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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.

Jacob Graf avatar Jared Cahoon avatar G +6
21 articles in this collection
Written by Jacob Graf, Jared Cahoon, Gentry Davies and 6 others

Transactions overview

This article explains how transactions work in Divvy.
Jade Frampton avatar
Written by Jade Frampton
Updated over a week ago

How to upload receipts into 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

Post-transaction review

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

Requiring Receipts on Transactions

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

How to download your data from Divvy.

Here is a quick overview on which tables in Divvy can be downloaded and how to do it.
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Written by Ethan Annis
Updated over a week ago

Mobile PDF receipt uploads

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

Deleting Custom Fields

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

Locking Transactions

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 turn on weekly reminder emails?

Reminder emails for incomplete transactions
Rachel avatar
Written by Rachel
Updated over a week ago

Receipt auto-match FAQs

Here are the FAQs around Divvy's auto-match receipt feature.
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Written by Ethan Annis
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
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Written by Gentry Davies
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

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

Using QBO Projects and Divvy

How to sync Divvy transactions to the QBO Project field.
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Written by Ethan Annis
Updated over a week ago

NetSuite Integration FAQ's

Frequently asked questions about Divvy's integration with NetSuite
Jacob Graf avatar
Written by Jacob Graf
Updated over a week ago

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

Quickbooks Online Integration Setup

Step-by-step instructions to set up your Divvy to QBO integration.
Bella Harrington avatar
Written by Bella Harrington
Updated over a week ago