As an admin, you can edit the settings of a custom field in your account. You can also delete custom fields.

Note: You cannot delete custom fields that have been used for transactions in your account.

1. In the Divvy Navigation Menu, click the Settings link [1]. Then select the Custom Fields option [2].

2. Click the custom field you would like to update [1]. You can also enter the name of the custom field in the Search field [2].

3. In the Name field, you can edit the name of the custom field [1]. In the Description field, you can edit the custom field's description [2].

4. To edit the custom field options, click the Option Settings field [1].

5. To allow spenders to enter their own unique field option when completing a transaction, check the Allow custom options checkbox [2].

6. To allow transaction defaults for the custom field, click the Allow defaults for this field checkbox [3].

7. To include the custom field in all budgets in your account, select the All budgets option [1]. To choose the budgets where the field will be available, select the Selected budgets option [2]. Then select or edit the budgets from the Select budgets drop-down menu [3].

8. In the Require section, you can edit when the custom field is required:

9. If the Always or For selected budgets option is selected, a transaction amount can be specified by clicking the Require fields by amount checkbox [4]. Edit the amount that will require the custom field in the Transaction Amount field [5].

10. To save your changes, click the Update Field button.

11. To delete the custom field, click the Options icon [1] and select the Delete custom field option [2].

Note: You cannot delete custom fields that have been used for transactions in your account.

12. To confirm you want to delete the custom field, click the Delete button [1]. To cancel and keep the custom field, click the Cancel button [2].

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.