We’ve been working on a few updates to make the work day for Divvy admins easier. Check them out below:
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.
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.
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:
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.
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
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
Refer to our step by step guide to get started.
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:
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.
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.
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.
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.
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!
