Transfer transactions to another approver

There may be situations where pending transactions need to be transferred from one approver to another.

⚠️ Note: Changing the approver on a user profile in Acubiz only has forward-looking effect. Transactions already active remain in the original approver’s flow. To move existing, active transactions to a new approver, you must follow this guide. See also: Updating Master Data on Ongoing Transactions 

Typical scenarios for transfer:

• The original approver determines that another person should approve the expense.
• The approver is absent due to vacation or illness.
• The approver has left the company.

Tip: If an approver is absent for a limited period, it is beneficial for them to activate their delegate directly in the system. See: Temporary Delegation of Approval Authority (Out of Office)

Guide: How to move transactions

Follow these steps in Acubiz to transfer transactions to a new approver:

1. Go to Finance.

2. Select Documents ➡️ With approver.
   
    

3. Select the approver currently responsible for the transaction.

4. Select the employee the expense concerns.

5. Mark the transactions to be transferred.

6. Click the Change approver button in the top menu.

7. Choose the new approver from the list.

8. Click OK to confirm.

The transactions are transferred immediately and are now ready for processing by the new approver.