As an admin, you can enable transaction defaults on specific custom fields in your account. If transaction defaults are enabled, spenders can select a default value for the field that will be applied for transactions made in budgets that contain that custom field.

These are best used on fields that will almost always remain the same, but that are still required.


Web Browser

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

2. In the Custom fields section, click the custom field for which you want to allow transaction defaults [1]. To find a field, you can enter the name of the custom field in the Search field [2].

3. Click the Allow defaults for this field checkbox.

4. Click the 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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