Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Set Up the Credit Card Feature

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 Settings > Cash Management > Expense Codes.
  • Set the Enable User of Credit Card option to Yes in Settings > Cash Management > Options.

To enable and set up the Credit Card feature:

  1. In the Navigation pane, select Settings > Cash Management > Options.
  2. On the Options form in Cash Management Settings, set the Enable Use of Credit Cards option to Yes and click Save.
  3. In the Navigation pane, select Settings > Cash Management > Credit Cards.
  4. On the Actions bar of the Credit Cards settings form, click + New Credit Card
  5. In the header fields of the Options tab, enter basic information for a primary credit card that your company uses.
  6. 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.
  7. Specify the code, description, and company-paid credit account.
  8. In the Expense Report User field, click Add User.
  9. 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.
  10. Complete information in the row for the secondary credit card.
  11. 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.
  12. Click Save.
    Repeat steps 4─11 to set up each primary credit card that your company uses.