Correction and Modification of Existing Credit Card Association

If credit card transactions have been mistakenly linked to the wrong user, the error must be corrected through three main phases. This process ensures that historical transactions are moved to the correct employee and that future transactions are assigned to the correct profile.

Prerequisite: To perform these actions, you must have administrator rights in Acubiz.

Phase 1: Delete the Incorrect Association

To prevent future transactions from continuing to be matched with the wrong employee, the existing incorrect match must first be deleted.

1. Go to ADMIN ➔ USERS and search for the user to whom the transactions were mistakenly linked.

2. Open the user's profile and scroll down to the section Automatic e-transaction associations created on user. Here you will find an overview of all active card associations for that employee.

3. Click on the specific card type/association that needs to be removed.
   

4. Click Delete on the following screen.
   

The association is now removed, and the system will stop sending new transactions to this user.

Phase 2: Move the Existing (Incorrect) Transactions

The transactions that have already been imported and placed on the wrong user's profile must now be manually moved to the correct recipient.

• Follow the detailed procedure in this guide: Move individual credit card transactions to another user.

   

Phase 3: Create a New and Correct Association

Once the incorrect link has been broken, future transactions from the relevant credit card will initially be marked as NOT ASSOCIATED. To ensure an automatic and correct process going forward, a new permanent association must be created for the correct employee.

• Follow the step-by-step guide here to reestablish the automatic match: Configure automatic transaction matching.