Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Review Credit Card Charges on Expense Reports

You can review open credit card charges in the Credit Card Charges pane. If you imported transactions from an employee-paid credit card into Vantagepoint, you can remove personal charges and retain only those that the company will pay for.

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 review credit card charges on expense reports:

  1. In the Navigation pane, select My Stuff > Expense Report.
    The Credit Card Charges pane displays in the right side of the Expense Report form. If the Credit Card Charges pane doesn't display immediately, then there are no open credit card charges that you can add to the expense report.
  2. In the Credit Card field in the Credit Card Charges pane, select a credit card.
    Credit card transactions associated with the selected credit card display in the Credit Card Charges grid.
  3. To remove personal charges from employee-paid credit cards, select the credit card charges in the grid and click Personal Charge.