Admin Quick-Start Guide

Steps:

1. Enter people into your Divvy account

Use the Divvy web app to add people from your organization. This will automatically order a physical card for each user created and shipped to the company address that has been provided (received within 14 business days).

If you need to either expedite a card or update a shipping address for a specific card, please let us know through the chat feature or by reaching out to your account manager.

2. Creating Budgets

Each budget will have an Owner(s) and Members who can receive access to funds. Follow this link for more detail and best practices for setting up budgets.

Here is a quick step instruction on how to create a budget. 

  1. Create Budget
  2. Give a Budget name
  3. Set monthly goal
  4. Select recurring or 1x (one time) budget
  5. Set recurring funds (if applicable) 
  6. Choose to have a expiration date or to not have one
  7. Select a budget owner (must be at least 1) 
  8. Select members of budgets (this can be changed at anytime) 

Create budget is the last step

Settings funds 

Setting funds for a person - In the people tab of a budget you can set funds to a person’s physical card or a virtual card, if they have one assigned to them. You can also see the total divvied amount of both combined. To edit these funds, simple click “Edit Funds.”

3. Create virtual cards

These allow you to tie one card number to one vendor in order to have complete control over your spending.

Go out and spend!!!


If you have any additional questions, please feel free to chat in with us so we can assist you!

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