Welcome to Divvy! The steps below have been carefully organized to make sure your onboarding experience is as smooth as possible. Set yourself up for success with Divvy by following the checklist in the order listed below. Thank you for your business and please reach out to our customer support team if you have any questions at [email protected].
Table of Contents
✓ Adding and editing people
Any employee who needs to spend money or submit expenses for reimbursement should be a Divvy user.
We recommend adding people to Divvy as a first step. This is so you can assign admin roles to the appropriate people and allow people to start spending with Divvy sooner rather than later. (Remember, your employees can’t spend unless you add them to a budget!)
To officially earn a black belt in adding people into Divvy, check out this help article.
Once you have added people to Divvy, you can also make edits to these users. Admins can edit users' personal information, role, and mailing address for physical card orders. Learn how to edit a user's details in Divvy.
✓ Create virtual cards
You don’t need to wait for your physical card. You can start spending with a Divvy virtual card.
To get spending with Divvy, you can use virtual cards. Virtual cards are great for vendor subscriptions, recurring spend, and more. Our customers love it because they can easily replace a single virtual card with a vendor if a card has been compromised for a quick and easy fix. It’s also a fun way to try Divvy out for the first time.
Click here to learn how to create a virtual card and give it a try now!
✓ Categorizing transactions
Viewing transactions and categorizing them is as easy as pie. Take a look!
The team at Divvy has put work into making the actions of viewing and categorizing transactions as simple and easy as possible. Take a look below to learn how it all works.
Also, don’t worry, we’ll get into adding more customizations for transactions (like custom fields and our Quick Books Online integration) a little later. For the purpose of getting up and running, just make sure you know where to find your transactions and how to categorize them.
✓ Create and assign Budgets
From a single budget to multiple budget categories, you can organize Divvy to meet your spending needs.
When you first create a Divvy account, your company will have a single budget. All new users will be added to this budget and all of their spending can be found there. You can continue to use Divvy with a single budget for as long as it fits the needs of your business.
If you would rather have a more detailed budget structure, you can create multiple budgets organized by team, location, project, event, or any other expense category. Just be sure to assign your employees to a budget or they won’t be able to spend.
Understand how budgets work and how to set them up in this help article.
✓ Understanding payment info
Divvy is a charge card. It works differently from a traditional credit card in that your entire balance is due on your due date.
If you’re new to Divvy, it’s important that you familiarize yourself with things like your billing due date, payment cycle, and more to avoid incurring any late fees. You can learn how to view your billing due date, payment cycle, and more from your dashboard by reading this help article.
✓ Ordering physical cards
The physical card for the first admin is automatically sent when the Divvy account is created.
If you’re the initial admin for Divvy, your card is already on its way. To learn how to order physical cards for others, click here. And don’t forget, you can always track all of your physical card orders by going to the Card page and selecting “Physical card orders.”
✓ Activating your physical card
It’s quick, easy, and necessary for successfully onboarding with Divvy
Just like any business card, you need to activate your card before you start using it. Follow these simple steps to complete this important step. If you’re interested in activating cards remotely for your card holders, check out this help article.
✓ Downloading the mobile app
Your employees will love the easy-to-use app that allows a few taps to replace their expense reports!
The mobile app is a customer favorite. Finance teams love it because it is so easy to use for their employees. Download the mobile app and make sure you tell your card-holding employees to do the same.