Transactions

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

Jade Frampton avatar E Cody Titmus avatar
28 articles in this collection
Written by Jade Frampton, Ethan Annis, and Cody Titmus
Admins

How do I manage transaction defaults for an account in Divvy?

Learn how to manage transaction defaults for a custom field in your Divvy account.
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Written by Cody Titmus
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.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

Post-Transaction Review FAQ

Here are the details on Divvy's transaction review process
Cody Titmus avatar
Written by Cody Titmus
Updated this week

How do I manage post-transaction approval settings in my Divvy account?

Learn how to view and edit your account's post-transaction approval settings.
Cody Titmus avatar
Written by Cody Titmus
Updated this week

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?

Learn how to manage which transactions display on the Transactions page on a web browser or the Divvy mobile app.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I send a reminder message to Divvy users with incomplete transactions?

Learn how to send a reminder message to users with incomplete transactions in your Divvy account.
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
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Written by Cody Titmus
Updated over a week ago

How do I edit or delete custom fields for transactions in Divvy?

How to update custom fields or delete custom fields in Divvy.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I assign custom field options for a Divvy budget?

Learn how to assign the custom fields options available for selection from a specific budget.
Cody Titmus avatar
Written by Cody Titmus
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.
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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 this week

How do I categorize and complete a transaction in Divvy?

Learn how to categorize and complete a transaction from a web browser or the Divvy mobile app.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I manage transaction defaults in Divvy as a spender?

Learn how to manage transaction defaults in Divvy.
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
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

How do I lock custom fields for a transaction in Divvy?

Learn how to lock a transaction so it cannot be edited in Divvy
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Written by Cody Titmus
Updated over a week ago

How do I dispute a transaction?

Dispute transactions directly from your Divvy dashboard or mobile app.
Cody Titmus avatar
Written by Cody Titmus
Updated this week

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 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.
E
Written by Ethan Annis
Updated over a week ago

How do I bulk edit transactions in Divvy?

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