Heads Up
Custom fields will allow you to set up required items for you and your employees to fill out after they make a transaction with their BILL Divvy card.
Common fields include: expense account, department, and location.
On the web app, create a custom field using user-friendly names when setting up custom field options so it’s easier for employees to quickly categorize transactions.
Set up weekly reminder emails for users who haven’t completed all of their transactions—meaning they haven’t filled out the required fields you have set. Learn how here.
