Your company has a policy for receipts for any expenses that you have. Whenever a transaction occurs, if a receipt is required, we will send you a notification via the Custodia app that starts with [Receipt Required]. We provide three easy ways to add a receipt to your transaction.
Mobile App
There are a few different screens that allow you to upload receipts from your mobile app.
Notifications:
Organize View
Transactions
Web App
- From the top menu select My Organization->Spend & Activities->Transactions.
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From this screen, you can review all of your transactions. Please note that you have the following filters:
- Monthly range dropdown allows you to select the month you would like to see transactions from.
- Search text box to search across any of the columns.
- Success/Declined/All selector to view only relevant transactions.
- Mouse over any transaction and you will notice icons appear to the right of that transaction. Select the Edit icon to open the detailed view of the transaction.
- Click on the area on the right hand side of the screen that says Drop file or click to upload.
- Select the receipt that you would like to upload.
- The receipt is now associated with this transaction
If you receive any receipts via email, simply forward them to receipts@custodia.ai. We will automatically associate the receipt to the correct transaction and classify it appropriately on your behalf.
[Beta] Automatic Email Filters
We are providing automatic email forwarding filters for customers of both G Suite and Office 365. If you are interested please send an email to beta@custodia.ai with the subject "[Beta] Automatic Email Filters" to request access.