Divvy Reimbursements - Revision history

Shelleyschooley at 21:06, 29 April 2026

2026-04-29T21:06:35Z

← Older revision		Revision as of 14:06, 29 April 2026
Line 1:		Line 1:
		⚫	{{Credit Card Clipboard}}Reimbursements allow regions to reimbursement anyone for out of pocket expenses. Reimbursements must be enabled by the account administrator in the web browser before the the option appears in the mobile app.
	{{Credit Card Clipboard}}

⚫	Reimbursements allow regions to reimbursement anyone for out of pocket expenses. Reimbursements must be enabled by the account administrator in the web browser before the the option appears in the mobile app.

	<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>		<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>
	If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}		If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}
		⚫	<br>
	*Ensure the volunteer needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]		*Ensure the volunteer needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]
	*Assign the user to a budget		*Assign the user to a budget
Line 10:		Line 9:
	*Overall credit limit is not affected by the reimbursement amount. Credit limit can be less than the reimbursement amount because reimbursements are processed immediately upon approval outside of the credit line.		*Overall credit limit is not affected by the reimbursement amount. Credit limit can be less than the reimbursement amount because reimbursements are processed immediately upon approval outside of the credit line.
	**Credit limit of $1,500 but reimbursement request for $3,000 is possible.		**Credit limit of $1,500 but reimbursement request for $3,000 is possible.
	*Approval of Expenses must be in accordance with the [[Schedule of Limits]] and approved according to the Volunteer Reimbursement Approval Matrix from the [[AYSO Reference Book]]		*Approval of Expenses must be in accordance with the [[Schedule of Limits]] and approved according to the Volunteer Reimbursement Approval Matrix from the [[AYSO Reference Book]] [[File:Volunteer Reimbursement Approval Matrix.png\|center\|frameless\|778x778px]] <span style="color:#0a2240;"> <br>
	[[File:Volunteer Reimbursement Approval Matrix.png\|center\|frameless\|778x778px]]
⚫	<span style="color:#0a2240;">

	== Divvy Reimbursements (Web browser) ==		== Divvy Reimbursements (Web browser) ==

	*Select '''''Reimbursements''''' from the menu on the left.		*Select '''''Reimbursements''''' from the menu on the left.

	*Click '''''New Reimbursement'''''.		*Click '''''New Reimbursement'''''. [[File:Reimbursement 1.png\|none\|thumb\|720x720px]]

	[[File:Reimbursement 1.png\|none\|thumb\|720x720px]]

	Select reimbursement: '''Out-of-pocket'''. '''Please do not use the built-in ''Mileage'' option.'''		Select reimbursement: '''Out-of-pocket'''. '''Please do not use the built-in ''Mileage'' option.'''
Line 28:		Line 22:
	**For round trip, multiply the one way mileage by two.		**For round trip, multiply the one way mileage by two.
	** Enter the business purpose in the details section		** Enter the business purpose in the details section
	***For example: Mileage round trip from home to Section Expo and back. Carpooled with 3 other region volunteers.		***For example: Mileage round trip from home to Section Expo and back. Carpooled with 3 other region volunteers. [[File:Image_2.png\|alt=\|none\|frame]] '''Out-of-pocket:'''
	[[File:Image_2.png\|alt=\|none\|frame]]
⚫	<br />

	'''Out-of-pocket:'''
	* Under '''Details''', enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.		* Under '''Details''', enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.

Line 43:		Line 33:
	* Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement.		* Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement.

			*Click '''''Request'''''. [[File:Reimbursement 3.png\|none\|thumb\|720x720px]] [[File:Reimbursement 4.png\|none\|thumb\|720x720px]] <br>
	*Click '''''Request'''''.
	[[File:Reimbursement 3.png\|none\|thumb\|720x720px]]
	[[File:Reimbursement 4.png\|none\|thumb\|720x720px]]

	==Divvy Reimbursements (Mobile-App)==		==Divvy Reimbursements (Mobile-App)==

	*From Navigation Menu, click on '''Add''' icon or click '''More''' icon on the right and select '''''Reimbursements.'''''		*From Navigation Menu, click on '''Add''' icon or click '''More''' icon on the right and select '''''Reimbursements.'''''

	* Click on '''''More Actions'''''.		* Click on '''''More Actions'''''. [[File:Reimbursements 6.png\|none\|thumb\|647x647px]]

	[[File:Reimbursements 6.png\|none\|thumb\|647x647px]]

	* Scroll down and select '''''New reimbursement'''''.		* Scroll down and select '''''New reimbursement'''''.

