Quick Start Guide: Admins
- How to create a custom user role for your DiviPay account
- Download: Admin Quick Start Guide
- How to transfer funds into your account balance
- How to invite staff members into your DiviPay account
- How to integrate DiviPay with Xero
- How upload your chart of accounts from a CSV
- How to map your chart of accounts
- How to select which expense reports require tax invoices
- How to add the description field to your expense reports
- How to add a custom field to your expense reports
- How to create a budget
- How to create a subscription
- How to add your card to Apple Wallet
- How to add your card to Google Pay
- How to create a PIN for in-store payments
- How to pay in-store with your DiviPay card
- How to pay online with your DiviPay card
- How to pay for a subscription
- How to complete an expense report
- How to review expense reports on the transaction table
- How to track the progress of your accounting exports with sync status
- How to reconcile DiviPay transactions in Xero
- How to export transactions into a CSV file
- How to approve requests with the DiviPay mobile app