Transactions, Expense management & Custom fields

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

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16 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.

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.

Written by Ethan Annis
Updated over a week ago

Post-transaction review

Here are the details on Divvy's transaction review process

Written by Blake McClary
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

Written by CJ Donio
Updated over a week ago

Creating Custom Fields

How to create custom fields to track spending in Divvy

Written by Jared Cahoon
Updated over a week ago

Updating Custom Fields

How to update custom fields in Divvy

Written by CJ Donio
Updated over a week ago

Deleting Custom Fields

How to delete custom fields in Divvy

Written by CJ Donio
Updated over a week ago

Locking Transactions

Steps to lock a transaction so it cannot be edited in Divvy

Written by CJ Donio
Updated over a week ago

How do I turn on weekly reminder emails?

Reminder emails for incomplete transactions

Written by Rachel
Updated over a week ago

Pre-syncing transaction management

What happens to transactions when I delete a budget?

Written by Bella Harrington
Updated over a week ago

Returns and refunds

How to find a return or refund within Divvy

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.

Written by Bella Harrington
Updated over a week ago

Split transactions

How to split transactions in Divvy before syncing to your accounting system

Written by Jared Cahoon
Updated over a week ago

Syncing to your accounting software

NetSuite Integration FAQ's

Frequently asked questions about Divvy's integration with NetSuite

Written by Jacob Graf
Updated this week

Filter, Customize, and Export Transactions

Set up your transaction export to fit your company's needs.

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.

Written by Bella Harrington
Updated over a week ago