As an admin, you can send reminder messages to spenders with incomplete transactions. You can send a single message to an individual spender or bulk send a message to multiple spenders.

Depending on your preferences, spenders will either receive a push notification from the Divvy mobile app, an email notification, or both. The notification informs them of the number of transactions they need to complete. If they only have one incomplete transaction, the notification will link directly to the transaction. If they have multiple incomplete transactions, the notification will link to the Transactions page.

Note: You cannot send reminder messages for pending, locked, synced, completed, or approved transactions. You also cannot send reminder messages for transactions that have already been sent two reminder messages that day.


Table of Contents


Web Browser

Individual Transactions

  1. In the Divvy Navigation Menu, click the Transactions link.

Open Transactions

2. Click the incomplete transaction.

Open Transaction

3. Click the Options icon [1] and select the Send reminder option [2].

Note: You cannot send reminder messages for pending, locked, synced, completed, or approved transactions. You also cannot send reminder messages for transactions that have already been sent two reminder messages that day.

Send Reminder Option

4. View the details of the transaction that will receive the reminder message.

5. In the Delivery Type section, you can select what type of notification users receive. To send a push notification in the Divvy app, select the Push notification option [1]. To send an email notification, select the Email option [2]. To send a push notification and an email notification, select the Both option [3].

Select Delivery Type

6. You can either enter a custom message or select a prefilled message to include with the notification.

  • To send a custom message, enter the message in the Custom Message field [1]. The message can have up to 240 characters.

  • To select a prefilled message, select an option from the Quick Messages section. You can select the ASAP message [2], EOD message [3], or EOW message [4].

Enter or Select Message

7. To send the reminder message, click the Send Message button.

Send Message

Multiple Transactions

  1. In the Divvy Navigation Menu, click the Transactions link.

Open Transactions

2. Click the checkboxes for all the incomplete transactions for which you would like to send reminders [1].

3. Click the Bulk Action button [2]. Then select the Send reminder option [3].

Bulk Actions

4. View all users who the reminder message will be sent to [1]. You can also view the total number of spenders and merchants selected, as well as the date range for the transactions [2].

5. To remove a transaction from the list, hover your cursor over the transaction and click the Remove icon [3].

View Users and Transactions

6. If you have selected transactions that are pending, locked, synched, completed, approved, or have already been sent two reminders that day, those transactions are blocked from receiving a reminder message [1]. Transactions that will receive a notification are listed in the Good to Send section [2].

View Blocked and Good to Send

7. In the Delivery Type section, you can select what type of notification users receive. To send a push notification in the Divvy app, select the Push notification option [1]. To send an email notification, select the Email option [2]. To send a push notification and an email notification, select the Both option [3].

Select Delivery Type

8. You can either enter a custom message or select a prefilled message to include with the notification.

  • To send a custom message, enter the message in the Custom Message field [1]. The message can have up to 240 characters.

  • To select a prefilled message, select an option from the Quick Messages section. You can select the ASAP message [2], EOD message [3], or EOW message [4].

Enter or Select Message

9. To send the reminder message, click the Send Message button.

Send Message

Mobile App

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

Individual Transactions

  1. Tap the transaction you want to view.

    Note: You cannot send reminder messages for pending, locked, synced, completed, or approved transactions. You also cannot send reminder messages for transactions that have already been sent two reminder messages that day.

Select Transaction

2. Tap the Options icon [1]. Then tap the Send reminder link [2].

Send Reminder Link

3. To select what type of notification users receive, tap the Delivery Type option [1]. You can send a push notification in the Divvy app, an email notification, or both.

4. You can either enter a custom message or select a prefilled message to include with the notification.

  • To send a custom message, enter the message in the Custom Message field [1]. The message can have up to 240 characters.

  • To select a prefilled message, tap the Quick Message option. You can select a message that encourages the users to categorize the transaction ASAP, by end of day, or by end of week.

Mobile Reminder Message Options

5. To send the reminder message, tap the Send Message button [3].

Send Message Button

Multiple Transactions

  1. Tap and hold the first transaction you want to select [1]. Then tap any additional transactions you want to include [2].

  2. Tap the Send Reminder link [3].

    Select Transactions

    3. To select what type of notification users receive, tap the Delivery Type option [1]. You can send a push notification in the Divvy app, an email notification, or both.

    4. You can either enter a custom message or select a prefilled message to include with the notification.

    • To send a custom message, enter the message in the Custom Message field [2]. The message can have up to 240 characters.

    • To select a prefilled message, tap the Quick Message option [3]. You can select a message that encourages the users to categorize the transaction ASAP, by end of day, or by end of week.

    5. To view details about the spenders that will receive notifications, tap the transactions drawer [4]. To manage the transactions selected for reminder notifications, tap the Manage selections link [5].

Mobile Reminder Message Options

6. To send the reminder message, tap the Send Message button.

Send Message 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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