As a spender, you can view details of any transaction you have made with your Divvy card. As an admin, you can view details for any transaction in your Divvy account. Both spenders and admins can access options associated with their transactions. Available options vary based on user role.


Web Browser

Jump to Mobile steps

  1. In the Divvy Navigation Menu, select the Transactions link [1]. To filter the page to display only pending and cleared transactions, select the Pending and cleared link [2]. To filter the page to display only declined transactions, select the Declined link [3].

Open Transactions Page - Web

2. Click the name of the transaction you want to view [1]. To search for a transaction, enter the card holder, merchant name, budget name, or card number in the Search field [2].

Select Transaction

3. The Transaction details sidebar displays relevant information about the transaction, including the transaction status [1], card holder [2], transaction amount [3], and card number [4].

4. Depending on the budget associated with the transaction, there may be required fields [5] and optional fields [6]. To complete the field, click the drop-down menu and select the desired option.

5. To upload a receipt to the transaction, click the Add icon or drag and drop the file into the Transaction details sidebar [7].

6. In the Notes field, enter any notes for the transaction [8].

Transaction Details

7. To view the location of the transaction, click the Merchant Location link [1].

Note: If you cannot click the Merchant Location link, location data is not available for the transaction.

8. The Merchant location sidebar displays a map [2] and address [3] with either the exact or general area where the transaction was made.

9. You can also view a list of all transactions made at the same location [4].

View Merchant Location

10. If the transaction was made in a country outside the United States, the Transaction details page displays any applied foreign fees [1] and the transaction amount in the currency where the transaction was made [2].

Foreign Fees and Local Amount

11. If the receipt was automatically validated for the transaction, admins can view a Receipt validated label.

Note: Members cannot view the Receipt validated label.

Receipt Validated Label

12. To view the history of a transaction, click the History link [1]. The History page displays all events related to the transaction [2].

View Transaction History

13. To view the Options menu for a transaction, click the Options icon [1].

14. If you are an admin, you can lock custom fields [2], mark the transaction as reviewed [3], sync the transaction to your accounting integration [4], or mark the transaction as synced [5].

15. If you are a spender who made the transaction, you can split the transaction [6], dispute the transaction [7], and manage transaction defaults [8].

View Transaction Options

Mobile App

  1. In the Divvy Navigation Bar, tap the Transactions icon [1]. If the Transactions icon is not in your Navigation Bar, tap the More icon [2], then tap the Transactions link [3].

Open Transactions - Mobile

2. Tap the transaction you want to view.

Select Transaction

3. The Transaction Details page displays relevant information about the transaction, including the card holder [1], transaction status [2], merchant [3], transaction amount [4], and card information [5].

4. Depending on the budget associated with the transaction, there may be required fields [6] and optional fields [7]. To complete the field, tap the field name and select the desired option.

5. To upload a receipt to the transaction, tap the Add Receipt link [8].

Transaction Details

6. If the receipt was automatically validated for the transaction, admins can view a Receipt validated label.

Note: Members cannot view the Receipt validated label.

Receipt Validated Label

7. To view the location of the transaction, tap the Merchant Location link.

Note: If you cannot see the Merchant Location link, location data is not available for the transaction.

View Location

8. The Merchant location sidebar displays a map [1] and address [2] with either the exact or general area where the transaction was made.

Location Sidebar

9. To view the Options menu for a transaction, tap the Options icon [1].

10. If you are an admin, you can lock custom fields [2] and mark the transaction as reviewed [3].

11. If you are the spender who made the transaction, you can split the transaction [4], dispute the transaction [5], and manage transaction defaults [6].

Transaction Options

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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