Powering Project Success with Deltek Vantagepoint 

Simplify Credit Card Reconciliation 

Reconciling credit card activity can quickly become time-consuming when receipts are missing, transactions are delayed, or expenses need to be allocated across multiple projects and organizations.

Join Theresa Bowe, Principal Consultant, for a 15-minute mini-demo showing how Deltek Vantagepoint helps simplify credit card reconciliation and improve visibility into employee and vendor card activity.

In this high-level walkthrough, she will demonstrate how to:

• Review imported credit card transactions efficiently
• Match charges to projects, accounts, and expense categories
• Resolve outstanding or unmatched items before posting
• Improve month-end accuracy with a cleaner reconciliation process

This mini-demo highlights practical steps your accounting team can use to reduce manual effort, improve accuracy, and keep reconciliations moving smoothly within your existing workflow.