Update user data on transactions in flow

Based on the setup of the users created in Acubiz, there will be information from the individual user that is used on transactions in flow (transactions that have not been completed in Acubiz). This information is ...

• ... approver/manager
• ... employee number
• ... dimension information (ie. department/project etc)

This information is stamped on credit card transactions at the time they arrive at Acubiz as well as stamped on all other transactions at the time the user creates them (eg outlays, driving, etc.)

Changes to the user's master information will therefore not be updated on ongoing transactions - only on transactions that come to Acubiz after changing the user's master data.

If you would like these changes to take effect on transactions in flow, you can do the following:

Changing user master information on transactions in flow

Filter transactions based on status CURRENT

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

Select the same user in order to update the transactions.

This means that the selected transactions are now updated with the data specified on the user's master data.