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[IMP] Expenses: Update expense cards

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closes odoo/documentation#16067

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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larm-odoo
2026-01-21 10:55:29 -05:00
parent ba9e78ab66
commit 7afb29db2a
1 changed files with 10 additions and 5 deletions
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content/applications/finance/expenses/expense_cards.rst
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@@ -21,6 +21,10 @@ employees can use their expense cards, and the money is pulled from the company'
To create and use expense cards, both the **Accounting** and **Invoicing** apps **must** be
:ref:`installed <general/install>`.
To access confidential card data (card number and CVV for virtual cards; PIN for physical cards),
the employee **must** have a :doc:`user <../../general/users>` profile. These details can
**only** be accessed through that profile.
.. note::
Expense cards act like pre-paid debit cards, as they can **only** be used with a connected Stripe
account, and **only** if funds are added to that account, to be drawn from.
@@ -329,17 +333,18 @@ activation.
Card PIN
--------
To view the card's PIN, open the card form in the **Expenses** app, and enter the six-digit code
sent via SMS to the associated phone number. The card and its PIN appear in a pop-up window. The PIN
is displayed below the card and **cannot** be changed.
To view the card's PIN, the cardholder **must** have a :doc:`user <../../general/users>` profile.
Navigate to :menuselection:`Expenses app --> Cards`, and click on the card to open the card form.
Enter the six-digit code sent via SMS to the associated phone number. The card and its PIN appear in
a pop-up window. The PIN is displayed below the card and **cannot** be changed.
.. _expenses/virtual:
Virtual card
============
If using a virtual card, there is one additional step to access the card information to use for
purchases.
If using a virtual card, the cardholder **must** have a :doc:`user <../../general/users>` profile to
access the card information required for purchases.
To obtain the card information, navigate to :menuselection:`Expenses app --> Cards` and click on the
virtual card being used. Next, click into the :guilabel:`Card Details` tab, and two items appear: