Set Up Alerts for New Credit Card Transactions Available

Use the New Credit Card Transactions Available alert to notify appropriate employees when a charge that they made with a company-issued credit card has been imported from a credit card statement into Vision and is ready to add to an expense report.

This alert applies if you use the Credit Card feature and you import charges from credit card statements into Vision.

To set up the New Credit Card Transactions Available alert, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. On the Company Alerts Configuration form, select Expense in the Folders field.
3. In the Alerts grid, select the New Credit Card Transactions Available alert.
4. Click in the Options field for the alert, and then click the icon that displays in the field.
5. On the Credit Card Charge Alert dialog box, set up the rules to apply to the alert for the appropriate employee groups, and click OK.
6. In the grid on the Company Alerts Configuration form, click the Active check box for the New Credit Card Transaction Available alert to enable the alert in Vision.
7. Click Save on the toolbar.