Updating User Data on Transactions in Flow

Based on the configuration of users registered within Acubiz, specific details from each user's profile are utilized for transactions that remain incomplete within the Acubiz system. The pertinent information includes:

• Approver/manager
• Employee number
• Dimension information (such as department, project, etc.)

This information is recorded for credit card transactions upon receipt by Acubiz, as well as for other transactions at the time the user initiates them (such as expenses, driving, and similar activities). Consequently, any modifications made to the user's master data will not affect transactions that are already in progress; such changes will only be applied to transactions received by Acubiz subsequent to the update of the user's information. If you wish for these changes to be applied to transactions currently in progress, please follow the steps outlined below:

Updating User Data on Transactions in Progress

Filter transactions by the CURRENT status.

Then, select the transactions you want to update and choose Change employee.

Select the same user again to update the transactions.

This will update the selected transactions with the latest information from the user's master data.