Automatic approval can be implemented for all types of costs in Acubiz. This means that the system can be configured to handle and approve different costs automatically, which can save time and reduce manual intervention. However, it is important to note that for most cost types, it is not always appropriate to enable this feature. This is because some costs require a more detailed review or specific approval that cannot be achieved through an automatic process.
On the other hand, it is particularly beneficial to use automatic approval for cash withdrawals on credit cards. In these cases, automatic approval can effectively simplify the process, as it ensures that transactions are processed quickly and correctly. This can lead to a more streamlined financial administration, where employees do not have to spend time approving each withdrawal manually. By implementing this feature, companies can optimize their cost management and ensure that there is a focus on the areas where manual control is most needed.
Go to ADMIN => ACCOUNTS => Systemaccounts
In the list choose "Kontanthævning på kreditkort"
Then activated or deactivated "Submit automatically" as required.
NOTE: Submit automatically will only work if user input is NOT required. The following account setup must be done:
- Explanation may not be required
- Attachment may not be required
- No requirement to indicate number (CPM)
- Mandatory dimensions must not be activated
- An type code must be entered for automatic posting of matching transactions
(The above is type code for cash withdrawal).
See: Automatic accounting with type codes
These will prevent the automatic ready notification function from working as it will require action on the part of the user. Automatic ready notification is precisely so that the user does not have to do anything.
- This feature is most often used in connection with cash withdrawals on credit cards, as the user does not have to do anything ... only the reimbursement of expenses via cash expenses.
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