If you have mapped a custom field to your accounting software, you can view mapped field options from the Transactions page. You can also remove unmapped options so spenders do not select these options when they categorize their transactions.

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

Open Transaction Settings

2. In the Custom Fields section [1], click the name of the custom field mapped to your accounting integration [2].

Find Custom Field

3. Click the Option Settings menu.

Edit Field Setting

4. View all the field options for the custom field. Any option that is mapped to your accounting software displays a Lock icon and cannot be removed [1].

5. To remove an unmapped option, click the Remove icon [2]. Removing an unmapped option ensures that the option cannot be selected when spenders categorize their transactions.

Remove Unmapped Field Option

6. To return to the Edit field menu and save your changes, click the Back icon [1]. To reset your changes, click the Reset button [2].

Return or Reset

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

Update Field 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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