Create User Access for Settlement in Secondary Companies

Note: This is an add-on feature.

It is now possible to create additional access for users who need to perform settlements in secondary companies beyond their primary company. This is typically relevant in cases where an employee manages credit cards in multiple companies within the group.

1. The Primary Company

The user is originally created in their primary company (Company 1). This is where the user primarily settles the expenses related to the primary company.

2. Assigning Access to Secondary Companies

If the user needs to settle expenses in other companies (e.g., when using a credit card issued by another company), secondary accesses can be created:

1. Go to the section Access Assigned for Settlement in Secondary Companies on the user's master data.
2. Click Select.
3. Check the secondary company or companies the user should have settlement access to.
   
4. Click Save on the user's master data to create the access.
    

Once the changes are saved, the created secondary accesses will appear in the list. 

In the overall user overview, it will also be clearly indicated that the user has access to multiple companies.

3. Configuration of the Secondary Profile

After the access is created, click on the secondary profile to customize the setup so the user functions correctly in the selected company. Here you can configure, among other things:

• Approver Assignment
• Financial Dimensions (e.g., Department, Cost Center, etc.)
• Employee Number (if different from the primary)
• Accounting Information

4. Use in the Acubiz App

Once the setup is complete, the user can perform settlements for both profiles by simply logging into the Acubiz app with their primary profile.

• It is not possible to log in directly with the secondary profile.
• Switching between profiles in the app works the same way as when using the secretary role.

See also the guide: How to Perform Settlement in the Acubiz App with Two or More Profiles.