Transfer Individual Credit Card Transactions to Another User

Scenario

When employees travel together, situations may arise where one employee (User A) has forgotten or lost their company credit card. In these cases, a colleague (User B) can pay for the expenses on behalf of User A using their own card.

Since these transactions are automatically loaded onto User B’s profile in Acubiz, they must be transferred to User A so that the costs are correctly recorded against the appropriate budget.

Note:

• This action can only be performed by a user with the role Finance (Pro user). Regular employees cannot transfer transactions themselves.

• Transferring the transactions does not affect future card associations. User B will continue to receive their own card transactions going forward.

Instructions: How to Transfer Transactions

Follow these steps to transfer transactions from one user to another:

1. Go to the Finance menu.

2. Select Documents and then All by Employee.
   

3. Set the filter under Status to In Progress.
   

4. Find User B (the card owner) in the list, and expand the employee’s transactions.
   

5. Select the transactions that should be transferred to User A.

6. Click the Change Employee button, and search for/select User A (the recipient).
   

7. Confirm the action by clicking CHANGE EMPLOYEE.

The transactions are now transferred to User A, who can then settle the expenses as usual.