How do I connect American Express account information in expense reporting?

Updated on February 19, 2018 04:12AM by Admin

You can integrate American Express account to the Apptivo " Expense Reports App ". Once you integrate the account, you can merge all transactions from your credit cards or bank account, and then build in these transactions within expense reports.

Lets quickly go through the following steps to make things clear.

Steps to Manage American Express 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 “American Express” account.
    American express
  5. Enter the “User Id”, “Password”and click “Submit” button.
    Username & Password
  6. The confirmation message will be displayed as shown in the image below:
  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.

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