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
• Cash and company card buttons in the Acubiz app
• Employee accounting setup
• Extend a user's roles to secondary companies

See all 12 articles

Understand and work with roles and rights in Acubiz

• Enduser and Pro-users: 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
• Mandatory 2nd approver or alternative approver

Accounts, cost types and currencies

• Create a new account
• Setting up VAT codes (expenses)
• Dimension setup on cost type
• How to create a split account (distribution account)
• Change account number on a cost type
• Enable or disable automatic submitting

See all 15 articles

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

CO2 Tracker module

• CO2 tracker - Collect related data from costs
• CO2 tracker - Registration methods and transport types
• CO2 Tracker - Extraction of data in reports

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

• Company settings
• Modify the contents of Acubiz email templates
• Extract master data created in Acubiz
• Legal information and deletion of data
• Configure broadcast frequency on status mail to users
• Duplicate report and control of duplicates

See all 11 articles