You may be required by your company to complete required fields and/or add a receipt to a transaction before it can be considered complete.

To have field selections made automatically, you can manage transaction defaults from your User Settings.


Web

Jump to Mobile steps

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

Open Transactions

2. Transactions with required information that has not been completed are indicated by an Incomplete label [1]. To view the transaction details, click the name of the transaction [2]. To search for a transaction, enter the card holder, merchant name, budget name, or card number in the Search field [3].

Select Transaction

3. The Required Fields section includes any information that must be entered for the transaction to be considered complete [1].

4. To change the budget for the transaction, click the Budget drop-down menu and select the budget you want to use [2]. Before selecting a budget, make sure you have been assigned enough funds in that budget to cover the transaction.

5. To make a selection for a required field, click the drop-down menu for that field [3].

Enter Required FIelds

6. When making field selections, you can enter an option in the Search field [1], select all options [2], or select an individual option [3].

Make Selection

7. To attach a receipt to the transaction, drag and drop a PDF, JPEG, or PNG to the Receipts section or click the Add icon [1].

8. To add notes, enter any details in the Notes field [2].

Add Receipts and Notes

9. Transaction changes are saved automatically. You can also add information in the Optional Fields section.


Mobile

  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. Your personal transactions are visible from the Your transactions tab [1]. If you have permissions to view all transactions for your company, you can view those transactions by tapping the All transactions tab [2].

View Transaction Tabs

3. Transactions with required information that have not been completed are indicated by the Incomplete label [1]. To view the transaction details, tap the name of the transaction [2]. To search for a transaction, enter the card holder, merchant name, budget name, or card number in the Search field [3].

Select Transaction

4. The Required Fields section includes any information that must be entered for the transaction to be considered complete [1].

5. To change the budget for the transaction, tap the Budget field and select the budget you want to use [2]. Before selecting a budget, make sure you have been assigned enough funds in that budget to cover the transaction.

6. To make a selection for a required field, tap the field [3].

View Required Fields

7. When making field selections, you can enter an option in the Search field [1] or select options on the page [2]. To save your selection, tap the Save link [3].

Make Field Selection

8. To add notes, tap the Notes field [1].

9. To attach a receipt to the transaction, tap the Add Receipt link [2].

Add Notes and Receipt

10. Transaction changes are saved automatically. You can also add information in the Optional Fields section.


If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

Did this answer your question?