Divvy/Reimbursements

From web browser

*Note: Reimbursements must be enabled by the account administrator.

·       Select Reimbursements from the menu on the left.

·       Click New Reimbursement.

·       Select reimbursement type: Out-of-pocket or Mileage.

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.

Mileage:

·       Under Details, enter Trip Date, Distance, Budget, Business Purpose, and Attach Route (Google maps, screen shot, etc.)

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

·       Click Request.

                     

From mobile app

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

·       Click on More Actions.

  

·       Scroll down and select New reimbursement.

·       Select reimbursement type: Out-of-pocket or Mileage.

 

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.

·       Enter Merchant Name, Reimbursement Amount, and Transaction Date.

·       Select Expense Category and Department.

·       Enter Business Purpose and add Receipts (scroll down).

·       Click Request.

       

Mileage:

·       Enter Miles, Amount, Transaction Date, Department, Expense category, Business Purpose, and Attach Route (Google maps, screen shot, etc.)

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

·       Click Request.