Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Attach a Document to a Credit Card Charge

You can attach an associated document to a credit card charge when you reconcile a credit card statement.

Prerequisites: To add an associated document to a charge in Credit Card Reconciliation, the charge must already have been entered on an expense report in My Stuff > Expense Report, and the expense report must be posted.

The accepted file types that you can upload are: PDF, Word, Excel, jpeg, tiff, png, bmp, and gif. You cannot upload a password-protected document. Uploaded documents are converted to PDF format.

To attach (upload) a document to a credit card charge:

  1. In the Navigation pane, select Cash Management > Credit Card Reconciliation.
  2. At the top of the Credit Card Reconciliation form, enter a partial or complete name or number in the Find statement lookup field to find and select an in-progress credit card statement.
  3. On the Charges tab, hover over a posted expense report charge for which you want to attach a document and click Details at the end of the row.
  4. On the Details dialog box, click the icon in the Document field in the grid.
  5. On the Supporting Documents dialog box, click Select files for upload.
  6. On the Open dialog box, select a file to upload and click Open.
    Vantagepoint displays the uploaded files in the Associated Documents grid, where you can view a file, add a description for a file, or delete a file.