If a match on credit card transactions has been created to the wrong user, 3 things need to be done
- Delete the wrong match
- Move credit card transactions that are matched incorrectly
- Create a new match
Delete the wrong match
This requires administrator rights in Acubiz.
To limit the "damage", the wrong match must be deleted so that no more wrong matches of transactions are made.
Go to ADMIN => USERS and locate the user with the wrong match
The match itself is on the user's profile under the section CREDIT CARDS AND OTHER ACCOUNTS. Here all matches on that user will be displayed.
Click on the type and select delete on the next image
The match has now been deleted.
Move credit card transactions that are matched incorrectly
This requires Finance rights in Acubiz
The transactions that are matched to the wrong user must be moved to the correct user. See this guide Move individual credit card transactions to another employee
Create a new match
This requires financial rights in Acubiz
Once the wrong match is deleted, the next credit card transactions will land in UNLINKED and must be matched again. See this guide Create an automatic match between transactions and users permanently