Approval and Rejection of Transactions in Acubiz

As an approver, you can process the following transaction types in Acubiz:

• Cash expenses
• Credit card transactions
• Mileage in personal car
• Per Diem
• Travel expense reports (with multiple receipts)
• Requisitions

How to Access Transactions for Approval

New transactions appear directly in your Dashboard under the section PENDING APPROVAL.

Approval for multiple companies (entities):
If you approve for multiple companies or units, you can easily switch company by clicking on the company name at the top of the screen.

You can process transactions in two ways: Directly from the Dashboard or via a consolidated list.

Method Comparison: How Would You Like to Approve?

Method 1: Approve Directly from the Dashboard

This method is fast and suitable for reviewing transactions one by one.

1. Use the arrow on the right (or swipe) to browse through transactions one at a time.
   
2. In the overview, you quickly see the transaction type, number of attached receipts, and buttons to Approve or Reject.
3. Click directly on the transaction to open the detail view (including full-size receipts).
   
   1. Receipt: View receipts for the transaction; click for a larger image.
   2. Approve
   3. Reject
4. Click X to close the detail view and return to the Dashboard.

Method 2: Approval via Consolidated List

This method provides a full overview and filtering options. Click the icon on the left to open the consolidated list. Here you have the following options:

1. Search: Search directly for specific transactions or employees.
2. Filter: Filter the list by specific transaction types (e.g., only cash expenses).
3. Sort and view: Sort the list by COMPANY, EMPLOYEE, or DIMENSION (e.g., project or department code).
4. Transaction: Displays transactions with type, amount, images, and approval options.
5. Mass approval (Approve all): Approve all filtered/displayed transactions with one click.

1. Transaction type (Expense, credit card, mileage, etc.)
2. Number of attached receipts - click to view them
3. Approve the transaction
4. Reject the transaction

Special Note on Travel Expense Reports

For consolidated travel expense reports, you can open the report to get a complete overview of the entire trip, check the individual underlying receipts, and review all attached receipts before final approval.