In order to use your physical or virtual card, you’ll need funds from a specific budget made available to you. You can request funds using the Divvy mobile app or on the Desktop version.

All petty cash accounts are set to the limits provided for in the property's property management agreement, therefore all increases must have prior approval. 

1. Request approval from your portfolio manager before submitting increase request once you receive the approval submit a request using one of the methods below and notate in the request description "PM approved". 

Mobile App

Jump to Web Browser steps

1. Log in to the Divvy mobile app and tap the Add icon.

   

    

2. Tap the Request funds button.

3. Tap the budget you want to request funds from.

4. Enter the Amount you want to request and a note detailing the reason for the funds request, be sure to include PM approved to your request once the increase has been approved.

5. Tap the Request button.

6. The budget owner will be instantly notified of your funds request.

Web Browser

You can request funds from the Budgets page or the Quick Actions Menu.

Request Funds From Budgets Page

1. In the Divvy Navigation Menu, click the Budgets link.

   

    

2. Select the budget you want to request funds from. You can also use the Search field to find a budget.

3. Click the Request Funds button.

Request Funds From Quick Actions Menu

You can easily request funds from anywhere in Divvy using the Quick Actions menu.

1. To open the Quick Actions menu, click the Add (+) icon, which displays in the bottom right corner from anywhere in the Divvy platform.

2. To request funds, click the Request funds link [2].

Note: Only admins can view the Request funds link in the Quick Actions menu.

Request Funds

1. In the Budget drop-down menu, select the budget you want to request funds from. You can also view the amount available in the budget.

2. In the Amount field, enter the amount you want to request.

3. Add a note to describe the request in the Note field be sure to include PM approved to your request once the increase has been approved.

4. Click the Request button.

5. Confirm the details of your request.

6. To submit your request, click the Request button. To edit the details of your request, click the Back button.