From 7afb29db2a53d21dd68d0c6a65e79a630b096a3c Mon Sep 17 00:00:00 2001 From: larm-odoo Date: Wed, 21 Jan 2026 10:55:29 -0500 Subject: [PATCH] [IMP] Expenses: Update expense cards closes odoo/documentation#16067 Signed-off-by: Felicia Kuan (feku) --- .../finance/expenses/expense_cards.rst | 15 ++++++++++----- 1 file changed, 10 insertions(+), 5 deletions(-) diff --git a/content/applications/finance/expenses/expense_cards.rst b/content/applications/finance/expenses/expense_cards.rst index 6b91b22980..db54e3c591 100644 --- a/content/applications/finance/expenses/expense_cards.rst +++ b/content/applications/finance/expenses/expense_cards.rst @@ -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 `. + 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: