Contents of the Summary Form

Review the sections on this form to see a summary of the entries that are made on each of the other forms in Expense Settings. Click any blue section heading to switch to the corresponding form.

Contents

Field	Description
Company Name	If you have multiple companies in Vantagepoint, the name of the active company displays at the top of the form.
Options Section	View a summary of the entries that are made on the Options form, such as whether or not employee signatures are required on expense reports, whether advances can be applied to expense reports, and so on.
Expense Groups Section	View the number of expense groups that are set up on the Expense Groups form.
Expense Categories Section	View the number of expense categories that are set up on the Expense Categories form.
Payments Section	View the default bank for expense report payments, which is entered on the Payments form.
Expense Approvals Section	View whether or not overall expense report and line item approvals are enabled. If they are enabled, this section also displays the name of approval workflow and administrator as entered on the Expense Approvals form.
Expense Alerts	View the status and number of alerts for New Credit Card Transactions Available and Past Due Credit Card Transactions.