Use these fields and options to set up alerts when new credit card transactions are available.
| Field | Description |
|---|
 Save Rule
|
Click this option to save the changes in the settings for the alert without closing the dialog box. (This option is disabled if there are no changes to be saved.)
|
| + Add Rule
|
Click this option to add a new alert rule. On the Add Rule dialog box, enter a unique alert rule name for the new alert and click
OK to close the Add Rule dialog box. The new rule name is displayed in the
Alert Rule field.
|
 Copy Rule
|
Select an alert rule in the grid with settings that you want to copy into a new alert rule and then click
Copy. On the Copy Rule dialog box, enter a unique alert rule name for the new alert rule and click
OK to close the Copy Rule dialog box. The new rule name is displayed in the
Alert Rule field with the same settings as the alert that you copied.
|
 Delete Rule
|
Select a rule and click this option to delete it.
|
| Field | Description |
|---|
| Alert Rule
|
This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click
Add Rule on the toolbar and enter the new alert rule name on the Add Rule dialog box. Each alert rule name must be unique.
|
| Rule Enabled
|
Select this option to enable the rule. When the alert is active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then
Vantagepoint will run any one of its enabled rules. If the alert is not active, then
Vantagepoint will not run any of its rules, even if rules are enabled.
|
| Employee Groups
|
Select the employee group for which you want to apply a new rule for the alert. If you have already created rules, select the employee group for which you want to view or modify existing rules. After you enter an employee group in this field, the grid on the dialog box displays all the alert rules that are set up for the selected employee group.
When you select
[All Groups], the rules that you create for the alert will apply globally for all employee groups, and you do not have to create the same rules individually for each group.
|
| Languages
|
This field displays if your firm uses multiple languages. Use this to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this field blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the
Language field in the Employees hub receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The
Language field displays
<languages selected> if any languages are selected.
|
Alert Type
| Field | Description |
|---|
| Send Alert When New Charges Are Imported
|
Select this check box if you want an alert sent to an employee when any charge made by the employee with a company-issued credit card is imported from a credit card statement into
Vantagepoint.
|
| Send Alert Once A Week On
|
Select this check box if you want an alert sent to an employee once a week to notify them of any charges they made with a company-issued credit card that have been imported from a credit card statement into
Vantagepoint. In the field beside this check box, select the day of the week for the alert to be sent. If no charges have been imported, no alert is sent.
|
| Time of day to send alert
|
This field displays if the
Send Alert Once A Week On check box is selected. From the drop-down list, select the hour of the day for the alert to be sent to employees.
|
Delivery Options
You can select one or both of these options.
| Field | Description |
|---|
| Email
|
Select this check box to send the alert by email to employees.
|
| Notification Center
|
Select this check box to send the alert to employees via the Notification Center.
|
Email
If you select the
Email check box in the Delivery Options section, the fields in this section are enabled. Use these options for email sections that include the
Insert Field
option.
| Field | Description |
|---|
| Subject
|
Enter the subject for the email message.
|
| Message
|
Do one or more of the following:
- Enter text directly in the text box.
- Position the cursor in the text box and click
Insert Field to open the Column Selection dialog box and select related fields to add to the email message text.
- Click the down arrow at the right end of the text box toolbar to use formatting options as you enter text.
|
| Field | Description |
|---|
| Save and Close
|
Click this option to save the configuration that you've made for the alerts and close the dialog box. This option is disabled if there are no changes to be saved in the alert rule. You can click
Cancel to close the dialog box instead.
|
| Cancel
|
Click this option to close the dialog box without saving any changes made to the alerts.
|