Reporting Divvy Credit Card Purchases for Cardholders

Assigned To: Sarah Dungan, Dan Tietz, Jessica Myers, Trent Scipio, Carly Cavagnoli

Category: Finance & Compliance

Department: All Departments

SOP Rule: Trigger

Status: Approved and Implemented

Purpose

Defines the process for reporting Divvy credit card purchases to ensure accurate financial tracking and compliance.

Scope

Applies to all employees using Divvy cards for school-related purchases.

Trigger

• Purchase made using Divvy credit card

Process Overview

1. Log in to Divvy / Bill.com

• Access Divvy app or Bill.com platform
• Open transaction dashboard

2. Review Transactions

• Locate incomplete transactions
• Open transaction details

3. Upload Receipt

• Attach receipt to transaction
• Ensure clarity and completeness

4. Categorize Transaction

• Select correct account/category
• Assign department
• Select school location

5. Add Notes

• Include additional context if needed

6. Confirm and Submit

• Review all details
• Submit transaction for completion

Key Rules

• All purchases must have receipts uploaded
• Transactions must be categorized correctly
• Incomplete transactions must be resolved promptly
• All entries must be submitted after review

Completion Criteria

• Receipt uploaded
• Transaction categorized correctly
• Details reviewed and confirmed
• Transaction marked complete

Tools and Systems

• Divvy App
• Bill.com

Revision History

• Version 1: 02/19/2025
• Version 2: 06/20/2025
• Version 3: TBD