Divvy Inc. release notes
Divvy Inc. release notes
getdivvy.com

Streamlined admin updates

 

Improvement

 

 

We’ve been working on a few updates to make the work day for Divvy admins easier. Check them out below:

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  • Reset passwords for users within Divvy. Learn more about password resets.
  • Add another address for card ordering by selecting “Other” from the Card orders drawer.
  • See the emails for your employees in their own column on the People page.
  • Copy an email from the People page by simply clicking on the email.

Mobile notifications to fight fraud

 

New

 

 

We’ve done some more work under the hood to keep Divvy secure. When we suspect fraudulent activity, we automatically freeze the card.

Now after a card is frozen to protect your funds, the card holder will receive a mobile notification to either verify the transaction if you recognize it or report it if you don’t. See this help article for more information.

Note: You must be on app version 1.0.48 or later for this feature.

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Automatically map your NetSuite chart of accounts

 

New

 

 

Users who activate their Divvy - NetSuite integration are now able to automatically copy their chart of accounts from NetSuite into Divvy as custom fields, making it easier and faster to activate the integration.

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Managing physical cards just got better

 

New

 

 

We've given Admins a whole new view when it comes to managing physical card orders. From this new page, you can see everything you need to know about your orders, including:

  • Order ID numbers
  • Order status
  • Last four digits of the physical card number
  • Shipping address
  • Who made the order
  • When the physical card was ordered
  • And more!

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That’s not all. We’ve also made it possible for you to order multiple cards at a time, cancel a card order on the same day, and even get FedEx tracking numbers for the cards you choose to expedite.

Learn more about these improvements in detail on our product updates blog here.

More information in your Budget History

 

Improvement

 

 

A few weeks ago, we added the ability to see how funds were allocated in a budget with Budget History. We’ve now expanded the information that Budget History tracks and shows in the log of changes.

You’ll now be able to see:

  • When users or cards are added to budgets

  • When cards are moved to new budgets

  • When budget settings are changed

  • When roles are changed within budgets (i.e. When someone is made a budget owner)

  • When changes are made in bulk vs. single actions

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Download more of your Divvy data

 

New

 

 

To make it easier to manipulate and work with your data in Divvy, you now have the ability to download more of the tables you work with every day.

In addition to the Transactions table, here are the new tables you are now able to download.

  • Transactions - Declined

  • Budgets list

  • Budgets list with roster

  • People table

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Refer to our step by step guide to get started.

Invite Your Accountant

 

New

 

 

If you're working with an outsourced accountant, we've made it super simple to give them access to Divvy. When filling out your credit application, simply input their information:

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By adding your accountant, they'll get access to your Divvy account as soon as you do!

We hope this helps streamline their efforts to close your books and help you manage your business.

Speed and accuracy via transaction defaults

 

New

 

 

Admins are now able to enable default capabilities for transaction fields, making it easier and faster for spenders to complete transactions. Once enabled, spenders are able to select their desired default values for those transaction fields.

Here's a step by step set up guide to get started.

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Easily fill in transaction fields with recently selected values

 

New

 

 

To help eliminate unnecessary scrolling, the Divvy mobile app will now remember your most recently selected values and surface those to the top of your transaction field drop down as suggested options.

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Small but mighty changes to Budgets

 

Improvement

 

 

We've made some small (but mighty!) improvements to how budgets appear on mobile. These changes will make it easier for you to navigate between budget periods and see important information about your budgets.

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Here are some key improvements:

  • Different colors for periods: We've colored spending in different budget periods differently, to help you keep track of which period you're viewing. Graphs for the current period use green, while past periods are gray and future periods are blue.

  • Pending vs cleared transaction: We now split out pending and cleared transactions for that budget.

  • Important data: We've made it easier to see the budget name, period date and the recurring limit for each budget.

These new views will also be available on web for admins and budget owners.

We hope these changes make it easier for you to find the information you're looking for in your budgets!