You enable the feature on the Cash Management Options form in Settings, then set up credit card accounts on the Credit Cards form.
Prerequisites: Before you can turn on the Credit Card feature, you need to do the following:
- Set the
Allow Company Paid Expenses option to
Yes on the Options tab in
.
- Set the
Enable User of Credit Card option to
Yes in
.
To enable and set up the Credit Card feature:
-
In the Navigation pane, select
.
-
On the Options form in Cash Management Settings, set the
Enable Use of Credit Cards option to
Yes and click
Save.
-
In the Navigation pane, select
.
-
On the Actions bar of the Credit Cards settings form, click
+ New Credit Card
-
In the header fields of the Options tab, enter basic information for a primary credit card that your company uses.
-
To add one or more secondary credit cards that are associated with the primary credit card, click
+ Add Secondary Credit Card below the Secondary Credit Card grid.
-
Specify the code, description, and company-paid credit account.
-
In the
Expense Report User field, click
Add User.
-
On the Team Members Assigned to Credit Card dialog box, click
+ Add Employee and use the Employee lookup to select the employees who are allowed to pay for company expenses with each credit card, and then close both the lookup and the dialog box.
For each secondary credit card, you enter the users or employees who are authorized to use it.
-
Complete information in the row for the secondary credit card.
-
If you will be importing credit card charges into
Vantagepoint, use the Import tab to enter settings for the import file.
You enter formatting information and select which fields to include and their order in the file.
-
Click
Save.
Repeat steps 4─11 to set up each primary credit card that your company uses.