Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
3715 Vistas

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
Descartar
Mejor respuesta

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
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
0
oct 24
1485
1
may 19
7398
1
nov 15
11958
1
mar 15
5999
1
feb 25
1888