Enhancements for our partners
Introducing a new role at Divvy: Bookkeeper
Different roles within Divvy all come with different permissions. The administrator, or admin, has full access to manage the Divvy platform for their company. Members who are Budget Owners have less access than Admins, but more control than Members who are only Budget Members, and so on.
We’re excited to introduce a new role within Divvy called Bookkeeper. This accounting role has the same permissions as admins in the Transactions and Statement areas of Divvy, along with the right restrictions to keep your company secure when working with your accounting team.
Bookkeeper roles can do the following:
- See, review, and lock all company transactions
- Attach receipts and input expense categories on all company transactions
- Export transaction data or sync via accounting integrations
- View budgets—if they are added to budgets
- View their own cards—if they are given access to funds
- Approve transactions as an “Admin” in Post Transaction Review
- View and download historical statements
Learn more about Bookkeeper and other roles within Divvy here.
For more information around this new page and ordering cards in general, check out this help article.
Invite an accountant
If you’re working with an outsourced accountant, we’ve made it super simple to give them access to your Divvy account. When filling out your credit application, simply input their information.
By adding your accountant, they’ll get access to your Divvy account as soon as you do! It’s important to note that if you add your accountant from the application, they will be given full admin rights to help you set up your account. If you’d like to change that, you can edit their role after you add them to Divvy to have more restrictions by changing their role from Admin to Bookkeeper. We hope this helps streamline their efforts to close your books and help you manage your business.