How do I connect Citi account information in expense reporting?

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