Create an automatic match between transactions and users permanently

The first time an employee uses their credit card

In the NOT MATCHED section under the Finance menu, you will find credit card transactions that have not yet been linked to any specific employee. This usually happens when a credit card is being used for the first time by a user. Since the system has no prior record connecting that card to an employee, these transactions remain unassigned. It is the responsibility of the Acubiz Pro-User (What is a Pro-User?) to review these unmatched transactions carefully. The Pro-User must then establish a proper connection by associating each individual credit card transaction with the correct user account that has been set up in Acubiz. This step ensures that all expenses are accurately tracked and attributed to the appropriate employee, maintaining the integrity of financial records within the system.

Go to FINANCE

Then go to NOT MATCHED

Create a permanent match with a user:

The transactions categorized as NOT MATCHED must now be assigned to a user. This will ensure that future transactions are automatically directed to the appropriate user upon arrival.

This approach enhances Acubiz's capability to accurately determine the appropriate individual responsible for reconciling incoming credit card transactions.

Do as follows:

1. Go to NOT MATCHED
2. Expand your credit card provider (press the plus sign)
3. Expand transactions for a specific employee (press plus sign)
4. Select one transaction via the check box
5. Press the CREATE AUTOMATIC MATCH WITH USER button
6. Select the employee who will have the transactions in the future
7. Press the CREATE AUTOMATIC MATCH WITH USER button

You will come to a confirmation page:

Tap Save and rund e-transaction distribution.

Now credit card transactions is automatically distributed to this user going forward.

It is important to be aware that the tick is set correctly in relation to the payment of the individual card.