Upon receipt of credit card transactions at Acubiz, these transactions will be processed according to the established matches. The protocol dictates that when Acubiz receives credit card transactions associated with a specific ID, they must be automatically allocated to a designated employee responsible for their reconciliation.

Acubiz operates under the assumption that employees possess personal credit cards utilized in the course of their professional duties. These credit cards are assigned an ID (a key) by the credit card provider. This ID is utilized by Acubiz to facilitate the matching of individual credit card transactions with the corresponding employee profile established within Acubiz. 

• ℹ️ See how to create a permanent match between credit card and user >>

One unique key per credit card

All credit card providers issue transactions with a unique identifier for each employee, and this identifier may vary in nature depending on the provider. Several credit card issuers allow companies to manage these identifiers independently, and it is common to observe that the identifier may consist of the employee's initials or employee number. However, it is essential that the identifier remains distinct and unique for each credit card.

To facilitate the identification of individual employees' credit card transactions, Acubiz utilizes the unique credit card identifiers assigned to each employee.

In the example provided below (utilizing fictitious names), the identifier for each credit card is highlighted in yellow.

Below it is shown that User DK has used his credit card 5 times and that all transactions are delivered with the same ID (key):

No credit card card number information is provided to Acubiz!

This indicates that each time employees utilize their credit cards, their transactions will be associated with their unique ID (key). This information is utilized by Acubiz to allocate the transactions to the appropriate users. As illustrated in the image above, transactions are now distributed across the five IDs (keys).

• Please be advised: The name displayed may not necessarily correspond to the user's name in Acubiz (due to spelling errors, middle names, etc.), but rather reflects the name that appears on the credit card.

At this point, two actions can be taken regarding these transactions prior to users processing them in their application.

Create a permanent match between credit card and user (recommended)

A permanent association is established between the credit card ID and an Acubiz user, resulting in a lasting connection of transactions to the designated employee (Automation). This process is required only once, thereby enhancing Acubiz's capability to accurately attribute transactions to individual users. Consequently, credit card transactions will be automatically routed to users the next time they utilize their credit card.

• See how to create a permanent match between credit card and user >>

Move transactions to a user:

It is also feasible to transfer individual transactions to a designated employee on a one-time basis without establishing a permanent association. This may occur in scenarios such as a virtual card, where one individual makes purchases on behalf of multiple employees, allowing for the allocation of various purchases to different users.

• See how to move transactions to a user once >>