Read this quick refresher to get started with Bill Spend & Expense.
Sep 7, 2023
If you're new to BILL Spend & Expense, or looking for a quick refresher, the four steps below will get you spending in no time.
Activate Card
After you've received your physical card, you'll need to sign into the Spend & Expense app from your phone to activate it. Learn how to activate your physical card.
Request Funds
To start spending, you'll first need to make sure you've been added to a budget and have enough funds. If you've already been sent funds or had a funds request approved, you can skip this step. Learn how to request funds in Spend & Expense.
Select Budget
When you make a transaction with your BILL Divvy Corporate Card, it pulls funds from the active budget for your account. If you don't select a budget before swiping your card, it will automatically pull from the budget with the highest funds available to you. Learn how to select an active budget in Spend & Expense.
If your card gets declined, try opening the app and choosing a budget to spend from, then swipe your card again.
Categorize Transactions
Once a transaction goes through you can then categorize it, attach a receipt, and add additional info. This can be done from the Transactions page on your mobile app.