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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 +7
22 articles in this collection
Written by Jacob Graf, Jared Cahoon, Gentry Davies and 7 others

Transactions overview

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

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

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

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 this week

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 this week