The people tab helps you keep track of who is in the Divvy system, how much they are spending, and what budgets they are assigned to.
The main People page will let you see who is in the system, their role in Divvy, if they have access to log in or not, and the status of their physical card. You can also click Add person to add more employees to the system.
When you click on a person’s name, it brings up the person’s details page. On this page, you have three tabs to choose from.
You can view the person's current month's spend, their physical card status, and account information.
This will show you all transactions that this person has made. It will let you know what budget it came from, the amount, if there is a receipt or note attached to it, and if the purchase is from a physical card or virtual card. You can click on the transaction to view further information.
This is where you can view all the budgets that are associated with a specific user. This will also let you see how much they have assigned to them from each budget, if they are a budget owner, and also add them to new budgets.