Secretary Function: Perform Tasks on Behalf of Others

The secretary function allows selected employees to create and manage expenses on behalf of other users in Acubiz.

ℹ️ The secretary function can be activated by the company's Acubiz Pro user. (What is a Pro user?)

Prerequisites for Use

To use this function, the following requirements must be met:

• Your Acubiz profile must be assigned the secretary role.
• You must be linked as a secretary for the specific users you are assisting.

Once the setup is complete, simply log in to the Acubiz app as usual.

How to Switch Between Profiles

1. Work in Your Own Profile

When you log in, you are by default in your own profile. The interface appears as normal, and you settle your own expenses.

2. Switch to Another User

1. Tap on your name at the top of the app.
   

2. Select the user you wish to create expenses for from the list of your assigned permissions.

3. Visual Indication

When you switch profiles, the app’s visual theme changes (e.g., from red to gray). This ensures you are working on behalf of another user.

Example: When it says "User DK" at the top, all actions and entries in the system are made with "User DK" as the sender.

Available Functions on Behalf of Others

When you have switched to another user, you can perform the following tasks on their behalf:

• Cash Advance: Get reimbursed for using your private funds for business expenses
• Manage expenses paid with company credit cards
• Create tax-free mileage allowance
• Create tax-free travel allowance (per diems)

Important Notes

• PDF Sharing: The PDF sharing function can only be used in your own personal profile and is not available when working on behalf of others.
• Dashboard Customization: You can customize your view and access to standard functions under Dock settings. (See the guide for changing the dashboard layout).