Module 1: Signing up to DiviPay
- How do I sign up my business to DiviPay?
- What information is required to verify a Private Company
- What information is required to verify an Association
- What information is required to verify a Regulated Trust
- What information is required to verify a Public Company
- What information is required to verify an Unregulated Trust
Module 2: Funding your account balance
Module 3: Inviting your staff to DiviPay
Module 4: Bookkeeping and Accounting in DiviPay
- How to integrate DiviPay with Xero
- How to integrate DiviPay with MYOB Account Right
- How to integrate DiviPay with Quickbooks
- How to upload your chart of accounts from a CSV
- How to map your chart of accounts
- How to review expense reports on the transaction table
Module 5: Customising your expense report
Module 6: Creating budgets and issuing cards
Module 7: Issuing subscription cards
Module 8: Setting up the DiviPay mobile app
- How to download the DiviPay App from the Apple App Store
- How to download the DiviPay App from the Google Play Store
- How to download Google Pay
- How to add your card to Apple Wallet
- How to add your card to Google Pay
- How to login into the DiviPay mobile app
Module 9: Paying with your DiviPay card
Module 10: Completing & reviewing expense reports
- How to complete an expense report
- How to add a new attendee to an expense report in the mobile app
- How to add a new attendee to a transaction on the transaction table
- How to filter the transactions table
- How to create a categorisation rule
- How to split a transaction into multiple expense items
Module 11: Requesting funds and topping-up
Module 12: Managing your account & billing
- How to update your password
- How to update your personal information
- How to change businesses in the web app
- How to change businesses in the mobile app
- How is my bill calculated?
- When am I billed for using DiviPay?