Transactions, Expense management & Custom fields

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

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18 articles in this collection
Written by Jacob Graf, Jared Cahoon, Gentry Davies and 3 others

When and where do transactions show up?

Where can I see my transactions?

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

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

Categorizing Transactions

Learn how to categorize or re-categorize transactions in Divvy

Written by Jared Cahoon
Updated over a week ago

Completing transactions

How to complete an incomplete transaction in Divvy

Written by Jared Cahoon
Updated over a week ago

How do I categorize physical card transactions?

Written by Rachel
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 over a week ago

NetSuite Integration Overview

How the integration between Divvy and Netsuite works. What to expect.

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.

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