US Corporate Card
Corporate-Card Reconciliation & Receipt Match (US)
Corporate-Card Reconciliation & Receipt Match (US)
Key Features
Card accounts
cardholder, masked card number (last-4), statement cycle day.
Statement import wizard
CSV (Amex / Visa column maps) and a real OFX/QFX parser.
Card transaction lines with status
unmatched / matched / disputed / personal.
Lightweight receipt / expense model with attachment support
Lightweight receipt / expense model with attachment support (no hr_expense dependency).
Fuzzy matching engine
match a receipt to a transaction by amount + date tolerance.
Policy engine
missing-receipt over threshold, over per-transaction limit, weekend spend and duplicate-charge detection.
Merchant-category to GL account mapping for automatic coding
Merchant-category to GL account mapping for automatic coding.
One-click posting of coded transactions to a balanced
One-click posting of coded transactions to a balanced journal entry.
Screenshots
Import Statement
Merchant Categories
Receipts
Why Choose This Module
Import corporate-card transaction feeds (Amex / Visa) from CSV or OFX/QFX, match them to expense claims and receipts, flag missing receipts and over-limit charges, GL-code each transaction by merchant category, and post coded transactions to a balanced journal entry - all in one place.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02