Difference between revisions of "Divvy Reimbursements"

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[[File:Reimbursement 1.png|none|thumb|720x720px]]
 
[[File:Reimbursement 1.png|none|thumb|720x720px]]
  
* Select reimbursement type: '''Out-of-pocket or Mileage'''.
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* Select reimbursement: '''Out-of-pocket'''.  '''*Please do not use the built-in ''Mileage'' option.'''
 
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** For mileage, calculate total miles multiplied by approved amount per mile (see [[Schedule of Limits]]).
[[File:Reimbursement 2.png|none|thumb|720x720px]]
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** Enter the total amount to be reimbursed.
 
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** Use a screen shot from a maps app from point A to point B as the "receipt"
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** For round trip, multiply the one way mileage by two.  
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** Enter the business purpose in the details section
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*** For example: Mileage round trip from home to Section Expo and back. Carpooled with 3 other region volunteers.
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[[File:Image_2.png|alt=|none|frame]]
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<br />
  
 
'''Out-of-pocket:'''
 
'''Out-of-pocket:'''
 
 
* Under '''Details''', enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.  
 
* Under '''Details''', enter '''''Merchant Name''''', '''''Reimbursement Amount''''', and '''''Transaction Date'''''.  
  
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* Click '''''Request'''''.  
 
* Click '''''Request'''''.  
 
 
[[File:Reimbursement 3.png|none|thumb|720x720px]]
 
[[File:Reimbursement 3.png|none|thumb|720x720px]]
 
[[File:Reimbursement 4.png|none|thumb|720x720px]]
 
[[File:Reimbursement 4.png|none|thumb|720x720px]]
 
 
'''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'''''.
 
 
[[File:Reimbursement 5.png|none|thumb|714x714px]]
 
  
 
== Divvy Reimbursements (Mobile-App) ==
 
== Divvy Reimbursements (Mobile-App) ==
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* Click on '''''More Actions'''''.
 
* Click on '''''More Actions'''''.
  
[[File:Reimbursements 6.png|none|thumb]]
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[[File:Reimbursements 6.png|none|thumb|647x647px]]
  
 
* Scroll down and select '''''New reimbursement'''''.
 
* Scroll down and select '''''New reimbursement'''''.
  
* Select reimbursement type: '''Out-of-pocket or Mileage'''.
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* Select reimbursement: '''Out-of-pocket.  *Please do not use the built-in ''Mileage'' option.'''  
 
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[[File:Out of pocket.png|none|thumb|662x662px]]
[[File:Reimbursement 7.png|none|thumb|654x654px]]
 
 
 
  
 
'''Out-of-pocket:'''
 
'''Out-of-pocket:'''
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[[File:Reimbursement 9.png|none|thumb|611x611px]]
 
[[File:Reimbursement 9.png|none|thumb|611x611px]]
 
 
'''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'''''.
 
 
  
  
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* Export Divvy Transactions
 
* Export Divvy Transactions
 
[[Category:Credit Card]]
 
[[Category:Credit Card]]
[[Category:Treasurer]]
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[[Category:Financial Systems]]
[[Category:Financial Management]]
 

Latest revision as of 16:28, 27 January 2024

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.

  • Ensure the person/vendor needing to be reimbursed/paid is a member of your Divvy account. If not add a 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.
Reimbursement 1.png
  • 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.


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.
Reimbursement 3.png
Reimbursement 4.png

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.
Reimbursements 6.png
  • Scroll down and select New reimbursement.
  • Select reimbursement: Out-of-pocket. *Please do not use the built-in Mileage option.
Out of pocket.png

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.
Reimbursement 8.png
  • Enter Merchant Name, Reimbursement Amount, and Transaction Date
  • Select Expense Category and Department.
  • Enter Business Purpose and add Receipts (scroll down).
  • Click Request.
Reimbursement 9.png


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

Chat: Chat into support via their Divvy accounts

See Also