Handling Receipt Requirements in Acubiz

Overview of Receipt Requirements

In Acubiz, the default is that a receipt must be attached for all expense accounts. You can see the current setup here: ADMINISTRATOR -> CHART OF ACCOUNTS -> EXPENSE ACCOUNTS

The overview clearly shows which accounts require documentation (attached file) before approval.

Adjusting Receipt Requirements

If you want to change the requirement for a specific account, do the following:

1. Select the desired account in the overview (e.g., Toll and Brobizz).
2. Click Edit.
3. Under the Company Policy section, adjust the setting for attachments:
   • Required (Default): The user must attach a receipt to be able to save/send the document.
     
   • Not Required: The user can submit the document without a receipt.
     
4. Click Save.

Note: The change takes effect immediately for all Acubiz users.