How Do I Edit an Activity?

There may be times where the amount that you have budgeted can be lower than what a transaction requires. We give you the ability to easily modify your activity request from either the web or mobile app environments.

 

Mobile App

1. Log in to the Custodia app on your iPhone or Android device.

2. From the Activity screen, swipe left on the top banner of the activity you want to edit.

3. Tap Edit.

4. Make the required changes and then select Submit

• Here is an example of editing a Business Trip activity

• All activity fields are editable, please see below for details
• Depending on your organization's policy, your update will either be automatically approved by Custodia or sent for manual approval.

Editable Fields

The following fields can be updated on an existing activity (subject to your organization’s policy):

• Budget Amount

  • Click on the budget amount at the bottom of page

• Date Range (start and end date)

  • Click on the date range of the activity card

• Title

  • Click on the title to edit

• Purpose/Description

  • Click on the description to edit

• Tags

  • Click on the image representing the tag

• Card Restriction
  • Click on the card icon to select the card restriction. This will designate the activity to apply only to the selected card

• Recurring Frequency
  • Click on the recurring icon to select a frequency for recurring. This will designate the activity to replenish the full budget amount at the selected frequency 

Web App

• Log in to the web app from your browser (Chrome is recommended) at https://my.custodia.ai.
• From the top menu select My Organization->Spend & Activities->Activities.
• Click on the activity you wish to edit.
• On the detailed view of the activity click on the 3 dots that appear in the upper right of the activity card.
• Click on Edit.
• Update any of the fields that you would like to modify, including the title, start and end date, description, tags and merchants associated with this activity.
• Click save.
• Depending on your organization's policy, your update will either be automatically approved by Custodia or sent for manual approval.