Divvy Transactions

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Revision as of 17:36, 24 August 2022 by Paulamuesse (talk | contribs)
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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.

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
Categorize Transactions 1.png

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.  

Categorize Transactions 2.png


Once all fields are completed click on Complete.

Categorize Transactions 3.png

 

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.
Categorize transactions 4.png
  • Select file:
  • Take Photo
  • Choose from photo Library
  • Choose from files
    • Enter a Description to complete the transaction.
Categorize Transaction 5.png


To Delete file:

  • Select image.
  • Click on three dots and select Delete file.
Categorize transaction 6.png


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

Chat: Chat into support via their Divvy accounts

See Also