Difference between revisions of "Divvy Pay a Section Area or Region"

Revision as of 21:17, 21 September 2023

Want to pay another Section, Area or Region through Divvy?

Use the Reimbursement feature in Divvy

Example: Area Fees

To be completed by the Region that needs to send funds to another SAR:

Add a person (example: The Area Treasurer) in your Region's Divvy account.
- This person is a virtual user and does not need to be issued a physical card
- Highly Recommended - Consider including a nick name in Divvy
  - Example:
  - First Name: Area 2F
  - Last Name: The full name of the Area Treasurer
- Use the treasurer's email address - could also be the area director or another responsible party that is a signer on the area's bank account
  - If you decide to use the area director, and the area director is already a person in your Region's Divvy portal you may decide to update the naming convention as per above (to add a nick name), if desired to keep things organized and easily understood by incoming board members in the future.
- See Divvy Add and Remove Users for more details.
Add this new user to a budget and assign a budget amount. The user will not be able to request payment beyond the budget amount.
The new user (Area Treasurer) will use Divvy Reimbursements to request payment.
1. Be sure to connect the Area bank account during this process - not your personal bank account!

Approving Payment

Once the Area requests payment through reimbursement, the Region admin logs into Divvy and approves the reimbursement.

Payment is processed and typically takes 5-10 business days for the funds to be deposited into the receivers bank account.

@@ Line 1: / Line 1: @@
+=== <u>Want to pay another Section, Area or Region through Divvy?</u> ===
+<u>Use the Reimbursement feature in Divvy</u>
+Example: '''Area Fees'''
-In Progress...
-Want to pay another Section, Area or Region through Divvy? Use the Reimbursement feature in Divvy.
-Example: Area Fees
 To be completed by the Region that needs to send funds to another SAR:
 # Add a person (example: <u>The Area Treasurer</u>) in your Region's Divvy account.
-#* This person is a virtual user and will not be issued a physical card
+#* This person is a virtual user and does not need to be issued a physical card
-#* Consider including a nick name in Divvy
+#* <u>Highly Recommended</u> - Consider including a nick name in Divvy
 #** Example:
-#** First Name: Area 2A
+#** First Name: Area 2F
-#** Last Name: The full name of the area treasurer
+#** Last Name: The full name of the Area Treasurer
 #* Use the treasurer's email address - could also be the area director or another responsible party that is a signer on the area's bank account
-#** If you decide to use the area director, and the area director is already a person in your Region's Divvy portal you may decide to update the naming convention as per above (to add a nick name) if desired to keep things organized and easily understood by incoming board members in the future.
+#** If you decide to use the area director, and the area director is already a person in your Region's Divvy portal you may decide to update the naming convention as per above (to add a nick name), if desired to keep things organized and easily understood by incoming board members in the future.
 #* See [[Divvy Add and Remove Users]] for more details.
-# Add this new user to a budget and assign a budget amount. The person will not be able to request payment beyond the budget amount.
+# Add this new user to a budget and assign a budget amount. The user will not be able to request payment beyond the budget amount.
-# The new user will receive an invitation from Divvy and enter the SAR bank account to receive payment (reimbursements). In this example, it is the Area's bank account.
+# The new user (Area Treasurer) will use [[Divvy Reimbursements]]  to request payment.
-## Note: Users can only have one bank account (in this case, the area account) and cannot request reimbursements personally through this user account. It is highly recommended that a user obtain a separate Divvy username and log in for connecting their personal bank account for reimbursement purposes if needed.
+## Be sure to connect the Area bank account during this process - not your personal bank account!
-### In the example of Area Fees, the user requests payment in Divvy through reimbursements.
-### See [[Divvy Reimbursements|Divvy Reimbursements.]]
-### Be sure the user enters the Area bank account
-### It is up to the SAR how the Area determines what the total amount due is from each Region in the example of area fees.
 === <u>Approving Payment</u> ===