Granting Accountant Access with Bank of America Cash Pro

To begin, from the Menu, select Administration, and then select Create Users. Enter the required User Information.

• First Name: TristanCPA

• Last Name: Accountant

• User ID: ClientNameAccountant1

• Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.​

• User role: General User

• Select No to assign TristanCPA's applications to manually

• Click Continue

• Applications: General Use

• Activities:

• Assign Activities and Limits

• Check all Reports

• Run Reports

• Define Customer Reports

• Display Transaction Detail Report

Accounts:

• From the Unassigned tab, select the account(s) check box.

• Click Assign Selected.

• Repeat for each application.

• Click Continue.

Review:

• Submit after affirming that the above access has been granted

Assign Activities and Limits:

• Check all Reports

• Run Reports

• Define Customer Reports

• Display Transaction Detail Report

To see more detailed instructions, visit the Bank of America Cash Pro site here.