Help for Admins, Accountants & Bookkeepers

Learn how to setup, configure and use DiviPay as an admin.

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50 articles in this collection
Written by Daniel Kniaz and Nick Roberts
Budgets & Cards

How do I create a budget?

To create a budget click create new budget and complete the short budget form.
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Written by Daniel Kniaz
Updated over a week ago

How much money can I allocate to a budget member?

You can allocate a maximum of $25,000 to each budget member.
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Written by Daniel Kniaz
Updated over a week ago

How do I edit a budget?

Open the budget you want to edit, click edit and adjust the information. Your budget will be updated instantly.
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Written by Daniel Kniaz
Updated over a week ago

How do I delete a budget?

Open a budget, click edit and then click the delete button. Any unused funds will be sent back to your account balance instantly.
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Written by Daniel Kniaz
Updated over a week ago

What happens to expense data when I delete a budget?

You will always be able to view any expense data, even if you have deleted a budget. All expense data can be found on the reports page.
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Written by Daniel Kniaz
Updated over a week ago

How long does it take for funds to become available on my virtual corporate card?

Allocated funds are instantly available on your virtual card.
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Written by Daniel Kniaz
Updated over a week ago

How many budgets and virtual cards can I create?

With DiviPay you can create unlimited budgets, virtual corporate cards and subscription.
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Written by Nick Roberts
Updated over a week ago

How do I close a DiviPay card?

You can close a staff member's card by removing them from the associated budget or deleting the budget all together.
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Written by Nick Roberts
Updated over a week ago
Integrations and Accounting

How do I integrate DiviPay with Xero?

Click connect to Xero in settings, give permission to Xero and map your chart of accounts.
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Written by Daniel Kniaz
Updated over a week ago

How do I integrate DiviPay with MYOB Account Right?

Connect to MYOB, authenticate the integration and map your chart of accounts.
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Written by Nick Roberts
Updated over a week ago

How do I integrate DiviPay with Quickbooks?

Connect to Quickbooks, sign in to your Intuit account, select your company from the dropdown and map your chart of accounts.
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Written by Nick Roberts
Updated over a week ago

How do I map my chart of accounts?

Mapping your chart of accounts to DiviPay's expense categories means that all expenses will be categorised to your chart of accounts.
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Written by Daniel Kniaz
Updated over a week ago

How do I export expense data to CSV?

On the reports page click on export CSV and a CSV file and ZIP folder will download with your expense data and receipts.
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Written by Daniel Kniaz
Updated over a week ago

How do I download tax invoices?

Click the export CSV button on the reports page or click on the expense and click download.
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Written by Daniel Kniaz
Updated over a week ago

How do I get an official transaction statement for my auditor?

You can export an official transaction statement from DiviPay in the reports page.
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Written by Nick Roberts
Updated over a week ago

How do I reconcile transactions in Xero?

Reconcile each transaction in Xero using the 'Account Transactions' tab in your DiviPay Bank Account.
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Written by Daniel Kniaz
Updated over a week ago

How do I reconcile transfers & direct debits into DiviPay in Xero?

From the Xero reconcile tab account for the transaction from your main business bank account to your DiviPay account as a Transfer
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Written by Daniel Kniaz
Updated over a week ago

How do I reconcile transfers & direct debits into DiviPay in MYOB Account Right?

Go to banking > spend money, find the transfer amount and select the DiviPay Expenses Account as the account number.
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Written by Nick Roberts
Updated yesterday

Why haven't my DiviPay transactions imported into my accounting software?

Make sure that you've mapped your chart of accounts to all expense categories in DiviPay.
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Written by Nick Roberts
Updated over a week ago

How can I manage multiple businesses as an accountant or bookkeeper?

Signup to DiviPay as an accountant or bookkeeper and manage multiple businesses from a single account.
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Written by Nick Roberts
Updated over a week ago