Credit Card Charge Alert Dialog Box

Use this dialog box to create rules for the New Credit Card Transaction Available alert for the appropriate employee groups.

If you use Vision Multicompany, this alert only applies to the employees that are active in the company for which the alert is configured.

Location

To display the dialog box, complete the following steps:

From the Vision Navigation menu, click Configuration > General > Company Alerts.
On the Company Alerts Configuration form, click Expense in the Folders field.
In the Alerts grid, select the New Credit Card Transactions Available alert.
Click in the Options field for the alert, and then click the icon that displays in the field.

Employee Group Rules Section

Field	Description
Employee Groups	From the drop-down list, select the employee group for which you want to create a rule for the Credit Card Charge 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. Employee groups are set up in Company Timesheet Configuration in Configuration > Time & Expense.
Alert Rule Grid — Toolbar	The following options display on the toolbar: Alert Rule Drop-Down To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into this field, in the sequence that you want them to display. Groups — Click this option if you want to change the employee group or groups for the selected alert rule. On the Add Groups dialog box that opens, move employee groups to and from the Current Groups box and the Available Groups box. Remove From Group — Select a rule in the grid to delete from the alert, and click this option to remove it. New — Click this option to add a blank row to the grid and add a new alert rule for the selected employee group. Copy — Select an alert rule in the grid whose settings you want to copy into a new alert rule. Then click Copy. A blank row is added to the grid. The alert settings (alert type, delivery options, and message content) from the copied alert rule prefill on the Credit Card Charge Alert dialog box for the new alert rule. Enter a name in the Alert Rule Name field for the new alert rule.
Alert Rule Grid — Field	This grid contains the alert rules that have been created for the employee group that you selected in the Employee Groups field. Alert Rule Name — This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click New on the grid toolbar, and in the blank row in the grid enter the name of the rule. All alert rule names must be unique. After you enter or select an alert rule in the grid, the remaining fields on the dialog box apply for the selected alert rule.

Field

Description

Employee Groups

From the drop-down list, select the employee group for which you want to create a rule for the Credit Card Charge 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.

Employee groups are set up in Company Timesheet Configuration in Configuration > Time & Expense.

Alert Rule Grid — Toolbar

The following options display on the toolbar:

Alert Rule Drop-Down
- To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Groups — Click this option if you want to change the employee group or groups for the selected alert rule. On the Add Groups dialog box that opens, move employee groups to and from the Current Groups box and the Available Groups box.
Remove From Group — Select a rule in the grid to delete from the alert, and click this option to remove it.
New — Click this option to add a blank row to the grid and add a new alert rule for the selected employee group.
Copy — Select an alert rule in the grid whose settings you want to copy into a new alert rule. Then click Copy. A blank row is added to the grid. The alert settings (alert type, delivery options, and message content) from the copied alert rule prefill on the Credit Card Charge Alert dialog box for the new alert rule. Enter a name in the Alert Rule Name field for the new alert rule.

Alert Rule Grid — Field

This grid contains the alert rules that have been created for the employee group that you selected in the Employee Groups field.

Alert Rule Name — This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click New on the grid toolbar, and in the blank row in the grid enter the name of the rule. All alert rule names must be unique.

After you enter or select an alert rule in the grid, the remaining fields on the dialog box apply for the selected alert rule.

Alert Type Section

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 Vision.
Send alert once a week	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 Vision. 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	From the drop-down list, select the hour of the day for the alert to be sent to employees.

Delivery Options Section

Field	Description
Email	Select this check box to send the alert by email to employees. The email provides a link to open the expense report.
Dashboard	Select this check box to send the alert via the Vision dashboard to employees. The dashboard alert provides a link to open the expense report.

Message Content Section

If you select the Email check box in the Delivery Options section, the fields in this section are enabled.

Field	Description
Subject	Enter the subject for the email.
Message Grid Toolbar	The toolbar displays the following options: Insert Field — Click this option to open the Column Selection dialog box, and select a credit-card related field to add to the email message text. Options are: [SecondaryDescription], [SecondaryCode], [PrimaryDescription], and [PrimaryCode]. These are the descriptions and codes for the primary credit card and secondary credit card for a charge. To insert a field into a message, click in the Message text box exactly where you want the field inserted. Then click Insert Field. The field label is inserted into the Message text box. When the alert message is sent to an employee, the description or code for the primary and secondary credit cards that applies for the charge is specified in the message. Edit — Click this option to open the Text Editor dialog box and enter message text for the email. The Text Editor has text formatting tools.
Message Text Box	Enter the message text for the email. You can enter text directly in this text box, or click Edit on the toolbar to open the Vision Text Editor and enter text. In the Text Editor dialog box, you can format the text.

Buttons

Field	Description
OK	Click this button to save entries and changes on the dialog box and return to the Company Alerts Configuration form.
Cancel	Click this button to return to the Company Alerts Configuration form without saving entries and changes on the dialog box.
Help	Click this button to open the help topic for the dialog box.