The first time an employee uses their credit card

In the menu NOT MATCHED (Finance) are credit card transactions that are not linked to an employee. This usually happens when a user uses their credit card for the first time. The task of the finance user is to create a match between the individual credit card transactions and a user who is created in Acubiz.

Go to FINANCE

Then go to NOT MATCHED

Create a permanent match with a user:

The transactions that are under NOT MATCHED must now be matched with the a user so that when transactions arrives the next time, the transactions will automatically go directly to the correct user.

This is a method to make Acubiz wiser about who should settle the 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.