Moving individual credit card transactions to another employee

There may be instances in which two or more employees are traveling together, and one employee (User A) has forgotten or misplaced their credit card. In such circumstances, the other employee (User B) is permitted to utilize their company credit card to make purchases on behalf of User A.

The challenge arises as these transactions are recorded under User B’s Acubiz profile, and User B wishes to ensure that these transactions do not impact their budget. Consequently, User B reaches out to the finance department to request the transfer of these specific transactions to User A, thereby allowing User A to accurately reconcile the expenses against the appropriate budget.

Only a financial user can perform this action

Finance has the capability to view all transactions associated with individual employees and is the sole authority within Acubiz authorized to transfer these transactions. Consequently, employees are unable to transfer transactions among themselves. Please proceed as follows:

Go to FINANCE

Select Documents and All by Employee

In the Status list, select Current

Expand transactions for the user User B, who has made purchases for User A with his credit card and mark the transactions to be moved

Press Change employee and select the new user who will have the transactions (User A)

press CHANGE EMPLOYEE.

The transactions have now been transferred from User B to User A, who may now settle these transactions as if they were conducted on the user's own credit card.

Please note that the transfer of transactions does not impact the permanent match established on User B's credit card transactions. Moving forward, the user will continue to receive the transactions associated with their company card.