Add a Credit Card Charge to an Expense Report

You can add credit card charges to expense reports if the Credit Card feature is enabled.

You enable the Credit Card feature by company, for the appropriate companies in your enterprise. You must also import credit card charges in a bank statement to Vantagepoint.

• To enable the Company Paid feature, set the Allow Company Paid Expenses option to Yes in Settings > Expense > Options.
• To enable the Credit Card feature, set the Enable Use of Credit Cards option to Yes in Settings > Cash Management > Options.
• To import credit card charges to Vantagepoint, see Import Credit Card Charges.

To add a credit card charge:

1. In the Navigation pane, select My Stuff > Expense Report.
2. At the top of the Expense Report form, enter a complete or partial name or number in the Find expense report lookup field to find and select the expense report that you want to review, or use the form to create a new expense report.
   The Credit Card Charges pane displays to the right side of the Expense Report form with an indicator of the number of open credit card charges.
3. In the Credit Card Charges pane, select a credit card in the Credit Card field.
   Credit card transactions associated with the selected credit card are displayed in the Credit Card Charges grid.
4. Select a credit card charge in the grid by selecting the checkbox in the left side of the grid for the corresponding row item.
5. Click Add to Expense Report.
   The credit card charge that you selected is moved from the Credit Card Charges pane as the last expense line of the Expense Reports grid in the Expense Reports form.
6. You can click on the Credit Card Charges pane to hide it and view or edit the other details of the credit card charge expense line.