Set Up Alerts for New Credit Card Transactions Available

The New Credit Card Transactions Available alert notifies 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.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

To set up the New Credit Card Transactions Available alert:

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 option for the alert.
7. Click Save on the toolbar.