Manage users who need access to Acubiz
- Create a new user in Acubiz
- Change approver on users
- Change the name of a user in Acubiz
- Cash and company card buttons in the Acubiz app
- Employee Accounting Setup
- Extend a user's roles to secondary companies
Understand and work with roles and rights in Acubiz
- End-user & Pro-users: Roles That Can Be Assigned to Users in Acubiz
- Overview of Assigned Roles in Acubiz
- User Access Control for Administrators
- Add/Remove a Users Role
- Overview of Approvers in Acubiz
- Mandatory 2nd Approver or Alternative Approver
Accounts, cost types and currencies
- Create a New Account / Expense Type
- Expenses: Setting Up VAT Codes
- Dimension Setup on Cost Type
- How To Create a Split Account (Distribution Account)
- Change Account Number on a Cost Type
- Enable/Disable Automatic Submitting
Manage financial dimensions in Acubiz
Company Policy
CO2 Tracker module
Company Policy Manager (CPM)
- Get Started with CPM (Company Policy Manager)
- CPM: Configuration of General Spot Check Control
- CPM: Amount Limits per Participant or per Day (Compliance)
- CPM: Manager Approval Based on Account Rules
- CPM: Targeted Financial Control at the Account Level
- CPM: Targeted Employee Control (Quality Assurance)
Administration settings
- Company Settings
- Edit the Content of E-mail Templates
- Master Data Extraction
- Legal Information and Deletion of Data
- Status Emails (Automated Notifications)
- Duplicate Report and Duplicate Check