finding Receipt: Crops the image to remove distracting elements around the receipt
- Finding amount and currency: Technique that runs through the receipt and finds the information
Once the picture is taken, save it.
NB. Always check that the receipt is legible and that all information is included. It is your responsibility that the receipt can be used as correct documentation.
Add extra receipt.
Settle the expense
Then consider the few pieces of information you can provide about your current cost.
Finally, the COMPANY CARD button is selected here as this is a credit card transaction.
The transaction is being transferred and is now awaiting the arrival of a matching credit card transaction to Acubiz.
Take picture of Receipt after a few days (not recommended)
You take a picture of your receipt several days after you have used the credit card. This means that the electronic transaction from your credit card provider has already arrived at Acubiz - and thus can be viewed directly in Acubiz One.
Receipt after a few days.
If the credit card transaction has reached Acubiz, it can be viewed directly in Acubiz One.
|(1) click on the small arrow and view the transactions below - slide right or left to scroll through the credit card transactions that have not been processed
|(2) Click on the large area and get a list of all the unprocessed credit card transactions.
In the list, select the transaction you want to process
Now you need to take a picture of the receipt - same process.
Click + and take a picture
Once the image is saved, the rest must be filled in. Since you have retrieved the information from the credit card, there are several things that have already been filled in correctly (marked in green)
When the information is filled in, press SUBMIT