Acubiz provides a feature that mandates company-paid credit card transactions to be allocated to an employee's personal expenses. Consequently, the employee's salary will be adjusted accordingly, or they will be required to reimburse the company for the amount. The implementation of this mandatory allocation is contingent upon the configuration of your Acubiz solution.

• ℹ️ Learn more about the posting process for company-paid credit card transactions >>

When is Forced Posting Used?

Acubiz does not take a specific position on this; the choice is entirely based on your company's internal policies. Some examples might include:

• When an employee hasn’t reconciled expenses within a set timeframe
• When an employee has used the company credit card for personal purchases

There may be other situations as well.

How to Force Private Purchase Postings

It’s important that forced postings are only done on transactions that are still in progress (not yet exported). Only users with a financial role assigned to their profile can perform these forced postings.

Go to FINANCE => DOCUMENTS => E-TRANSACTIONS => ALL BY STATUS

Find the transaction(s) you want to mark as private purchases like this:

The selected transaction will now be recorded as a private purchase and moved from the employee stage to the financial approval stage, where it can be handled as usual.