Transactions

After you've spent, manage transactions, disputes, returns, and preparing/syncing to your accounting software.

Jared Cahoon avatar Bella Harrington avatar C +4
23 articles in this collection
Written by Jared Cahoon, Bella Harrington, CJ Donio and 4 others
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How do I manage transaction defaults in Divvy?

Here are the steps to manage transaction defaults.
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Written by Ethan Annis
Updated over a week ago

How do I require receipts on transactions in Divvy?

Steps to require receipts on transactions in Divvy, how to toggle the requirement on virtual cards, and allowing missing receipts.
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Written by Ethan Annis
Updated over a week ago

What is post-transaction review in Divvy?

Here are the details on Divvy's transaction review process
Blake McClary avatar
Written by Blake McClary
Updated over a week ago

How do I approve or deny transactions in Divvy?

Learn how to approve and deny transactions from a web browser or the Divvy mobile app.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I filter and export transaction data in Divvy?

Set up your transaction export to fit your company's needs.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I create custom fields for transactions in Divvy?

How to create custom fields to track spending in Divvy
Jared Cahoon avatar
Written by Jared Cahoon
Updated over a week ago

How do I update custom fields for transactions in Divvy?

How to update custom fields in Divvy
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Written by CJ Donio
Updated over a week ago

How do I delete custom fields for transactions in Divvy?

How to delete custom fields in Divvy
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Written by CJ Donio
Updated over a week ago

How do I manage automation rules in my Divvy account?

Learn how to edit and delete budget rules and merchant rules in your Divvy account.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I create an automated merchant rule for transactions in my Divvy account?

Learn how to automatically apply custom field options anytime a spender makes a transaction from a merchant.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I create an automated budget rule for transactions in my Divvy account?

Learn how to automatically apply custom field options anytime a user makes a transaction applied to a specific budget.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I clone a merchant rule in Divvy?

Learn how to clone a merchant rule from the Automation Rules page in Divvy.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago
Spenders

How do I view the status of my transaction in Divvy?

Learn details about any transaction by finding the transaction status label.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I split transactions in Divvy?

How to split transactions in Divvy before syncing to your accounting system
Jared Cahoon avatar
Written by Jared Cahoon
Updated over a week ago

How do I lock a transaction in Divvy?

Steps to lock a transaction so it cannot be edited in Divvy
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Written by CJ Donio
Updated over a week ago

How do I dispute a transaction?

Dispute transactions directly from your Divvy dashboard or mobile app.
Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago

How do I upload receipts in Divvy?

Here is an overview of adding receipts to transactions via your mobile app and the Divvy web app.
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Written by Ethan Annis
Updated over a week ago

How do I upload a PDF receipt from the Divvy app?

Learn how to upload a PDF receipt on the mobile app.
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Written by Ethan Annis
Updated over a week ago

How do I designate a receipt as missing or unavailable for a transaction in Divvy?

Learn how to indicate that a receipt is missing or unavailable, if this option is available for your company.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I use receipt auto-match in Divvy?

Here are the FAQs around Divvy's auto-match receipt feature.
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Written by Ethan Annis
Updated over a week ago

How do I bulk edit transactions in Divvy?

Here are the FAQs around editing multiple transactions at once.
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Written by Ethan Annis
Updated over a week ago