Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
1 Odpovědět
3686 Zobrazení

I use Brex, and they provide both a Card Number "Last 4" and Memo "Memo" field in their statement export file:


The Memo field is used by Employees to add notes, via the Brex Dashboard, that are often useful when tying transactions:


How can I import this additional information and use it when completing my credit card reconciliation?

Avatar
Zrušit
Nejlepší odpověď

When importing your statement lines, you can map up to two additional fields of data from your export file and bring the information into Odoo:

  • Reference (ref)
  • Terms and Conditions (narration)


Map your import file like this:


This information is then available from the Information popup for each imported line, via the TRANSACTION and NOTE fields:



Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
0
říj 24
1447
1
kvě 19
7381
1
lis 15
11934
1
bře 15
5990
1
úno 25
1850