Credit Card Review
Use Credit Card Review to search for and view credit card transactions.
The search results include credit card charges that are imported from your credit card company and credit card charges that are entered on expense reports and AP disbursements in Vantagepoint.
In Credit Card Review you can:
- See the total amounts that you paid to specific merchants by credit card over a specified time frame.
- Search for a specific merchant to find the last time you paid them (magazine subscriptions, memberships, and so on).
- Search for and view credit card transactions across multiple credit cards, multiple credit card statements, and multiple companies.
- Review the detail for specific credit card transactions.
- Search for and view a credit card charge by the transaction ID that is assigned by the credit card company.
- See only cleared transactions, uncleared transactions, or both when you search and view credit card payment information.
- Related Topics:
- How to...
You can review credit card transactions at any time. - Fields and Options
In addition to using the Credit Card Review form, you can use related dialog boxes to view details or supporting documents for credit card transactions.
Parent Topic: Cash Management