If an association has been incorrectly established between credit card transactions and an erroneous user, three actions are required to rectify the situation.

1. Delete the wrong match
2. Move credit card transactions that are matched incorrectly
3. Create a new match

ℹ️ The actions listed below necessitate administrator privileges within Acubiz.

Delete the wrong match

In order to mitigate the "damage," it is necessary to remove the incorrect match to prevent any further erroneous transaction matches.

Please navigate to ADMIN => USERS and identify the user associated with the incorrect match.

The match can be found on the user's profile within the section Automatic e-transaction associations created on user. This section will display all matches related to that user.

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

The transactions that have been incorrectly attributed to a user must be reassigned to the appropriate user. Please refer to this guide Move individual credit card transactions to another employee for further assistance.

Create a new match

Upon the deletion of an incorrect match, subsequent credit card transactions will be categorized as UNLINKED and will require re-matching. Please refer to this guide to create a permanent automatic match between transactions and users.