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Transactions, Expense management & Custom fields

Transactions, Expense management & Custom fields

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

Brock Cutler avatar Jared Cahoon avatar Travis Olsen avatar +3
18 articles in this collection
Written by Brock Cutler, Jared Cahoon, Travis Olsen and 3 others

When and where do transactions show up?

Where can I see my transactions?
Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago
Adding additional information to transactions

Icons on the Transaction Page

A useful key for the icons on the Transactions page in Divvy
C
Written by CJ Donio
Updated over a week ago

Creating Custom Fields

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

Updating Custom Fields

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

Deleting Custom Fields

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

Locking Transactions

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

Categorizing Transactions

Learn how to categorize or re-categorize transactions in Divvy
Jared Cahoon avatar
Written by Jared Cahoon
Updated over a week ago

Completing transactions

How to complete an incomplete transaction in Divvy
Jared Cahoon avatar
Written by Jared Cahoon
Updated over a week ago

How do I categorize physical card transactions?

Rachel avatar
Written by Rachel
Updated over a week ago

How do I turn on weekly reminder emails?

Reminder emails for incomplete transactions
Rachel avatar
Written by Rachel
Updated over a week ago
Pre-syncing transaction management

What happens to transactions when I delete a budget?

Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago

Returns and refunds

How to find a return or refund within Divvy
Brock Cutler avatar
Written by Brock Cutler
Updated over a week ago

How do I dispute a transaction?

dispute fraudulent transactions directly from the Divvy web platform
Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago

Dispute Reasons and Definitions

Travis Olsen avatar
Written by Travis Olsen
Updated over a week ago

Reviewing Transactions

How to review transactions in Divvy before syncing to your accounting system
Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago

Split transactions

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

Filter, Customize, and Export Transactions

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

Video: Quickbooks Online Integration

Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago