If your account administrator has enabled reimbursements, you can submit a request from your web browser or the Divvy mobile app. When submitting your request, you can select a reimbursement for an out-of-pocket expense or mileage. The dollar amount for a mileage reimbursement is automatically calculated based on settings enabled by your account administrator.

After the request is submitted, Your budget owner will be notified to review it. If your reimbursement request is approved, the requested funds will either be deposited in the bank account linked to your Divvy account or paid to you manually by your organization. The funds will also be deducted from allocated funds in the budget you select when your request is submitted.

For more information, view our Reimbursements FAQ.


Web Browser

(jump to steps for Mobile App)

From a web browser, you can create a reimbursement from the Reimbursements page or the Quick Actions menu.

Create Reimbursement From Reimbursements Page

  1. In the Navigation Menu, click the Reimbursements link.

Open Reimbursements

2. Click the New Reimbursement button.

Create New Reimbursement

Create Reimbursement From Quick Actions Menu

You can easily create a reimbursement from anywhere in Divvy using the Quick Actions menu. To open the Quick Actions menu, click the Add icon, which displays in the bottom right corner from anywhere in the Divvy platform [1]. To create a reimbursement, click the Create reimbursement link [2].

Create Reimbursement - Quick Actions

Create Reimbursement

1. To select an out-of-pocket reimbursement, click the Out of pocket button [1]. To select a mileage reimbursement, click the Mileage button [2].

Select Reimbursement Type

2a. For an out-of-pocket reimbursement, enter the merchant name [1], reimbursement amount [2], and transaction date [3].

In the Budgets drop-down menu, select the budget where you would like the reimbursement to be applied [4]. You must have enough funds allocated to you in the selected budget to cover the amount entered in the Reimbursement Amount field. To add more allocated funds in a specific budget, you can request additional funds from your account administrator.

To include a business purpose, enter the purpose in the Business Purpose field [5]. To attach a receipt, click the Add icon [6].

Depending on the budget selected, you may also need to complete required fields [7].

Enter Reimbursement Details

2b. For a mileage reimbursement, enter the trip date [1] and the number of miles traveled [2]. The reimbursement total updates based on the number of miles entered [3].

In the Budgets drop-down menu, select the budget where you would like the reimbursement to be applied [4]. You must have enough funds allocated to you in the selected budget to cover the reimbursement total. To add more allocated funds in a specific budget, you can request additional funds from your account administrator.

To include a business purpose, enter the purpose in the Business Purpose field [5]. To attach a route file, click the Add icon [6].

Depending on the budget selected, you may also need to complete required fields [7].

Enter Mileage Details

3. If your account administrator has enabled ACH reimbursements, you need a bank account linked to Divvy to receive your reimbursement. To link a bank account, click the Link Bank Account button.

Link Bank Account

4. To submit your request, click the Submit Request button.

Request Button

Mobile App

1. In the Divvy Navigation Menu, tap the Add icon.

Add Icon

2. Tap the Add Reimbursement button.

Add Reimbursement Request

3. To select an out-of-pocket reimbursement, tap the Out of pocket button [1]. To select a mileage reimbursement, tap the Mileage button [2].

Select Reimbursement Type

Out of Pocket

4a. Enter the reimbursement details, including the merchant [1], amount [2], date [3], and any required fields [4].

Out of Pocket Request Details

Mileage

4b. Enter the number of miles traveled for your reimbursement in the Miles field [1]. The dollar amount automatically updates based on the number of miles entered [2].

Then enter the transaction date in the Transaction Date field [3].

To select a budget, tap the Budget field [4]. Then complete any required fields [5].

Mileage Request Details

5. If your account administrator has enabled ACH reimbursements, you need a bank account linked to Divvy to receive your reimbursement. To link a bank account, click the Link Bank Account link.

Link Bank Account

6. To request your reimbursement, tap the Request 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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