Granting Accountant Access with TravelBank
Edited
Log in to your account.
Click Company Settings.
Select Invite.
Enter TristanCPA's information:
Email: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Name: TristanCPA Accountant
Role: Accountant
We will not be approving expense reports for a department.
Click Send Invitation.
An email will be sent to TristanCPA.