Administration, setup and maintenance

Manage users who need access to Acubiz

• Create a new user profile in Acubiz
• Change approver on users
• Change the name of a user in Acubiz
• Employee accounting setup
• Create user access for settlement in secondary companies
• Send welcome email to new users

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Understand and work with roles in Acubiz

• The available roles that can be assigned to users in Acubiz
• Get an overview of assigned roles in Acubiz
• Add or remove a role from a user
• Get an overview of approvers in Acubiz
• Work with the secretary role

Accounts and currencies

• Create a new account
• Setting up VAT codes (EMS / Expense)
• How to create a split account (distribution account)
• Change account number on a cost type
• Enable or disable automatic submitting
• Dimension controlled accounts

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Manage financial dimensions in Acubiz

• Create a new dimension value
• Dimension fields and settings
• Financial dimension approver
• Multiple approvers on financial dimensions

Company Policy

• Application of approving power of attorney amounts (EMS and IMS)
• Requirements for receipt (attachment) on expenses
• Setting up requirements and visibility of dimensions per. account

Company Policy Manager (CPM)

• Getting started with CPM
• Spot check in Finance (CPM)
• Amount per. Participant or days (CPM)
• Accounts to be approved by manager/Approver (CPM)
• Accounts to be checked in Finance (CPM)
• Employee spotcheck setup (CPM)

Administration settings

• Local company settings
• Modify the contents of Acubiz email templates
• Extract master data created in Acubiz
• Configure broadcast frequency on status mail to users
• Duplicate report and control of duplicates
• Maintain country selection

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TIME configuration

• Create categories for time registrering
• Rename existing category
• Time category with balance tracking