Set Up Alerts for Past Due Credit Card Transactions

The Past Due Credit Card Transactions alert notifies employees and their supervisors after a New Credit Card Transaction Available alert has been sent to an employee and a certain number of days have passed without the charge being added to an expense report.

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

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 Past Due Credit Card Transactions 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 Past Due Credit Card Transactions 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 Past Due 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 Past Due Credit Card Transactions alert to enable the alert.
7. Click Save on the toolbar.