How to Add Company Credit Card Account in Odoo18

This video shows how to add and manage a company credit card account in Odoo18. This is essential for tracking expenses paid via corporate cards and ensuring accurate bank reconciliation.

The steps below guide you through the process of setting up a credit card as a financial journal and handling the reconciliation process to ensure your books match your bank statements.

• Navigate to the Invoicing Module: From your Odoo dashboard, open the Invoicing module.
• Create a Credit Card Account: Click the Configuration menu and select Add Credit Card Account.
• Enter Account Details: In the setup window, enter your Account Number and select your Bank.
• Link to a Bank Account: Click Create to link your credit card to the selected bank account.
• Use for Payments: Once created, you can select this credit card account as a payment method for your vendor bills.