New in Acubiz version 7.30. This is an additional function.
If a user needs to be able to settle in companies other than the primary company to which the user belongs, then additional access can now be created for users, which gives access to being able to settle in secondary companies.
Most often, this situation is related to a user handling credit cards in more than one company (not the same as having several credit cards in the same company).
The primary company
The user is created in the primary company (Company 1) as follows:
This is the company that the user settles for the costs the user has in the Primary company.
If the user has e.g. credit cards in companies other than the primary company, access to secondary companies can be created as needed.
In the section for access granted for settlement in secondary companies, click and select:
Then select the companies (one or more) to which the user must have billing access:
A secondary access to the selected (or the) secondary companies is then created when SAVE is pressed on the user's master data. The list now shows the access created for secondary companies.
By clicking on the secondary profile, the adjustments required for the user to function correctly in the secondary company can now be made, including:
- Approver association
- Financial dimension setup (Department, cost center etc.)
- Changes in employee number
- Information about accounts
Now the user can settle on these two profiles by logging into Acubiz One with his profile in the primary company. Direct login cannot be done with the secondary profile, only the primary profile.
In the overview with the users, it is indicated that the user has several accesses.
The method of settlement in Acubiz One and the switch between the two profiles works according to the same method as the secretary role. See how settlement is made in Acubiz One with 2 or more profiles.
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