This feature pertains to purchasing; please contact Acubiz for further information.

Acubiz provides a feature that enables the mandatory allocation of a company-paid credit card transaction to an employee's personal expense. 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 posting is contingent upon the specific configuration of your Acubiz solution.

• ℹ️ See more about the posting flow for company-paid credit card transactions >>

When is forced posting used

In this context, Acubiz does not hold a definitive stance, and the decision is fully dependent on your company's internal policies. However, a few illustrative examples may include:

• Instances where an employee has not reconciled expenses within a specified timeframe
• Situations in which an employee has utilized the company credit card for personal expenditures

Additional scenarios may also exist.

How to force private purchases postings

It is essential that only forced transactions are executed on transactions that are still in progress (and not yet exported). Such forced postings may only be performed by a user who has been assigned a financial role within their profile.

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

Locate the transaction or transactions that need to be posted as follows:

The selected transaction has now been recorded as a private purchase and has been transitioned from the employee to the financial approval stage, where it can be processed further under standard terms.

There is no automation associated with this function; therefore, the procedure must be conducted manually for each transaction that requires conversion to a private purchase.