Budgets
Why can't I edit how many funds are assigned to people in this budget? They are all greyed out!
Shared Funds is turned on!
I just bought $32.67 worth of gas, how much they charged me $100 instead?
This is an authorization and will be replaced by the real amount when the transaction clears.
What roles can edit budget settings?
Admins only
How many occurrences are you allowed within a 45-day rolling period?
2 freebies!
In what category of spend are you eligible to earn the most rewards points per dollar spent? (Regardless of payment cycle)
7x on restaurant spending with a weekly payment cycle
MasterCard customer has $500 assigned to them in this budget, but the declines are for a transaction of $299 and the reason is showing insufficient budget funds.
Penny Trick!
If someone is receiving a decline for an invalid expiration date on a MasterCard, what is the most likely reason for this decline?
The customer was issued a replacement MasterCard that needs to be activated in T-Chek.
Describe the steps to set someone as a manager.
2. Navigate to the Manager dropdown along the bottom of the User Details page
In what Slack channel can we submit an Accounting Integration SME request?
You have tried your best to help customers with a difficult accounting integration question. You need some help. Who can you hand this off to first?
Your team's accounting integration SME!
Where do I go to check previous funds assignments and allocations for a particular budget?
Budget History
How do I change what fields are visible on the transactions export file?
The box with 3 smaller rectangles on the top right of the Transactions tab.
What are 2 public and 3 private methods of verification for an admin?
Bank ID / Wex ID Last 4 of Company Bank Account Most Recent Payment Amount Last 4 of one of their CardDOB Most recent Transaction (Date, Amount, and Merchant)The Month and Year they were added to Divvy
Login Email Company ZipPhone Number Physical Card Mailing Address
If you start an email conversation, when it is okay to unassign the email and throw it back into the email queue?
When helping a customer via email, you will keep the email until the conversation is closed.
There are too many options for my Classes and Accounts. This is a travel budget and we will only use 5 or 6 in this budget. Can you help make this easier?
Budget Assigned Custom Fields!
How frequently can foreign transaction fees be refunded by Divvy?
Once per quarter!
If a Visa card user has a missing Blank they can not spend.
DOB
On weekend shifts, how many minutes can you start disengaging before the end of your shift?
We can not disengage before the EOD. We need coverage up until closing, but follow-up can be done in between calls and chats.
Your team's accounting integration SME is not available! Who can you reach out to instead? (Integrations workflow)
Joann Nguyen through the SMB/MM workflow in the #Help-Integrations Slack channel
Who can turn on Budget Groups for a customer's account?
CSMs and Icons
What part of transactions uses machine learning and image recognition?
OCR receipt matching!
What file type is used to bulk import users?
CSV
Expansion opportunities (Increase spend or to open new accounts)
What does SPERS stand for
Search, Check Platform, Reporoduce, and Screenshots!