Deltek Vantagepoint Help

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Set Up Alerts for New Credit Card Transactions Available

The New Credit Card Transactions Available alert notifies employees when a charge that they made with a company-issued credit card has been imported from a credit card statement into Vantagepoint and is ready to add to an expense report.

This alert applies if you use the Credit Card feature and you import charges from credit card statements into Vantagepoint.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

To set up the New Credit Card Transactions Available alert:

  1. In the Navigation pane, select Settings > Expense > Alerts .
  2. Under the Alert column in the grid on the Alerts settings form, click New Credit Card Transactions Available.
  3. On the New Credit Card Transactions Available dialog box, set up the rules to apply to the alert for the appropriate employee groups, and then click Save and Close.
  4. Under the Active column in the grid on the Alerts settings form, select the check box for New Credit Card Transactions Available to enable the alert.