Review Credit Card Transactions

You can search for and view credit card transactions. The search results include credit card charges that are imported from your credit card company into Vantagepoint and credit card charges that are entered on expense reports and AP disbursements in Vantagepoint.

To search for and view credit card transactions:

  1. In the Navigation pane, select Cash Management > Credit Card Review.
  2. In the Search Panel of the Credit Card Review form, enter the search criteria for Date Range, Statement Date Range, Credit Card, Transactions to Include, and Account.
  3. Click Search.
    The search results display in the Credit Card Transactions grid.
  4. To view more information for a credit card transaction in the Credit Card Transactions grid, hover over a grid row entry and click Details to display the Details dialog box.