Skip to Content
Menu
This question has been flagged
1 Atsakyti
3723 Rodiniai

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?

Portretas
Atmesti
Best Answer

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:



Portretas
Atmesti
Related Posts Replies Rodiniai Veikla
0
spal. 24
1495
1
geg. 19
7399
1
lapkr. 15
11961
1
kov. 15
6005
1
vas. 25
1894