Janessawillette at 15:40, 17 March 2026

2026-03-17T15:40:00Z

← Older revision		Revision as of 08:40, 17 March 2026
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	{{Credit Card Clipboard}}		{{Credit Card Clipboard}}

	All transactions should be categorized in Divvy through the web browser or through the mobile app. Each transaction should also have a receipt/invoice saved to the transactions along with a business purpose in the notes.<br>		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>
	{{YouTube\|video=https://youtu.be/Hvk8hO5bXI4}}		{{YouTube\|video=https://youtu.be/Hvk8hO5bXI4}}
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⚫	For assistance: '''E-mail''': ~~help~~@~~getdivvy~~.com

	'''Chat''': Chat into support via their Divvy accounts		'''Chat''': Chat into support via their Divvy accounts

		⚫	For assistance: '''E-mail''': spendsupport@hq.bill.com

	==See Also==		==See Also==

ayso>Shelleyschooley at 20:26, 1 December 2025

2025-12-01T20:26:12Z

New page

{{Credit Card Clipboard}}

All transactions should be categorized in Divvy through the web browser or through the mobile app. Each transaction should also have a receipt/invoice saved to the transactions along with a business purpose in the notes.<br>
{{YouTube|video=https://youtu.be/Hvk8hO5bXI4}}
<br>
==Categorize Transactions (Web browser)==
*Login to Divvy.
*Click on '''Transactions''':
*'''Complete''' - The transaction is coded, and the receipts or invoices have been uploaded.
*'''Incomplete''' - The transaction is missing NAP code(s) and must uploaded receipts or invoices
**Incomplete transactions appear highlighted in yellow

[[File:Categorize_Transactions_1.png|frameless|718x718px]]

Select an incomplete transaction to get started

'''Receipts''':

Click on the + Plus sign, add receipts/invoices/reimbursement documents or drag files to this section for uploading.

'''Budget''':

Click on the drop down arrow, select budget.

'''NAP Codes (Account Categories):'''

Click on the drop down arrow, select your NAP Code(s)

'''Notes:'''

Enter description, notes, memo related to the transaction.

[[File:Categorize_Transactions_2.png|frameless|820x820px]]

Once all fields are completed click on '''Complete'''.

[[File:Categorize_Transactions_3.png|frameless|816x816px]]

==Categorize Transactions (Mobile App)==

*Download the mobile app in the App Store on your phone/tablet.
*Log in with the same user name and password as the web browser (may require multi-factor authentication)
*On Transactions page, select transaction to add receipt.

*Scroll to the bottom of the page and click '''''Add Receipt'''''.

[[File:Categorize transactions 4.png|none|thumb|678x678px]]

*Select file:

*'''''Take Photo'''''

*'''''Choose from photo Library'''''

*'''''Choose from files'''''
**Enter a '''''Description''''' to complete the transaction.

[[File:Categorize Transaction 5.png|none|thumb|664x664px]]

To '''Delete file''':

*Select image.

*Click on '''three dots''' and select '''''Delete file'''''.

[[File:Categorize transaction 6.png|none|thumb]]

== Viewing Declined Transactions (Web Browser) ==

*Login to Divvy.
*Click on '''Transactions''': then choose declined from the drop down in the left navigation bar

[[File:Declined Transaction - web.png|center|frameless]]

== Viewing Declined Transaction (App) ==
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.

For assistance: '''E-mail''': help@getdivvy.com

'''Chat''': Chat into support via their Divvy accounts

==See Also==

*[[Credit Card|Divvy Card Homepage]]
*[[Divvy Split Transactions|Split Transaction Categories]]
{{Support Finance}}
[[Category:Credit Card]]
[[Category:Regional Commissioner]]
[[Category:Financial Systems]]
__FORCETOC__

Divvy Transactions - Revision history

Janessawillette at 15:40, 17 March 2026

ayso>Shelleyschooley at 20:26, 1 December 2025