How do I connect US Bank account information in expense reporting?

Updated on August 6, 2016 03:11AM by Admin

You can link US Bank account to the Apptivo Expense Reports App. After linking the account, you will be able to sync all transactions from your credit cards or bank account, and then include these transactions within expense reports.

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