Experiencing serious issues with Domain Control and downloading transactions, using Bank of America.
Has this issue been resolved? I still can't download from BOA using corporate card
Hi @seh Welcome to the Expensify Community! There is a BoA security issue affecting the logins of just a handful of users. The bank's suggestion is to get them to give you new login credentials and try to connect again.
I was able to set up a new user for the online banking on my BOA website. That new set of login credentials is now working in expensify - thank you!
@seh thanks for letting me know!
My organization also has B of A and the link is still broken for us. In the mean time, we have been manually downloading transactions from B of A and then uploading them into Expensify for each person's credit card. The person doing that has left, and I am trying to figure out how to upload an Excel/CSV of transactions to a person's opened expense report. Does anybody know how to do that?
Hey @Rdh2209, thanks for posting to the Community and sorry to hear that your company is still having trouble with this credit card connection!
To clarify, were policy admins uploading CSV files to users' accounts on their behalf? I usually recommend that users individually download the CSV file from the bank and import them to their Expensify accounts. Currently policy admins don't have the ability to upload CSV files via Domain Control on behalf of users unless they have Copilot access to their accounts.
Quick heads up here, we are looking to implement this functionality soon and I recommend that you check this Community Idea here.
You can find more instructions on CSV import here. Let me know if that helps and please reach out again if you have more questions.