	Select reimbursement: '''Out-of-pocket. Please do not use the built-in ''Mileage'' option.'''		Select reimbursement: '''Out-of-pocket. Please do not use the built-in ''Mileage'' option.''' [[File:Out of pocket.png\|none\|thumb\|662x662px]] '''Out-of-pocket:'''
	[[File:Out of pocket.png\|none\|thumb\|662x662px]]

	'''Out-of-pocket:'''

	*Select the '''''Budget''''' where the reimbursement is to be applied.		*Select the '''''Budget''''' where the reimbursement is to be applied.

	*Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement.		*Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement. [[File:Reimbursement 8.png\|none\|thumb\|649x649px]]

	[[File:Reimbursement 8.png\|none\|thumb\|649x649px]]

	*Enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.		*Enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.
Line 74:		Line 55:
	*Enter '''''Business Purpose''''' and add '''''Receipts (scroll down).'''''		*Enter '''''Business Purpose''''' and add '''''Receipts (scroll down).'''''

	*Click '''''Request'''''.		*Click '''''Request'''''. [[File:Reimbursement 9.png\|none\|thumb\|611x611px]] <br>

			== <span style="color:#0a2240;">Categorizing Divvy Reimbursements in QuickBooks ==
	[[File:Reimbursement 9.png\|none\|thumb\|611x611px]]
		⚫	<span style="color:#0a2240;">
			When Divvy processes the ACH for the reimbursement, this is NOT a credit card charge, so should not be categorized as 2150 Divvy Credit Card Payable. Instead you will need to categorize it based on the reimbursements paid.

			Navigate to the Divvy Reimbursements Section of Divvy and look for the matching $ amount in the "Batch Amount" column. You will see all of the payments and can then review the categories this reimbursement aligns to.
			==For assistance:==
			Always start by reaching out to Finance@ayso.org. For many questions, we can help and you won't have to navigate the Divvy Help Section.

			Occassionally, we will ask that you do reach out to Divvy for questions we can't see the information on.
⚫	~~For assistance:~~ '''E-mail''': help@getdivvy.com ~~'''Call''': 385-352-0374~~

		⚫	'''E-mail''': help@getdivvy.com <br>
	'''Chat''': Chat into support via their Divvy accounts
			'''Chat''': Chat with Divvy Support, using the Help Center -> Connect with us.
		⚫	<span style="color:#0a2240;">
	==See Also==		==See Also==

	*[[Credit Card\|Divvy Card Homepage]]		*[[Credit Card\|Divvy Card Homepage]]
			{{Support Finance}}[[Category:Credit Card]] [[Category:Financial Systems]]
	*[[Connecting to Bill Spend & Expense (Divvy)\|Connecting Divvy and QBO]]

	{{Support Finance}}
	[[Category:Credit Card]]
⚫	<span style="color:#0a2240;">~~[[Category:Financial~~ ~~Systems]]~~

Shelleyschooley at 20:19, 15 April 2026

2026-04-15T20:19:26Z

← Older revision		Revision as of 13:19, 15 April 2026
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	<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>		<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>
	If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}~~<br>~~		If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}
	*Ensure the volunteer needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]		*Ensure the volunteer needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]
	*Assign the user to a budget		*Assign the user to a budget
Line 10:		Line 10:
	*Overall credit limit is not affected by the reimbursement amount. Credit limit can be less than the reimbursement amount because reimbursements are processed immediately upon approval outside of the credit line.		*Overall credit limit is not affected by the reimbursement amount. Credit limit can be less than the reimbursement amount because reimbursements are processed immediately upon approval outside of the credit line.
	**Credit limit of $1,500 but reimbursement request for $3,000 is possible.		**Credit limit of $1,500 but reimbursement request for $3,000 is possible.
			*Approval of Expenses must be in accordance with the [[Schedule of Limits]] and approved according to the Volunteer Reimbursement Approval Matrix from the [[AYSO Reference Book]]
			[[File:Volunteer Reimbursement Approval Matrix.png\|center\|frameless\|778x778px]]
			<span style="color:#0a2240;">

	== Divvy Reimbursements (Web browser) ==		== Divvy Reimbursements (Web browser) ==
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	{{Support Finance}}		{{Support Finance}}

	[[Category:Credit Card]]		[[Category:Credit Card]]
	[[Category:Financial Systems]]		<span style="color:#0a2240;">[[Category:Financial Systems]]

Shelleyschooley at 20:11, 15 April 2026

2026-04-15T20:11:49Z

← Older revision		Revision as of 13:11, 15 April 2026
Line 5:		Line 5:
	<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>		<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>
	If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}<br>		If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}<br>
	*Ensure the ~~person/vendor~~ needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]		*Ensure the volunteer needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]
	*Assign the user to a budget		*Assign the user to a budget
	*Set the budget to greater than the reimbursement amount. This can be reduced once the reimbursement is processed if needed.		*Set the budget to greater than the reimbursement amount. This can be reduced once the reimbursement is processed if needed.

