https://wiki.ayso.org/w/api.php?action=feedcontributions&feedformat=atom&user=JanessawilletteAYSO Wiki - User contributions [en]2026-05-08T18:10:11ZUser contributionsMediaWiki 1.43.8https://wiki.ayso.org/w/index.php?title=Divvy_Transactions&diff=4853Divvy Transactions2026-03-17T15:40:00Z<p>Janessawillette: </p>
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<div>{{Credit Card Clipboard}}<br />
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All transactions should be categorized following the steps below in Divvy through the web browser or through the mobile app. Each transaction should also have a detailed receipt/invoice saved to the transactions along with a business purpose in the notes.<br><br />
{{YouTube|video=https://youtu.be/Hvk8hO5bXI4}}<br />
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==Categorize Transactions (Web browser)==<br />
*Login to Divvy.<br />
*Click on '''Transactions''':<br />
*'''Complete''' - The transaction is coded, and the receipts or invoices have been uploaded. <br />
*'''Incomplete''' - The transaction is missing NAP code(s) and must uploaded receipts or invoices <br />
**Incomplete transactions appear highlighted in yellow<br />
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[[File:Categorize_Transactions_1.png|frameless|718x718px]]<br />
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Select an incomplete transaction to get started<br />
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'''Receipts''':<br />
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Click on the + Plus sign, add receipts/invoices/reimbursement documents or drag files to this section for uploading. <br />
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'''Budget''':<br />
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Click on the drop down arrow, select budget.<br />
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'''NAP Codes (Account Categories):'''<br />
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Click on the drop down arrow, select your NAP Code(s)<br />
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'''Notes:'''<br />
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Enter description, notes, memo related to the transaction. <br />
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[[File:Categorize_Transactions_2.png|frameless|820x820px]]<br />
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Once all fields are completed click on '''Complete'''.<br />
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[[File:Categorize_Transactions_3.png|frameless|816x816px]]<br />
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==Categorize Transactions (Mobile App)==<br />
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*Download the mobile app in the App Store on your phone/tablet.<br />
*Log in with the same user name and password as the web browser (may require multi-factor authentication)<br />
*On Transactions page, select transaction to add receipt.<br />
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*Scroll to the bottom of the page and click '''''Add Receipt'''''.<br />
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[[File:Categorize transactions 4.png|none|thumb|678x678px]]<br />
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*Select file:<br />
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*'''''Take Photo'''''<br />
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*'''''Choose from photo Library'''''<br />
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*'''''Choose from files''''' <br />
**Enter a '''''Description''''' to complete the transaction.<br />
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[[File:Categorize Transaction 5.png|none|thumb|664x664px]]<br />
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To '''Delete file''':<br />
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*Select image.<br />
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*Click on '''three dots''' and select '''''Delete file'''''.<br />
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[[File:Categorize transaction 6.png|none|thumb]]<br />
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== Viewing Declined Transactions (Web Browser) ==<br />
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*Login to Divvy.<br />
*Click on '''Transactions''': then choose declined from the drop down in the left navigation bar<br />
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[[File:Declined Transaction - web.png|center|frameless]]<br />
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== Viewing Declined Transaction (App) ==<br />
To view declined transactions in the phone app, the user should click on the notification bell in the upper right corner and look for notifications about a declined transaction.<br />
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'''Chat''': Chat into support via their Divvy accounts <br />
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For assistance: '''E-mail''': spendsupport@hq.bill.com <br />
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==See Also==<br />
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*[[Credit Card|Divvy Card Homepage]] <br />
*[[Divvy Split Transactions|Split Transaction Categories]]<br />
{{Support Finance}}<br />
[[Category:Credit Card]]<br />
[[Category:Regional Commissioner]]<br />
[[Category:Financial Systems]]<br />
__FORCETOC__</div>Janessawillette