As an admin, you can manage receipt settings that apply to your entire Divvy account. From your receipt settings, you manage when receipts are require, select a transaction amount that will trigger a receipt requirement, and allow missing receipts. Receipt settings are managed from a web browser.


Web Browser

  1. In the Navigation Menu, click the Settings link [1]. Then click the Transactions link [2].

Open Transaction Settings

2. In the Receipt Settings window, click the Edit link.

Edit Receipt Settings

3. From your receipt settings, you can select one of three options:

  • Do not require [1]: receipts will not be required for any transactions, but spenders can still upload receipts if desired.

  • Require receipts globally [2]: receipts will be required for transactions in all budgets.

  • Require for selected budgets [3]: receipts will only be required for transactions in budgets you choose.

View Receipt Settings

4. If receipts are required in all or selected budgets, you can select an amount that will designate when receipts are required. To require receipts for transactions above a certain amount, click the Require receipts by amount checkbox [1]. Then enter the amount in the Transaction Amount field [2]. For example, if you enter $100 as the Transaction Amount, then all transactions in selected budgets greater than or equal to $100 will require receipts. Transactions less than $100 will not require receipts.

Require Receipts by Amount

5. If receipts are required in all or selected budgets, you can also allow missing receipts. This will allow spenders to designate a receipt as lost/missing or unavailable and enter an explanation.

To allow missing receipts, click the Allow missing receipts checkbox.

Allow Missing Receipts Option

6. To save your receipts settings, click the Save button.

Save Button

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

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