How do I connect Bank of America account information in expense reporting?

Updated on February 20, 2018 09:15PM by Admin

You can link Bank of America account to the Apptivo Expense Reports Management. Once you have linked the account, you can integrate all transactions from your credit cards or bank account, and then include these transactions within expense reports.

Lets take a quick look at the steps to make things clear.

Steps to Manage Bank of America Account

  1. "Log in" and access "Expense Reports App" from your universal navigation menu bar.
  2. Click on “My Credit Cards” option from left navigational panel.
  3. Click on “Add Account” blue button.
    Add account
  4. Click on “Bank of America” account.
    Bank of Ameica
  5. Enter the “Online Id”, “Password” and click “Submit” button.
  6. The confirmation message will be displayed as shown in the image below:
    Account linked
  7. Select your Account Type to be added in expense reports.
    Fake institution
  8. The transactions of your account will be synchronized and listed.
    Expense Repot Added
  9. You can also remove the bank account using “Trash” icon, if needed.

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