Display the Supporting Document Dialog Box in Credit Card Review

You display the dialog box in Credit Card Review.

  1. In the Navigation pane, select Cash Management > Credit Card Review.
  2. In the Credit Card Transactions grid of the Credit Card Review form, select a charge transaction for which you want to view supporting documents and do one of the following actions:
    • Click the icon in the Document field in the grid.

      On the Supporting Document dialog box that opens, you can view existing supporting documents, but you cannot upload new ones.

      If there are no supporting documents uploaded or Vantagepoint has not been configured to allow you to upload supporting documents, the icon displays a +. If there are documents attached to the charge, the icon shows a check mark.

    • On the Credit Card Review form, select a row entry in the Credit Card Transactions grid and click Details. On the Details dialog box, click the icon in the Document field in the grid.