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
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1765 |
| Technical Name |
us_corporate_card_reconciliation_receipt_match |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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