Contents of the Past Due Credit Card Transactions Dialog Box

Use these fields and options to set up credit card past due alerts.

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 Criteria Section

Field	Description
Send Alert for Charges Over X Days	Enter the number of days after which you want the past due alert sent to an employee. This is the number of days after the transaction date on the credit card charge. For example, if employees have a two-week grace period to enter their expense reports, enter 14 in this field. An alert will be sent for any imported credit card charges with a transaction date over 14 days old.
Do not send alert if missing charge is associated with:	A past due alert is sent for any imported credit card charge that is not associated with a posted expense report or cleared through the Credit Card Reconciliation application. If you do not want employees to receive an alert if the expense report is in progress, select one or more of the following check boxes to specify the charges associated with an expense report with statuses that will not trigger a past due alert to be sent: Approved Expense Report Submitted Expense Report In Progress Expense Report
Send Every X Days	Enter the frequency (number of days) for which you want the past due alert sent to employees if they have not added an imported charge to an expense report. For example, to check for past due expense report charges and alert employees once a week, enter 7.
Time of Day to Send Alert	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.
Notification Center	Select this check box to send the alert to employees via the Notification Center.
Alert Employee Supervisor	Select this check box to also send the alert to an employee's supervisor.
Alert Expense Report System Administrators	Select this check box to also send the alert to the expense report system administrators. These are the employees who are assigned system-level administration of expenses (on the Time & Expense tab in the Employees hub).
Alert Expense Report Company Administrators	Select this check box to also send the alert to the expense report company administrators. These are the employees who are assigned company-level administration of expenses (on the Time & Expense tab in the Employees hub) that matches the company of the employee who submits an expense report.

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.