Shelleyschooley at 16:06, 9 March 2026

2026-03-09T16:06:54Z

← Older revision		Revision as of 09:06, 9 March 2026
Line 3:		Line 3:
	Reimbursements allow regions to reimbursement anyone for out of pocket expenses. Reimbursements must be enabled by the account administrator in the web browser before the the option appears in the mobile app.		Reimbursements allow regions to reimbursement anyone for out of pocket expenses. Reimbursements must be enabled by the account administrator in the web browser before the the option appears in the mobile app.

	<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. </span><br><br>		<span style="color:#0a2240;">{{Note\|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. Include the following in your request: "My account is one of over 400+ American Youth Soccer Organization accounts, all under a single credit umbrella. Because of this structure, we request a manual review rather than an automated one." </span><br><br>
	If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}<br>		If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}}<br>
	*Ensure the person/vendor needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]		*Ensure the person/vendor needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users\|new user.]]

ayso>Shelleyschooley at 23:42, 25 February 2025

2025-02-25T23:42:03Z

New page

{{Credit Card Clipboard}}

Reimbursements allow regions to reimbursement anyone for out of pocket expenses. Reimbursements must be enabled by the account administrator in the web browser before the the option appears in the mobile app.

{{Note|text='''If you are unable to process ACH Reimbursements:''' Please reach out to Divvy via the Help Center and Chat functionality and ask that they reinstate your ACH Reimbursements. 
If still unable to activate, please send the chat conversation to [http://mailto:Finance@AYSO.org Finance@AYSO.org] and we will try to escalate on your behalf.}} 
*Ensure the person/vendor needing to be reimbursed/paid is a member of your Divvy account. If not add a [[Divvy Add and Remove Users|new user.]]
*Assign the user to a budget
*Set the budget to greater than the reimbursement amount. This can be reduced once the reimbursement is processed if needed.
*Overall credit limit is not affected by the reimbursement amount. Credit limit can be less than the reimbursement amount because reimbursements are processed immediately upon approval outside of the credit line.
**Credit limit of $1,500 but reimbursement request for $3,000 is possible.

== Divvy Reimbursements (Web browser) ==

*Select '''''Reimbursements''''' from the menu on the left.

*Click '''''New Reimbursement'''''.

[[File:Reimbursement 1.png|none|thumb|720x720px]]

*Select reimbursement: '''Out-of-pocket'''. '''*Please do not use the built-in ''Mileage'' option.'''
**For mileage, calculate total miles multiplied by approved amount per mile (see [[Schedule of Limits]]).
**Enter the total amount to be reimbursed.
**Use a screen shot from a maps app from point A to point B as the "receipt"
**For round trip, multiply the one way mileage by two.
** Enter the business purpose in the details section
***For example: Mileage round trip from home to Section Expo and back. Carpooled with 3 other region volunteers.
[[File:Image_2.png|alt=|none|frame]]
 

'''Out-of-pocket:'''
* Under '''Details''', enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.

*Select the '''''Budget''''' where the reimbursement is to be applied.

*Enter '''''Business Purpose''''' and add '''''Receipts'''''.

* Select '''''Expense Category''''', '''Department''', and enter a '''''Description''''' of item. (Not shown below).

* Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement.

*Click '''''Request'''''.
[[File:Reimbursement 3.png|none|thumb|720x720px]]
[[File:Reimbursement 4.png|none|thumb|720x720px]]

==Divvy Reimbursements (Mobile-App)==

*From Navigation Menu, click on '''Add''' icon or click '''More''' icon on the right and select '''''Reimbursements.'''''

* Click on '''''More Actions'''''.

[[File:Reimbursements 6.png|none|thumb|647x647px]]

* Scroll down and select '''''New reimbursement'''''.

*Select reimbursement: '''Out-of-pocket. *Please do not use the built-in ''Mileage'' option.'''
[[File:Out of pocket.png|none|thumb|662x662px]]

'''Out-of-pocket:'''

*Select the '''''Budget''''' where the reimbursement is to be applied.

*Click '''''Link Bank Account''''' and enter the required information for ACH reimbursement.

[[File:Reimbursement 8.png|none|thumb|649x649px]]

*Enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.

*Select '''''Expense Category''''' and '''Department'''.

*Enter '''''Business Purpose''''' and add '''''Receipts (scroll down).'''''

*Click '''''Request'''''.

[[File:Reimbursement 9.png|none|thumb|611x611px]]

For assistance: '''E-mail''': help@getdivvy.com '''Call''': 385-352-0374

'''Chat''': Chat into support via their Divvy accounts
==See Also==

*[[Credit Card|Divvy Card Homepage]]
*[[Connecting to Bill Spend & Expense (Divvy)|Connecting Divvy and QBO]]

{{Support Finance}}

[[Category:Credit Card]]
[[Category:Financial Systems]]