Move Individual Credit Card Transactions to Another User

Occasionally, two or more employees may be traveling together, and one employee (User A) might have forgotten or misplaced their credit card. In such instances, another employee (User B) may use their company credit card to make purchases on behalf of User A.

The issue arises because these purchases are recorded under User B's Acubiz profile, and User B prefers that this does not impact their budget. Consequently, User B contacts the finance department to request the transfer of the relevant transactions to User A, ensuring that the expenses are accurately allocated to the appropriate budget.

The finance team has access to all employee transactions and is the sole group authorized within Acubiz to transfer transactions between users. Employees are not permitted to transfer transactions independently. 

Please follow these steps:

Go to FINANCE

Choose Documents and then All by Employee

From the Status list, select Current

Expand the transactions for User B, who made purchases for User A using their credit card, and select the transactions to transfer

Click Change employee and choose the new user (User A)

Then click CHANGE EMPLOYEE.

The transactions will now be moved from User B to User A, who can settle these expenses as if they were made with their own credit card.