How do I connect Citi account information in expense reporting?

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

You can connect the Citi bank account to the Apptivo “ Expense Reports App ". Once you have connected the account, you can integrate all transactions from your credit cards or bank account within expense reports.

Lets quickly go through the steps.

Steps to Manage Citi Account

  1. Log in and access Expense ReportsApp 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 “Citi” account.
    Citi bank
  5. Enter the “User Id”, “Password”and click “Submit” button.
    Username and Password
  6. The confirmation message will be displayed as shown in the image below:
    Confirmation message
  7. Select your Account Type to be added in Expense Account.
    Account type
  8. The transactions of your account will be synchronized and listed.
    Account added
  9. You can also remove the bank account using “Trash” icon, if needed.